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
$14.4B
$858,000 0.01% of portfolio
17,100
Q3 2024 Reduced 17.18%
$800M
$815,000 0.01% of portfolio
105,521
Q3 2024 Reduced 3.12%
$15.5B
$552,000 0.01% of portfolio
2,534
Q3 2024 Reduced 1.78%
$98.8B
$469,000 0.01% of portfolio
6,594
Q3 2024 Reduced 23.4%
$5.08B
$671,000 0.01% of portfolio
92,660
Q3 2024 Reduced 10.39%
$27B
$630,000 0.01% of portfolio
26,914
Q3 2024 Reduced 23.89%
$8.31B
$906,000 0.01% of portfolio
12,136
Q3 2024 Reduced 4.09%
$24.6B
$1.09 Million 0.01% of portfolio
21,510
Q3 2024 Reduced 33.82%
$58.1B
$1.21 Million 0.01% of portfolio
2,166
Q3 2024 Reduced 15.29%
$48.8B
$625,000 0.01% of portfolio
4,160
Q3 2024 Reduced 19.03%
$59B
$1.14 Million 0.01% of portfolio
6,405
Q3 2024 Added 9.32%
$9.21B
$812,000 0.01% of portfolio
5,792
Q3 2024 Added 0.02%
$424M
$501,000 0.01% of portfolio
48,739
Q3 2024 Reduced 15.58%
$5.48B
$554,000 0.01% of portfolio
11,530
Q3 2024 Reduced 8.23%
$120B
$1.27 Million 0.01% of portfolio
21,947
Q3 2024 Added 6.07%
$267B
$666,000 0.01% of portfolio
2,910
Q3 2024 Reduced 17.09%
$61.2B
$1.33 Million 0.01% of portfolio
31,696
Q3 2024 Reduced 12.85%
$13.4B
$827,000 0.01% of portfolio
8,378
Q3 2024 Reduced 3.69%
$885M
$615,000 0.01% of portfolio
40,912
Q3 2024 Reduced 0.62%
$11.4B
$523,000 0.01% of portfolio
4,321
Q3 2024 Reduced 17.29%
$19B
$710,000 0.01% of portfolio
2,452
Q3 2024 Reduced 31.03%
$10.9B
$518,000 0.01% of portfolio
12,429
Q2 2024 Added 0.27%
$19.4B
$652,000 0.01% of portfolio
22,023
Q3 2024 Reduced 2.2%
$88.5B
$1.04 Million 0.01% of portfolio
2,833
Q3 2024 Added 33.76%
$15.3B
$992,000 0.01% of portfolio
8,985
Q3 2024 Added 53.07%
$12.6B
$975,000 0.01% of portfolio
8,852
Q3 2024 Added 4.42%
$2.08B
$456,000 0.01% of portfolio
19,284
Q3 2024 Reduced 1.53%
$16.1B
$529,000 0.01% of portfolio
3,953
Q3 2024 Added 7.56%
$10.5B
$573,000 0.01% of portfolio
649
Q3 2024 Added 34.37%
$17.3B
$739,000 0.01% of portfolio
4,786
Q3 2024 Added 13.52%
$68B
$990,000 0.01% of portfolio
694
Q3 2024 Added 33.46%
$18.4B
$478,000 0.01% of portfolio
4,571
Q3 2024 New
$61.8B
$1.29 Million 0.01% of portfolio
30,256
Q3 2024 Reduced 21.2%
$24.9B
$1.17 Million 0.01% of portfolio
1,999
Q3 2024 Reduced 7.62%
$18.7B
$779,000 0.01% of portfolio
2,001
Q3 2024 Reduced 6.67%
$5.87B
$580,000 0.01% of portfolio
5,526
Q3 2024 Reduced 1.36%
$29.8B
$551,000 0.01% of portfolio
9,672
Q3 2024 Reduced 7.85%
$15.6B
$682,000 0.01% of portfolio
58,828
Q3 2024 Reduced 18.25%
$30.5B
$551,000 0.01% of portfolio
16,563
Q3 2024 Added 3.27%
$24.2B
$538,000 0.01% of portfolio
53,751
Q3 2024 Reduced 9.57%
$37.1B
$899,000 0.01% of portfolio
3,594
Q3 2024 Added 5.74%
$22.4B
$890,000 0.01% of portfolio
107,943
Q3 2024 Reduced 20.8%
$47.2B
$639,000 0.01% of portfolio
3,579
Q3 2024 Reduced 28.46%
$17.3B
$693,000 0.01% of portfolio
1,410
Q3 2024 Added 8.05%
$10.6B
$539,000 0.01% of portfolio
11,578
Q3 2024 Reduced 14.38%
$23.3B
$890,000 0.01% of portfolio
2,968
Q3 2024 Reduced 9.68%
$4.18B
$445,000 0.01% of portfolio
37,352
Q3 2024 Reduced 16.28%
$16.2B
$611,000 0.01% of portfolio
4,070
Q3 2024 Reduced 9.64%
$26.5B
$812,000 0.01% of portfolio
13,307
Q3 2024 Reduced 26.21%

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
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