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 Market Cap. of $300 Millions to $2 Billions
