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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 $4,421,555,172
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 196,325 $122,040,386 2.76%
2.
Nvidia Corp
 NVDA 549,711 $87,048,964 1.97%
3.
Invesco Qqq Tr
 153,194 $84,634,361 1.91%
4.
Apple Inc.
 AAPL 346,234 $72,041,284 1.63%
5.
Microsoft Corp
 MSFT 139,747 $69,565,325 1.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)