Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

Atria Wealth Solutions, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.74 Billion distributed in 4592 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $259M, Ishares Core S&P 500 ETF with a value of $258M, Nvidia Corp with a value of $204M, Microsoft Corp with a value of $173M, and Invesco Qqq Trust, Series 1 with a value of $155M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $8.89B to 8.74B.

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 $8.74 Billion
ETFs: $5.48 Billion
Technology: $989 Million
Financial Services: $492 Million
Consumer Cyclical: $356 Million
Healthcare: $269 Million
Communication Services: $262 Million
Industrials: $240 Million
Consumer Defensive: $224 Million
Other: $343 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37B
$924,000 0.01% of portfolio
5,130
Q4 2024 Added 31.67%
$38.9B
$962,000 0.01% of portfolio
13,859
Q4 2024 Reduced 16.47%
$0
$1.07 Million 0.01% of portfolio
24,737
Q4 2024 Added 7.84%
$7.91B
$503,000 0.01% of portfolio
33,358
Q4 2024 Reduced 23.23%
$79.5B
$561,000 0.01% of portfolio
1,562
Q4 2024 Reduced 16.65%
$4.85B
$1.05 Million 0.01% of portfolio
45,171
Q4 2024 Added 103.99%
$1.17B
$640,000 0.01% of portfolio
73,992
Q4 2024 Added 168.73%
$75.3B
$1.2 Million 0.01% of portfolio
7,276
Q4 2024 Reduced 16.0%
$34.3B
$977,000 0.01% of portfolio
10,580
Q4 2024 Reduced 17.8%
$25.5B
$536,000 0.01% of portfolio
10,613
Q4 2024 Reduced 16.26%
$23.8B
$747,000 0.01% of portfolio
4,225
Q4 2024 Added 67.39%
$0
$1.05 Million 0.01% of portfolio
9,744
Q4 2024 Reduced 6.1%
$0
$606,000 0.01% of portfolio
7,856
Q4 2024 Added 106.95%
$0
$466,000 0.01% of portfolio
19,792
Q4 2024 Added 121.11%
$53.1B
$1.21 Million 0.01% of portfolio
4,919
Q4 2024 Added 4.82%
$5.36B
$694,000 0.01% of portfolio
3,273
Q4 2024 Added 0.49%
$0
$1.23 Million 0.01% of portfolio
60,426
Q4 2024 Added 3.4%
$36.1B
$517,000 0.01% of portfolio
33,366
Q4 2024 Added 48.12%
$0
$655,000 0.01% of portfolio
62,708
Q4 2024 Added 0.8%
$0
$638,000 0.01% of portfolio
65,055
Q4 2024 Added 4.05%
$0
$546,000 0.01% of portfolio
66,028
Q4 2024 Added 1.5%
$0
$489,000 0.01% of portfolio
21,582
Q4 2024 New
$0
$555,000 0.01% of portfolio
38,721
Q4 2024 Reduced 5.14%
$9.64B
$1.02 Million 0.01% of portfolio
19,241
Q4 2024 Added 51.54%
$5.27B
$882,000 0.01% of portfolio
65,873
Q4 2024 Added 1.05%
$0
$675,000 0.01% of portfolio
14,155
Q4 2024 Reduced 41.24%
$14.8B
$548,000 0.01% of portfolio
4,261
Q4 2024 Reduced 43.06%
$94.2B
$725,000 0.01% of portfolio
19,981
Q4 2024 Reduced 5.07%
$18.7B
$475,000 0.01% of portfolio
3,329
Q4 2024 Reduced 66.55%
$9.85B
$447,000 0.01% of portfolio
6,017
Q4 2024 Reduced 30.87%
$0
$609,000 0.01% of portfolio
41,097
Q4 2024 Added 7.93%
$0
$513,000 0.01% of portfolio
7,506
Q4 2024 Added 63.35%
$67.9B
$827,000 0.01% of portfolio
8,147
Q4 2024 Reduced 33.54%
$10.7B
$868,000 0.01% of portfolio
10,622
Q4 2024 Reduced 3.73%
$2.82B
$601,000 0.01% of portfolio
22,823
Q4 2024 Added 102.06%
$35.7B
$588,000 0.01% of portfolio
9,710
Q4 2024 Added 23.41%
$27.6B
$776,000 0.01% of portfolio
4,161
Q4 2024 Added 42.79%
$28.8B
$1.05 Million 0.01% of portfolio
19,681
Q4 2024 Added 118.73%
$7.05B
$512,000 0.01% of portfolio
3,612
Q4 2024 Added 0.33%
$25.6B
$1.27 Million 0.01% of portfolio
12,124
Q4 2024 Added 0.92%
$516M
$838,000 0.01% of portfolio
73,555
Q4 2024 Added 4.61%
$17.6B
$483,000 0.01% of portfolio
11,052
Q4 2024 Added 109.6%
$30.3B
$807,000 0.01% of portfolio
7,502
Q4 2024 Added 26.23%
$94.8B
$1 Million 0.01% of portfolio
4,314
Q4 2024 Added 13.83%
$21.3B
$648,000 0.01% of portfolio
9,737
Q4 2024 Reduced 2.98%
$36.7B
$577,000 0.01% of portfolio
7,504
Q4 2024 Added 136.79%
$0
$489,000 0.01% of portfolio
39,973
Q4 2024 Added 36.24%
$0
$797,000 0.01% of portfolio
23,050
Q4 2024 Added 264.43%
$0
$472,000 0.01% of portfolio
7,340
Q4 2024 Added 0.8%

Summary

  • Portfolio
  • No. of Stocks 4,592
  • Current Value $8.74 Billion
  • Prior Value $8.89 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 206 stocks
  • Additional Purchases 830 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 796 stocks
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