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
$167B
$11.9 Million 0.14% of portfolio
45,753
Q4 2024 Added 3.28%
$202B
$12.5 Million 0.14% of portfolio
547,557
Q4 2024 Added 3.7%
$0
$12.1 Million 0.14% of portfolio
346,595
Q4 2024 Added 5.86%
$174B
$12.2 Million 0.14% of portfolio
33,654
Q4 2024 Reduced 4.18%
$377B
$12.4 Million 0.14% of portfolio
74,143
Q4 2024 Reduced 2.62%
$0
$12.5 Million 0.14% of portfolio
145,456
Q4 2024 Reduced 10.7%
$0
$12.7 Million 0.14% of portfolio
49,868
Q4 2024 Reduced 24.81%
$0
$11.8 Million 0.14% of portfolio
76,192
Q4 2024 Reduced 2.05%
$75.7B
$11.6 Million 0.13% of portfolio
33,801
Q4 2024 Added 14.88%
$93.9B
$10.9 Million 0.13% of portfolio
101,582
Q4 2024 Added 12.33%
$0
$11.7 Million 0.13% of portfolio
196,377
Q4 2024 Reduced 30.35%
$0
$11.5 Million 0.13% of portfolio
92,787
Q4 2024 Added 394.15%
$0
$11.2 Million 0.13% of portfolio
51,801
Q4 2024 Reduced 10.64%
$0
$11.4 Million 0.13% of portfolio
35,497
Q4 2024 Added 1.28%
$0
$11.1 Million 0.13% of portfolio
82,315
Q4 2024 Added 22.28%
$0
$11.4 Million 0.13% of portfolio
362,010
Q4 2024 Added 14.21%
$195B
$11 Million 0.13% of portfolio
94,860
Q4 2024 Reduced 5.44%
$0
$11.3 Million 0.13% of portfolio
144,806
Q4 2024 Added 243.52%
$0
$11.6 Million 0.13% of portfolio
45,408
Q4 2024 Reduced 2.28%
$95B
$10.9 Million 0.13% of portfolio
54,133
Q4 2024 Added 10.96%
$108B
$10.7 Million 0.12% of portfolio
204,754
Q4 2024 Added 16.21%
$130B
$10.8 Million 0.12% of portfolio
190,678
Q4 2024 Added 12.72%
$253B
$10.6 Million 0.12% of portfolio
178,373
Q4 2024 Added 8.58%
$0
$10.8 Million 0.12% of portfolio
215,557
Q4 2024 Added 9.57%
$0
$10.9 Million 0.12% of portfolio
155,319
Q4 2024 Reduced 13.61%
$0
$10.7 Million 0.12% of portfolio
101,963
Q4 2024 Reduced 22.0%
$0
$10.7 Million 0.12% of portfolio
232,598
Q4 2024 Added 3.91%
$0
$10.6 Million 0.12% of portfolio
114,283
Q4 2024 Reduced 63.66%
$0
$10.9 Million 0.12% of portfolio
293,907
Q4 2024 Added 5.48%
$0
$10.3 Million 0.12% of portfolio
512,342
Q4 2024 Added 24.23%
$0
$10.6 Million 0.12% of portfolio
182,512
Q4 2024 Reduced 6.96%
$137B
$9.62 Million 0.11% of portfolio
136,629
Q4 2024 Added 1.76%
$0
$9.7 Million 0.11% of portfolio
120,049
Q4 2024 Added 5.99%
$186B
$9.93 Million 0.11% of portfolio
17,348
Q4 2024 Added 8.42%
$0
$9.64 Million 0.11% of portfolio
77,112
Q4 2024 Added 4.34%
$0
$9.34 Million 0.11% of portfolio
84,827
Q4 2024 Added 25.24%
$0
$9.65 Million 0.11% of portfolio
145,962
Q4 2024 Added 3.31%
$0
$9.72 Million 0.11% of portfolio
131,329
Q4 2024 Reduced 3.09%
$0
$9.37 Million 0.11% of portfolio
197,181
Q4 2024 Added 10.88%
$246B
$10 Million 0.11% of portfolio
83,265
Q4 2024 Added 4.31%
$35.8B
$9.96 Million 0.11% of portfolio
186,543
Q4 2024 Added 10.13%
$0
$10 Million 0.11% of portfolio
131,756
Q4 2024 Added 1.43%
$161B
$9.41 Million 0.11% of portfolio
8,874
Q4 2024 Reduced 10.77%
$100B
$9.33 Million 0.11% of portfolio
113,338
Q4 2024 Added 6.98%
$144B
$9.45 Million 0.11% of portfolio
156,728
Q4 2024 Reduced 0.35%
$0
$10 Million 0.11% of portfolio
50,560
Q4 2024 Added 31.54%
$0
$9.67 Million 0.11% of portfolio
192,110
Q4 2024 Reduced 9.31%
$232B
$8.75 Million 0.1% of portfolio
77,402
Q4 2024 Added 3.01%
$178B
$8.63 Million 0.1% of portfolio
19,399
Q4 2024 Reduced 18.41%

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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