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
$34.2B
$4.07 Million 0.05% of portfolio
39,119
Q3 2024 Reduced 0.8%
$31.4B
$4.55 Million 0.05% of portfolio
26,402
Q3 2024 Reduced 0.7%
$143B
$4.03 Million 0.05% of portfolio
12,164
Q3 2024 Reduced 7.28%
$75B
$4.1 Million 0.05% of portfolio
37,447
Q3 2024 Reduced 5.08%
$78.9B
$4.1 Million 0.05% of portfolio
33,352
Q3 2024 Added 0.65%
$0
$4.59 Million 0.05% of portfolio
160,362
Q3 2024 Reduced 20.53%
$0
$4.27 Million 0.05% of portfolio
116,963
Q3 2024 Reduced 4.73%
$0
$4.16 Million 0.05% of portfolio
52,618
Q3 2024 Added 0.81%
$0
$4.18 Million 0.05% of portfolio
211,804
Q3 2024 Added 1.37%
$0
$4.36 Million 0.05% of portfolio
117,375
Q3 2024 Added 1.14%
$0
$4.15 Million 0.05% of portfolio
131,778
Q3 2024 Reduced 6.76%
$0
$4.07 Million 0.05% of portfolio
40,627
Q3 2024 Added 17.5%
$25.1B
$4.38 Million 0.05% of portfolio
22,848
Q3 2024 Reduced 5.66%
$83.1B
$4.66 Million 0.05% of portfolio
17,771
Q3 2024 Reduced 2.31%
$100B
$4.73 Million 0.05% of portfolio
201,818
Q3 2024 Added 10.73%
$86.9B
$4.4 Million 0.05% of portfolio
27,408
Q3 2024 Reduced 3.51%
$0
$4.25 Million 0.05% of portfolio
55,958
Q3 2024 Reduced 1.01%
$0
$4.14 Million 0.05% of portfolio
179,525
Q2 2024 Added 105.11%
$0
$4.69 Million 0.05% of portfolio
54,437
Q3 2024 Added 8.7%
$87.1B
$4.27 Million 0.05% of portfolio
5,517
Q3 2024 Reduced 10.94%
$87.1B
$4.14 Million 0.05% of portfolio
8,385
Q3 2024 Reduced 5.8%
$227B
$4.8 Million 0.05% of portfolio
46,068
Q3 2024 Reduced 13.01%
$230B
$4.77 Million 0.05% of portfolio
40,022
Q3 2024 Reduced 11.32%
$46.2B
$4.54 Million 0.05% of portfolio
15,225
Q3 2024 Reduced 13.19%
$65.7B
$4.21 Million 0.05% of portfolio
20,957
Q3 2024 Added 7.6%
$0
$4.6 Million 0.05% of portfolio
69,151
Q3 2024 Added 0.18%
$10.9B
$4.31 Million 0.05% of portfolio
548,435
Q3 2024 Added 17.44%
$0
$4.04 Million 0.05% of portfolio
41,284
Q3 2024 Reduced 14.66%
$0
$4.85 Million 0.05% of portfolio
201,535
Q3 2024 Added 56.19%
$0
$4 Million 0.05% of portfolio
132,133
Q3 2024 Added 18.0%
$38B
$4.58 Million 0.05% of portfolio
58,668
Q3 2024 Added 5.28%
$177B
$4.67 Million 0.05% of portfolio
24,022
Q3 2024 Reduced 7.22%
$0
$4.04 Million 0.05% of portfolio
97,679
Q3 2024 Reduced 0.34%
$146B
$4.51 Million 0.05% of portfolio
69,366
Q3 2024 Added 0.66%
$0
$4.77 Million 0.05% of portfolio
45,201
Q3 2024 Added 1,664.97%
$120B
$4.53 Million 0.05% of portfolio
9,735
Q3 2024 Reduced 9.21%
$11.5B
$4.09 Million 0.05% of portfolio
65,719
Q3 2024 Reduced 2.74%
$15.3B
$3.31 Million 0.04% of portfolio
54,612
Q3 2024 Added 10.13%
$49.5B
$3.61 Million 0.04% of portfolio
35,193
Q3 2024 Reduced 5.53%
$91.5B
$3.93 Million 0.04% of portfolio
16,891
Q3 2024 Reduced 21.03%
$0
$3.22 Million 0.04% of portfolio
153,626
Q3 2024 Reduced 4.05%
$196B
$3.36 Million 0.04% of portfolio
43,065
Q3 2024 Added 7.29%
$63.3B
$3.16 Million 0.04% of portfolio
44,005
Q3 2024 Added 0.76%
$0
$3.33 Million 0.04% of portfolio
110,388
Q3 2024 Added 117.62%
$0
$3.72 Million 0.04% of portfolio
160,960
Q3 2024 Added 31.2%
$15B
$3.2 Million 0.04% of portfolio
8,527
Q3 2024 Added 176.22%
$120B
$3.89 Million 0.04% of portfolio
13,488
Q3 2024 Reduced 0.18%
$44.9B
$3.81 Million 0.04% of portfolio
32,129
Q3 2024 Reduced 4.15%
$51B
$3.18 Million 0.04% of portfolio
9,819
Q3 2024 Added 2.62%

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email