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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$271 Million 3.05% of portfolio
470,168
Q3 2024 Reduced 2.18%
$354B
$271 Million 3.05% of portfolio
2,230,570
Q3 2024 Reduced 13.25%
$3.62T
$267 Million 3.0% of portfolio
1,145,114
Q3 2024 Reduced 10.41%
$3.09T
$193 Million 2.17% of portfolio
448,902
Q3 2024 Reduced 7.89%
$0
$147 Million 1.66% of portfolio
301,581
Q3 2024 Reduced 8.65%
$0
$133 Million 1.5% of portfolio
232,220
Q3 2024 Reduced 13.16%
$0
$127 Million 1.43% of portfolio
240,525
Q3 2024 Reduced 7.26%
$2.06T
$124 Million 1.39% of portfolio
662,861
Q3 2024 Reduced 7.32%
$0
$108 Million 1.22% of portfolio
2,301,192
Q3 2024 Added 15.6%
$0
$105 Million 1.19% of portfolio
274,365
Q3 2024 Reduced 10.93%
$0
$102 Million 1.15% of portfolio
1,928,347
Q3 2024 Added 0.1%
$0
$96.8 Million 1.09% of portfolio
554,445
Q3 2024 Reduced 11.68%
$0
$88.8 Million 1.0% of portfolio
495,262
Q3 2024 Added 0.23%
$609B
$71.4 Million 0.8% of portfolio
155,086
Q3 2024 Added 0.47%
$0
$70.3 Million 0.79% of portfolio
734,306
Q3 2024 Reduced 13.06%
$0
$69.6 Million 0.78% of portfolio
382,331
Q3 2024 Reduced 6.6%
$1.25T
$68.4 Million 0.77% of portfolio
119,505
Q3 2024 Reduced 4.22%
$0
$63.4 Million 0.71% of portfolio
646,364
Q3 2024 Added 15.92%
$0
$62.3 Million 0.7% of portfolio
532,708
Q3 2024 Added 5.33%
$1.03T
$61.2 Million 0.69% of portfolio
368,819
Q3 2024 Reduced 11.82%
$0
$58 Million 0.65% of portfolio
772,747
Q3 2024 Added 4.09%
$0
$56.4 Million 0.63% of portfolio
574,781
Q3 2024 Added 4.19%
$0
$54.8 Million 0.62% of portfolio
696,036
Q3 2024 Added 1.34%
$0
$54.4 Million 0.61% of portfolio
192,261
Q3 2024 Reduced 1.7%
$0
$52.3 Million 0.59% of portfolio
516,385
Q3 2024 Added 8.68%
$0
$51.7 Million 0.58% of portfolio
1,027,371
Q3 2024 Added 1.49%
$0
$50 Million 0.56% of portfolio
863,901
Q3 2024 Added 1.83%
$1.06T
$49 Million 0.55% of portfolio
292,873
Q3 2024 Reduced 6.85%
$401B
$48.9 Million 0.55% of portfolio
55,125
Q3 2024 Reduced 4.0%
$81.6B
$47.5 Million 0.53% of portfolio
195,384
Q3 2024 Added 9.04%
$0
$47.2 Million 0.53% of portfolio
368,466
Q3 2024 Added 0.66%
$1.01T
$45.3 Million 0.51% of portfolio
173,224
Q3 2024 Reduced 8.38%
$0
$43.7 Million 0.49% of portfolio
882,785
Q3 2024 Added 7.09%
$0
$41.6 Million 0.47% of portfolio
667,298
Q3 2024 Added 0.89%
$0
$39.8 Million 0.45% of portfolio
369,321
Q3 2024 Reduced 2.54%
$0
$39.3 Million 0.44% of portfolio
1,315,140
Q3 2024 Added 8.68%
$0
$39 Million 0.44% of portfolio
424,283
Q3 2024 Reduced 11.74%
$0
$38.3 Million 0.43% of portfolio
194,321
Q3 2024 Added 0.9%
$0
$38.3 Million 0.43% of portfolio
452,896
Q3 2024 Added 0.68%
$0
$38.5 Million 0.43% of portfolio
170,559
Q3 2024 Reduced 10.96%
$709B
$37.7 Million 0.42% of portfolio
42,508
Q3 2024 Reduced 1.98%
$0
$37.2 Million 0.42% of portfolio
646,926
Q3 2024 Added 128.55%
$0
$36.5 Million 0.41% of portfolio
617,220
Q3 2024 Reduced 0.27%
$720B
$36.8 Million 0.41% of portfolio
174,675
Q3 2024 Reduced 3.8%
$0
$36.3 Million 0.41% of portfolio
759,090
Q3 2024 Reduced 7.56%
$0
$34.9 Million 0.39% of portfolio
146,971
Q3 2024 Added 9.18%
$0
$32.6 Million 0.37% of portfolio
894,935
Q3 2024 Added 11.77%
$0
$33.1 Million 0.37% of portfolio
423,617
Q3 2024 Reduced 13.86%
$292B
$30.9 Million 0.35% of portfolio
156,396
Q3 2024 Reduced 1.01%

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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