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:
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Page 11 of 93
26922A420
Shares:119.7K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$8.3B)
46138E339
Shares:96.1K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$8.3B)
92204A884
Shares:57.5K
Value:$8.5M
% of Portfolio:0.1% ($8.5M/$8.3B)
336917109
Shares:196.1K
Value:$8.5M
% of Portfolio:0.1% ($8.5M/$8.3B)
464287523
Shares:44.9K
Value:$8.5M
% of Portfolio:0.1% ($8.5M/$8.3B)
46431W606
Shares:98.3K
Value:$8.4M
% of Portfolio:0.1% ($8.4M/$8.3B)
46434VBD1
Shares:330.2K
Value:$8.3M
% of Portfolio:0.1% ($8.3M/$8.3B)
464288570
Shares:79.0K
Value:$8.1M
% of Portfolio:0.1% ($8.1M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 112.8K | All Managers (Combined) | $9.1M | 0.1% ($9.1M/$8.3B) | |||
| 110.4K | All Managers (Combined) | $9.0M | 0.1% ($9.0M/$8.3B) | |||
| 175.8K | All Managers (Combined) | $9.0M | 0.1% ($9.0M/$8.3B) | |||
(cusip26922A420)✕ | 119.7K | YoY NEW(+119.7K) | All Managers (Combined) | $8.9M | 0.1% ($8.9M/$8.3B) | YoY NEW(+$8.9M) |
| 67.1K | All Managers (Combined) | $8.9M | 0.1% ($8.9M/$8.3B) | |||
(cusip46138E339)✕ | 96.1K | All Managers (Combined) | $8.9M | 0.1% ($8.9M/$8.3B) | ||
CATERPILLAR INC(CATcusip149123101) | 26.9K | All Managers (Combined) | $8.9M | 0.1% ($8.9M/$8.3B) | ||
CITIGROUP INC(Ccusip172967424) | 124.6K | All Managers (Combined) | $8.8M | 0.1% ($8.8M/$8.3B) | ||
| 190.1K | All Managers (Combined) | $8.7M | 0.1% ($8.7M/$8.3B) | |||
| 72.9K | All Managers (Combined) | $8.7M | 0.1% ($8.7M/$8.3B) | |||
| 28.1K | All Managers (Combined) | $8.6M | 0.1% ($8.6M/$8.3B) | |||
(cusip92204A884)✕ | 57.5K | All Managers (Combined) | $8.5M | 0.1% ($8.5M/$8.3B) | ||
(cusip336917109)✕ | 196.1K | All Managers (Combined) | $8.5M | 0.1% ($8.5M/$8.3B) | ||
(cusip464287523)✕ | 44.9K | All Managers (Combined) | $8.5M | 0.1% ($8.5M/$8.3B) | ||
(cusip46431W606)✕ | 98.3K | All Managers (Combined) | $8.4M | 0.1% ($8.4M/$8.3B) | ||
(cusip46434VBD1)✕ | 330.2K | All Managers (Combined) | $8.3M | 0.1% ($8.3M/$8.3B) | ||
| 48.6K | All Managers (Combined) | $8.3M | 0.1% ($8.3M/$8.3B) | |||
| 17.8K | All Managers (Combined) | $8.3M | 0.1% ($8.3M/$8.3B) | |||
| 273.5K | All Managers (Combined) | $8.2M | 0.1% ($8.2M/$8.3B) | |||
(cusip464288570)✕ | 79.0K | All Managers (Combined) | $8.1M | 0.1% ($8.1M/$8.3B) |