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
$31.1 Million 0.35% of portfolio
264,642
Q3 2024 Added 17.53%
$0
$29.9 Million 0.34% of portfolio
311,829
Q3 2024 Added 2.77%
$0
$30 Million 0.34% of portfolio
314,494
Q3 2024 Reduced 0.46%
$83.6B
$29.5 Million 0.33% of portfolio
171,207
Q3 2024 Added 870.07%
$453B
$29.5 Million 0.33% of portfolio
251,376
Q3 2024 Reduced 3.43%
$0
$29.5 Million 0.33% of portfolio
1,458,740
Q3 2024 Reduced 0.28%
$0
$28.5 Million 0.32% of portfolio
454,501
Q3 2024 Added 4.61%
$0
$28.5 Million 0.32% of portfolio
252,333
Q3 2024 Reduced 5.49%
$0
$28.7 Million 0.32% of portfolio
314,813
Q3 2024 Reduced 0.77%
$0
$28.4 Million 0.32% of portfolio
261,454
Q3 2024 Added 12.93%
$549B
$28.4 Million 0.32% of portfolio
103,452
Q3 2024 Reduced 8.48%
$0
$27.6 Million 0.31% of portfolio
409,548
Q3 2024 Added 93.32%
$523B
$27.4 Million 0.31% of portfolio
55,567
Q3 2024 Reduced 3.91%
$0
$27.9 Million 0.31% of portfolio
181,367
Q3 2024 Added 0.2%
$0
$27.5 Million 0.31% of portfolio
351,513
Q3 2024 Added 11.34%
$0
$27.5 Million 0.31% of portfolio
46,909
Q3 2024 Reduced 6.34%
$394B
$26.2 Million 0.3% of portfolio
151,503
Q3 2024 Reduced 1.29%
$0
$26.5 Million 0.3% of portfolio
272,249
Q3 2024 Reduced 1.3%
$0
$25.7 Million 0.29% of portfolio
738,456
Q3 2024 Added 31.76%
$0
$25.5 Million 0.29% of portfolio
356,056
Q3 2024 Reduced 0.91%
$423B
$26.2 Million 0.29% of portfolio
64,621
Q3 2024 Reduced 11.67%
$395B
$25.9 Million 0.29% of portfolio
159,998
Q3 2024 Added 2.59%
$0
$25.2 Million 0.28% of portfolio
67,072
Q3 2024 Added 5.15%
$0
$25.2 Million 0.28% of portfolio
497,250
Q3 2024 Reduced 7.02%
$0
$24.8 Million 0.28% of portfolio
237,643
Q3 2024 Reduced 8.13%
$0
$24.6 Million 0.28% of portfolio
296,700
Q3 2024 Reduced 32.75%
$0
$25.2 Million 0.28% of portfolio
373,523
Q3 2024 Reduced 8.9%
$0
$24 Million 0.27% of portfolio
1,070,962
Q3 2024 Added 1.52%
$0
$24.1 Million 0.27% of portfolio
159,233
Q3 2024 Reduced 2.54%
$0
$24.2 Million 0.27% of portfolio
91,573
Q3 2024 Reduced 1.66%
$189B
$23.2 Million 0.26% of portfolio
141,392
Q3 2024 Reduced 6.06%
$305B
$23.2 Million 0.26% of portfolio
157,351
Q3 2024 Reduced 7.15%
$0
$23.5 Million 0.26% of portfolio
516,592
Q3 2024 Reduced 2.09%
$0
$23.2 Million 0.26% of portfolio
421,544
Q3 2024 Added 19.25%
$0
$22.9 Million 0.26% of portfolio
87,981
Q3 2024 Reduced 4.03%
$265B
$22.7 Million 0.26% of portfolio
280,932
Q3 2024 Reduced 1.29%
$0
$21.8 Million 0.25% of portfolio
173,545
Q3 2024 Added 2.2%
$0
$22.6 Million 0.25% of portfolio
102,410
Q3 2024 Reduced 0.92%
$119B
$22 Million 0.25% of portfolio
37,592
Q3 2024 Reduced 5.76%
$503B
$22 Million 0.25% of portfolio
37,621
Q3 2024 Reduced 9.12%
$0
$21 Million 0.24% of portfolio
463,350
Q3 2024 Added 11.67%
$0
$21.2 Million 0.24% of portfolio
281,509
Q3 2024 Added 15.56%
$0
$21.1 Million 0.24% of portfolio
446,081
Q3 2024 Added 0.64%
$0
$20.2 Million 0.23% of portfolio
330,691
Q3 2024 Added 39.06%
$0
$20.3 Million 0.23% of portfolio
82,532
Q3 2024 Reduced 3.67%
$0
$19.3 Million 0.22% of portfolio
415,312
Q3 2024 Reduced 3.24%
$169B
$19.5 Million 0.22% of portfolio
434,676
Q3 2024 Reduced 12.3%
$272B
$18.2 Million 0.21% of portfolio
253,928
Q3 2024 Added 4.65%
$0
$18.5 Million 0.21% of portfolio
368,898
Q3 2024 Reduced 14.21%

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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