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
$1.66B
$8.72 Million 0.1% of portfolio
237,370
Q4 2023 Reduced 38.0%
$87.1B
$9.08 Million 0.1% of portfolio
59,717
Q3 2024 Reduced 12.76%
$123B
$8.75 Million 0.1% of portfolio
169,162
Q3 2024 Added 1.19%
$236B
$8.74 Million 0.1% of portfolio
164,271
Q3 2024 Reduced 12.6%
$0
$8.93 Million 0.1% of portfolio
113,267
Q3 2024 Reduced 4.23%
$0
$8.48 Million 0.1% of portfolio
161,043
Q3 2024 Reduced 0.61%
$0
$9.14 Million 0.1% of portfolio
73,904
Q3 2024 Reduced 7.34%
$0
$8.7 Million 0.1% of portfolio
346,647
Q3 2024 Added 14.94%
$163B
$8.88 Million 0.1% of portfolio
32,777
Q3 2024 Reduced 3.47%
$112B
$8.49 Million 0.1% of portfolio
94,311
Q3 2024 Reduced 2.02%
$0
$8.45 Million 0.1% of portfolio
177,836
Q3 2024 Added 8.44%
$122B
$8.79 Million 0.1% of portfolio
236,288
Q3 2024 Reduced 7.84%
$117B
$8.67 Million 0.1% of portfolio
25,354
Q3 2024 Reduced 14.3%
$207B
$8.89 Million 0.1% of portfolio
9,945
Q3 2024 Reduced 17.18%
$0
$9.28 Million 0.1% of portfolio
224,828
Q3 2024 Reduced 2.64%
$201B
$8.89 Million 0.1% of portfolio
14,365
Q3 2024 Reduced 0.84%
$0
$8.49 Million 0.1% of portfolio
213,265
Q3 2024 Reduced 5.2%
$225B
$7.65 Million 0.09% of portfolio
21,635
Q3 2024 Reduced 1.9%
$0
$8.19 Million 0.09% of portfolio
130,505
Q3 2024 Reduced 11.23%
$22.2B
$7.69 Million 0.09% of portfolio
37,352
Q3 2024 Added 817.74%
$132B
$8.41 Million 0.09% of portfolio
134,268
Q3 2024 Reduced 0.36%
$144B
$7.63 Million 0.09% of portfolio
72,473
Q3 2024 Added 1.22%
$75.2B
$8.25 Million 0.09% of portfolio
29,423
Q3 2024 Reduced 21.14%
$0
$7.93 Million 0.09% of portfolio
188,650
Q3 2024 Added 20.58%
$56.4B
$7.59 Million 0.09% of portfolio
472,733
Q3 2024 Added 0.06%
$194B
$8.28 Million 0.09% of portfolio
43,935
Q3 2024 Reduced 5.37%
$76.9B
$7.62 Million 0.09% of portfolio
25,232
Q3 2024 Reduced 3.38%
$0
$7.96 Million 0.09% of portfolio
441,481
Q3 2024 Added 5.46%
$199B
$7.92 Million 0.09% of portfolio
16,001
Q3 2024 Added 6.07%
$0
$8.4 Million 0.09% of portfolio
406,952
Q3 2024 Added 8.42%
$0
$8.12 Million 0.09% of portfolio
187,110
Q3 2024 Reduced 18.32%
$0
$7.71 Million 0.09% of portfolio
61,127
Q3 2024 Added 0.84%
$0
$8.38 Million 0.09% of portfolio
77,011
Q3 2024 Reduced 6.42%
$45.4B
$7.93 Million 0.09% of portfolio
211,642
Q3 2024 Added 163.54%
$46B
$7.76 Million 0.09% of portfolio
54,567
Q3 2024 Reduced 1.37%
$131B
$7.78 Million 0.09% of portfolio
59,562
Q3 2024 Reduced 43.42%
$75.7B
$8.18 Million 0.09% of portfolio
15,489
Q3 2024 Reduced 1.38%
$0
$7.85 Million 0.09% of portfolio
157,609
Q3 2024 Reduced 16.35%
$0
$8.41 Million 0.09% of portfolio
412,406
Q3 2024 Added 0.21%
$0
$8.41 Million 0.09% of portfolio
24,359
Q3 2024 Added 123.95%
$0
$7.97 Million 0.09% of portfolio
30,279
Q3 2024 Added 31.45%
$0
$7.72 Million 0.09% of portfolio
38,437
Q3 2024 Reduced 43.15%
$0
$8.39 Million 0.09% of portfolio
105,652
Q3 2024 Reduced 4.46%
$0
$8.29 Million 0.09% of portfolio
67,663
Q3 2024 Reduced 35.57%
$0
$7.82 Million 0.09% of portfolio
98,169
Q3 2024 Added 17.52%
$0
$7.87 Million 0.09% of portfolio
94,604
Q3 2024 Reduced 44.79%
$131B
$7.27 Million 0.08% of portfolio
47,467
Q3 2024 Reduced 21.78%
$0
$6.95 Million 0.08% of portfolio
257,808
Q3 2024 Added 4.52%
$189B
$7.14 Million 0.08% of portfolio
170,919
Q3 2024 Reduced 10.57%

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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