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
$0
$32 Million 0.37% of portfolio
300,232
Q4 2024 Added 14.83%
$0
$31.1 Million 0.36% of portfolio
321,104
Q4 2024 Reduced 37.82%
$0
$31.4 Million 0.36% of portfolio
339,675
Q4 2024 Reduced 47.45%
$0
$31.6 Million 0.36% of portfolio
344,878
Q4 2024 Added 10.6%
$0
$31.8 Million 0.36% of portfolio
132,339
Q4 2024 Reduced 9.96%
$573B
$30.8 Million 0.35% of portfolio
97,375
Q4 2024 Reduced 5.87%
$0
$30.1 Million 0.34% of portfolio
854,594
Q4 2024 Reduced 4.51%
$785B
$29.6 Million 0.34% of portfolio
38,297
Q4 2024 Reduced 9.91%
$0
$29.9 Million 0.34% of portfolio
433,695
Q4 2024 Added 16.11%
$0
$29.5 Million 0.34% of portfolio
395,106
Q4 2024 Added 12.4%
$496B
$28.5 Million 0.33% of portfolio
265,084
Q4 2024 Added 5.45%
$0
$28.9 Million 0.33% of portfolio
431,305
Q4 2024 Added 5.31%
$0
$29 Million 0.33% of portfolio
72,310
Q4 2024 Added 7.81%
$0
$28.7 Million 0.33% of portfolio
323,572
Q4 2024 Added 2.78%
$0
$28.6 Million 0.33% of portfolio
45,996
Q4 2024 Reduced 1.95%
$0
$27.1 Million 0.31% of portfolio
480,014
Q4 2024 Added 13.87%
$0
$27 Million 0.31% of portfolio
968,201
Q4 2024 Added 307.42%
$375B
$26.6 Million 0.3% of portfolio
68,407
Q4 2024 Added 5.86%
$0
$26.1 Million 0.3% of portfolio
425,713
Q4 2024 Reduced 6.33%
$238B
$26.3 Million 0.3% of portfolio
290,726
Q4 2024 Added 3.49%
$370B
$25.7 Million 0.29% of portfolio
144,474
Q4 2024 Reduced 7.62%
$404B
$25 Million 0.29% of portfolio
149,344
Q4 2024 Reduced 1.43%
$0
$25 Million 0.29% of portfolio
242,012
Q4 2024 Added 64.08%
$327B
$24.6 Million 0.28% of portfolio
169,636
Q4 2024 Added 7.81%
$0
$24.7 Million 0.28% of portfolio
281,075
Q4 2024 Reduced 5.65%
$0
$24.2 Million 0.28% of portfolio
151,613
Q4 2024 Reduced 4.79%
$0
$24.4 Million 0.28% of portfolio
309,832
Q4 2024 Added 35.46%
$0
$23.7 Million 0.27% of portfolio
636,553
Q4 2024 Reduced 13.8%
$434B
$23.5 Million 0.27% of portfolio
162,782
Q4 2024 Added 1.74%
$0
$23.6 Million 0.27% of portfolio
488,983
Q4 2024 Added 5.53%
$0
$22.5 Million 0.26% of portfolio
163,821
Q4 2024 Reduced 9.67%
$0
$22.4 Million 0.26% of portfolio
52,527
Q4 2024 Added 60.02%
$0
$22.5 Million 0.26% of portfolio
92,811
Q4 2024 Added 12.45%
$0
$22.5 Million 0.26% of portfolio
85,048
Q4 2024 Reduced 7.13%
$0
$21.5 Million 0.25% of portfolio
1,031,467
Q4 2024 Reduced 3.69%
$0
$21.8 Million 0.25% of portfolio
169,226
Q4 2024 Reduced 2.49%
$0
$21.9 Million 0.25% of portfolio
99,185
Q4 2024 Reduced 3.15%
$0
$22 Million 0.25% of portfolio
402,019
Q4 2024 Added 14.37%
$0
$22 Million 0.25% of portfolio
82,340
Q4 2024 Reduced 6.41%
$0
$21.5 Million 0.25% of portfolio
474,983
Q4 2024 Added 6.48%
$0
$21.3 Million 0.24% of portfolio
422,153
Q4 2024 Reduced 15.1%
$0
$19.7 Million 0.23% of portfolio
354,657
Q4 2024 Added 7.25%
$0
$20 Million 0.23% of portfolio
187,591
Q4 2024 Reduced 25.66%
$0
$19.5 Million 0.22% of portfolio
447,755
Q4 2024 Reduced 13.33%
$50B
$19.5 Million 0.22% of portfolio
394,533
Q4 2024 Added 6.09%
$0
$19.5 Million 0.22% of portfolio
94,142
Q4 2024 Added 200.49%
$0
$18.2 Million 0.21% of portfolio
340,056
Q4 2024 Added 31.35%
$0
$18.2 Million 0.21% of portfolio
98,267
Q4 2024 Added 2.48%
$0
$18.7 Million 0.21% of portfolio
366,751
Q4 2024 Reduced 0.95%

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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