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
$30.9B
$3.84 Million 0.04% of portfolio
70,301
Q3 2024 Reduced 13.98%
$41B
$3.67 Million 0.04% of portfolio
41,235
Q3 2024 Reduced 15.64%
$75B
$3.29 Million 0.04% of portfolio
12,010
Q3 2024 Reduced 7.81%
$0
$3.12 Million 0.04% of portfolio
60,563
Q3 2024 Reduced 1.61%
$0
$3.17 Million 0.04% of portfolio
141,314
Q3 2024 Added 0.71%
$0
$3.51 Million 0.04% of portfolio
148,342
Q3 2024 Reduced 22.68%
$0
$3.78 Million 0.04% of portfolio
63,856
Q3 2024 Added 0.97%
$0
$3.71 Million 0.04% of portfolio
161,264
Q3 2024 Added 48.3%
$0
$3.7 Million 0.04% of portfolio
17,478
Q3 2024 Reduced 3.8%
$0
$3.51 Million 0.04% of portfolio
182,566
Q3 2024 Added 3.79%
$0
$3.49 Million 0.04% of portfolio
138,771
Q3 2024 Added 61.78%
$0
$3.42 Million 0.04% of portfolio
81,545
Q3 2024 Reduced 8.22%
$0
$3.87 Million 0.04% of portfolio
20,246
Q3 2024 Added 1.14%
$72.9B
$3.16 Million 0.04% of portfolio
40,703
Q3 2024 Reduced 18.79%
$62.5B
$3.4 Million 0.04% of portfolio
68,123
Q3 2024 Added 17.64%
$62.2B
$3.31 Million 0.04% of portfolio
11,777
Q3 2024 Reduced 7.84%
$0
$3.34 Million 0.04% of portfolio
61,310
Q3 2024 Added 0.01%
$0
$3.15 Million 0.04% of portfolio
75,919
Q3 2024 Reduced 2.18%
$0
$3.49 Million 0.04% of portfolio
99,932
Q3 2024 Reduced 2.05%
$14.9B
$3.56 Million 0.04% of portfolio
13,619
Q3 2024 Reduced 4.04%
$16.5B
$3.42 Million 0.04% of portfolio
107,901
Q3 2024 Added 9.89%
$34.9B
$3.11 Million 0.04% of portfolio
6,162
Q3 2024 Added 6.89%
$183B
$3.38 Million 0.04% of portfolio
5,437
Q3 2024 Reduced 1.49%
$0
$3.63 Million 0.04% of portfolio
71,700
Q3 2024 Reduced 1.02%
$0
$3.43 Million 0.04% of portfolio
72,108
Q3 2024 Added 16.05%
$0
$3.51 Million 0.04% of portfolio
30,549
Q3 2024 Reduced 2.1%
$0
$3.86 Million 0.04% of portfolio
69,635
Q3 2024 Added 0.22%
$0
$3.34 Million 0.04% of portfolio
63,439
Q3 2024 Added 15.43%
$0
$3.59 Million 0.04% of portfolio
49,857
Q3 2024 Added 32.63%
$0
$3.84 Million 0.04% of portfolio
79,012
Q3 2024 Added 2.05%
$0
$3.44 Million 0.04% of portfolio
74,126
Q3 2024 Added 1.89%
$0
$3.14 Million 0.04% of portfolio
18,847
Q3 2024 Reduced 7.59%
$0
$3.48 Million 0.04% of portfolio
32,728
Q3 2024 Added 6.48%
$0
$3.81 Million 0.04% of portfolio
64,884
Q3 2024 Added 1.07%
$0
$3.54 Million 0.04% of portfolio
59,715
Q3 2024 Reduced 2.14%
$0
$3.71 Million 0.04% of portfolio
80,961
Q3 2024 Added 14.94%
$0
$3.88 Million 0.04% of portfolio
29,369
Q3 2024 Added 0.25%
$0
$3.28 Million 0.04% of portfolio
36,662
Q3 2024 Reduced 21.0%
$0
$3.46 Million 0.04% of portfolio
12,171
Q3 2024 Added 6.11%
$0
$3.35 Million 0.04% of portfolio
143,979
Q3 2024 Added 3.27%
$0
$3.3 Million 0.04% of portfolio
140,959
Q3 2024 Added 76.13%
$0
$3.39 Million 0.04% of portfolio
10,389
Q3 2024 Added 37.09%
$62.9B
$3.68 Million 0.04% of portfolio
166,701
Q3 2024 Reduced 12.26%
$97.2B
$3.27 Million 0.04% of portfolio
1,593
Q3 2024 Reduced 22.37%
$92.4B
$3.76 Million 0.04% of portfolio
42,534
Q3 2024 Reduced 9.61%
$0
$3.31 Million 0.04% of portfolio
283,917
Q3 2024 Added 4.96%
$0
$3.96 Million 0.04% of portfolio
236,132
Q3 2024 Reduced 0.35%
$63.2B
$3.52 Million 0.04% of portfolio
26,799
Q3 2024 Reduced 5.89%
$0
$3.87 Million 0.04% of portfolio
47,310
Q3 2024 Reduced 5.12%

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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