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
$6.04 Million 0.07% of portfolio
64,426
Q4 2024 Added 15.77%
$0
$6.5 Million 0.07% of portfolio
286,489
Q4 2024 Added 314.29%
$0
$6.08 Million 0.07% of portfolio
63,639
Q4 2024 Added 54.15%
$0
$6.35 Million 0.07% of portfolio
187,245
Q4 2024 Reduced 12.2%
$0
$6.03 Million 0.07% of portfolio
37,266
Q4 2024 Added 27.39%
$0
$6.28 Million 0.07% of portfolio
92,466
Q4 2024 Added 8.51%
$8.96B
$6.19 Million 0.07% of portfolio
119,071
Q4 2024 Added 23.62%
$0
$4.84 Million 0.06% of portfolio
159,044
Q4 2024 Added 2.62%
$4.26B
$5.21 Million 0.06% of portfolio
208,243
Q4 2024 Reduced 11.73%
$0
$5.28 Million 0.06% of portfolio
83,170
Q4 2024 Added 30.25%
$0
$5.61 Million 0.06% of portfolio
139,012
Q4 2024 Added 3.1%
$0
$5.17 Million 0.06% of portfolio
266,009
Q4 2024 Reduced 19.81%
$0
$5.55 Million 0.06% of portfolio
268,579
Q4 2024 Reduced 34.0%
$0
$4.85 Million 0.06% of portfolio
48,460
Q4 2024 Added 32.18%
$0
$4.83 Million 0.06% of portfolio
68,369
Q4 2024 Reduced 0.18%
$0
$5 Million 0.06% of portfolio
143,993
Q4 2024 Reduced 7.24%
$0
$4.93 Million 0.06% of portfolio
41,987
Q4 2024 Added 0.32%
$0
$5.57 Million 0.06% of portfolio
29,646
Q4 2024 Reduced 41.97%
$0
$4.75 Million 0.05% of portfolio
49,254
Q4 2024 Added 9.86%
$0
$4.26 Million 0.05% of portfolio
145,689
Q4 2024 Added 31.98%
$0
$4.7 Million 0.05% of portfolio
211,885
Q4 2024 Added 31.64%
$0
$4.13 Million 0.05% of portfolio
63,153
Q4 2024 Reduced 11.35%
$0
$4.03 Million 0.05% of portfolio
173,139
Q4 2024 Added 7.36%
$0
$4.33 Million 0.05% of portfolio
116,380
Q4 2024 Reduced 0.5%
$0
$4.06 Million 0.05% of portfolio
21,546
Q4 2024 Added 6.42%
$0
$4.6 Million 0.05% of portfolio
119,106
Q4 2024 Added 1.47%
$0
$4.2 Million 0.05% of portfolio
133,147
Q4 2024 Added 1.04%
$0
$3.98 Million 0.05% of portfolio
39,824
Q4 2024 Reduced 1.98%
$0
$4.7 Million 0.05% of portfolio
94,070
Q4 2024 Added 30.46%
$0
$4.07 Million 0.05% of portfolio
31,464
Q4 2024 Added 7.13%
$0
$4.4 Million 0.05% of portfolio
72,992
Q4 2024 Reduced 10.32%
$0
$4.34 Million 0.05% of portfolio
15,068
Q4 2024 Added 23.8%
$0
$4.26 Million 0.05% of portfolio
55,941
Q4 2024 Reduced 0.03%
$0
$4.42 Million 0.05% of portfolio
90,899
Q4 2024 Reduced 0.45%
$0
$4.05 Million 0.05% of portfolio
81,897
Q4 2024 Added 168.77%
$0
$4.65 Million 0.05% of portfolio
99,480
Q4 2024 Added 165.51%
$0
$4.73 Million 0.05% of portfolio
208,233
Q4 2024 Reduced 9.84%
$0
$4.09 Million 0.05% of portfolio
179,525
Q2 2024 Added 105.11%
$0
$4.61 Million 0.05% of portfolio
45,832
Q4 2024 Reduced 8.96%
$0
$3.99 Million 0.05% of portfolio
104,051
Q4 2024 Added 56.59%
$0
$4.02 Million 0.05% of portfolio
154,158
Q4 2024 Added 516.85%
$0
$4.79 Million 0.05% of portfolio
199,235
Q4 2024 Added 369.62%
$0
$4.55 Million 0.05% of portfolio
34,537
Q4 2024 Reduced 11.5%
$0
$4.74 Million 0.05% of portfolio
144,717
Q4 2024 Added 53.34%
$0
$4.47 Million 0.05% of portfolio
178,744
Q4 2024 Reduced 8.18%
$0
$4.22 Million 0.05% of portfolio
93,911
Q4 2024 Added 14.41%
$0
$4.61 Million 0.05% of portfolio
79,516
Q4 2024 Reduced 12.22%
$0
$4.57 Million 0.05% of portfolio
67,470
Q4 2024 Reduced 31.27%
$0
$3.42 Million 0.04% of portfolio
60,164
Q4 2024 Reduced 0.83%

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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