Atria Wealth Solutions, Inc. Options Holdings

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$7.62 Million
13K
Q4 2024
Reduced 11.56%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$6.44 Million
12.6K
Q4 2024
Reduced 19.75%
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$2.56 Million
5K
Q4 2024
Reduced 19.75%
IVV
Ishares Core S&P 500 ETF

ETFs
CALL
$1.35 Million
2.3K
Q4 2024
Reduced 8.0%
NVDA
Nvidia Corp

Technology
CALL
$537,000
4K
Q4 2024
Reduced 32.61%
TXN
Texas Instruments Inc

Technology
CALL
$583,000
3K
Q4 2024
New holding
NVDA
Nvidia Corp

Technology
PUT
$832,000
6.2K
Q4 2024
Reduced 32.61%
SLV
I Shares Silver Trust

ETFs
CALL
$658,000
25K
Q4 2024
Reduced 3.85%
MSFT
Microsoft Corp

Technology
CALL
$1.01 Million
2.4K
Q4 2024
Added 166.67%
UPS
United Parcel Service Inc

Industrials
CALL
$567,000
4.5K
Q4 2024
New holding
ABNB
Airbnb, Inc.

Consumer Cyclical
CALL
$525,000
4K
Q4 2024
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$508,000
15K
Q4 2024
Reduced 62.03%
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$460,000
2.1K
Q4 2024
Reduced 12.5%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.17 Million
2K
Q4 2024
Reduced 11.56%
AAPL
Apple Inc.

Technology
PUT
$1.28 Million
5.1K
Q4 2024
New holding
AMAT
Applied Materials Inc

Technology
CALL
$569,000
3.5K
Q4 2024
New holding
SQ
Block, Inc.

Technology
CALL
$543,000
6.4K
Q4 2024
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$301,000
5K
Q4 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$242,000
600
Q4 2024
Reduced 33.33%
UNH
Unitedhealth Group Inc

Healthcare
CALL
$404,000
800
Q4 2024
Added 14.29%
RTX
Raytheon Technologies Corp

Industrials
PUT
$231,000
2K
Q3 2024
New holding
PINS
Pinterest, Inc.

Communication Services
CALL
$232,000
8K
Q4 2024
New holding
NEM
Newmont Corp

Basic Materials
CALL
$372,000
10K
Q4 2024
New holding
AMG
Affiliated Managers Group, Inc.

Financial Services
PUT
$277,000
1.5K
Q4 2024
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$294,000
500
Q4 2024
New holding
AAPL
Apple Inc.

Technology
CALL
$300,000
1.2K
Q4 2024
New holding
GOOG
Alphabet Inc.

Communication Services
CALL
$323,000
1.7K
Q1 2024
New holding
VRT
Vertiv Holdings CO

Industrials
CALL
$346,000
4K
Q4 2024
New holding

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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