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
$1.93 Million 0.02% of portfolio
56,604
Q3 2024 Added 0.37%
$0
$1.53 Million 0.02% of portfolio
65,430
Q3 2024 Added 16.58%
$0
$2.22 Million 0.02% of portfolio
31,647
Q3 2024 Reduced 8.79%
$0
$1.41 Million 0.02% of portfolio
30,973
Q3 2024 Added 1.05%
$0
$1.82 Million 0.02% of portfolio
61,778
Q3 2024 Reduced 12.99%
$0
$1.68 Million 0.02% of portfolio
18,013
Q3 2024 Reduced 13.92%
$0
$1.51 Million 0.02% of portfolio
17,198
Q3 2024 Reduced 6.68%
$0
$1.9 Million 0.02% of portfolio
61,646
Q3 2024 Reduced 6.86%
$0
$2.2 Million 0.02% of portfolio
38,832
Q3 2024 Added 1.36%
$0
$1.38 Million 0.02% of portfolio
56,493
Q3 2024 Reduced 37.54%
$0
$1.34 Million 0.02% of portfolio
128,532
Q3 2024 Added 1.22%
$0
$1.87 Million 0.02% of portfolio
118,526
Q3 2024 Reduced 2.87%
$0
$1.43 Million 0.02% of portfolio
27,507
Q3 2024 Added 3.23%
$6.02B
$1.37 Million 0.02% of portfolio
67,308
Q3 2024 Reduced 4.69%
$35B
$1.9 Million 0.02% of portfolio
21,480
Q3 2024 Reduced 2.77%
$44.4B
$1.98 Million 0.02% of portfolio
13,389
Q3 2024 Added 28.09%
$98.1B
$2.16 Million 0.02% of portfolio
6,224
Q3 2024 Reduced 9.03%
$173B
$1.42 Million 0.02% of portfolio
20,637
Q3 2024 Reduced 5.0%
$30.6B
$2.17 Million 0.02% of portfolio
7,455
Q3 2024 Reduced 27.54%
$2.56B
$1.36 Million 0.02% of portfolio
8,669
Q3 2024 Added 24.41%
$0
$2.11 Million 0.02% of portfolio
97,774
Q3 2024 Added 1.06%
$0
$1.51 Million 0.02% of portfolio
44,838
Q3 2024 Reduced 0.7%
$13.3B
$1.5 Million 0.02% of portfolio
6,536
Q3 2024 New
$0
$1.55 Million 0.02% of portfolio
29,251
Q3 2024 Added 9.57%
$0
$1.42 Million 0.02% of portfolio
85,606
Q3 2024 Reduced 3.25%
$0
$1.99 Million 0.02% of portfolio
108,956
Q3 2024 Reduced 7.88%
$0
$1.42 Million 0.02% of portfolio
29,073
Q3 2024 Reduced 4.34%
$0
$2.07 Million 0.02% of portfolio
8,508
Q3 2024 Reduced 31.65%
$0
$1.87 Million 0.02% of portfolio
6,977
Q3 2024 Reduced 53.42%
$0
$1.69 Million 0.02% of portfolio
21,568
Q3 2024 Reduced 11.57%
$0
$2.05 Million 0.02% of portfolio
25,282
Q3 2024 Added 23.29%
$0
$1.39 Million 0.02% of portfolio
22,598
Q3 2024 Reduced 26.88%
$19.2B
$1.36 Million 0.02% of portfolio
7,142
Q3 2024 Reduced 3.95%
$44.1B
$1.78 Million 0.02% of portfolio
6,653
Q3 2024 Added 4.0%
$0
$1.34 Million 0.02% of portfolio
19,139
Q3 2024 Reduced 2.5%
$35.5B
$1.58 Million 0.02% of portfolio
8,705
Q3 2024 Reduced 4.81%
$30.9B
$1.34 Million 0.02% of portfolio
13,960
Q3 2024 Added 5.77%
$63B
$2.15 Million 0.02% of portfolio
16,812
Q3 2024 Added 3.7%
$9.84B
$1.51 Million 0.02% of portfolio
17,515
Q3 2024 Reduced 1.12%
$19.9B
$1.67 Million 0.02% of portfolio
24,415
Q3 2024 Added 1.83%
$0
$2.11 Million 0.02% of portfolio
41,900
Q3 2024 Added 40.51%
$20B
$1.72 Million 0.02% of portfolio
4,657
Q3 2024 Added 11.04%
$23.6B
$1.69 Million 0.02% of portfolio
15,646
Q3 2024 Reduced 2.6%
$676M
$883,000 0.01% of portfolio
20,000
Q2 2024 Added 33.33%
$1.41B
$779,000 0.01% of portfolio
26,204
Q3 2024 Reduced 0.76%
$0
$617,000 0.01% of portfolio
25,006
Q3 2024 Reduced 0.11%
$2.59B
$752,000 0.01% of portfolio
34,911
Q3 2024 Reduced 2.59%
$23.4B
$496,000 0.01% of portfolio
5,241
Q3 2024 Added 75.87%
$0
$510,000 0.01% of portfolio
45,001
Q3 2024 Added 53.08%

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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