Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

Atria Wealth Solutions, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.89 Billion distributed in 4393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $271M, Nvidia Corp with a value of $271M, Apple Inc. with a value of $267M, Microsoft Corp with a value of $193M, and Invesco Qqq Trust, Series 1 with a value of $147M.

Examining the 13F form we can see an increase of $103M in the current position value, from $8.79B to 8.89B.

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 $8.89 Billion
ETFs: $5.53 Billion
Technology: $1.08 Billion
Financial Services: $477 Million
Consumer Cyclical: $330 Million
Healthcare: $309 Million
Communication Services: $264 Million
Industrials: $260 Million
Consumer Defensive: $237 Million
Other: $330 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.49 Million 0.06% of portfolio
230,963
Q3 2024 Added 0.92%
$0
$5.25 Million 0.06% of portfolio
68,495
Q3 2024 Reduced 11.47%
$0
$5.68 Million 0.06% of portfolio
64,444
Q3 2024 Reduced 7.27%
$0
$5.73 Million 0.06% of portfolio
21,550
Q3 2024 Added 26.72%
$0
$5.58 Million 0.06% of portfolio
59,593
Q3 2024 Reduced 9.29%
$0
$4.92 Million 0.06% of portfolio
37,332
Q3 2024 Added 17.76%
$0
$5.74 Million 0.06% of portfolio
239,092
Q3 2024 Added 0.56%
$0
$5.49 Million 0.06% of portfolio
113,757
Q3 2024 Added 44.73%
$0
$5.66 Million 0.06% of portfolio
94,039
Q3 2024 Added 4.76%
$0
$5.06 Million 0.06% of portfolio
162,801
Q3 2024 Added 14.0%
$0
$5.31 Million 0.06% of portfolio
55,650
Q3 2024 Reduced 0.11%
$0
$5.34 Million 0.06% of portfolio
56,457
Q3 2024 Added 2.97%
$0
$5.5 Million 0.06% of portfolio
81,054
Q3 2024 Added 16.86%
$0
$5.61 Million 0.06% of portfolio
28,006
Q3 2024 Reduced 22.63%
$0
$5.29 Million 0.06% of portfolio
39,025
Q3 2024 Reduced 21.81%
$0
$5.09 Million 0.06% of portfolio
194,667
Q3 2024 Added 21.19%
$0
$5.01 Million 0.06% of portfolio
41,852
Q3 2024 Reduced 0.82%
$0
$5.47 Million 0.06% of portfolio
90,588
Q3 2024 Reduced 0.29%
$8.01B
$5.02 Million 0.06% of portfolio
96,319
Q3 2024 Added 18.26%
$0
$4.56 Million 0.05% of portfolio
154,990
Q3 2024 Added 38.74%
$0
$4.3 Million 0.05% of portfolio
44,833
Q3 2024 Added 12.31%
$0
$4.59 Million 0.05% of portfolio
160,362
Q3 2024 Reduced 20.53%
$0
$4.27 Million 0.05% of portfolio
116,963
Q3 2024 Reduced 4.73%
$0
$4.16 Million 0.05% of portfolio
52,618
Q3 2024 Added 0.81%
$0
$4.36 Million 0.05% of portfolio
117,375
Q3 2024 Added 1.14%
$0
$4.15 Million 0.05% of portfolio
131,778
Q3 2024 Reduced 6.76%
$0
$4.07 Million 0.05% of portfolio
40,627
Q3 2024 Added 17.5%
$0
$4.86 Million 0.05% of portfolio
91,310
Q3 2024 Reduced 0.99%
$0
$4.25 Million 0.05% of portfolio
55,958
Q3 2024 Reduced 1.01%
$0
$4.14 Million 0.05% of portfolio
179,525
Q2 2024 Added 105.11%
$0
$4.69 Million 0.05% of portfolio
54,437
Q3 2024 Added 8.7%
$0
$4.6 Million 0.05% of portfolio
69,151
Q3 2024 Added 0.18%
$0
$4.04 Million 0.05% of portfolio
41,284
Q3 2024 Reduced 14.66%
$0
$4.85 Million 0.05% of portfolio
201,535
Q3 2024 Added 56.19%
$0
$4 Million 0.05% of portfolio
132,133
Q3 2024 Added 18.0%
$0
$4.04 Million 0.05% of portfolio
97,679
Q3 2024 Reduced 0.34%
$0
$4.77 Million 0.05% of portfolio
45,201
Q3 2024 Added 1,664.97%
$0
$3.33 Million 0.04% of portfolio
110,388
Q3 2024 Added 117.62%
$0
$3.72 Million 0.04% of portfolio
160,960
Q3 2024 Added 31.2%
$0
$3.12 Million 0.04% of portfolio
60,563
Q3 2024 Reduced 1.61%
$0
$3.17 Million 0.04% of portfolio
141,314
Q3 2024 Added 0.71%
$0
$3.51 Million 0.04% of portfolio
148,342
Q3 2024 Reduced 22.68%
$0
$3.78 Million 0.04% of portfolio
63,856
Q3 2024 Added 0.97%
$0
$3.71 Million 0.04% of portfolio
161,264
Q3 2024 Added 48.3%
$0
$3.7 Million 0.04% of portfolio
17,478
Q3 2024 Reduced 3.8%
$0
$3.51 Million 0.04% of portfolio
182,566
Q3 2024 Added 3.79%
$0
$3.49 Million 0.04% of portfolio
138,771
Q3 2024 Added 61.78%
$0
$3.42 Million 0.04% of portfolio
81,545
Q3 2024 Reduced 8.22%
$0
$3.87 Million 0.04% of portfolio
20,246
Q3 2024 Added 1.14%

Summary

  • Portfolio
  • No. of Stocks 4,393
  • Current Value $8.89 Billion
  • Prior Value $8.79 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 149 stocks
  • Additional Purchases 703 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 945 stocks
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