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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 $8,315,472,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 427,459 $240,189,887 2.89%
2.
Apple Inc.
 AAPL 865,871 $192,335,835 2.31%
3.
Nvidia Corp
 NVDA 1,375,240 $149,059,790 1.79%
4.
Invesco Qqq Tr
 272,963 $128,094,713 1.54%
5.
Microsoft Corp
 MSFT 322,488 $121,058,923 1.46%
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)