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CIK: 0001927543
Total reported value
$4.4B
$4.4B
1936 檔
24.1%
During the Q4 2024 filing period, Atria Wealth Solutions, Inc. (CIK: 0001927543) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.4B across 1936 reported positions.
During Q4 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 1936 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.85% | — | -9.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | — | -6.62% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | — | -31.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | — | -8.35% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | — | -0.40% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | — | +6.36% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | -9.31% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | — | -2.52% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.21% | — | -1.51% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.06% | — | -7.15% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | — | +1.72% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | — | +1.85% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.95% | — | -1.03% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | — | +10.34% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | — | -3.36% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | — | +1.05% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | — | -7.39% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | — | -4.71% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.72% | — | +22.48% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | — | -8.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | — | -17.21% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.63% | — | +14.65% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | — | +1.91% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | — | -1.67% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.59% | — | +9.57% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.58% | — | +5.03% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | — | -20.23% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | — | +3.45% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | — | -14.66% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | — | -8.41% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.50% | — | +0.85% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | — | +11.77% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.47% | — | +17.27% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | — | +1.90% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.46% | — | +18.21% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | — | +4.53% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.46% | — | +119.96% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -3.15% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.43% | — | +112.64% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | — | -1.69% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | +49.34% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | — | +201.37% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | +0.52% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.40% | — | +8.05% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | — | -24.33% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | — | -11.09% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | — | +4.63% | |
| 48 | APUE | Activepassive US Equity ETF | ETF-Other | 0.38% | — | -12.55% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | — | +15.70% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | — | +39.02% |
According to official SEC Form 13F filings, Atria Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $4.4B across 1936 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 24.1% of total reported equity market value during Q4 2024.
During Q4 2024, Atria Wealth Solutions, Inc.'s top holdings by market value included AAPL (2.9%)、IVV (2.8%)、NVDA (2.3%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 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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