Atria-Wealth-Solutions
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, "JWN", null, null, null, "HYT", null, null, null, "PTLO", "ENVX", "ALAB", "SE", "INSM", "HIO", "JOBY", "ARES", "FPI", "HOOD", "MPWR", "FN", "NVR", "GLOB", null, "TRU", "RDNT", "DJP", null, "GDX", null, null, null, "OSK", null, null, "NTR", "TROW", "NLY", "XP", "FTAI", "AES", "AQN", "RBC", "INOD", "HUM", "MSGS", null, "AVAV", "FTI", "RBA.TO", "SMCI", "ARI", "ARM", "GATX", "FWONK", "SNOW", "MU", null, "JXN", null, "FNDF", "FNDA", "MPLX", "ACN", "ZS", null, null, null, "MMM", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "FLG", "A", "APD", "BABA", "PAA", "RVT", "MAIN", null, null, null, "JLL", null, null, "VONG", null, null, "ALL", null, "GOOGL", "NHI", "VDE", "ASIX", null, null, "CET", "AXP", "QQQX", null, "GDXJ", "NMZ", "SENS", "AEG", null, null, "SCHH", null, "AFRM", "AIG", null, "TEAM", "ASML", "BGY", "T", null, "BLK", null, null, null, null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 4,123
- Total Value
- 8296260138
- Accession Number
- 0001420506-25-000956
- Form Type
- 13F-HR
- Manager Name
- Atria-Wealth-Solutions
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions • $8.3B total value
Manager:
Search and click to pin securities to the top
Page 1 of 93
Shares:273.0K
Value:$128.1M
% of Portfolio:1.5% ($128.1M/$8.3B)
46434V613
Shares:2.1M
Value:$96.3M
% of Portfolio:1.2% ($96.3M/$8.3B)
46641Q332
Shares:1.4M
Value:$77.8M
% of Portfolio:0.9% ($77.8M/$8.3B)
464287432
Shares:722.2K
Value:$65.7M
% of Portfolio:0.8% ($65.7M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 427.5K | All Managers (Combined) | $240.2M | 2.9% ($240.2M/$8.3B) | |||
Apple Inc.(AAPLcusip037833100) | 865.9K | All Managers (Combined) | $192.3M | 2.3% ($192.3M/$8.3B) | ||
NVIDIA CORP(NVDAcusip67066G104) | 1.4M | All Managers (Combined) | $149.1M | 1.8% ($149.1M/$8.3B) | ||
| 273.0K | All Managers (Combined) | $128.1M | 1.5% ($128.1M/$8.3B) | |||
MICROSOFT CORP(MSFTcusip594918104) | 322.5K | All Managers (Combined) | $121.1M | 1.5% ($121.1M/$8.3B) | ||
| 212.4K | All Managers (Combined) | $119.0M | 1.4% ($119.0M/$8.3B) | |||
AMAZON COM INC(AMZNcusip023135106) | 540.7K | All Managers (Combined) | $102.9M | 1.2% ($102.9M/$8.3B) | ||
(cusip46434V613)✕ | 2.1M | All Managers (Combined) | $96.3M | 1.2% ($96.3M/$8.3B) | ||
| 185.7K | All Managers (Combined) | $95.4M | 1.2% ($95.4M/$8.3B) | |||
| 1.8M | All Managers (Combined) | $92.9M | 1.1% ($92.9M/$8.3B) | |||
| 245.9K | All Managers (Combined) | $91.2M | 1.1% ($91.2M/$8.3B) | |||
| 503.3K | All Managers (Combined) | $86.0M | 1.0% ($86.0M/$8.3B) | |||
| 472.7K | All Managers (Combined) | $81.6M | 1.0% ($81.6M/$8.3B) | |||
(cusip46641Q332)✕ | 1.4M | All Managers (Combined) | $77.8M | 0.9% ($77.8M/$8.3B) | ||
| 916.2K | All Managers (Combined) | $67.3M | 0.8% ($67.3M/$8.3B) | |||
| 718.3K | All Managers (Combined) | $66.7M | 0.8% ($66.7M/$8.3B) | |||
| 340.7K | All Managers (Combined) | $66.1M | 0.8% ($66.1M/$8.3B) | |||
(cusip464287432)✕ | 722.2K | All Managers (Combined) | $65.7M | 0.8% ($65.7M/$8.3B) | ||
| 121.1K | All Managers (Combined) | $64.5M | 0.8% ($64.5M/$8.3B) | |||
| 107.7K | All Managers (Combined) | $62.1M | 0.7% ($62.1M/$8.3B) |