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
$7.96B
$689,000 0.01% of portfolio
11,062
Q4 2024 Added 1.52%
$11.8B
$708,000 0.01% of portfolio
25,540
Q4 2024 Added 28.87%
$31.3B
$557,000 0.01% of portfolio
7,786
Q4 2024 Added 2.31%
$13.6B
$628,000 0.01% of portfolio
1,772
Q4 2024 Added 6.3%
$15.9B
$826,000 0.01% of portfolio
2,481
Q4 2024 Added 34.84%
$23.9B
$683,000 0.01% of portfolio
3,659
Q4 2024 Added 14.2%
$42.4B
$836,000 0.01% of portfolio
13,824
Q4 2024 Added 4.4%
$13.2B
$576,000 0.01% of portfolio
2,521
Q4 2024 Added 2.19%
$0
$909,000 0.01% of portfolio
16,333
Q4 2024 Added 29.75%
$0
$822,000 0.01% of portfolio
17,547
Q4 2024 Reduced 1.59%
$0
$788,000 0.01% of portfolio
19,266
Q4 2024 Added 1.45%
$0
$918,000 0.01% of portfolio
27,186
Q4 2024 Added 1.25%
$0
$1.05 Million 0.01% of portfolio
42,109
Q4 2024 New
$0
$630,000 0.01% of portfolio
7,020
Q4 2024 Added 7.75%
$0
$722,000 0.01% of portfolio
81,948
Q4 2024 Reduced 20.72%
$18.2B
$805,000 0.01% of portfolio
8,958
Q4 2024 Reduced 44.45%
$0
$1.15 Million 0.01% of portfolio
91,188
Q4 2024 Added 10.28%
$0
$1.24 Million 0.01% of portfolio
78,117
Q4 2024 Added 23.85%
$9.83B
$688,000 0.01% of portfolio
6,923
Q4 2024 Added 56.28%
$24B
$1.12 Million 0.01% of portfolio
9,246
Q4 2024 Reduced 0.37%
$12.3B
$771,000 0.01% of portfolio
2,380
Q3 2024 Added 0.46%
$0
$570,000 0.01% of portfolio
58,351
Q4 2024 Added 0.12%
$0
$531,000 0.01% of portfolio
35,562
Q4 2024 Reduced 20.18%
$37.5B
$988,000 0.01% of portfolio
15,960
Q4 2024 Reduced 15.86%
$19.1B
$1.25 Million 0.01% of portfolio
15,642
Q4 2024 Reduced 6.21%
$36.7B
$871,000 0.01% of portfolio
5,954
Q4 2024 Reduced 6.13%
$22.2B
$822,000 0.01% of portfolio
1,811
Q4 2024 Added 125.25%
$16.6B
$1.25 Million 0.01% of portfolio
16,505
Q4 2024 Added 883.61%
$85.9B
$651,000 0.01% of portfolio
691
Q4 2024 Reduced 28.32%
$9.16B
$503,000 0.01% of portfolio
13,864
Q4 2024 New
$0
$1.07 Million 0.01% of portfolio
31,384
Q4 2024 Added 2.75%
$0
$1.23 Million 0.01% of portfolio
22,307
Q4 2024 Reduced 55.17%
$0
$530,000 0.01% of portfolio
5,305
Q4 2024 New
$15.1B
$494,000 0.01% of portfolio
8,029
Q4 2024 Reduced 3.18%
$41.5B
$523,000 0.01% of portfolio
13,898
Q4 2024 Reduced 1.2%
$7.69B
$852,000 0.01% of portfolio
3,875
Q4 2024 Reduced 17.71%
$42.2B
$979,000 0.01% of portfolio
13,621
Q4 2024 Reduced 24.72%
$0
$1.18 Million 0.01% of portfolio
18,060
Q4 2024 Added 17.68%
$0
$1.24 Million 0.01% of portfolio
17,749
Q4 2024 Added 21.84%
$0
$465,000 0.01% of portfolio
7,682
Q4 2024 Added 25.79%
$0
$739,000 0.01% of portfolio
27,355
Q4 2024 Added 11.85%
$0
$874,000 0.01% of portfolio
17,923
Q4 2024 Reduced 2.77%
$0
$574,000 0.01% of portfolio
24,081
Q4 2024 Reduced 4.54%
$0
$666,000 0.01% of portfolio
11,352
Q4 2024 Reduced 25.68%
$50.3B
$640,000 0.01% of portfolio
7,928
Q4 2024 Added 14.8%
$29.7B
$828,000 0.01% of portfolio
19,592
Q4 2024 Added 242.88%
$32.3B
$638,000 0.01% of portfolio
302
Q4 2024 Added 106.85%
$0
$1.24 Million 0.01% of portfolio
18,233
Q4 2024 Added 7.73%
$0
$616,000 0.01% of portfolio
12,768
Q4 2024 Reduced 28.41%

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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