Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 2024

Atria Wealth Solutions, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $8.79 Billion distributed in 4402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $318M, Apple Inc. with a value of $269M, Ishares Core S&P 500 ETF with a value of $263M, Microsoft Corp with a value of $218M, and Invesco Qqq Trust, Series 1 with a value of $158M.

Examining the 13F form we can see an increase of $160M in the current position value, from $8.63B to 8.79B.

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 $8.79 Billion
ETFs: $5.31 Billion
Technology: $1.21 Billion
Financial Services: $470 Million
Consumer Cyclical: $332 Million
Healthcare: $308 Million
Communication Services: $285 Million
Industrials: $251 Million
Consumer Defensive: $225 Million
Other: $330 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$302B
$318 Million 3.62% of portfolio
2,571,223
Q2 2024 Added 893.67%
$3.66T
$269 Million 3.06% of portfolio
1,278,222
Q2 2024 Reduced 5.87%
$0
$263 Million 2.99% of portfolio
480,635
Q2 2024 Reduced 4.46%
$3.19T
$218 Million 2.48% of portfolio
487,369
Q2 2024 Reduced 2.18%
$0
$158 Million 1.8% of portfolio
330,130
Q2 2024 Reduced 6.75%
$0
$146 Million 1.66% of portfolio
267,397
Q2 2024 Added 2.92%
$1.92T
$138 Million 1.57% of portfolio
715,179
Q2 2024 Added 0.77%
$0
$130 Million 1.48% of portfolio
259,364
Q2 2024 Reduced 8.38%
$0
$115 Million 1.31% of portfolio
308,042
Q2 2024 Reduced 3.5%
$0
$101 Million 1.15% of portfolio
627,734
Q2 2024 Reduced 1.66%
$0
$95.2 Million 1.08% of portfolio
1,926,452
Q2 2024 Added 0.92%
$0
$90 Million 1.02% of portfolio
1,990,604
Q2 2024 Added 5.52%
$0
$84.4 Million 0.96% of portfolio
494,143
Q2 2024 Added 8.82%
$0
$78.2 Million 0.89% of portfolio
844,644
Q2 2024 Added 42.85%
$979B
$76.2 Million 0.87% of portfolio
418,276
Q2 2024 Reduced 3.41%
$0
$74.7 Million 0.85% of portfolio
409,367
Q2 2024 Reduced 2.1%
$1.28T
$62.9 Million 0.72% of portfolio
124,772
Q2 2024 Added 7.77%
$595B
$62.8 Million 0.71% of portfolio
154,357
Q2 2024 Reduced 1.13%
$1.01T
$57.7 Million 0.66% of portfolio
314,425
Q2 2024 Reduced 4.77%
$0
$53.9 Million 0.61% of portfolio
505,764
Q2 2024 Added 8.12%
$0
$53.5 Million 0.61% of portfolio
742,360
Q2 2024 Added 1.16%
$0
$52.7 Million 0.6% of portfolio
686,836
Q2 2024 Added 0.44%
$0
$52.3 Million 0.6% of portfolio
195,582
Q2 2024 Reduced 3.42%
$0
$52.2 Million 0.59% of portfolio
557,581
Q2 2024 Added 2.47%
$0
$50.6 Million 0.58% of portfolio
551,672
Q2 2024 Added 8.21%
$392B
$48.8 Million 0.56% of portfolio
57,419
Q2 2024 Reduced 5.28%
$0
$49.3 Million 0.56% of portfolio
1,012,253
Q2 2024 Added 3.61%
$0
$46.2 Million 0.53% of portfolio
848,359
Q2 2024 Added 14.88%
$0
$46.1 Million 0.52% of portfolio
475,131
Q2 2024 Added 4.65%
$0
$44.1 Million 0.5% of portfolio
480,706
Q2 2024 Reduced 15.54%
$0
$43.3 Million 0.49% of portfolio
191,551
Q2 2024 Reduced 13.14%
$0
$43.4 Million 0.49% of portfolio
366,040
Q2 2024 Added 10.38%
$834B
$39.3 Million 0.45% of portfolio
43,365
Q2 2024 Added 0.15%
$0
$38.7 Million 0.44% of portfolio
824,376
Q2 2024 Added 22.61%
$0
$38.7 Million 0.44% of portfolio
661,441
Q2 2024 Added 5.66%
$0
$38.8 Million 0.44% of portfolio
378,934
Q2 2024 Added 45.8%
$84.6B
$38.5 Million 0.44% of portfolio
179,184
Q2 2024 Added 34.69%
$823B
$37.4 Million 0.43% of portfolio
189,070
Q2 2024 Reduced 5.89%
$617B
$36.7 Million 0.42% of portfolio
181,573
Q2 2024 Reduced 4.56%
$0
$35.7 Million 0.41% of portfolio
491,762
Q2 2024 Reduced 2.77%
$0
$35.9 Million 0.41% of portfolio
821,139
Q2 2024 Reduced 0.52%
$0
$35 Million 0.4% of portfolio
1,210,077
Q2 2024 Added 8.58%
$0
$35.1 Million 0.4% of portfolio
192,583
Q2 2024 Added 0.01%
$0
$35 Million 0.4% of portfolio
449,838
Q2 2024 Added 3.07%
$0
$35.4 Million 0.4% of portfolio
441,196
Q2 2024 Added 36.92%
$0
$33.9 Million 0.39% of portfolio
618,896
Q2 2024 Reduced 0.99%
$483B
$30 Million 0.34% of portfolio
260,315
Q2 2024 Added 8.36%
$450B
$29.7 Million 0.34% of portfolio
113,035
Q2 2024 Reduced 4.73%
$0
$28.6 Million 0.33% of portfolio
266,998
Q2 2024 Reduced 5.5%

Summary

  • Portfolio
  • No. of Stocks 4,402
  • Current Value $8.79 Billion
  • Prior Value $8.63 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 139 stocks
  • Additional Purchases 757 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 903 stocks
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