Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

Atria Wealth Solutions, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.89 Billion distributed in 4393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $271M, Nvidia Corp with a value of $271M, Apple Inc. with a value of $267M, Microsoft Corp with a value of $193M, and Invesco Qqq Trust, Series 1 with a value of $147M.

Examining the 13F form we can see an increase of $103M in the current position value, from $8.79B to 8.89B.

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 $8.89 Billion
ETFs: $5.53 Billion
Technology: $1.08 Billion
Financial Services: $477 Million
Consumer Cyclical: $330 Million
Healthcare: $309 Million
Communication Services: $264 Million
Industrials: $260 Million
Consumer Defensive: $237 Million
Other: $330 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$271 Million 3.05% of portfolio
2,230,570
Q3 2024 Reduced 13.25%
$3.62T
$267 Million 3.0% of portfolio
1,145,114
Q3 2024 Reduced 10.41%
$3.09T
$193 Million 2.17% of portfolio
448,902
Q3 2024 Reduced 7.89%
$2.06T
$124 Million 1.39% of portfolio
662,861
Q3 2024 Reduced 7.32%
$609B
$71.4 Million 0.8% of portfolio
155,086
Q3 2024 Added 0.47%
$1.25T
$68.4 Million 0.77% of portfolio
119,505
Q3 2024 Reduced 4.22%
$1.03T
$61.2 Million 0.69% of portfolio
368,819
Q3 2024 Reduced 11.82%
$1.06T
$49 Million 0.55% of portfolio
292,873
Q3 2024 Reduced 6.85%
$401B
$48.9 Million 0.55% of portfolio
55,125
Q3 2024 Reduced 4.0%
$1.01T
$45.3 Million 0.51% of portfolio
173,224
Q3 2024 Reduced 8.38%
$709B
$37.7 Million 0.42% of portfolio
42,508
Q3 2024 Reduced 1.98%
$720B
$36.8 Million 0.41% of portfolio
174,675
Q3 2024 Reduced 3.8%
$292B
$30.9 Million 0.35% of portfolio
156,396
Q3 2024 Reduced 1.01%
$66.8B
$29.5 Million 0.33% of portfolio
171,207
Q3 2024 Added 870.07%
$497B
$29.5 Million 0.33% of portfolio
251,376
Q3 2024 Reduced 3.43%
$0
$29.5 Million 0.33% of portfolio
1,458,740
Q3 2024 Reduced 0.28%
$498B
$27.4 Million 0.31% of portfolio
55,567
Q3 2024 Reduced 3.91%
$402B
$26.2 Million 0.3% of portfolio
151,503
Q3 2024 Reduced 1.29%
$418B
$26.2 Million 0.29% of portfolio
64,621
Q3 2024 Reduced 11.67%
$403B
$25.9 Million 0.29% of portfolio
159,998
Q3 2024 Added 2.59%
$218B
$23.2 Million 0.26% of portfolio
141,392
Q3 2024 Reduced 6.06%
$316B
$23.2 Million 0.26% of portfolio
157,351
Q3 2024 Reduced 7.15%
$229B
$22.7 Million 0.26% of portfolio
280,932
Q3 2024 Reduced 1.29%
$140B
$22 Million 0.25% of portfolio
37,592
Q3 2024 Reduced 5.76%
$554B
$22 Million 0.25% of portfolio
37,621
Q3 2024 Reduced 9.12%
$175B
$19.5 Million 0.22% of portfolio
434,676
Q3 2024 Reduced 12.3%
$267B
$18.2 Million 0.21% of portfolio
253,928
Q3 2024 Added 4.65%
$219B
$19.1 Million 0.21% of portfolio
112,352
Q3 2024 Reduced 29.92%
$367B
$17.9 Million 0.2% of portfolio
25,227
Q3 2024 Reduced 4.12%
$184B
$16.6 Million 0.19% of portfolio
74,910
Q3 2024 Reduced 9.74%
$244B
$16.9 Million 0.19% of portfolio
149,025
Q3 2024 Reduced 14.0%
$139B
$16.7 Million 0.19% of portfolio
577,419
Q3 2024 Added 4.97%
$215B
$15 Million 0.17% of portfolio
49,281
Q3 2024 Reduced 14.78%
$152B
$14.3 Million 0.16% of portfolio
44,302
Q3 2024 Reduced 2.38%
$210B
$14.6 Million 0.16% of portfolio
151,941
Q3 2024 Reduced 9.81%
$375B
$12.9 Million 0.15% of portfolio
324,743
Q3 2024 Reduced 5.6%
$203B
$13.7 Million 0.15% of portfolio
35,121
Q3 2024 Reduced 7.68%
$495B
$13 Million 0.15% of portfolio
76,140
Q3 2024 Reduced 3.02%
$234B
$12.3 Million 0.14% of portfolio
23,776
Q3 2024 Reduced 24.92%
$180B
$12.4 Million 0.14% of portfolio
73,137
Q3 2024 Reduced 24.29%
$174B
$12.2 Million 0.14% of portfolio
100,322
Q3 2024 Reduced 5.14%
$325B
$12.3 Million 0.14% of portfolio
44,918
Q3 2024 Reduced 13.11%
$965B
$12.4 Million 0.14% of portfolio
71,424
Q3 2024 Reduced 1.77%
$162B
$11.6 Million 0.13% of portfolio
528,007
Q3 2024 Reduced 16.1%
$145B
$11.8 Million 0.13% of portfolio
157,276
Q3 2024 Reduced 6.26%
$214B
$10.9 Million 0.12% of portfolio
40,316
Q3 2024 Reduced 7.99%
$124B
$10.7 Million 0.12% of portfolio
38,842
Q3 2024 Added 68.78%
$86.4B
$10.4 Million 0.12% of portfolio
90,428
Q3 2024 Reduced 2.16%
$150B
$10.8 Million 0.12% of portfolio
128,069
Q3 2024 Reduced 1.86%

Summary

  • Portfolio
  • No. of Stocks 4,393
  • Current Value $8.89 Billion
  • Prior Value $8.79 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 149 stocks
  • Additional Purchases 703 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 945 stocks
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