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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 0.16% of portfolio
220,467
Q3 2024 Added 4.95%
$0
$14.2 Million 0.16% of portfolio
147,495
Q3 2024 Added 37.2%
$0
$13.1 Million 0.15% of portfolio
319,252
Q3 2024 Added 0.2%
$0
$13.4 Million 0.15% of portfolio
286,183
Q3 2024 Added 1.88%
$0
$13.5 Million 0.15% of portfolio
297,683
Q3 2024 Added 9.94%
$0
$12.9 Million 0.15% of portfolio
179,780
Q3 2024 Added 28.97%
$0
$13.5 Million 0.15% of portfolio
132,013
Q3 2024 Added 8.62%
$0
$13.7 Million 0.15% of portfolio
130,726
Q3 2024 Reduced 15.42%
$0
$13.2 Million 0.15% of portfolio
260,602
Q3 2024 Reduced 0.32%
$0
$13.4 Million 0.15% of portfolio
57,968
Q3 2024 Reduced 0.13%
$0
$13.2 Million 0.15% of portfolio
250,518
Q3 2024 Added 0.07%
$0
$13.5 Million 0.15% of portfolio
273,751
Q3 2024 Added 1.49%
$0
$13.2 Million 0.15% of portfolio
157,948
Q3 2024 Added 18.38%
$0
$13 Million 0.15% of portfolio
38,278
Q3 2024 Reduced 4.91%
$0
$13.2 Million 0.15% of portfolio
120,056
Q3 2024 Reduced 6.13%
$0
$13.1 Million 0.15% of portfolio
101,931
Q3 2024 Added 396.93%
$0
$12.1 Million 0.14% of portfolio
46,469
Q3 2024 Reduced 5.64%
$0
$11.2 Million 0.13% of portfolio
327,415
Q3 2024 Added 14.14%
$0
$11.6 Million 0.13% of portfolio
278,629
Q3 2024 Added 88.87%
$0
$11.2 Million 0.13% of portfolio
134,164
Q3 2024 Reduced 4.57%
$0
$12 Million 0.13% of portfolio
412,208
Q3 2024 Added 19.59%
$0
$11.6 Million 0.13% of portfolio
196,160
Q3 2024 Reduced 5.51%
$0
$11.3 Million 0.13% of portfolio
77,784
Q3 2024 Reduced 6.46%
$0
$10.8 Million 0.12% of portfolio
212,248
Q3 2024 Reduced 10.45%
$0
$10.7 Million 0.12% of portfolio
196,726
Q3 2024 Added 21.69%
$0
$10.9 Million 0.12% of portfolio
514,278
Q3 2024 Reduced 0.81%
$0
$10.4 Million 0.12% of portfolio
223,840
Q3 2024 Added 3.44%
$14.6B
$10.9 Million 0.12% of portfolio
382,040
Q3 2024 Reduced 4.44%
$0
$10.3 Million 0.12% of portfolio
141,281
Q3 2024 Reduced 0.7%
$0
$10.5 Million 0.12% of portfolio
316,963
Q3 2024 Reduced 0.45%
$0
$11 Million 0.12% of portfolio
35,049
Q3 2024 Reduced 0.69%
$0
$10.8 Million 0.12% of portfolio
51,085
Q3 2024 Reduced 5.18%
$0
$10.2 Million 0.12% of portfolio
31,764
Q3 2024 Reduced 3.91%
$0
$10.6 Million 0.12% of portfolio
211,825
Q3 2024 Reduced 23.79%
$0
$9.73 Million 0.11% of portfolio
105,893
Q3 2024 Reduced 3.41%
$0
$9.39 Million 0.11% of portfolio
67,318
Q3 2024 Added 9.31%
$0
$9.62 Million 0.11% of portfolio
381,398
Q3 2024 Added 3.02%
$0
$9.94 Million 0.11% of portfolio
135,510
Q3 2024 Reduced 13.72%
$0
$9.88 Million 0.11% of portfolio
129,903
Q3 2024 Added 16.68%
$0
$8.93 Million 0.1% of portfolio
113,267
Q3 2024 Reduced 4.23%
$0
$8.48 Million 0.1% of portfolio
161,043
Q3 2024 Reduced 0.61%
$0
$9.14 Million 0.1% of portfolio
73,904
Q3 2024 Reduced 7.34%
$0
$8.7 Million 0.1% of portfolio
346,647
Q3 2024 Added 14.94%
$0
$8.45 Million 0.1% of portfolio
177,836
Q3 2024 Added 8.44%
$0
$9.28 Million 0.1% of portfolio
224,828
Q3 2024 Reduced 2.64%
$0
$8.49 Million 0.1% of portfolio
213,265
Q3 2024 Reduced 5.2%
$0
$8.19 Million 0.09% of portfolio
130,505
Q3 2024 Reduced 11.23%
$0
$7.93 Million 0.09% of portfolio
188,650
Q3 2024 Added 20.58%
$0
$7.96 Million 0.09% of portfolio
441,481
Q3 2024 Added 5.46%

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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