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
$22B
$1.13 Million 0.01% of portfolio
10,745
Q3 2024 Added 22.46%
$20.5B
$1.02 Million 0.01% of portfolio
20,891
Q3 2024 Reduced 2.87%
$35.8B
$603,000 0.01% of portfolio
2,547
Q3 2024 Reduced 25.59%
$27.4B
$554,000 0.01% of portfolio
6,871
Q3 2024 Reduced 43.77%
$17.9B
$717,000 0.01% of portfolio
42,829
Q3 2024 Added 4.47%
$41.5B
$1.06 Million 0.01% of portfolio
18,434
Q3 2024 Reduced 52.4%
$43B
$801,000 0.01% of portfolio
4,273
Q3 2024 Added 12.09%
$0
$783,000 0.01% of portfolio
109,731
Q3 2024 Reduced 10.72%
$11.9B
$1.09 Million 0.01% of portfolio
5,702
Q3 2024 Reduced 5.41%
$6.02B
$628,000 0.01% of portfolio
19,932
Q3 2024 Added 132.01%
$39.1B
$1.06 Million 0.01% of portfolio
3,893
Q3 2024 Added 10.63%
$27B
$689,000 0.01% of portfolio
7,187
Q3 2024 Reduced 35.3%
$19.4B
$472,000 0.01% of portfolio
17,735
Q3 2024 Reduced 44.57%
$17.7B
$590,000 0.01% of portfolio
7,038
Q3 2024 Added 1.06%
$6.26B
$535,000 0.01% of portfolio
3,757
Q3 2024 Reduced 13.83%
$2.58B
$634,000 0.01% of portfolio
108,542
Q3 2024 Reduced 8.41%
$26.5B
$857,000 0.01% of portfolio
572
Q3 2024 Reduced 0.69%
$34.7B
$1.16 Million 0.01% of portfolio
14,422
Q3 2024 Reduced 16.75%
$0
$1.27 Million 0.01% of portfolio
104,284
Q3 2024 Added 0.19%
$27.4B
$529,000 0.01% of portfolio
10,137
Q3 2024 Reduced 10.86%
$3.92B
$600,000 0.01% of portfolio
6,984
Q3 2024 Reduced 20.32%
$47.5B
$566,000 0.01% of portfolio
972
Q3 2024 Reduced 60.21%
$3.47B
$456,000 0.01% of portfolio
5,429
Q3 2024 Reduced 36.93%
$25.5B
$1.23 Million 0.01% of portfolio
9,981
Q3 2024 Reduced 10.77%
$4.62B
$664,000 0.01% of portfolio
14,079
Q3 2024 Added 7.11%
$3.19B
$601,000 0.01% of portfolio
10,515
Q3 2024 Added 22.14%
$21.7B
$864,000 0.01% of portfolio
9,491
Q3 2024 Added 60.19%
$37.8B
$1.01 Million 0.01% of portfolio
6,728
Q3 2024 Reduced 2.1%
$0
$474,000 0.01% of portfolio
39,887
Q3 2024 Added 7.97%
$0
$773,000 0.01% of portfolio
30,779
Q3 2024 Reduced 3.6%
$0
$678,000 0.01% of portfolio
84,143
Q3 2024 Added 1.03%
$0
$710,000 0.01% of portfolio
51,890
Q3 2024 Added 4.06%
$29B
$1.09 Million 0.01% of portfolio
111
Q3 2024 Added 26.14%
$46.5B
$670,000 0.01% of portfolio
13,008
Q3 2024 Reduced 52.73%
$11.2B
$591,000 0.01% of portfolio
7,956
Q3 2024 Reduced 30.68%
$19.8B
$496,000 0.01% of portfolio
4,804
Q3 2024 New
$7.1B
$522,000 0.01% of portfolio
5,217
Q3 2024 Reduced 8.78%
$41.3B
$524,000 0.01% of portfolio
5,046
Q3 2024 Reduced 29.85%
$18.1B
$571,000 0.01% of portfolio
3,238
Q3 2024 Added 0.9%
$22.1B
$794,000 0.01% of portfolio
3,690
Q3 2024 Reduced 3.45%
$13.2B
$569,000 0.01% of portfolio
3,416
Q3 2024 Reduced 52.77%
$0
$468,000 0.01% of portfolio
28,175
Q3 2024 Reduced 4.73%
$0
$780,000 0.01% of portfolio
55,012
Q3 2024 Added 29.62%
$0
$674,000 0.01% of portfolio
46,906
Q3 2024 Reduced 4.68%
$0
$661,000 0.01% of portfolio
46,825
Q3 2024 Reduced 43.43%
$1.26B
$610,000 0.01% of portfolio
85,663
Q3 2024 Added 13.07%
$12B
$1.24 Million 0.01% of portfolio
71,593
Q3 2024 Added 0.59%
$24.8B
$582,000 0.01% of portfolio
17,612
Q3 2024 Added 39.74%
$26.8B
$1.3 Million 0.01% of portfolio
11,967
Q3 2024 Reduced 7.28%

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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