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CIK: 0001927543
Total reported value
$4.4B
$4.4B
1894 檔
28.0%
In Q2 2024, Atria Wealth Solutions, Inc.'s U.S. equity holdings reached a combined market value of $4.4B, distributed across 1894 disclosed stock positions.
During Q2 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 1894 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | — | +896.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.99% | — | -5.48% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | — | -4.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | — | -2.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | — | +10.69% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | — | -7.99% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | — | +0.70% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | -8.38% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | — | -3.50% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | — | -1.66% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | — | +0.92% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.99% | — | +5.52% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | — | +8.82% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | — | +42.85% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | — | -3.11% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | — | -2.10% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | — | +35.33% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | — | +7.77% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | -1.13% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | — | -4.75% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | — | +8.12% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | — | +1.16% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | — | +0.44% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | -3.42% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | — | +2.47% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.56% | — | +8.80% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | — | +3.61% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | -5.25% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | — | +14.88% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | — | +4.65% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.49% | — | -15.54% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | — | +10.38% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | — | -13.14% | |
| 34 | APUE | Activepassive US Equity ETF | ETF-Other | 0.43% | — | +1.46% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | — | +0.15% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.43% | — | +45.80% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | — | +5.66% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | — | +22.61% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | — | +28.60% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | -4.40% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -4.56% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | — | -0.52% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | — | -2.77% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | — | +36.92% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | — | +3.07% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | — | +0.01% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.39% | — | +8.58% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.37% | — | -0.99% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | — | +8.36% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -4.73% |
According to official SEC Form 13F filings, Atria Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $4.4B across 1894 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 28.0% of total reported equity market value during Q2 2024.
During Q2 2024, Atria Wealth Solutions, Inc.'s top holdings by market value included NVDA (3.5%)、AAPL (3.0%)、IVV (2.9%). The largest single position, NVDA, represented 3.5% of total portfolio value.
In Q2 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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