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
$115B
$5.96 Million 0.07% of portfolio
56,083
Q4 2024 Reduced 12.49%
$0
$6.08 Million 0.07% of portfolio
63,639
Q4 2024 Added 54.15%
$141B
$5.98 Million 0.07% of portfolio
16,607
Q4 2024 Added 2.4%
$0
$6.35 Million 0.07% of portfolio
187,245
Q4 2024 Reduced 12.2%
$0
$6.03 Million 0.07% of portfolio
37,266
Q4 2024 Added 27.39%
$0
$6.28 Million 0.07% of portfolio
92,466
Q4 2024 Added 8.51%
$8.96B
$6.19 Million 0.07% of portfolio
119,071
Q4 2024 Added 23.62%
$0
$4.84 Million 0.06% of portfolio
159,044
Q4 2024 Added 2.62%
$65.4B
$4.95 Million 0.06% of portfolio
17,065
Q4 2024 Reduced 15.81%
$479B
$5.45 Million 0.06% of portfolio
8
Q4 2024 Reduced 11.11%
$18.2B
$5.43 Million 0.06% of portfolio
33,456
Q4 2024 Added 24.59%
$149B
$4.9 Million 0.06% of portfolio
21,337
Q4 2024 Reduced 11.31%
$65.4B
$5.38 Million 0.06% of portfolio
32,068
Q4 2024 Added 1,832.97%
$108B
$5.02 Million 0.06% of portfolio
15,119
Q4 2024 Added 24.29%
$89.7B
$5.11 Million 0.06% of portfolio
120,400
Q4 2024 Reduced 0.54%
$4.26B
$5.21 Million 0.06% of portfolio
208,243
Q4 2024 Reduced 11.73%
$140B
$5.4 Million 0.06% of portfolio
58,461
Q4 2024 Reduced 4.42%
$0
$5.61 Million 0.06% of portfolio
139,012
Q4 2024 Added 3.1%
$2.45B
$5.09 Million 0.06% of portfolio
253,428
Q4 2024 Added 0.11%
$0
$5.17 Million 0.06% of portfolio
266,009
Q4 2024 Reduced 19.81%
$0
$5.55 Million 0.06% of portfolio
268,579
Q4 2024 Reduced 34.0%
$0
$4.85 Million 0.06% of portfolio
48,460
Q4 2024 Added 32.18%
$0
$4.83 Million 0.06% of portfolio
68,369
Q4 2024 Reduced 0.18%
$0
$5 Million 0.06% of portfolio
143,993
Q4 2024 Reduced 7.24%
$0
$5.58 Million 0.06% of portfolio
239,389
Q4 2024 Reduced 5.49%
$64.1B
$5.06 Million 0.06% of portfolio
184,779
Q4 2024 Added 10.84%
$52.5B
$4.88 Million 0.06% of portfolio
44,190
Q4 2024 Added 4.22%
$96.7B
$4.92 Million 0.06% of portfolio
8,635
Q4 2024 Added 2.98%
$94.5B
$5.53 Million 0.06% of portfolio
65,689
Q4 2024 Added 2.36%
$93B
$5.39 Million 0.06% of portfolio
90,157
Q4 2024 Added 10.16%
$78.8B
$5.12 Million 0.06% of portfolio
10,900
Q4 2024 Reduced 29.63%
$41.5B
$5.64 Million 0.06% of portfolio
47,588
Q4 2024 Reduced 0.33%
$76.5B
$4.92 Million 0.06% of portfolio
24,458
Q4 2024 Added 16.71%
$38B
$5.24 Million 0.06% of portfolio
68,581
Q4 2024 Added 16.9%
$78.1B
$5.37 Million 0.06% of portfolio
14,529
Q4 2024 Reduced 0.01%
$80.2B
$5.56 Million 0.06% of portfolio
44,085
Q4 2024 Added 10.81%
$0
$4.93 Million 0.06% of portfolio
41,987
Q4 2024 Added 0.32%
$0
$5.57 Million 0.06% of portfolio
29,646
Q4 2024 Reduced 41.97%
$13B
$5.56 Million 0.06% of portfolio
102,073
Q4 2024 Added 55.32%
$81.2B
$4.38 Million 0.05% of portfolio
33,955
Q4 2024 Added 9.51%
$5.28B
$4.17 Million 0.05% of portfolio
452,530
Q4 2024 Added 10.52%
$49.3B
$4.45 Million 0.05% of portfolio
56,925
Q4 2024 Reduced 11.47%
$16.1B
$4.13 Million 0.05% of portfolio
69,854
Q4 2024 Added 27.91%
$0
$4.75 Million 0.05% of portfolio
49,254
Q4 2024 Added 9.86%
$263B
$4.17 Million 0.05% of portfolio
6,012
Q4 2024 Reduced 10.43%
$0
$4.26 Million 0.05% of portfolio
145,689
Q4 2024 Added 31.98%
$0
$4.7 Million 0.05% of portfolio
211,885
Q4 2024 Added 31.64%
$125B
$4.46 Million 0.05% of portfolio
16,143
Q4 2024 Added 19.68%
$64.8B
$4.35 Million 0.05% of portfolio
35,071
Q4 2024 Reduced 6.34%

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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