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
$93.3B
$2.32 Million 0.03% of portfolio
15,597
Q4 2024 Reduced 43.09%
$0
$2.79 Million 0.03% of portfolio
255,413
Q4 2024 Added 67.72%
$0
$3.05 Million 0.03% of portfolio
144,964
Q4 2024 Added 12.66%
$0
$2.4 Million 0.03% of portfolio
123,112
Q4 2024 Added 57.23%
$0
$2.3 Million 0.03% of portfolio
95,000
Q4 2024 Reduced 9.52%
$0
$2.48 Million 0.03% of portfolio
37,722
Q4 2024 Added 6.93%
$0
$2.34 Million 0.03% of portfolio
21,410
Q4 2024 Added 159.83%
$0
$2.33 Million 0.03% of portfolio
28,733
Q4 2024 Added 5.8%
$0
$2.89 Million 0.03% of portfolio
69,204
Q4 2024 Reduced 14.52%
$0
$3 Million 0.03% of portfolio
23,708
Q4 2024 Added 5.97%
$0
$2.3 Million 0.03% of portfolio
17,381
Q4 2024 Reduced 10.68%
$0
$2.91 Million 0.03% of portfolio
17,700
Q4 2024 Reduced 6.09%
$0
$2.26 Million 0.03% of portfolio
30,470
Q4 2024 Reduced 3.49%
$0
$2.5 Million 0.03% of portfolio
42,832
Q4 2024 Reduced 28.27%
$0
$2.36 Million 0.03% of portfolio
27,810
Q4 2024 Added 34.93%
$0
$2.7 Million 0.03% of portfolio
41,955
Q4 2024 Added 78.27%
$61.7B
$2.22 Million 0.03% of portfolio
28,103
Q4 2024 Added 16.27%
$8.41B
$2.85 Million 0.03% of portfolio
42,648
Q4 2024 New
$20.5B
$2.65 Million 0.03% of portfolio
31,250
Q4 2024 Reduced 1.52%
$4.56B
$2.53 Million 0.03% of portfolio
43,259
Q4 2024 Reduced 0.34%
$98.8B
$2.33 Million 0.03% of portfolio
8,352
Q4 2024 Reduced 2.62%
$53.9B
$2.75 Million 0.03% of portfolio
57,424
Q4 2024 Added 5.56%
$89.4B
$2.85 Million 0.03% of portfolio
37,612
Q4 2024 Reduced 11.57%
$230B
$2.7 Million 0.03% of portfolio
27,703
Q4 2024 Added 14.85%
$8.63B
$2.35 Million 0.03% of portfolio
62,053
Q4 2024 Added 15.69%
$82.3B
$2.89 Million 0.03% of portfolio
2,435
Q4 2024 Added 0.54%
$59.5B
$2.94 Million 0.03% of portfolio
25,849
Q4 2024 Reduced 3.54%
$4.3B
$2.54 Million 0.03% of portfolio
67,697
Q4 2024 Added 0.85%
$0
$2.65 Million 0.03% of portfolio
29,335
Q4 2024 Reduced 48.04%
$0
$2.21 Million 0.03% of portfolio
264,141
Q4 2024 Added 4.22%
$110B
$2.29 Million 0.03% of portfolio
21,685
Q4 2024 Added 72.38%
$34.9B
$2.77 Million 0.03% of portfolio
9,691
Q4 2024 Added 0.47%
$148B
$2.47 Million 0.03% of portfolio
33,375
Q4 2024 Added 9.05%
$0
$2.34 Million 0.03% of portfolio
90,625
Q4 2024 Added 289.25%
$0
$2.59 Million 0.03% of portfolio
97,285
Q4 2024 Added 39.43%
$0
$2.51 Million 0.03% of portfolio
65,002
Q4 2024 New
$0
$2.38 Million 0.03% of portfolio
71,942
Q4 2024 New
$0
$3.06 Million 0.03% of portfolio
75,123
Q4 2024 Added 17.29%
$235B
$2.8 Million 0.03% of portfolio
44,658
Q4 2024 Added 19.28%
$93.1B
$2.84 Million 0.03% of portfolio
8,349
Q4 2024 Reduced 7.65%
$59.1B
$3.02 Million 0.03% of portfolio
17,524
Q4 2024 Reduced 9.35%
$0
$2.26 Million 0.03% of portfolio
25,529
Q4 2024 Reduced 2.58%
$0
$2.45 Million 0.03% of portfolio
34,335
Q4 2024 Added 8.49%
$0
$2.53 Million 0.03% of portfolio
113,632
Q4 2024 New
$0
$2.27 Million 0.03% of portfolio
73,835
Q4 2024 Added 19.77%
$0
$2.46 Million 0.03% of portfolio
58,896
Q4 2024 Reduced 18.21%
$46.7B
$2.39 Million 0.03% of portfolio
13,389
Q3 2024 Added 28.09%
$62.6B
$2.32 Million 0.03% of portfolio
53,450
Q4 2024 Added 76.66%
$0
$2.28 Million 0.03% of portfolio
101,729
Q4 2024 Reduced 8.0%

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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