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
$1.9 Million 0.02% of portfolio
14,792
Q3 2024 Added 2.49%
$0
$1.73 Million 0.02% of portfolio
13,584
Q3 2024 Reduced 18.65%
$0
$1.63 Million 0.02% of portfolio
30,471
Q3 2024 Added 17.49%
$0
$2.15 Million 0.02% of portfolio
27,159
Q3 2024 Reduced 3.03%
$0
$1.42 Million 0.02% of portfolio
13,888
Q3 2024 Added 9.64%
$0
$1.96 Million 0.02% of portfolio
30,097
Q3 2024 Reduced 4.97%
$0
$1.95 Million 0.02% of portfolio
20,319
Q3 2024 Added 1.58%
$0
$1.94 Million 0.02% of portfolio
28,578
Q3 2024 Reduced 12.94%
$0
$1.48 Million 0.02% of portfolio
25,212
Q3 2024 Added 67.97%
$0
$1.71 Million 0.02% of portfolio
19,918
Q3 2024 Added 10.72%
$0
$2.14 Million 0.02% of portfolio
37,888
Q3 2024 Added 122.26%
$0
$1.58 Million 0.02% of portfolio
32,280
Q3 2024 Added 9.09%
$0
$1.65 Million 0.02% of portfolio
35,334
Q3 2024 Added 7.05%
$58.1B
$1.88 Million 0.02% of portfolio
24,170
Q3 2024 Added 1.39%
$10.7B
$1.39 Million 0.02% of portfolio
2,987
Q3 2024 Reduced 42.16%
$38.1B
$1.86 Million 0.02% of portfolio
52,877
Q3 2024 Reduced 4.45%
$9.55B
$1.5 Million 0.02% of portfolio
1,843
Q3 2024 Reduced 77.24%
$37.1B
$2.01 Million 0.02% of portfolio
11,270
Q3 2024 Added 3.52%
$3.93B
$2.18 Million 0.02% of portfolio
43,406
Q3 2024 Added 6.14%
$90.5B
$2.13 Million 0.02% of portfolio
8,577
Q3 2024 Reduced 23.69%
$110B
$1.91 Million 0.02% of portfolio
8,583
Q3 2024 Reduced 3.08%
$36.4B
$1.64 Million 0.02% of portfolio
3,054
Q3 2024 Reduced 12.49%
$18.5B
$1.37 Million 0.02% of portfolio
16,606
Q3 2024 Added 1.93%
$66.5B
$1.48 Million 0.02% of portfolio
17,913
Q3 2024 Added 5.16%
$3.18B
$2.05 Million 0.02% of portfolio
12,165
Q3 2024 Added 1,247.18%
$81.6B
$1.75 Million 0.02% of portfolio
3,895
Q3 2024 Added 0.05%
$32.5B
$1.6 Million 0.02% of portfolio
29,913
Q3 2024 Reduced 27.26%
$57B
$2.14 Million 0.02% of portfolio
8,907
Q3 2024 Added 3.03%
$9.37B
$2.18 Million 0.02% of portfolio
53,637
Q3 2024 Added 10.4%
$0
$2.12 Million 0.02% of portfolio
58,192
Q3 2024 Reduced 28.15%
$0
$1.8 Million 0.02% of portfolio
57,015
Q3 2024 Reduced 35.35%
$6.6B
$1.46 Million 0.02% of portfolio
137,622
Q3 2024 Reduced 11.16%
$51.5B
$2.18 Million 0.02% of portfolio
16,237
Q3 2024 Added 3.52%
$0
$2.17 Million 0.02% of portfolio
253,447
Q3 2024 Added 0.42%
$105B
$1.59 Million 0.02% of portfolio
12,580
Q3 2024 Reduced 29.52%
$58.8B
$1.9 Million 0.02% of portfolio
5,221
Q3 2024 Reduced 3.39%
$44.4B
$1.56 Million 0.02% of portfolio
17,527
Q3 2024 Added 15.02%
$29.4B
$1.42 Million 0.02% of portfolio
9,895
Q3 2024 Added 9.14%
$81.1B
$1.73 Million 0.02% of portfolio
1,641
Q3 2024 Reduced 16.19%
$147B
$1.98 Million 0.02% of portfolio
30,606
Q3 2024 Reduced 37.06%
$0
$1.74 Million 0.02% of portfolio
24,236
Q3 2024 Added 63.39%
$0
$2.08 Million 0.02% of portfolio
42,425
Q3 2024 Reduced 5.85%
$0
$2.01 Million 0.02% of portfolio
24,991
Q3 2024 Reduced 1.31%
$0
$2.04 Million 0.02% of portfolio
69,771
Q3 2024 Added 14.29%
$0
$1.93 Million 0.02% of portfolio
32,424
Q3 2024 Added 15.45%
$0
$1.81 Million 0.02% of portfolio
18,731
Q3 2024 Added 77.81%
$40.3B
$1.56 Million 0.02% of portfolio
13,613
Q3 2024 Reduced 14.15%
$22.9B
$1.57 Million 0.02% of portfolio
16,290
Q3 2024 Reduced 10.6%
$0
$1.87 Million 0.02% of portfolio
15,193
Q3 2024 Added 2.19%

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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