Atria Wealth Solutions, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$9.02B
Signature - Title
Amanda Hawley - General Counsel
Location
295 Madison Avenue, Suite 1407, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,894 $9.02B +$805M -$560M +$245M NVDA, AAPL, IVV, MSFT, QQQ 13F-HR 7/22/2024, 04:35 PM
Q1 2024 1,941 $8.85B +$842M -$462M +$380M IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 5/13/2024, 01:09 PM
Q4 2023 1,913 $7.95B +$694M -$529M +$166M AAPL, IVV, MSFT, QQQ, NVDA 13F-HR 2/2/2024, 09:58 AM
Q3 2023 1,846 $7.13B +$616M -$548M +$68.4M AAPL, IVV, MSFT, NVDA, VOO 13F-HR 11/8/2023, 12:39 PM
Q2 2023 1,851 $7.32B +$605M -$369M +$236M AAPL, IVV, MSFT, BSV, QQQ 13F-HR 8/3/2023, 02:35 PM
Q1 2023 1,844 $6.75B +$651M -$474M +$177M AAPL, IVV, BSV, MSFT, QQQ Restatement 8/22/2023, 09:25 PM
Q4 2022 1,789 $6.23B +$502M -$367M +$135M AAPL, IVV, BSV, MSFT, VEA Restatement 8/30/2023, 10:09 AM
Q3 2022 1,735 $5.77B +$1.43B -$254M +$1.17B AAPL, BSV, IVV, MSFT, AMZN Restatement 2/13/2023, 11:11 AM
Q2 2022 1,619 $4.93B +$752M -$907M -$154M BSV, IVV, VTV, AAPL, ESGU 13F-HR 8/15/2022, 01:39 PM
Q1 2022 1,723 $6.01B $0 $0 AAPL, IVV, MSFT, QQQ, ESGU 13F-HR 5/16/2022, 11:53 AM