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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.4B
$3.14 Million 0.04% of portfolio
35,833
Q4 2024 Added 29.71%
$0
$3.65 Million 0.04% of portfolio
122,371
Q4 2024 Reduced 7.39%
$0
$3.56 Million 0.04% of portfolio
21,463
Q4 2024 Added 9.15%
$330B
$3.75 Million 0.04% of portfolio
17,005
Q4 2024 Added 12.95%
$36.4B
$3.14 Million 0.04% of portfolio
26,734
Q4 2024 Added 0.92%
$0
$3.76 Million 0.04% of portfolio
92,755
Q4 2024 Reduced 5.04%
$70.4B
$3.31 Million 0.04% of portfolio
69,160
Q4 2024 Added 24.02%
$50.5B
$3.07 Million 0.04% of portfolio
25,034
Q4 2024 Added 3.08%
$0
$3.44 Million 0.04% of portfolio
12,281
Q4 2024 Added 76.02%
$0
$3.36 Million 0.04% of portfolio
44,335
Q4 2024 Reduced 7.0%
$0
$3.47 Million 0.04% of portfolio
16,294
Q4 2024 Reduced 3.18%
$70B
$3.21 Million 0.04% of portfolio
59,229
Q4 2024 Added 16.89%
$0
$3.7 Million 0.04% of portfolio
47,584
Q4 2024 Added 2.38%
$0
$3.51 Million 0.04% of portfolio
68,911
Q4 2024 Reduced 4.35%
$65.8B
$2.25 Million 0.03% of portfolio
21,738
Q4 2024 Added 42.57%
$10.6B
$2.47 Million 0.03% of portfolio
28,988
Q4 2024 Added 18.18%
$108B
$2.73 Million 0.03% of portfolio
12,851
Q4 2024 Added 0.34%
$65.9B
$2.2 Million 0.03% of portfolio
688
Q3 2024 Reduced 14.43%
$64.2B
$2.42 Million 0.03% of portfolio
10,653
Q4 2024 Added 6.44%
$75.7B
$2.75 Million 0.03% of portfolio
15,414
Q4 2024 Added 21.48%
$53.2B
$2.3 Million 0.03% of portfolio
33,723
Q4 2024 Added 11.5%
$102B
$2.47 Million 0.03% of portfolio
10,976
Q4 2024 Added 40.48%
$69.6B
$2.44 Million 0.03% of portfolio
75,679
Q4 2024 Added 27.99%
$87.1B
$2.79 Million 0.03% of portfolio
62,160
Q4 2024 Added 62.25%
$62.3B
$2.61 Million 0.03% of portfolio
20,491
Q4 2024 Added 56.49%
$27.8B
$2.89 Million 0.03% of portfolio
17,642
Q4 2024 Reduced 33.18%
$0
$2.36 Million 0.03% of portfolio
83,316
Q4 2024 Reduced 5.72%
$51.9B
$2.49 Million 0.03% of portfolio
14,382
Q4 2024 Added 16.38%
$47.2B
$2.78 Million 0.03% of portfolio
51,579
Q4 2024 Added 9.5%
$27B
$2.48 Million 0.03% of portfolio
61,690
Q4 2024 Reduced 12.25%
$75.7B
$3.05 Million 0.03% of portfolio
13,004
Q4 2024 Added 6.82%
$47B
$2.7 Million 0.03% of portfolio
36,425
Q4 2024 Reduced 0.87%
$0
$2.97 Million 0.03% of portfolio
64,302
Q4 2024 Reduced 1.79%
$0
$2.39 Million 0.03% of portfolio
47,777
Q4 2024 Added 57.87%
$0
$2.88 Million 0.03% of portfolio
11,860
Q4 2024 Reduced 32.14%
$0
$2.81 Million 0.03% of portfolio
89,286
Q4 2024 Added 11.63%
$0
$2.45 Million 0.03% of portfolio
32,023
Q4 2024 Reduced 39.14%
$79.5B
$2.52 Million 0.03% of portfolio
20,152
Q4 2024 Added 10.37%
$0
$2.44 Million 0.03% of portfolio
115,795
Q4 2024 Added 5.26%
$57.5B
$2.64 Million 0.03% of portfolio
69,258
Q4 2024 Added 1.67%
$69.1B
$2.6 Million 0.03% of portfolio
9,175
Q4 2024 Reduced 22.09%
$9.37B
$2.66 Million 0.03% of portfolio
17,140
Q4 2024 Reduced 2.38%
$0
$2.86 Million 0.03% of portfolio
34,436
Q4 2024 Reduced 5.75%
$0
$2.76 Million 0.03% of portfolio
62,058
Q4 2024 Reduced 0.09%
$51.9B
$3.01 Million 0.03% of portfolio
2,853
Q4 2024 Added 2.04%
$52.8B
$2.63 Million 0.03% of portfolio
35,290
Q4 2024 Added 15.03%
$0
$2.37 Million 0.03% of portfolio
61,535
Q4 2024 Reduced 4.49%
$0
$2.47 Million 0.03% of portfolio
62,516
Q4 2024 Added 176.51%
$0
$2.27 Million 0.03% of portfolio
55,045
Q4 2024 Reduced 15.61%

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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