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Amanda Hawley

@Atria Wealth Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$9.228BTotal holdings1895
Assets growth rate1.86%Assets growth rate (2-Q avg)2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Wealth Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1895 positions.

Assets under management

The assets under management (AUM) of Atria Wealth Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.228B in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 2%. The portfolio is managed by Amanda Hawley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -2.06%
2.96%
$272.645M
472,668 shares@ $576.83 avg price
NVDANvidia Corporation
Recent Activity
Decreased -13.27%
2.95%
$272.014M
2.24M shares@ $121.45 avg price
AAPLApple Inc
Recent Activity
Decreased -10.82%
2.9%
$267.115M
1.146M shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -7.85%
2.1%
$193.55M
449,802 shares@ $430.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -5.38%
1.71%
$157.58M
322,681 shares@ $488.35 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -18.69%
1.56%
$143.096M
249,020 shares@ $574.64 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -7.26%
1.38%
$127.201M
240,525 shares@ $528.85 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.56%
1.35%
$123.958M
665,261 shares@ $186.33 avg price
IUSBIshares Tr
Recent Activity
Increased 15.61%
1.18%
$108.432M
2.301M shares@ $47.13 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -10.93%
1.15%
$105.337M
274,365 shares@ $383.93 avg price