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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$259 Million 2.97% of portfolio
1,035,895
Q4 2024 Reduced 9.54%
$291B
$204 Million 2.33% of portfolio
1,519,050
Q4 2024 Reduced 31.9%
$3.06T
$173 Million 1.98% of portfolio
409,856
Q4 2024 Reduced 8.7%
$2.42T
$132 Million 1.51% of portfolio
601,241
Q4 2024 Reduced 9.3%
$1.21T
$70.8 Million 0.81% of portfolio
175,348
Q4 2024 Added 1.23%
$1.55T
$66.9 Million 0.77% of portfolio
113,371
Q4 2024 Reduced 5.13%
$610B
$64.6 Million 0.74% of portfolio
142,450
Q4 2024 Reduced 8.15%
$1.22T
$57.8 Million 0.66% of portfolio
305,363
Q4 2024 Reduced 17.21%
$1.23T
$47.6 Million 0.54% of portfolio
249,696
Q4 2024 Reduced 14.74%
$445B
$46.5 Million 0.53% of portfolio
50,762
Q4 2024 Reduced 7.91%
$783B
$40.6 Million 0.46% of portfolio
169,167
Q4 2024 Reduced 3.15%
$88.2B
$35.3 Million 0.4% of portfolio
152,217
Q4 2024 Reduced 11.09%
$0
$33 Million 0.38% of portfolio
1,796,829
Q4 2024 Added 23.18%
$565B
$30.8 Million 0.35% of portfolio
97,375
Q4 2024 Reduced 5.87%
$770B
$29.6 Million 0.34% of portfolio
38,297
Q4 2024 Reduced 9.91%
$446B
$28.5 Million 0.33% of portfolio
265,084
Q4 2024 Added 5.45%
$418B
$26.6 Million 0.3% of portfolio
68,407
Q4 2024 Added 5.86%
$270B
$26.3 Million 0.3% of portfolio
290,726
Q4 2024 Added 3.49%
$336B
$25.7 Million 0.29% of portfolio
144,474
Q4 2024 Reduced 7.62%
$400B
$25 Million 0.29% of portfolio
149,344
Q4 2024 Reduced 1.43%
$292B
$24.6 Million 0.28% of portfolio
169,636
Q4 2024 Added 7.81%
$397B
$23.5 Million 0.27% of portfolio
162,782
Q4 2024 Added 1.74%
$119B
$18 Million 0.21% of portfolio
37,040
Q4 2024 Reduced 1.47%
$164B
$18.3 Million 0.21% of portfolio
241,907
Q4 2024 Added 2.38%
$234B
$17.7 Million 0.2% of portfolio
80,491
Q4 2024 Added 7.45%
$436B
$17.6 Million 0.2% of portfolio
19,742
Q4 2024 Reduced 21.74%
$513B
$17.7 Million 0.2% of portfolio
34,991
Q4 2024 Reduced 6.99%
$168B
$17.1 Million 0.2% of portfolio
426,751
Q4 2024 Reduced 1.82%
$184B
$15.9 Million 0.18% of portfolio
131,757
Q4 2024 Reduced 6.81%
$274B
$15.5 Million 0.18% of portfolio
249,068
Q4 2024 Reduced 1.91%
$208B
$15.7 Million 0.18% of portfolio
140,762
Q4 2024 Reduced 7.36%
$213B
$16.1 Million 0.18% of portfolio
55,368
Q4 2024 Added 12.35%
$147B
$15.5 Million 0.18% of portfolio
584,963
Q4 2024 Added 1.31%
$339B
$15.3 Million 0.18% of portfolio
45,736
Q4 2024 Added 1.82%
$371B
$14.1 Million 0.16% of portfolio
321,859
Q4 2024 Reduced 0.89%
$207B
$14.1 Million 0.16% of portfolio
92,799
Q4 2024 Reduced 17.4%
$1.04T
$13.6 Million 0.16% of portfolio
68,902
Q4 2024 Reduced 3.53%
$64.1B
$13.3 Million 0.15% of portfolio
680,628
Q4 2024 Added 43.98%
$253B
$12.9 Million 0.15% of portfolio
129,243
Q4 2024 Reduced 13.27%
$237B
$12.5 Million 0.14% of portfolio
42,063
Q4 2024 Added 4.33%
$155B
$11.9 Million 0.14% of portfolio
45,753
Q4 2024 Added 3.28%
$173B
$12.5 Million 0.14% of portfolio
547,557
Q4 2024 Added 3.7%
$191B
$12.2 Million 0.14% of portfolio
33,654
Q4 2024 Reduced 4.18%
$455B
$12.4 Million 0.14% of portfolio
74,143
Q4 2024 Reduced 2.62%
$85.4B
$11.6 Million 0.13% of portfolio
33,801
Q4 2024 Added 14.88%
$87.2B
$10.9 Million 0.13% of portfolio
101,582
Q4 2024 Added 12.33%
$191B
$11.5 Million 0.13% of portfolio
75,113
Q4 2024 Added 2.7%
$191B
$11 Million 0.13% of portfolio
94,860
Q4 2024 Reduced 5.44%
$91.8B
$10.9 Million 0.13% of portfolio
54,133
Q4 2024 Added 10.96%

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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