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
$0
$2.12 Million 0.02% of portfolio
21,005
Q4 2024 Reduced 32.13%
$0
$1.4 Million 0.02% of portfolio
13,539
Q4 2024 Reduced 0.33%
$0
$1.71 Million 0.02% of portfolio
34,007
Q4 2024 Added 232.16%
$0
$1.81 Million 0.02% of portfolio
33,531
Q4 2024 Added 27.47%
$0
$1.56 Million 0.02% of portfolio
63,303
Q4 2024 Added 3.5%
$0
$1.91 Million 0.02% of portfolio
40,647
Q4 2024 New
$0
$1.5 Million 0.02% of portfolio
22,045
Q4 2024 Added 3.08%
$0
$1.31 Million 0.02% of portfolio
47,980
Q4 2024 Added 22.02%
$0
$1.74 Million 0.02% of portfolio
40,963
Q4 2024 Reduced 32.57%
$0
$1.33 Million 0.02% of portfolio
17,436
Q4 2024 Reduced 12.46%
$0
$1.37 Million 0.02% of portfolio
32,129
Q4 2024 Reduced 47.42%
$0
$1.57 Million 0.02% of portfolio
15,423
Q4 2024 Reduced 24.1%
$0
$1.6 Million 0.02% of portfolio
19,804
Q4 2024 Added 90.96%
$0
$1.39 Million 0.02% of portfolio
22,017
Q4 2024 Added 22.17%
$0
$1.52 Million 0.02% of portfolio
26,498
Q4 2024 Reduced 30.06%
$7.89B
$1.45 Million 0.02% of portfolio
16,603
Q4 2024 Reduced 35.54%
$0
$1.62 Million 0.02% of portfolio
36,605
Q4 2024 Added 3.6%
$35.5B
$1.57 Million 0.02% of portfolio
51,192
Q4 2024 Reduced 3.19%
$39.9B
$1.82 Million 0.02% of portfolio
8,650
Q4 2024 Reduced 2.81%
$0
$1.53 Million 0.02% of portfolio
68,182
Q4 2024 Added 86.7%
$34.2B
$2.01 Million 0.02% of portfolio
10,667
Q4 2024 Reduced 5.35%
$76.7B
$1.95 Million 0.02% of portfolio
13,946
Q4 2024 Reduced 2.69%
$113B
$1.91 Million 0.02% of portfolio
9,008
Q4 2024 Added 4.95%
$33.1B
$1.93 Million 0.02% of portfolio
3,729
Q4 2024 Added 22.1%
$66.3B
$2.09 Million 0.02% of portfolio
25,541
Q4 2024 Added 42.58%
$58.7B
$1.96 Million 0.02% of portfolio
8,361
Q4 2024 Reduced 9.75%
$0
$1.37 Million 0.02% of portfolio
32,703
Q4 2024 Added 13.41%
$55.2B
$1.68 Million 0.02% of portfolio
8,069
Q4 2024 Reduced 9.41%
$8.58B
$1.68 Million 0.02% of portfolio
40,698
Q4 2024 New
$0
$1.99 Million 0.02% of portfolio
58,991
Q4 2024 Added 1.37%
$0
$1.48 Million 0.02% of portfolio
50,872
Q4 2024 Reduced 10.77%
$19.6B
$1.61 Million 0.02% of portfolio
7,147
Q4 2024 Added 93.69%
$53B
$2.18 Million 0.02% of portfolio
15,521
Q4 2024 Reduced 4.41%
$13.8B
$1.6 Million 0.02% of portfolio
93,562
Q4 2024 Added 30.69%
$53.3B
$1.54 Million 0.02% of portfolio
5,132
Q4 2024 Reduced 1.7%
$41.8B
$1.73 Million 0.02% of portfolio
20,490
Q4 2024 Added 16.91%
$24.3B
$1.42 Million 0.02% of portfolio
13,000
Q4 2024 Added 31.38%
$0
$1.71 Million 0.02% of portfolio
53,930
Q4 2024 Reduced 22.21%
$47B
$1.46 Million 0.02% of portfolio
39,174
Q4 2024 Added 45.55%
$66.6B
$1.37 Million 0.02% of portfolio
5,934
Q4 2024 Reduced 7.35%
$328B
$1.36 Million 0.02% of portfolio
5,511
Q4 2024 Added 89.38%
$9.87B
$1.42 Million 0.02% of portfolio
11,692
Q4 2024 Added 10.47%
$58.4B
$1.72 Million 0.02% of portfolio
44,830
Q4 2024 Added 41.44%
$0
$2.01 Million 0.02% of portfolio
67,516
Q4 2024 Added 108.23%
$0
$1.82 Million 0.02% of portfolio
76,972
Q4 2024 Added 217.59%
$0
$2.18 Million 0.02% of portfolio
84,501
Q4 2024 Added 431.99%
$20.2B
$2.04 Million 0.02% of portfolio
23,682
Q4 2024 Added 10.97%
$18.1B
$1.49 Million 0.02% of portfolio
4,383
Q4 2024 Added 78.75%
$59.6B
$2 Million 0.02% of portfolio
12,980
Q4 2024 Reduced 4.65%

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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