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
$117B
$18 Million 0.21% of portfolio
37,040
Q4 2024 Reduced 1.47%
$166B
$18.3 Million 0.21% of portfolio
241,907
Q4 2024 Added 2.38%
$223B
$17.7 Million 0.2% of portfolio
80,491
Q4 2024 Added 7.45%
$415B
$17.6 Million 0.2% of portfolio
19,742
Q4 2024 Reduced 21.74%
$0
$17.6 Million 0.2% of portfolio
330,258
Q4 2024 Added 1.99%
$0
$17.8 Million 0.2% of portfolio
404,708
Q4 2024 Reduced 2.55%
$490B
$17.7 Million 0.2% of portfolio
34,991
Q4 2024 Reduced 6.99%
$0
$17.3 Million 0.2% of portfolio
253,127
Q4 2024 Reduced 10.08%
$0
$17.6 Million 0.2% of portfolio
298,763
Q4 2024 Added 6.17%
$0
$17.1 Million 0.2% of portfolio
80,709
Q4 2024 Reduced 0.48%
$191B
$17.1 Million 0.2% of portfolio
426,751
Q4 2024 Reduced 1.82%
$0
$16.4 Million 0.19% of portfolio
337,778
Q4 2024 Added 23.39%
$0
$16.2 Million 0.19% of portfolio
99,156
Q4 2024 Added 6.17%
$166B
$15.9 Million 0.18% of portfolio
131,757
Q4 2024 Reduced 6.81%
$310B
$15.5 Million 0.18% of portfolio
249,068
Q4 2024 Reduced 1.91%
$180B
$15.7 Million 0.18% of portfolio
140,762
Q4 2024 Reduced 7.36%
$0
$16 Million 0.18% of portfolio
138,734
Q4 2024 Added 1.23%
$0
$15.7 Million 0.18% of portfolio
156,016
Q4 2024 Added 1.75%
$230B
$16.1 Million 0.18% of portfolio
55,368
Q4 2024 Added 12.35%
$142B
$15.5 Million 0.18% of portfolio
584,963
Q4 2024 Added 1.31%
$268B
$15.3 Million 0.18% of portfolio
45,736
Q4 2024 Added 1.82%
$0
$16 Million 0.18% of portfolio
28,105
Q4 2024 Reduced 1.45%
$0
$14.6 Million 0.17% of portfolio
79,130
Q4 2024 Reduced 12.14%
$0
$15.1 Million 0.17% of portfolio
337,452
Q4 2024 Added 17.91%
$0
$15 Million 0.17% of portfolio
85,512
Q4 2024 Added 2.32%
$0
$14.6 Million 0.17% of portfolio
193,253
Q4 2024 Added 1.37%
$0
$14.8 Million 0.17% of portfolio
63,046
Q4 2024 Added 103.58%
$0
$15.2 Million 0.17% of portfolio
301,609
Q4 2024 Added 15.74%
$0
$15.1 Million 0.17% of portfolio
188,570
Q4 2024 Added 19.39%
$0
$14.9 Million 0.17% of portfolio
119,142
Q4 2024 Added 16.88%
$0
$13.6 Million 0.16% of portfolio
335,689
Q4 2024 Added 5.15%
$335B
$14.1 Million 0.16% of portfolio
321,859
Q4 2024 Reduced 0.89%
$0
$14.3 Million 0.16% of portfolio
281,481
Q4 2024 Added 12.47%
$207B
$14.1 Million 0.16% of portfolio
92,799
Q4 2024 Reduced 17.4%
$0
$14.3 Million 0.16% of portfolio
188,590
Q4 2024 Added 7.71%
$0
$14 Million 0.16% of portfolio
106,329
Q4 2024 Added 4.61%
$861B
$13.6 Million 0.16% of portfolio
68,902
Q4 2024 Reduced 3.53%
$0
$13.7 Million 0.16% of portfolio
37,481
Q4 2024 Added 53.87%
$0
$13.7 Million 0.16% of portfolio
273,499
Q4 2024 Reduced 16.99%
$0
$14.4 Million 0.16% of portfolio
41,894
Q4 2024 Added 31.89%
$0
$13.9 Million 0.16% of portfolio
37,147
Q4 2024 Reduced 2.95%
$0
$14.1 Million 0.16% of portfolio
119,323
Q4 2024 Reduced 0.61%
$57.4B
$13.3 Million 0.15% of portfolio
680,628
Q4 2024 Added 43.98%
$0
$13.1 Million 0.15% of portfolio
160,243
Q4 2024 Added 19.44%
$227B
$12.9 Million 0.15% of portfolio
129,243
Q4 2024 Reduced 13.27%
$0
$13.3 Million 0.15% of portfolio
154,777
Q4 2024 Reduced 8.37%
$0
$12.9 Million 0.15% of portfolio
224,314
Q4 2024 Added 1.74%
$0
$12.7 Million 0.15% of portfolio
141,942
Q4 2024 Reduced 20.44%
$201B
$12.5 Million 0.14% of portfolio
42,063
Q4 2024 Added 4.33%

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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