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
$3.34 Million 0.04% of portfolio
61,310
Q3 2024 Added 0.01%
$0
$3.15 Million 0.04% of portfolio
75,919
Q3 2024 Reduced 2.18%
$0
$3.49 Million 0.04% of portfolio
99,932
Q3 2024 Reduced 2.05%
$0
$3.63 Million 0.04% of portfolio
71,700
Q3 2024 Reduced 1.02%
$0
$3.43 Million 0.04% of portfolio
72,108
Q3 2024 Added 16.05%
$0
$3.51 Million 0.04% of portfolio
30,549
Q3 2024 Reduced 2.1%
$0
$3.86 Million 0.04% of portfolio
69,635
Q3 2024 Added 0.22%
$0
$3.34 Million 0.04% of portfolio
63,439
Q3 2024 Added 15.43%
$0
$3.59 Million 0.04% of portfolio
49,857
Q3 2024 Added 32.63%
$0
$3.84 Million 0.04% of portfolio
79,012
Q3 2024 Added 2.05%
$0
$3.44 Million 0.04% of portfolio
74,126
Q3 2024 Added 1.89%
$0
$3.14 Million 0.04% of portfolio
18,847
Q3 2024 Reduced 7.59%
$0
$3.48 Million 0.04% of portfolio
32,728
Q3 2024 Added 6.48%
$0
$3.81 Million 0.04% of portfolio
64,884
Q3 2024 Added 1.07%
$0
$3.54 Million 0.04% of portfolio
59,715
Q3 2024 Reduced 2.14%
$0
$3.71 Million 0.04% of portfolio
80,961
Q3 2024 Added 14.94%
$0
$3.28 Million 0.04% of portfolio
36,662
Q3 2024 Reduced 21.0%
$0
$3.46 Million 0.04% of portfolio
12,171
Q3 2024 Added 6.11%
$0
$3.35 Million 0.04% of portfolio
143,979
Q3 2024 Added 3.27%
$0
$3.3 Million 0.04% of portfolio
140,959
Q3 2024 Added 76.13%
$0
$3.39 Million 0.04% of portfolio
10,389
Q3 2024 Added 37.09%
$0
$3.87 Million 0.04% of portfolio
47,310
Q3 2024 Reduced 5.12%
$0
$3.78 Million 0.04% of portfolio
99,536
Q3 2024 Added 69.97%
$0
$3.23 Million 0.04% of portfolio
42,154
Q3 2024 Added 11.95%
$0
$3.18 Million 0.04% of portfolio
94,377
Q3 2024 Added 16.39%
$0
$3.74 Million 0.04% of portfolio
82,085
Q3 2024 Reduced 14.4%
$0
$3.82 Million 0.04% of portfolio
92,236
Q3 2024 Added 11.39%
$0
$3.78 Million 0.04% of portfolio
47,672
Q3 2024 Added 2.27%
$0
$3.48 Million 0.04% of portfolio
16,829
Q3 2024 Added 4.39%
$0
$3.68 Million 0.04% of portfolio
72,048
Q3 2024 Reduced 2.54%
$0
$3.65 Million 0.04% of portfolio
46,480
Q3 2024 Reduced 49.89%
$0
$2.28 Million 0.03% of portfolio
48,351
Q3 2024 Reduced 12.63%
$0
$2.88 Million 0.03% of portfolio
60,669
Q3 2024 Reduced 5.45%
$0
$2.54 Million 0.03% of portfolio
88,368
Q3 2024 Reduced 43.44%
$0
$2.82 Million 0.03% of portfolio
49,754
Q3 2024 Reduced 0.06%
$0
$2.8 Million 0.03% of portfolio
65,471
Q3 2024 Added 0.07%
$0
$2.93 Million 0.03% of portfolio
46,170
Q3 2024 Reduced 14.42%
$0
$2.96 Million 0.03% of portfolio
163,605
Q3 2024 Added 5.04%
$0
$2.6 Million 0.03% of portfolio
25,414
Q3 2024 Reduced 2.86%
$0
$2.86 Million 0.03% of portfolio
25,536
Q3 2024 Reduced 15.75%
$0
$2.29 Million 0.03% of portfolio
49,969
Q3 2024 Reduced 46.87%
$0
$2.55 Million 0.03% of portfolio
60,770
Q3 2024 Reduced 3.41%
$0
$2.43 Million 0.03% of portfolio
79,985
Q3 2024 Added 15.23%
$0
$2.42 Million 0.03% of portfolio
110,011
Q3 2024 Added 22.25%
$0
$2.84 Million 0.03% of portfolio
62,115
Q3 2024 Reduced 3.85%
$0
$2.99 Million 0.03% of portfolio
36,535
Q3 2024 Reduced 2.78%
$0
$2.44 Million 0.03% of portfolio
64,430
Q3 2024 Added 198.74%
$0
$2.64 Million 0.03% of portfolio
65,225
Q3 2024 Added 76.56%
$0
$2.7 Million 0.03% of portfolio
128,678
Q3 2024 Added 2.95%

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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