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
$2.6 Million 0.03% of portfolio
105,000
Q1 2024 New
$0
$2.49 Million 0.03% of portfolio
35,276
Q3 2024 Added 1.3%
$0
$2.26 Million 0.03% of portfolio
18,777
Q3 2024 Added 24.37%
$0
$2.27 Million 0.03% of portfolio
62,241
Q3 2024 Added 0.11%
$0
$2.69 Million 0.03% of portfolio
60,750
Q3 2024 Added 2.57%
$0
$2.62 Million 0.03% of portfolio
22,372
Q3 2024 Reduced 4.86%
$0
$2.83 Million 0.03% of portfolio
19,460
Q3 2024 Reduced 6.98%
$0
$3.07 Million 0.03% of portfolio
30,947
Q3 2024 Reduced 6.64%
$0
$2.42 Million 0.03% of portfolio
31,571
Q3 2024 Reduced 2.59%
$0
$2.51 Million 0.03% of portfolio
48,366
Q3 2024 Added 7.54%
$0
$2.69 Million 0.03% of portfolio
61,103
Q3 2024 Reduced 15.83%
$0
$2.85 Million 0.03% of portfolio
61,538
Q3 2024 Added 261.03%
$0
$2.52 Million 0.03% of portfolio
66,450
Q3 2024 Added 31.76%
$0
$2.32 Million 0.03% of portfolio
41,174
Q3 2024 Added 8.45%
$0
$2.33 Million 0.03% of portfolio
25,742
Q3 2024 Reduced 24.16%
$0
$2.86 Million 0.03% of portfolio
64,049
Q3 2024 Added 16.09%
$0
$3.09 Million 0.03% of portfolio
19,664
Q3 2024 Reduced 27.54%
$0
$2.37 Million 0.03% of portfolio
26,204
Q3 2024 Reduced 6.03%
$0
$2.57 Million 0.03% of portfolio
25,831
Q3 2024 Added 19.74%
$0
$3.01 Million 0.03% of portfolio
72,008
Q3 2024 Added 2.35%
$0
$2.54 Million 0.03% of portfolio
110,578
Q3 2024 Reduced 4.69%
$0
$2.38 Million 0.03% of portfolio
69,651
Q3 2024 Reduced 5.18%
$0
$2.96 Million 0.03% of portfolio
70,801
Q3 2024 Reduced 7.73%
$0
$3.02 Million 0.03% of portfolio
102,643
Q3 2024 Added 4.04%
$0
$2.91 Million 0.03% of portfolio
15,243
Q3 2024 Reduced 19.93%
$0
$2.52 Million 0.03% of portfolio
30,277
Q3 2024 Added 14.08%
$0
$2.39 Million 0.03% of portfolio
47,033
Q3 2024 Added 7.36%
$0
$2.7 Million 0.03% of portfolio
25,476
Q3 2024 Reduced 4.52%
$0
$2.34 Million 0.03% of portfolio
56,541
Q3 2024 Reduced 4.02%
$1.09B
$1.46 Million 0.02% of portfolio
16,210
Q3 2024 Added 1.79%
$0
$1.5 Million 0.02% of portfolio
40,560
Q3 2024 Added 2.16%
$0
$2.19 Million 0.02% of portfolio
63,823
Q3 2024 Added 34.93%
$0
$1.35 Million 0.02% of portfolio
21,156
Q3 2024 Added 10.23%
$0
$1.63 Million 0.02% of portfolio
18,433
Q3 2024 Reduced 15.37%
$0
$2.01 Million 0.02% of portfolio
33,206
Q3 2024 Added 7.1%
$0
$1.53 Million 0.02% of portfolio
30,263
Q3 2024 Added 25.62%
$0
$2.05 Million 0.02% of portfolio
35,548
Q3 2024 Added 3.88%
$0
$2.04 Million 0.02% of portfolio
46,531
Q3 2024 Reduced 13.54%
$0
$1.54 Million 0.02% of portfolio
32,492
Q3 2024 Added 1.07%
$0
$1.75 Million 0.02% of portfolio
10,171
Q3 2024 Added 86.49%
$0
$1.39 Million 0.02% of portfolio
12,748
Q3 2024 Added 8.67%
$0
$1.5 Million 0.02% of portfolio
44,568
Q3 2024 Added 7.49%
$0
$1.75 Million 0.02% of portfolio
30,067
Q3 2024 Reduced 0.56%
$0
$1.66 Million 0.02% of portfolio
36,278
Q3 2024 Added 2.84%
$0
$1.91 Million 0.02% of portfolio
45,149
Q3 2024 Added 1.34%
$0
$1.61 Million 0.02% of portfolio
37,765
Q3 2024 Added 14.89%
$0
$1.51 Million 0.02% of portfolio
40,325
Q3 2024 Added 49.74%
$0
$1.82 Million 0.02% of portfolio
40,406
Q3 2024 Reduced 1.11%
$0
$1.45 Million 0.02% of portfolio
11,523
Q3 2024 Reduced 2.17%

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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