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
$42.4B
$18.5 Million 0.21% of portfolio
371,899
Q3 2024 Reduced 0.8%
$0
$18.9 Million 0.21% of portfolio
370,269
Q3 2024 Added 13.86%
$0
$18.4 Million 0.21% of portfolio
228,733
Q3 2024 Reduced 4.52%
$0
$18.9 Million 0.21% of portfolio
351,505
Q3 2024 Reduced 13.13%
$219B
$19.1 Million 0.21% of portfolio
112,352
Q3 2024 Reduced 29.92%
$0
$18.7 Million 0.21% of portfolio
66,324
Q3 2024 Reduced 3.29%
$0
$18.1 Million 0.2% of portfolio
89,913
Q3 2024 Added 119.87%
$0
$18.2 Million 0.2% of portfolio
95,890
Q3 2024 Reduced 2.56%
$393B
$17.9 Million 0.2% of portfolio
25,227
Q3 2024 Reduced 4.12%
$0
$18.2 Million 0.2% of portfolio
281,397
Q3 2024 Added 0.57%
$0
$17.7 Million 0.2% of portfolio
81,097
Q3 2024 Reduced 1.49%
$0
$16.9 Million 0.19% of portfolio
281,952
Q3 2024 Added 23.28%
$192B
$16.6 Million 0.19% of portfolio
74,910
Q3 2024 Reduced 9.74%
$247B
$16.9 Million 0.19% of portfolio
149,025
Q3 2024 Reduced 14.0%
$0
$17 Million 0.19% of portfolio
323,809
Q3 2024 Reduced 14.32%
$140B
$16.7 Million 0.19% of portfolio
577,419
Q3 2024 Added 4.97%
$0
$15.7 Million 0.18% of portfolio
90,059
Q3 2024 Added 11.58%
$0
$16.4 Million 0.18% of portfolio
137,042
Q3 2024 Added 2.07%
$0
$15.9 Million 0.18% of portfolio
190,649
Q3 2024 Reduced 2.53%
$0
$16.2 Million 0.18% of portfolio
28,518
Q3 2024 Reduced 1.61%
$0
$15.9 Million 0.18% of portfolio
178,412
Q3 2024 Added 50.13%
$0
$16.3 Million 0.18% of portfolio
93,391
Q3 2024 Reduced 9.93%
$0
$15 Million 0.17% of portfolio
83,570
Q3 2024 Reduced 5.24%
$0
$15.4 Million 0.17% of portfolio
153,329
Q3 2024 Reduced 28.48%
$214B
$15 Million 0.17% of portfolio
49,281
Q3 2024 Reduced 14.78%
$154B
$14.3 Million 0.16% of portfolio
44,302
Q3 2024 Reduced 2.38%
$208B
$14.6 Million 0.16% of portfolio
151,941
Q3 2024 Reduced 9.81%
$0
$14.2 Million 0.16% of portfolio
145,242
Q3 2024 Added 43.73%
$0
$13.9 Million 0.16% of portfolio
258,884
Q3 2024 Reduced 30.15%
$0
$14.6 Million 0.16% of portfolio
144,951
Q3 2024 Added 2.27%
$0
$14.3 Million 0.16% of portfolio
162,876
Q3 2024 Reduced 8.08%
$0
$14.1 Million 0.16% of portfolio
175,094
Q3 2024 Added 14.97%
$0
$13.9 Million 0.16% of portfolio
32,825
Q3 2024 Reduced 8.26%
$0
$14.4 Million 0.16% of portfolio
101,647
Q3 2024 Reduced 7.97%
$0
$14.5 Million 0.16% of portfolio
168,910
Q3 2024 Reduced 7.87%
$0
$13.9 Million 0.16% of portfolio
220,467
Q3 2024 Added 4.95%
$0
$14.2 Million 0.16% of portfolio
147,495
Q3 2024 Added 37.2%
$0
$13.1 Million 0.15% of portfolio
319,252
Q3 2024 Added 0.2%
$370B
$12.9 Million 0.15% of portfolio
324,743
Q3 2024 Reduced 5.6%
$201B
$13.7 Million 0.15% of portfolio
35,121
Q3 2024 Reduced 7.68%
$0
$13.4 Million 0.15% of portfolio
286,183
Q3 2024 Added 1.88%
$0
$13.5 Million 0.15% of portfolio
297,683
Q3 2024 Added 9.94%
$0
$12.9 Million 0.15% of portfolio
179,780
Q3 2024 Added 28.97%
$0
$13.5 Million 0.15% of portfolio
132,013
Q3 2024 Added 8.62%
$0
$13.7 Million 0.15% of portfolio
130,726
Q3 2024 Reduced 15.42%
$0
$13.2 Million 0.15% of portfolio
260,602
Q3 2024 Reduced 0.32%
$0
$13.4 Million 0.15% of portfolio
57,968
Q3 2024 Reduced 0.13%
$514B
$13 Million 0.15% of portfolio
76,140
Q3 2024 Reduced 3.02%
$0
$13.2 Million 0.15% of portfolio
250,518
Q3 2024 Added 0.07%

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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