Atria Wealth Solutions, Inc. Reduced Holdings in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.68K
- 19.5%
$113.01 - $154.34 $416K - $568K
15.2K $1.93M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-24.7K
- 79.1%
$36.89 - $39.25 $911K - $969K
6.53K $256K
VZ
Verizon Communications Inc

Communication Services
-60.9K
- 12.3%
$38.89 - $45.0 $2.37M - $2.74M
435K $19.5M
KR
Kroger CO

Consumer Defensive
-20.3K
- 52.4%
$50.43 - $57.3 $1.02M - $1.16M
18.4K $1.06M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-31.2K
- 35.35%
$29.08 - $31.84 $907K - $993K
57K $1.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-12.7K
- 46.99%
$77.23 - $87.97 $983K - $1.12M
14.4K $1.25M
KLAC
Kla Corp

Technology
-678
- 10.94%
$696.17 - $892.35 $472K - $605K
5.52K $4.27M
VLO
Valero Energy Corp

Energy
-1.75K
- 6.72%
$132.81 - $163.48 $232K - $286K
24.3K $3.28M
XLI
Industrial Sector Spdr

ETFs
-10.9K
- 21.81%
$120.56 - $135.44 $1.31M - $1.47M
39K $5.29M
GTO
Invesco Actively Managed ETF T

ETFs
-17.6K
- 59.3%
$46.22 - $48.77 $815K - $860K
12.1K $584K
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.94K
- 31.65%
$218.05 - $243.47 $859K - $959K
8.51K $2.07M
FANG
Diamondback Energy, Inc.

Energy
-185
- 0.7%
$168.46 - $210.94 $31.2K - $39K
26.4K $4.55M
BP
Bp PLC

Energy
-13.2K
- 17.84%
$30.78 - $37.05 $407K - $490K
60.9K $1.91M
IGV
Ishares Expanded Tech Software

ETFs
-9.75K
- 21.0%
$77.94 - $89.37 $760K - $871K
36.7K $3.28M
BST
Black Rock Science & Technology Trust

Financial Services
-19.4K
- 71.55%
$33.05 - $38.95 $642K - $756K
7.72K $273K
HUM
Humana Inc

Healthcare
-1.76K
- 56.96%
$310.25 - $404.52 $546K - $712K
1.33K $420K
MPC
Marathon Petroleum Corp

Energy
-3.3K
- 18.72%
$158.61 - $180.75 $524K - $597K
14.3K $2.33M
PSEC
Prospect Capital Corp

Financial Services
-129K
- 83.96%
$4.75 - $5.6 $611K - $720K
24.6K $131K
DE
Deere & CO

Industrials
-3.33K
- 21.47%
$344.84 - $418.0 $1.15M - $1.39M
12.2K $5.08M
CVS
Cvs Health Corp

Healthcare
-14.4K
- 27.35%
$55.81 - $63.18 $805K - $911K
38.3K $2.41M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-7.47K
- 27.54%
$139.03 - $157.34 $1.04M - $1.18M
19.7K $3.09M
DG
Dollar General Corp

Consumer Defensive
-4.3K
- 62.63%
$80.41 - $132.42 $346K - $569K
2.57K $217K
DDOG
Datadog, Inc.

Technology
-4.31K
- 35.77%
$104.97 - $134.56 $452K - $580K
7.74K $890K
WM
Waste Management Inc

Industrials
-1.67K
- 3.31%
$196.96 - $223.45 $329K - $373K
48.8K $10.1M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-7.07K
- 64.22%
$90.59 - $99.43 $641K - $703K
3.94K $374K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-13K
- 76.43%
$48.87 - $54.0 $638K - $704K
4.02K $217K
IGF
Ishares Global Infrastructure

ETFs
-14.3K
- 59.68%
$47.97 - $54.56 $685K - $779K
9.64K $524K
FDX
Fedex Corp

Industrials
-1.02K
- 7.81%
$254.64 - $313.52 $259K - $319K
12K $3.29M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-33.9K
- 37.54%
$21.72 - $25.05 $737K - $850K
56.5K $1.38M
MSCI
Msci Inc.

Financial Services
-1.47K
- 60.21%
$479.31 - $584.91 $705K - $860K
972 $566K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.83K
- 27.54%
$251.95 - $290.93 $714K - $824K
7.46K $2.17M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-22.8K
- 28.15%
$33.88 - $36.77 $772K - $838K
58.2K $2.12M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-2.18K
- 42.16%
$370.41 - $491.09 $806K - $1.07M
2.99K $1.39M
COIN
Coinbase Global, Inc.

Technology
-1.08K
- 11.79%
$147.09 - $265.15 $159K - $286K
8.07K $1.44M
MAR
Marriott International Inc

Consumer Cyclical
-2.66K
- 23.69%
$211.35 - $255.11 $563K - $679K
8.58K $2.13M
FICO
Fair Isaac Corp

Technology
-822
- 36.88%
$1496.51 - $1947.38 $1.23M - $1.6M
1.41K $2.74M
XLC
Select Sector Spdr Tr Communic

ETFs
-8.2K
- 24.16%
$82.16 - $90.4 $674K - $741K
25.7K $2.33M
SNOW
Snowflake Inc.

Technology
-2.24K
- 14.15%
$108.56 - $143.02 $244K - $321K
13.6K $1.56M
WFC
Wells Fargo & Company

Financial Services
-4.7K
- 4.63%
$51.58 - $60.97 $242K - $286K
96.9K $5.47M
VRIG
Invesco Actively Managed ETF F

ETFs
-21.8K
- 7.78%
$25.05 - $25.21 $545K - $548K
258K $6.47M
UPS
United Parcel Service Inc

Industrials
-3.91K
- 8.95%
$123.32 - $147.38 $482K - $576K
39.8K $5.42M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-1.7K
- 46.7%
$109.03 - $210.9 $185K - $358K
1.94K $211K
NOW
Service Now, Inc.

Technology
-2.06K
- 17.18%
$730.87 - $937.36 $1.51M - $1.93M
9.95K $8.89M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.97K
- 25.0%
$221.96 - $243.27 $659K - $722K
8.9K $2.12M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-16.5K
- 11.23%
$56.29 - $62.74 $929K - $1.04M
131K $8.19M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.61K
- 1.79%
$49.83 - $62.75 $80K - $101K
88.3K $5.09M
NVT
N Vent Electric PLC

Industrials
-6.66K
- 65.4%
$60.72 - $81.19 $404K - $541K
3.52K $247K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-7.09K
- 14.66%
$93.65 - $97.81 $664K - $694K
41.3K $4.04M
MGM
Mgm Resorts International

Consumer Cyclical
-10.8K
- 58.28%
$34.07 - $46.78 $368K - $505K
7.73K $302K
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email