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Home > Institutional Investor > Atria Wealth Solutions, Inc. > Profile

Instuitional Investor - Atria Wealth Solutions, Inc.

Fund Profile
Filing Period:
Fund Name: Atria Wealth Solutions, Inc.
Portfolio Value $9,145,644,267
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,035,895 $259,408,878 2.83%
2.
Ishares Trust
 IEF 439,058 $258,464,740 2.82%
3.
Nvidia Corp
 NVDA 1,519,050 $203,993,437 2.23%
4.
Microsoft Corp
 MSFT 409,856 $172,754,192 1.88%
5.
Invesco Qqq Tr
 303,806 $155,315,020 1.69%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)