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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Million 0.31% of portfolio
968,201
Q4 2024 Added 307.42%
$0
$26.1 Million 0.3% of portfolio
425,713
Q4 2024 Reduced 6.33%
$0
$25 Million 0.29% of portfolio
242,012
Q4 2024 Added 64.08%
$0
$24.7 Million 0.28% of portfolio
281,075
Q4 2024 Reduced 5.65%
$0
$24.2 Million 0.28% of portfolio
151,613
Q4 2024 Reduced 4.79%
$0
$24.4 Million 0.28% of portfolio
309,832
Q4 2024 Added 35.46%
$0
$23.7 Million 0.27% of portfolio
636,553
Q4 2024 Reduced 13.8%
$0
$23.6 Million 0.27% of portfolio
488,983
Q4 2024 Added 5.53%
$0
$22.5 Million 0.26% of portfolio
163,821
Q4 2024 Reduced 9.67%
$0
$22.4 Million 0.26% of portfolio
52,527
Q4 2024 Added 60.02%
$0
$22.5 Million 0.26% of portfolio
92,811
Q4 2024 Added 12.45%
$0
$22.5 Million 0.26% of portfolio
85,048
Q4 2024 Reduced 7.13%
$0
$21.5 Million 0.25% of portfolio
1,031,467
Q4 2024 Reduced 3.69%
$0
$21.8 Million 0.25% of portfolio
169,226
Q4 2024 Reduced 2.49%
$0
$21.9 Million 0.25% of portfolio
99,185
Q4 2024 Reduced 3.15%
$0
$22 Million 0.25% of portfolio
402,019
Q4 2024 Added 14.37%
$0
$21.5 Million 0.25% of portfolio
474,983
Q4 2024 Added 6.48%
$0
$21.3 Million 0.24% of portfolio
422,153
Q4 2024 Reduced 15.1%
$0
$19.7 Million 0.23% of portfolio
354,657
Q4 2024 Added 7.25%
$0
$20 Million 0.23% of portfolio
187,591
Q4 2024 Reduced 25.66%
$0
$19.5 Million 0.22% of portfolio
447,755
Q4 2024 Reduced 13.33%
$51.4B
$19.5 Million 0.22% of portfolio
394,533
Q4 2024 Added 6.09%
$0
$19.5 Million 0.22% of portfolio
94,142
Q4 2024 Added 200.49%
$0
$18.2 Million 0.21% of portfolio
340,056
Q4 2024 Added 31.35%
$0
$18.2 Million 0.21% of portfolio
98,267
Q4 2024 Added 2.48%
$0
$18.7 Million 0.21% of portfolio
366,751
Q4 2024 Reduced 0.95%
$0
$17.6 Million 0.2% of portfolio
330,258
Q4 2024 Added 1.99%
$0
$17.8 Million 0.2% of portfolio
404,708
Q4 2024 Reduced 2.55%
$0
$17.3 Million 0.2% of portfolio
253,127
Q4 2024 Reduced 10.08%
$0
$17.6 Million 0.2% of portfolio
298,763
Q4 2024 Added 6.17%
$0
$17.1 Million 0.2% of portfolio
80,709
Q4 2024 Reduced 0.48%
$0
$16.4 Million 0.19% of portfolio
337,778
Q4 2024 Added 23.39%
$0
$16.2 Million 0.19% of portfolio
99,156
Q4 2024 Added 6.17%
$0
$15.6 Million 0.18% of portfolio
158,876
Q4 2024 Added 20.35%
$0
$16 Million 0.18% of portfolio
138,734
Q4 2024 Added 1.23%
$0
$15.7 Million 0.18% of portfolio
156,016
Q4 2024 Added 1.75%
$0
$16 Million 0.18% of portfolio
28,105
Q4 2024 Reduced 1.45%
$0
$14.6 Million 0.17% of portfolio
79,130
Q4 2024 Reduced 12.14%
$0
$15.1 Million 0.17% of portfolio
337,452
Q4 2024 Added 17.91%
$0
$15 Million 0.17% of portfolio
85,512
Q4 2024 Added 2.32%
$0
$14.6 Million 0.17% of portfolio
193,253
Q4 2024 Added 1.37%
$0
$14.8 Million 0.17% of portfolio
63,046
Q4 2024 Added 103.58%
$0
$15.2 Million 0.17% of portfolio
301,609
Q4 2024 Added 15.74%
$0
$15.1 Million 0.17% of portfolio
188,570
Q4 2024 Added 19.39%
$0
$14.9 Million 0.17% of portfolio
119,142
Q4 2024 Added 16.88%
$0
$13.6 Million 0.16% of portfolio
335,689
Q4 2024 Added 5.15%
$0
$14.3 Million 0.16% of portfolio
281,481
Q4 2024 Added 12.47%
$0
$14.3 Million 0.16% of portfolio
188,590
Q4 2024 Added 7.71%
$0
$14 Million 0.16% of portfolio
106,329
Q4 2024 Added 4.61%

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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