Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001927543
Manager Name
Atria Wealth Solutions, Inc.
Data Enrichment
60% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
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Page 11 of 93
92206C664
VTWO|92206C664
Shares:
112793(-20.5%)
Value:
$9.1B(-28.3%)
464287465
EFA|464287465
Shares:
110392(-42.9%)
Value:
$9.0B(-38.3%)
78464A508
SPYV|78464A508
Shares:
175812(-1.0%)
Value:
$9.0B(-1.2%)
26922A420
26922A420
Shares:
119727(+46.7%)
Value:
$8.9B(+34.7%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
67094(-13.3%)
Value:
$8.9B(+1.6%)
46138E339
46138E339
Shares:
96107(+39.7%)
Value:
$8.9B(+36.0%)
CATERPILLAR INC
CAT|149123101
Shares:
26911(-20.0%)
Value:
$8.9B(-27.3%)
CITIGROUP INC
C|172967424
Shares:
124642(-8.8%)
Value:
$8.8B(-8.0%)
92189F106
GDX|92189F106
Shares:
190140(+1.5%)
Value:
$8.7B(+37.7%)
464287705
IJJ|464287705
Shares:
72938(-5.4%)
Value:
$8.7B(-9.4%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
28119(+20.7%)
Value:
$8.6B(+26.1%)
92204A884
92204A884
Shares:
57527(-24.5%)
Value:
$8.5B(-27.7%)
336917109
336917109
Shares:
196145(+101.3%)
Value:
$8.5B(+116.6%)
464287523
464287523
Shares:
44911(-13.3%)
Value:
$8.5B(-24.3%)
46431W606
46431W606
Shares:
98293(+5.9%)
Value:
$8.4B(+4.5%)
46434VBD1
46434VBD1
Shares:
330153(+2.6%)
Value:
$8.3B(+3.0%)
BOEING CO
BA|097023105
Shares:
48636(-3.3%)
Value:
$8.3B(-6.8%)
LINDE PLC
LIN|G54950103
Shares:
17765(+37.9%)
Value:
$8.3B(+53.3%)
abrdn Gold ETF Trust
SGOL|00326A104
Shares:
273481(+31.3%)
Value:
$8.2B(+56.3%)
464288570
464288570
Shares:
79046(+12.6%)
Value:
$8.1B(+4.6%)