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
$1.07 Million 0.01% of portfolio
12,943
Q3 2024 Added 42.25%
$0
$1.24 Million 0.01% of portfolio
28,836
Q3 2024 New
$0
$474,000 0.01% of portfolio
39,887
Q3 2024 Added 7.97%
$0
$773,000 0.01% of portfolio
30,779
Q3 2024 Reduced 3.6%
$0
$678,000 0.01% of portfolio
84,143
Q3 2024 Added 1.03%
$0
$710,000 0.01% of portfolio
51,890
Q3 2024 Added 4.06%
$29B
$1.09 Million 0.01% of portfolio
111
Q3 2024 Added 26.14%
$46.5B
$670,000 0.01% of portfolio
13,008
Q3 2024 Reduced 52.73%
$11.2B
$591,000 0.01% of portfolio
7,956
Q3 2024 Reduced 30.68%
$19.8B
$496,000 0.01% of portfolio
4,804
Q3 2024 New
$7.1B
$522,000 0.01% of portfolio
5,217
Q3 2024 Reduced 8.78%
$41.3B
$524,000 0.01% of portfolio
5,046
Q3 2024 Reduced 29.85%
$18.1B
$571,000 0.01% of portfolio
3,238
Q3 2024 Added 0.9%
$0
$663,000 0.01% of portfolio
23,079
Q3 2024 Added 126.75%
$22.1B
$794,000 0.01% of portfolio
3,690
Q3 2024 Reduced 3.45%
$13.2B
$569,000 0.01% of portfolio
3,416
Q3 2024 Reduced 52.77%
$0
$468,000 0.01% of portfolio
28,175
Q3 2024 Reduced 4.73%
$0
$780,000 0.01% of portfolio
55,012
Q3 2024 Added 29.62%
$0
$674,000 0.01% of portfolio
46,906
Q3 2024 Reduced 4.68%
$0
$661,000 0.01% of portfolio
46,825
Q3 2024 Reduced 43.43%
$0
$470,000 0.01% of portfolio
5,711
Q2 2024 Reduced 4.19%
$0
$772,000 0.01% of portfolio
7,766
Q3 2024 Reduced 1.99%
$1.26B
$610,000 0.01% of portfolio
85,663
Q3 2024 Added 13.07%
$12B
$1.24 Million 0.01% of portfolio
71,593
Q3 2024 Added 0.59%
$24.8B
$582,000 0.01% of portfolio
17,612
Q3 2024 Added 39.74%
$26.8B
$1.3 Million 0.01% of portfolio
11,967
Q3 2024 Reduced 7.28%
$0
$595,000 0.01% of portfolio
5,912
Q3 2024 Added 7.43%
$0
$916,000 0.01% of portfolio
10,164
Q3 2024 Added 124.77%
$14.4B
$858,000 0.01% of portfolio
17,100
Q3 2024 Reduced 17.18%
$800M
$815,000 0.01% of portfolio
105,521
Q3 2024 Reduced 3.12%
$15.5B
$552,000 0.01% of portfolio
2,534
Q3 2024 Reduced 1.78%
$98.8B
$469,000 0.01% of portfolio
6,594
Q3 2024 Reduced 23.4%
$5.08B
$671,000 0.01% of portfolio
92,660
Q3 2024 Reduced 10.39%
$27B
$630,000 0.01% of portfolio
26,914
Q3 2024 Reduced 23.89%
$8.31B
$906,000 0.01% of portfolio
12,136
Q3 2024 Reduced 4.09%
$24.6B
$1.09 Million 0.01% of portfolio
21,510
Q3 2024 Reduced 33.82%
$58.1B
$1.21 Million 0.01% of portfolio
2,166
Q3 2024 Reduced 15.29%
$48.8B
$625,000 0.01% of portfolio
4,160
Q3 2024 Reduced 19.03%
$59B
$1.14 Million 0.01% of portfolio
6,405
Q3 2024 Added 9.32%
$9.21B
$812,000 0.01% of portfolio
5,792
Q3 2024 Added 0.02%
$424M
$501,000 0.01% of portfolio
48,739
Q3 2024 Reduced 15.58%
$5.48B
$554,000 0.01% of portfolio
11,530
Q3 2024 Reduced 8.23%
$120B
$1.27 Million 0.01% of portfolio
21,947
Q3 2024 Added 6.07%
$267B
$666,000 0.01% of portfolio
2,910
Q3 2024 Reduced 17.09%
$9.15B
$1.32 Million 0.01% of portfolio
10,584
Q3 2024 Reduced 2.98%
$61.2B
$1.33 Million 0.01% of portfolio
31,696
Q3 2024 Reduced 12.85%
$0
$816,000 0.01% of portfolio
21,857
Q3 2024 Added 214.67%
$0
$1.3 Million 0.01% of portfolio
31,584
Q3 2024 Added 46.05%
$0
$556,000 0.01% of portfolio
15,901
Q3 2024 Added 46.84%

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