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
$27.8B
$1.9 Million 0.02% of portfolio
89,870
Q4 2024 Added 451.69%
$0
$2.1 Million 0.02% of portfolio
33,123
Q4 2024 Reduced 6.1%
$0
$1.78 Million 0.02% of portfolio
15,374
Q4 2024 Added 1.19%
$0
$1.58 Million 0.02% of portfolio
51,007
Q4 2024 Reduced 9.89%
$0
$1.54 Million 0.02% of portfolio
17,078
Q4 2024 Reduced 5.19%
$0
$1.58 Million 0.02% of portfolio
56,544
Q4 2024 Added 50.45%
$0
$2.13 Million 0.02% of portfolio
73,431
Q4 2024 Added 18.86%
$0
$1.43 Million 0.02% of portfolio
56,599
Q4 2024 Added 77.48%
$123B
$1.46 Million 0.02% of portfolio
3,253
Q4 2024 Added 14.83%
$0
$1.8 Million 0.02% of portfolio
112,606
Q4 2024 Reduced 4.99%
$0
$1.41 Million 0.02% of portfolio
26,364
Q4 2024 Reduced 4.16%
$6.05B
$1.67 Million 0.02% of portfolio
88,148
Q4 2024 Added 30.96%
$36B
$2.02 Million 0.02% of portfolio
20,575
Q4 2024 Reduced 4.21%
$81.2B
$2.14 Million 0.02% of portfolio
4,407
Q4 2024 Reduced 0.14%
$89.3B
$1.99 Million 0.02% of portfolio
7,224
Q4 2024 Added 16.07%
$6.04B
$2.04 Million 0.02% of portfolio
38,377
Q4 2024 Added 414.78%
$0
$1.44 Million 0.02% of portfolio
86,313
Q4 2024 Added 0.83%
$0
$1.67 Million 0.02% of portfolio
96,923
Q4 2024 Reduced 11.04%
$0
$2.12 Million 0.02% of portfolio
74,023
Q4 2024 Reduced 27.88%
$0
$1.42 Million 0.02% of portfolio
33,169
Q4 2024 Added 14.09%
$0
$1.42 Million 0.02% of portfolio
19,991
Q4 2024 Reduced 7.31%
$33.4B
$2.1 Million 0.02% of portfolio
9,986
Q4 2024 Reduced 19.25%
$23.6B
$1.47 Million 0.02% of portfolio
7,122
Q4 2024 Reduced 0.28%
$70.1B
$1.81 Million 0.02% of portfolio
13,099
Q4 2024 New
$37.9B
$1.8 Million 0.02% of portfolio
9,509
Q4 2024 Added 9.24%
$31.9B
$1.92 Million 0.02% of portfolio
20,394
Q4 2024 Added 46.09%
$66.3B
$1.94 Million 0.02% of portfolio
15,368
Q4 2024 Reduced 8.59%
$9.54B
$1.33 Million 0.02% of portfolio
15,965
Q4 2024 Reduced 8.85%
$0
$1.98 Million 0.02% of portfolio
52,348
Q4 2024 Reduced 7.42%
$0
$2.14 Million 0.02% of portfolio
19,441
Q4 2024 Reduced 23.69%
$0
$1.45 Million 0.02% of portfolio
33,282
Q4 2024 Added 22.63%
$0
$1.63 Million 0.02% of portfolio
242,496
Q4 2024 Added 715.09%
$42.2B
$1.41 Million 0.02% of portfolio
10,513
Q4 2024 Reduced 34.85%
$18.6B
$1.76 Million 0.02% of portfolio
4,545
Q4 2024 Reduced 2.4%
$21.1B
$1.62 Million 0.02% of portfolio
15,312
Q4 2024 Reduced 2.13%
$0
$967,000 0.01% of portfolio
48,982
Q4 2024 New
$1.49B
$439,000 0.01% of portfolio
15,918
Q4 2024 Reduced 39.25%
$0
$599,000 0.01% of portfolio
24,990
Q4 2024 Reduced 0.06%
$2.44B
$717,000 0.01% of portfolio
35,519
Q4 2024 Added 1.74%
$23.8B
$530,000 0.01% of portfolio
5,547
Q4 2024 Added 5.84%
$0
$543,000 0.01% of portfolio
50,614
Q4 2024 Added 12.47%
$11.4B
$799,000 0.01% of portfolio
22,215
Q4 2024 Added 12.11%
$0
$577,000 0.01% of portfolio
18,532
Q4 2024 New
$0
$816,000 0.01% of portfolio
14,442
Q4 2024 Reduced 34.4%
$0
$871,000 0.01% of portfolio
19,941
Q4 2024 Added 25.49%
$25.1B
$454,000 0.01% of portfolio
5,097
Q4 2024 Added 0.06%
$0
$507,000 0.01% of portfolio
7,600
Q4 2024 Added 32.82%
$0
$501,000 0.01% of portfolio
8,531
Q4 2024 Reduced 31.01%
$57.1B
$455,000 0.01% of portfolio
6,262
Q4 2024 Reduced 10.75%

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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