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
$31.1B
$5.21 Million 0.06% of portfolio
47,155
Q3 2024 Added 4.67%
$1.63B
$5.09 Million 0.06% of portfolio
88,302
Q3 2024 Reduced 1.79%
$78B
$5.22 Million 0.06% of portfolio
50,325
Q3 2024 Reduced 0.25%
$56.2B
$5.5 Million 0.06% of portfolio
28,812
Q3 2024 Added 10.65%
$120B
$5.08 Million 0.06% of portfolio
12,163
Q3 2024 Reduced 21.47%
$85.4B
$4.91 Million 0.06% of portfolio
121,057
Q3 2024 Added 2.82%
$67.6B
$5.19 Million 0.06% of portfolio
178,323
Q3 2024 Added 3.14%
$0
$5.19 Million 0.06% of portfolio
71,241
Q3 2024 Reduced 24.62%
$0
$4.9 Million 0.06% of portfolio
134,562
Q3 2024 Added 41.91%
$111B
$5.13 Million 0.06% of portfolio
61,164
Q3 2024 Reduced 18.36%
$0
$5.73 Million 0.06% of portfolio
134,833
Q3 2024 Reduced 10.09%
$2.41B
$4.97 Million 0.06% of portfolio
253,158
Q3 2024 Reduced 1.81%
$0
$5.13 Million 0.06% of portfolio
166,237
Q3 2024 Added 5.46%
$0
$5.1 Million 0.06% of portfolio
50,340
Q3 2024 Added 7.84%
$0
$5.36 Million 0.06% of portfolio
81,390
Q3 2024 Reduced 1.34%
$0
$5.5 Million 0.06% of portfolio
155,234
Q3 2024 Reduced 50.0%
$0
$5.25 Million 0.06% of portfolio
68,495
Q3 2024 Reduced 11.47%
$0
$5.68 Million 0.06% of portfolio
64,444
Q3 2024 Reduced 7.27%
$0
$5.73 Million 0.06% of portfolio
21,550
Q3 2024 Added 26.72%
$0
$5.58 Million 0.06% of portfolio
59,593
Q3 2024 Reduced 9.29%
$0
$4.92 Million 0.06% of portfolio
37,332
Q3 2024 Added 17.76%
$0
$5.74 Million 0.06% of portfolio
239,092
Q3 2024 Added 0.56%
$0
$5.49 Million 0.06% of portfolio
113,757
Q3 2024 Added 44.73%
$0
$5.66 Million 0.06% of portfolio
94,039
Q3 2024 Added 4.76%
$0
$5.06 Million 0.06% of portfolio
162,801
Q3 2024 Added 14.0%
$0
$5.31 Million 0.06% of portfolio
55,650
Q3 2024 Reduced 0.11%
$0
$5.34 Million 0.06% of portfolio
56,457
Q3 2024 Added 2.97%
$83.9B
$5.18 Million 0.06% of portfolio
28,005
Q3 2024 Added 10.78%
$164B
$5.3 Million 0.06% of portfolio
10,254
Q3 2024 Reduced 4.39%
$0
$5.5 Million 0.06% of portfolio
81,054
Q3 2024 Added 16.86%
$0
$5.61 Million 0.06% of portfolio
28,006
Q3 2024 Reduced 22.63%
$0
$5.29 Million 0.06% of portfolio
39,025
Q3 2024 Reduced 21.81%
$129B
$5.14 Million 0.06% of portfolio
64,085
Q3 2024 Reduced 15.03%
$0
$5.09 Million 0.06% of portfolio
194,667
Q3 2024 Added 21.19%
$70B
$5.22 Million 0.06% of portfolio
33,509
Q3 2024 Reduced 3.57%
$94.4B
$5.65 Million 0.06% of portfolio
14,530
Q3 2024 Reduced 5.23%
$97.8B
$5.42 Million 0.06% of portfolio
39,785
Q3 2024 Reduced 8.95%
$0
$4.91 Million 0.06% of portfolio
29,254
Q3 2024 Reduced 16.68%
$0
$5.01 Million 0.06% of portfolio
41,852
Q3 2024 Reduced 0.82%
$0
$5.47 Million 0.06% of portfolio
90,588
Q3 2024 Reduced 0.29%
$282B
$5.47 Million 0.06% of portfolio
96,869
Q3 2024 Reduced 4.63%
$7.49B
$5.02 Million 0.06% of portfolio
96,319
Q3 2024 Added 18.26%
$71.7B
$4.24 Million 0.05% of portfolio
31,005
Q3 2024 Reduced 10.42%
$5.28B
$4.28 Million 0.05% of portfolio
409,448
Q3 2024 Reduced 2.43%
$0
$4.56 Million 0.05% of portfolio
154,990
Q3 2024 Added 38.74%
$0
$4.3 Million 0.05% of portfolio
44,833
Q3 2024 Added 12.31%
$20.7B
$4.37 Million 0.05% of portfolio
26,852
Q3 2024 Reduced 6.7%
$34.6B
$4.32 Million 0.05% of portfolio
54,825
Q3 2024 New
$0
$4.16 Million 0.05% of portfolio
159,894
Q3 2024 Added 203.21%

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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