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CIK: 0001927543
Total reported value
$4.4B
$4.4B
1940 檔
25.0%
As reported in its official Q1 2024 Form 13F filing, Atria Wealth Solutions, Inc.'s tracked investment portfolio stood at $4.4B with 1940 total positions.
During Q1 2024, Atria Wealth Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1940 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | — | -5.20% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | — | -1.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.63% | — | -1.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | — | +13.51% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.86% | — | +4.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | — | -3.65% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | — | +3.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | +2.54% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.24% | — | -1.52% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | — | +0.74% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | — | +1.97% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.97% | — | +26.05% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | — | +7.56% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | — | +0.08% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | +6.04% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | — | -1.18% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | — | -6.74% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | — | +6.87% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | — | +9.92% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | — | +6.01% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | — | -52.03% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | — | -1.20% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | — | +46.30% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | — | -0.94% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | — | +30.45% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.54% | — | +16.38% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | — | +6.52% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | — | +19.00% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | — | +6.11% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | +5.99% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | — | +3.31% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | — | +10.67% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | — | +4.02% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +7.01% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | — | +424.10% | |
| 36 | APUE | Activepassive US Equity ETF | ETF-Other | 0.42% | — | +4.81% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | — | +6.28% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | +166.77% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | -7.44% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | — | -10.65% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | — | +26.39% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | +7.01% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | — | -2.24% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | +1.90% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.35% | — | +13.46% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | — | -12.50% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | +14.29% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | — | +2.91% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.34% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.33% | — | +5.34% |
According to official SEC Form 13F filings, Atria Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $4.4B across 1940 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 25.0% of total reported equity market value during Q1 2024.
During Q1 2024, Atria Wealth Solutions, Inc.'s top holdings by market value included IVV (3.0%)、NVDA (2.6%)、AAPL (2.6%). The largest single position, IVV, represented 3.0% of total portfolio value.
In Q1 2024, Atria Wealth Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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