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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 $7,992,164,775
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,366,444 $263,081,551 3.29%
2.
Ishares Trust
 IEF 530,702 $253,478,767 3.17%
3.
Microsoft Corp
 MSFT 438,964 $165,068,557 2.06%
4.
Invesco Qqq Tr
 338,985 $138,848,450 1.73%
5.
Nvidia Corp
 NVDA 2,600,550 $128,784,807 1.61%
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)