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
$53.2B
$841,000 0.01% of portfolio
4,440
Q3 2024 Added 198.39%
$10.9B
$705,000 0.01% of portfolio
19,815
Q3 2024 Added 5.12%
$0
$452,000 0.01% of portfolio
10,202
Q3 2024 Reduced 20.0%
$0
$1.3 Million 0.01% of portfolio
22,014
Q3 2024 Added 1.18%
$0
$716,000 0.01% of portfolio
15,890
Q3 2024 Added 97.2%
$23.6B
$445,000 0.01% of portfolio
5,094
Q3 2024 New
$0
$798,000 0.01% of portfolio
12,365
Q3 2024 Reduced 19.2%
$57.6B
$513,000 0.01% of portfolio
7,016
Q3 2024 Added 1.43%
$44.3B
$668,000 0.01% of portfolio
3,896
Q3 2024 Reduced 0.74%
$41.9B
$1.08 Million 0.01% of portfolio
16,591
Q3 2024 Reduced 3.17%
$0
$860,000 0.01% of portfolio
22,938
Q3 2024 Added 11.34%
$986M
$705,000 0.01% of portfolio
11,829
Q3 2024 New
$7.3B
$653,000 0.01% of portfolio
43,454
Q3 2024 Reduced 0.89%
$78.5B
$648,000 0.01% of portfolio
1,874
Q3 2024 Added 5.1%
$7.31B
$541,000 0.01% of portfolio
22,144
Q3 2024 Added 25.57%
$98.2B
$1.08 Million 0.01% of portfolio
8,662
Q3 2024 Reduced 9.68%
$0
$883,000 0.01% of portfolio
10,377
Q3 2024 Reduced 14.56%
$292M
$485,000 0.01% of portfolio
21,250
Q3 2024 Reduced 4.49%
$53.1B
$1.15 Million 0.01% of portfolio
4,693
Q3 2024 Added 11.87%
$6.3B
$711,000 0.01% of portfolio
3,257
Q3 2024 Added 31.54%
$0
$1.03 Million 0.01% of portfolio
31,982
Q3 2024 Added 11.89%
$0
$1.16 Million 0.01% of portfolio
58,437
Q3 2024 Reduced 58.99%
$29.4B
$448,000 0.01% of portfolio
22,526
Q3 2024 Added 117.12%
$24.5B
$540,000 0.01% of portfolio
15,538
Q3 2024 Added 25.09%
$1.04B
$510,000 0.01% of portfolio
14,943
Q3 2024 Reduced 7.26%
$4.08B
$863,000 0.01% of portfolio
14,125
Q3 2024 Added 33.46%
$0
$574,000 0.01% of portfolio
47,510
Q3 2024 New
$0
$750,000 0.01% of portfolio
62,208
Q3 2024 Reduced 0.78%
$0
$628,000 0.01% of portfolio
62,525
Q3 2024 Reduced 3.4%
$0
$562,000 0.01% of portfolio
65,054
Q3 2024 Reduced 34.07%
$0
$492,000 0.01% of portfolio
38,080
Q3 2024 Added 35.45%
$158B
$851,000 0.01% of portfolio
897
Q3 2024 Reduced 90.1%
$0
$576,000 0.01% of portfolio
40,820
Q3 2024 Added 2.69%
$9.53B
$806,000 0.01% of portfolio
12,697
Q3 2024 Added 17.16%
$5.27B
$872,000 0.01% of portfolio
65,188
Q3 2024 Reduced 2.34%
$0
$1.18 Million 0.01% of portfolio
24,088
Q3 2024 Added 10.49%
$0
$1.16 Million 0.01% of portfolio
10,580
Q3 2024 Added 10.5%
$19.8B
$1.22 Million 0.01% of portfolio
7,483
Q3 2024 Reduced 12.21%
$125B
$961,000 0.01% of portfolio
11,478
Q3 2024 Reduced 4.79%
$81.6B
$769,000 0.01% of portfolio
21,048
Q3 2024 Reduced 3.52%
$35.2B
$542,000 0.01% of portfolio
2,523
Q3 2024 Reduced 13.27%
$12.3B
$700,000 0.01% of portfolio
8,704
Q3 2024 Added 1.67%
$0
$597,000 0.01% of portfolio
38,078
Q3 2024 Reduced 2.31%
$0
$525,000 0.01% of portfolio
30,307
Q3 2024 Added 2.62%
$12.9B
$480,000 0.01% of portfolio
9,822
Q3 2024 Reduced 8.68%
$12.3B
$853,000 0.01% of portfolio
11,034
Q3 2024 Added 2.79%
$27B
$921,000 0.01% of portfolio
49,869
Q3 2024 Reduced 9.29%
$1.08B
$493,000 0.01% of portfolio
16,775
Q3 2024 Added 21.74%
$21.3B
$865,000 0.01% of portfolio
4,238
Q3 2024 Added 61.32%

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email