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
$0
$6.69 Million 0.08% of portfolio
262,112
Q4 2024 Added 6.23%
$219B
$7.16 Million 0.08% of portfolio
42,926
Q4 2024 Reduced 2.3%
$74.8B
$7.12 Million 0.08% of portfolio
27,032
Q4 2024 Added 7.13%
$0
$7.15 Million 0.08% of portfolio
227,684
Q4 2024 Added 36.96%
$16.2B
$7.07 Million 0.08% of portfolio
268,497
Q4 2024 Reduced 29.72%
$0
$6.9 Million 0.08% of portfolio
52,586
Q4 2024 Reduced 2.4%
$0
$6.89 Million 0.08% of portfolio
77,927
Q4 2024 Added 20.92%
$0
$7.27 Million 0.08% of portfolio
141,183
Q4 2024 Added 8.65%
$0
$6.61 Million 0.08% of portfolio
287,721
Q4 2024 Reduced 10.69%
$0
$7.08 Million 0.08% of portfolio
54,934
Q4 2024 Reduced 10.13%
$0
$7.04 Million 0.08% of portfolio
296,407
Q4 2024 Reduced 3.27%
$0
$6.98 Million 0.08% of portfolio
140,407
Q4 2024 Added 5.95%
$0
$7.24 Million 0.08% of portfolio
79,597
Q4 2024 Reduced 24.83%
$33.9B
$7.04 Million 0.08% of portfolio
67,676
Q4 2024 Reduced 6.48%
$78.1B
$7.11 Million 0.08% of portfolio
11,184
Q4 2024 Added 5.78%
$0
$7.03 Million 0.08% of portfolio
70,081
Q4 2024 Reduced 51.65%
$0
$7.4 Million 0.08% of portfolio
282,728
Q4 2024 Reduced 31.41%
$112B
$7.26 Million 0.08% of portfolio
79,707
Q4 2024 Reduced 22.19%
$0
$6.63 Million 0.08% of portfolio
26,127
Q4 2024 Added 207.09%
$272B
$6.8 Million 0.08% of portfolio
96,806
Q4 2024 Reduced 0.07%
$0
$5.94 Million 0.07% of portfolio
183,423
Q4 2024 Added 17.35%
$125B
$6.14 Million 0.07% of portfolio
37,784
Q4 2024 Reduced 18.38%
$183B
$6.37 Million 0.07% of portfolio
1,282
Q4 2024 Added 5.08%
$0
$5.72 Million 0.07% of portfolio
231,854
Q4 2024 Reduced 10.07%
$134B
$6.23 Million 0.07% of portfolio
62,788
Q4 2024 Reduced 13.36%
$28.9B
$6.09 Million 0.07% of portfolio
42,626
Q4 2024 Added 450.79%
$142B
$5.99 Million 0.07% of portfolio
14,142
Q4 2024 Added 16.27%
$0
$5.89 Million 0.07% of portfolio
121,099
Q4 2024 Reduced 9.99%
$39.6B
$6.02 Million 0.07% of portfolio
607,734
Q4 2024 Added 0.26%
$0
$6.36 Million 0.07% of portfolio
55,183
Q4 2024 Added 0.31%
$0
$6.46 Million 0.07% of portfolio
257,215
Q4 2024 Reduced 0.29%
$0
$6.54 Million 0.07% of portfolio
68,801
Q4 2024 Reduced 14.96%
$0
$5.81 Million 0.07% of portfolio
59,369
Q4 2024 Reduced 59.12%
$0
$5.71 Million 0.07% of portfolio
21,457
Q4 2024 Reduced 0.43%
$0
$6.08 Million 0.07% of portfolio
71,691
Q4 2024 Reduced 4.85%
$0
$6.42 Million 0.07% of portfolio
46,072
Q4 2024 Added 23.41%
$0
$6.26 Million 0.07% of portfolio
59,341
Q4 2024 Added 81.32%
$0
$5.79 Million 0.07% of portfolio
39,805
Q4 2024 Reduced 5.12%
$0
$5.7 Million 0.07% of portfolio
39,556
Q4 2024 Added 167.41%
$0
$5.83 Million 0.07% of portfolio
125,868
Q4 2024 Added 1.09%
$0
$5.97 Million 0.07% of portfolio
70,007
Q4 2024 Added 405.03%
$0
$5.82 Million 0.07% of portfolio
126,417
Q4 2024 Added 11.13%
$0
$6.16 Million 0.07% of portfolio
201,974
Q4 2024 Added 24.06%
$198B
$6.08 Million 0.07% of portfolio
48,383
Q4 2024 Added 5.03%
$0
$6.24 Million 0.07% of portfolio
125,927
Q4 2024 Reduced 20.1%
$0
$6.04 Million 0.07% of portfolio
64,426
Q4 2024 Added 15.77%
$71B
$5.77 Million 0.07% of portfolio
29,938
Q4 2024 Added 6.9%
$166B
$5.74 Million 0.07% of portfolio
11,519
Q4 2024 Added 12.34%
$0
$6.5 Million 0.07% of portfolio
286,489
Q4 2024 Added 314.29%

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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