Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

Atria Wealth Solutions, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.74 Billion distributed in 4592 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $259M, Ishares Core S&P 500 ETF with a value of $258M, Nvidia Corp with a value of $204M, Microsoft Corp with a value of $173M, and Invesco Qqq Trust, Series 1 with a value of $155M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $8.89B to 8.74B.

Atria Wealth Solutions, Inc. is based out at New York, NY

Below you can find more details about Atria Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $8.74 Billion
ETFs: $5.48 Billion
Technology: $989 Million
Financial Services: $492 Million
Consumer Cyclical: $356 Million
Healthcare: $269 Million
Communication Services: $262 Million
Industrials: $240 Million
Consumer Defensive: $224 Million
Other: $343 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.9B
$523,000 0.01% of portfolio
13,898
Q4 2024 Reduced 1.2%
$7.29B
$852,000 0.01% of portfolio
3,875
Q4 2024 Reduced 17.71%
$43.4B
$979,000 0.01% of portfolio
13,621
Q4 2024 Reduced 24.72%
$43.2B
$640,000 0.01% of portfolio
7,928
Q4 2024 Added 14.8%
$29.8B
$828,000 0.01% of portfolio
19,592
Q4 2024 Added 242.88%
$30.7B
$638,000 0.01% of portfolio
302
Q4 2024 Added 106.85%
$22.2B
$450,000 0.01% of portfolio
11,319
Q4 2024 Added 6.19%
$1.17B
$515,000 0.01% of portfolio
22,489
Q4 2024 Added 3.05%
$17.2B
$797,000 0.01% of portfolio
20,771
Q4 2024 Reduced 4.97%
$1.14B
$979,000 0.01% of portfolio
78,109
Q4 2024 Reduced 15.19%
$3.32B
$620,000 0.01% of portfolio
32,207
Q4 2024 Added 0.46%
$0
$511,000 0.01% of portfolio
95,076
Q4 2024 Added 4.98%
$0
$622,000 0.01% of portfolio
123,750
Q4 2024 Reduced 4.34%
$43.9B
$1.08 Million 0.01% of portfolio
5,257
Q4 2024 Reduced 31.7%
$39.4B
$544,000 0.01% of portfolio
1,123
Q4 2024 Reduced 64.47%
$17.6B
$1.24 Million 0.01% of portfolio
10,582
Q4 2024 Reduced 8.26%
$6.29B
$705,000 0.01% of portfolio
3,289
Q4 2024 Reduced 5.6%
$16B
$906,000 0.01% of portfolio
68,650
Q4 2024 Reduced 0.15%
$14.7B
$673,000 0.01% of portfolio
7,988
Q4 2024 Reduced 26.32%
$2.52B
$707,000 0.01% of portfolio
26,368
Q4 2024 Reduced 1.09%
$47B
$457,000 0.01% of portfolio
47,868
Q4 2024 Added 6.11%
$23.9B
$553,000 0.01% of portfolio
20,370
Q4 2024 Added 77.19%
$87.9B
$1.28 Million 0.01% of portfolio
4,256
Q4 2024 Added 28.58%
$114B
$482,000 0.01% of portfolio
7,550
Q4 2024 Added 1.06%
$10.2B
$1.28 Million 0.01% of portfolio
67,289
Q4 2024 Added 6.59%
$12.7B
$702,000 0.01% of portfolio
4,006
Q4 2024 Reduced 4.02%
$25.5B
$638,000 0.01% of portfolio
29,896
Q4 2024 Reduced 9.36%
$71.7B
$713,000 0.01% of portfolio
2,885
Q4 2024 Added 8.99%
$6.14B
$619,000 0.01% of portfolio
21,874
Q4 2024 New
$20B
$769,000 0.01% of portfolio
1,838
Q4 2024 Added 4.67%
$34.8B
$1.05 Million 0.01% of portfolio
1,509
Q4 2024 Reduced 0.72%
$3.85B
$880,000 0.01% of portfolio
20,410
Q4 2024 Added 0.99%
$4.88B
$564,000 0.01% of portfolio
28,431
Q4 2024 New
$34.2B
$991,000 0.01% of portfolio
10,959
Q4 2024 Added 62.07%
$22.5B
$692,000 0.01% of portfolio
5,545
Q4 2024 Added 40.77%
$20.9B
$897,000 0.01% of portfolio
10,620
Q4 2024 Reduced 1.16%
$20.9B
$1.11 Million 0.01% of portfolio
7,704
Q4 2024 New
$3.34B
$523,000 0.01% of portfolio
12,500
Q4 2024 Added 8.7%
$28.2B
$646,000 0.01% of portfolio
7,985
Q4 2024 Added 16.21%
$16.2B
$689,000 0.01% of portfolio
40,247
Q4 2024 Reduced 6.03%
$13.9B
$665,000 0.01% of portfolio
71,842
Q4 2024 New
$9.9B
$1.28 Million 0.01% of portfolio
2,752
Q4 2024 Reduced 7.87%
$46.4B
$1.14 Million 0.01% of portfolio
18,691
Q4 2024 Added 1.39%
$17.7B
$913,000 0.01% of portfolio
6,338
Q4 2024 New
$30.5B
$501,000 0.01% of portfolio
3,681
Q4 2024 Reduced 13.85%
$0
$643,000 0.01% of portfolio
92,608
Q4 2024 Reduced 15.6%
$12B
$952,000 0.01% of portfolio
5,082
Q4 2024 Reduced 10.87%
$44.7B
$618,000 0.01% of portfolio
1,618
Q4 2024 Reduced 58.44%
$25.1B
$646,000 0.01% of portfolio
8,699
Q4 2024 Added 21.04%

Summary

  • Portfolio
  • No. of Stocks 4,592
  • Current Value $8.74 Billion
  • Prior Value $8.89 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 206 stocks
  • Additional Purchases 830 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 796 stocks
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