Atria Wealth Solutions, Inc.
CIK Number: 0001927543
9.15B
Market Value
1,714
# of Holdings
8 months
Avg. Holding Period
34.22%
Win Rate
26.50%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 213.19 | +0.32% | 1.04M | -9.54% | 259.41M | 151.89 | 2.84% |
| 2 | IVV | iShares Core S&... | 561.31 | +0.60% | 439.06K | -6.62% | 258.46M | 437.44 | 2.83% |
| 3 | NVDA | NVIDIA Corporat... | 111.60 | +2.46% | 1.52M | -31.9% | 203.99M | 17.69 | 2.23% |
| 4 | MSFT | Microsoft Corpo... | 425.29 | +7.60% | 409.86K | -8.7% | 172.75M | 294.45 | 1.89% |
| 5 | QQQ | Invesco QQQ Tru... | 481.23 | +1.21% | 303.81K | +0.74% | 155.32M | 359.15 | 1.70% |
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