Atria Wealth Solutions, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Atria Wealth Solutions, Inc. | Institutional Filer | ▼ 46.83% | $4.42B | 1461 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1461)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 196K | $122.0M | 2.76% |
| 2 | NVDA | NVIDIA Corporation | Technology | 550K | $87.0M | 1.97% |
| 3 | QQQ | Invesco QQQ Trust | — | 153K | $84.6M | 1.91% |
| 4 | AAPL | Apple Inc. | Technology | 353K | $73.5M | 1.66% |
| 5 | MSFT | Microsoft Corporation | Technology | 140K | $69.6M | 1.57% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 95K | $58.8M | 1.33% |
| 7 | QUAL | ISHARES TR | — | 316K | $57.7M | 1.31% |
| 8 | VOO | VANGUARD INDEX FDS | — | 94K | $53.8M | 1.22% |
| 9 | IUSB | ISHARES TR | — | 1.1M | $50.6M | 1.14% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 223K | $49.2M | 1.11% |
| 11 | VTI | VANGUARD INDEX FDS | — | 124K | $38.0M | 0.86% |
| 12 | IVW | ISHARES TR | — | 332K | $36.6M | 0.83% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | — | 172K | $35.4M | 0.80% |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 878K | $34.9M | 0.79% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 68K | $33.1M | 0.75% |
Showing 1 to 15 of 1000 holdings