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CIK: 0001927543
Total reported value
$4.4B
$4.4B
1895 檔
26.3%
According to the latest 13F quarterly dataset, Atria Wealth Solutions, Inc. managed an equity portfolio of $4.4B at the end of Q3 2024, spanning 1895 distinct U.S. exchange-listed positions.
During Q3 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 1895 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | — | -2.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | — | -13.28% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.89% | — | -10.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | — | -7.86% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | — | -5.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | — | -18.70% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | — | -7.26% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | — | -7.56% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.18% | — | +15.60% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | — | -10.93% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | — | +0.10% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | — | -11.68% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | — | +0.23% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | — | -6.60% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | — | +0.47% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | — | -13.06% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | — | -4.22% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | — | +1.91% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.69% | — | +15.92% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | — | +5.33% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | — | -12.10% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | — | +4.09% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | — | +3.63% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | — | +1.34% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | — | -1.70% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | — | +8.68% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.56% | — | +1.49% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.54% | — | +1.83% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | -6.82% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | — | -3.97% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | — | +9.04% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | — | +0.66% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | -9.34% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.47% | — | +7.09% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | — | +0.89% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.43% | — | -2.54% | |
| 37 | APUE | Activepassive US Equity ETF | ETF-Other | 0.43% | — | -5.53% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.43% | — | +8.68% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | — | -11.74% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | — | -10.96% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | — | +0.90% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | — | +0.68% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | — | -1.98% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.40% | — | +128.55% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | -3.80% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | — | -0.27% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | -7.56% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | — | +9.18% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | — | -13.86% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.35% | — | +11.77% |
According to official SEC Form 13F filings, Atria Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $4.4B across 1895 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 26.3% of total reported equity market value during Q3 2024.
During Q3 2024, Atria Wealth Solutions, Inc.'s top holdings by market value included IVV (3.0%)、NVDA (3.0%)、AAPL (2.9%). The largest single position, IVV, represented 3.0% of total portfolio value.
In Q3 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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