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
$170B
$6.69 Million 0.08% of portfolio
24,057
Q3 2024 Reduced 5.43%
$0
$7.43 Million 0.08% of portfolio
92,535
Q3 2024 Added 2.71%
$191B
$7.47 Million 0.08% of portfolio
15,195
Q3 2024 Added 7.53%
$0
$7.33 Million 0.08% of portfolio
80,900
Q3 2024 Added 3.62%
$0
$6.97 Million 0.08% of portfolio
63,791
Q3 2024 Added 14.01%
$0
$6.98 Million 0.08% of portfolio
129,940
Q3 2024 Added 6.46%
$0
$6.81 Million 0.08% of portfolio
30,968
Q3 2024 Reduced 55.14%
$0
$7.28 Million 0.08% of portfolio
53,879
Q3 2024 Reduced 1.45%
$0
$7.55 Million 0.08% of portfolio
322,152
Q3 2024 Added 2.56%
$0
$7.06 Million 0.08% of portfolio
63,921
Q3 2024 Reduced 29.58%
$0
$7.06 Million 0.08% of portfolio
65,605
Q3 2024 Added 0.42%
$0
$7.49 Million 0.08% of portfolio
67,734
Q3 2024 Added 2.4%
$0
$7.28 Million 0.08% of portfolio
306,422
Q3 2024 Added 7.4%
$38.2B
$7.14 Million 0.08% of portfolio
72,362
Q3 2024 Reduced 2.69%
$88.7B
$6.68 Million 0.08% of portfolio
10,573
Q3 2024 Reduced 5.37%
$150B
$7.4 Million 0.08% of portfolio
29,177
Q3 2024 Added 34.18%
$0
$6.67 Million 0.08% of portfolio
177,643
Q3 2024 Reduced 5.98%
$139B
$7.08 Million 0.08% of portfolio
60,223
Q3 2024 Added 0.64%
$0
$7.24 Million 0.08% of portfolio
39,789
Q3 2024 Added 1.0%
$72.7B
$6.04 Million 0.07% of portfolio
20,269
Q3 2024 Reduced 8.84%
$422B
$6.21 Million 0.07% of portfolio
9
Q2 2024 Added 28.57%
$3.64B
$5.93 Million 0.07% of portfolio
235,929
Q3 2024 Reduced 17.86%
$0
$6.65 Million 0.07% of portfolio
134,538
Q3 2024 Added 12.8%
$0
$6.18 Million 0.07% of portfolio
246,733
Q3 2024 Added 14.77%
$42.4B
$6.4 Million 0.07% of portfolio
606,164
Q3 2024 Reduced 2.1%
$0
$6.21 Million 0.07% of portfolio
55,010
Q3 2024 Reduced 5.83%
$152B
$6.37 Million 0.07% of portfolio
30,817
Q3 2024 Added 1.93%
$0
$6.47 Million 0.07% of portfolio
257,976
Q3 2024 Reduced 7.78%
$0
$6.49 Million 0.07% of portfolio
331,738
Q3 2024 Added 9.05%
$33.8B
$5.8 Million 0.07% of portfolio
48,781
Q3 2024 Reduced 9.05%
$0
$6.5 Million 0.07% of portfolio
132,528
Q3 2024 Added 0.63%
$0
$6.22 Million 0.07% of portfolio
75,347
Q3 2024 Reduced 2.95%
$0
$6.35 Million 0.07% of portfolio
31,330
Q3 2024 Reduced 10.82%
$0
$6.37 Million 0.07% of portfolio
78,347
Q3 2024 New
$0
$5.85 Million 0.07% of portfolio
124,516
Q3 2024 Added 3.5%
$0
$6.28 Million 0.07% of portfolio
41,952
Q3 2024 Reduced 5.59%
$0
$5.93 Million 0.07% of portfolio
253,307
Q3 2024 Added 7.97%
$107B
$6.66 Million 0.07% of portfolio
64,174
Q3 2024 Added 6.7%
$88.3B
$6.03 Million 0.07% of portfolio
81,842
Q3 2024 Reduced 3.88%
$50.6B
$6.35 Million 0.07% of portfolio
69,643
Q3 2024 Reduced 13.22%
$46.2B
$5.78 Million 0.07% of portfolio
47,745
Q3 2024 Added 1.95%
$0
$6.62 Million 0.07% of portfolio
139,366
Q3 2024 Reduced 1.67%
$146B
$5.86 Million 0.07% of portfolio
16,218
Q3 2024 Reduced 3.98%
$0
$6.26 Million 0.07% of portfolio
85,216
Q3 2024 Reduced 8.5%
$37.7B
$5.18 Million 0.06% of portfolio
64,298
Q3 2024 Reduced 12.51%
$0
$4.97 Million 0.06% of portfolio
156,307
Q3 2024 Reduced 10.69%
$117B
$5.73 Million 0.06% of portfolio
14,923
Q3 2024 Reduced 26.96%
$262B
$5.59 Million 0.06% of portfolio
6,712
Q3 2024 Reduced 16.08%
$199B
$5.14 Million 0.06% of portfolio
1,220
Q3 2024 Added 8.64%

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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