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
$1.66B
$8.72 Million 0.1% of portfolio
237,370
Q4 2023 Reduced 38.0%
$99.1B
$8.39 Million 0.1% of portfolio
48,643
Q4 2024 Added 2.48%
$102B
$8.9 Million 0.1% of portfolio
50,285
Q4 2024 Reduced 15.79%
$69.8B
$9.04 Million 0.1% of portfolio
30,071
Q4 2024 Reduced 15.02%
$0
$8.38 Million 0.1% of portfolio
459,863
Q4 2024 Added 4.16%
$0
$8.83 Million 0.1% of portfolio
82,827
Q4 2024 Added 29.58%
$0
$8.53 Million 0.1% of portfolio
85,646
Q4 2024 Added 34.26%
$0
$8.82 Million 0.1% of portfolio
78,538
Q4 2024 Reduced 70.32%
$99.4B
$8.82 Million 0.1% of portfolio
59,626
Q4 2024 Added 0.11%
$119B
$8.45 Million 0.1% of portfolio
105,758
Q4 2024 Added 12.14%
$139B
$9.17 Million 0.1% of portfolio
127,867
Q4 2024 Reduced 0.16%
$44.3B
$9.09 Million 0.1% of portfolio
90,525
Q4 2024 Added 29.98%
$0
$8.5 Million 0.1% of portfolio
37,870
Q4 2024 Added 35.22%
$0
$9.08 Million 0.1% of portfolio
177,638
Q4 2024 Reduced 29.09%
$0
$8.61 Million 0.1% of portfolio
367,058
Q4 2024 Added 82.13%
$0
$8.74 Million 0.1% of portfolio
112,094
Q4 2024 Added 6.1%
$0
$8 Million 0.09% of portfolio
101,929
Q4 2024 Added 10.15%
$0
$7.71 Million 0.09% of portfolio
179,378
Q4 2024 Reduced 39.74%
$142B
$7.79 Million 0.09% of portfolio
34,501
Q4 2024 Added 11.95%
$0
$7.52 Million 0.09% of portfolio
69,229
Q4 2024 Added 5.52%
$0
$7.64 Million 0.09% of portfolio
85,754
Q4 2024 Added 43.9%
$0
$7.74 Million 0.09% of portfolio
70,218
Q4 2024 Reduced 8.82%
$0
$8.23 Million 0.09% of portfolio
159,179
Q4 2024 Reduced 1.16%
$0
$8.15 Million 0.09% of portfolio
191,359
Q4 2024 Added 2.27%
$0
$8.06 Million 0.09% of portfolio
321,642
Q4 2024 Reduced 7.21%
$0
$8.01 Million 0.09% of portfolio
92,818
Q4 2024 Added 70.51%
$0
$7.64 Million 0.09% of portfolio
167,430
Q4 2024 Added 172.08%
$48B
$8.12 Million 0.09% of portfolio
61,930
Q4 2024 Added 13.49%
$145B
$7.95 Million 0.09% of portfolio
32,208
Q4 2024 Reduced 1.74%
$51.1B
$7.6 Million 0.09% of portfolio
41,759
Q4 2024 Added 64.7%
$0
$7.95 Million 0.09% of portfolio
343,156
Q4 2024 Added 323.37%
$0
$8.15 Million 0.09% of portfolio
358,933
Q4 2024 Added 157.55%
$0
$8.27 Million 0.09% of portfolio
215,491
Q4 2024 Reduced 4.15%
$0
$7.86 Million 0.09% of portfolio
230,244
Q4 2024 Added 29.61%
$195B
$8.2 Million 0.09% of portfolio
15,754
Q4 2024 Added 9.67%
$141B
$7.81 Million 0.09% of portfolio
64,639
Q4 2024 Added 7.33%
$145B
$8.01 Million 0.09% of portfolio
35,147
Q4 2024 Added 0.22%
$0
$7.74 Million 0.09% of portfolio
28,716
Q4 2024 Reduced 5.16%
$0
$8.18 Million 0.09% of portfolio
43,043
Q4 2024 Added 8.18%
$0
$8.15 Million 0.09% of portfolio
67,147
Q4 2024 Reduced 0.76%
$0
$7.91 Million 0.09% of portfolio
97,720
Q4 2024 Added 3.29%
$197B
$6.6 Million 0.08% of portfolio
18,774
Q4 2024 Reduced 13.22%
$127B
$6.82 Million 0.08% of portfolio
23,287
Q4 2024 Reduced 40.05%
$0
$7.36 Million 0.08% of portfolio
114,968
Q4 2024 Reduced 11.91%
$36.1B
$6.74 Million 0.08% of portfolio
56,992
Q4 2024 Added 20.86%
$162B
$6.77 Million 0.08% of portfolio
180,309
Q4 2024 Added 5.49%
$0
$6.9 Million 0.08% of portfolio
166,746
Q4 2024 Reduced 11.61%
$74.3B
$6.79 Million 0.08% of portfolio
216,490
Q4 2024 Added 21.4%
$0
$7.14 Million 0.08% of portfolio
199,270
Q4 2024 Added 48.09%

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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