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
$75.2B
$3.94 Million 0.05% of portfolio
32,158
Q4 2024 Reduced 3.58%
$0
$4.13 Million 0.05% of portfolio
63,153
Q4 2024 Reduced 11.35%
$0
$4.03 Million 0.05% of portfolio
173,139
Q4 2024 Added 7.36%
$0
$4.33 Million 0.05% of portfolio
116,380
Q4 2024 Reduced 0.5%
$0
$4.06 Million 0.05% of portfolio
21,546
Q4 2024 Added 6.42%
$0
$4.58 Million 0.05% of portfolio
211,084
Q4 2024 Reduced 0.34%
$0
$4.6 Million 0.05% of portfolio
119,106
Q4 2024 Added 1.47%
$0
$4.2 Million 0.05% of portfolio
133,147
Q4 2024 Added 1.04%
$0
$3.98 Million 0.05% of portfolio
39,824
Q4 2024 Reduced 1.98%
$25.1B
$4.63 Million 0.05% of portfolio
27,342
Q4 2024 Added 19.67%
$76.2B
$4.25 Million 0.05% of portfolio
16,751
Q4 2024 Reduced 5.74%
$175B
$4.64 Million 0.05% of portfolio
8,891
Q4 2024 Reduced 41.49%
$0
$4.7 Million 0.05% of portfolio
94,070
Q4 2024 Added 30.46%
$25B
$4.36 Million 0.05% of portfolio
41,472
Q4 2024 Reduced 14.98%
$0
$4.07 Million 0.05% of portfolio
31,464
Q4 2024 Added 7.13%
$0
$4.4 Million 0.05% of portfolio
72,992
Q4 2024 Reduced 10.32%
$0
$4.26 Million 0.05% of portfolio
55,941
Q4 2024 Reduced 0.03%
$0
$4.42 Million 0.05% of portfolio
90,899
Q4 2024 Reduced 0.45%
$0
$4.05 Million 0.05% of portfolio
81,897
Q4 2024 Added 168.77%
$0
$4.65 Million 0.05% of portfolio
99,480
Q4 2024 Added 165.51%
$0
$4.73 Million 0.05% of portfolio
208,233
Q4 2024 Reduced 9.84%
$0
$4.09 Million 0.05% of portfolio
179,525
Q2 2024 Added 105.11%
$0
$4.61 Million 0.05% of portfolio
45,832
Q4 2024 Reduced 8.96%
$2.7B
$4.57 Million 0.05% of portfolio
15,791
Q4 2024 Added 29.81%
$0
$4.18 Million 0.05% of portfolio
235,474
Q4 2024 Reduced 0.28%
$0
$3.99 Million 0.05% of portfolio
104,051
Q4 2024 Added 56.59%
$166B
$4.76 Million 0.05% of portfolio
19,876
Q4 2024 Reduced 31.88%
$0
$4.02 Million 0.05% of portfolio
154,158
Q4 2024 Added 516.85%
$0
$4.79 Million 0.05% of portfolio
199,235
Q4 2024 Added 369.62%
$0
$4.55 Million 0.05% of portfolio
34,537
Q4 2024 Reduced 11.5%
$9.48B
$4.62 Million 0.05% of portfolio
299,894
Q4 2024 Reduced 45.32%
$0
$4.74 Million 0.05% of portfolio
144,717
Q4 2024 Added 53.34%
$0
$4.47 Million 0.05% of portfolio
178,744
Q4 2024 Reduced 8.18%
$0
$4.22 Million 0.05% of portfolio
93,911
Q4 2024 Added 14.41%
$48B
$4.36 Million 0.05% of portfolio
32,224
Q4 2024 Reduced 3.83%
$177B
$4.69 Million 0.05% of portfolio
24,080
Q4 2024 Added 0.24%
$62B
$4.16 Million 0.05% of portfolio
17,255
Q4 2024 Added 2.11%
$151B
$4.23 Million 0.05% of portfolio
74,563
Q4 2024 Added 7.49%
$0
$4.61 Million 0.05% of portfolio
79,516
Q4 2024 Reduced 12.22%
$0
$4.57 Million 0.05% of portfolio
67,470
Q4 2024 Reduced 31.27%
$350B
$3.07 Million 0.04% of portfolio
36,258
Q4 2024 Added 52.31%
$56.1B
$3.52 Million 0.04% of portfolio
38,135
Q4 2024 Added 8.36%
$2B
$3.32 Million 0.04% of portfolio
239,704
Q4 2024 Added 27.62%
$0
$3.61 Million 0.04% of portfolio
165,109
Q4 2024 Added 7.47%
$0
$3.42 Million 0.04% of portfolio
60,164
Q4 2024 Reduced 0.83%
$228B
$3.28 Million 0.04% of portfolio
50,035
Q4 2024 Added 16.18%
$67.8B
$3.62 Million 0.04% of portfolio
47,174
Q4 2024 Added 7.2%
$16.2B
$3.49 Million 0.04% of portfolio
8,803
Q4 2024 Added 3.24%
$1.39B
$3.28 Million 0.04% of portfolio
54,363
Q4 2024 Reduced 38.44%

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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