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 12 of 93
14020Y102
Shares:356.0K
Value:$8.0M
% of Portfolio:0.1% ($8.0M/$8.3B)
14020Y508
Shares:300.0K
Value:$7.9M
% of Portfolio:0.1% ($7.9M/$8.3B)
45783Y855
Shares:251.6K
Value:$7.9M
% of Portfolio:0.1% ($7.9M/$8.3B)
37954Y483
Shares:458.0K
Value:$7.6M
% of Portfolio:0.1% ($7.6M/$8.3B)
98149E303
Shares:120.9K
Value:$7.5M
% of Portfolio:0.1% ($7.5M/$8.3B)
46138G698
Shares:74.7K
Value:$7.4M
% of Portfolio:0.1% ($7.4M/$8.3B)
03763A207
Shares:237.4K
Value:$7.4M
% of Portfolio:0.1% ($7.4M/$8.3B)
46435GAA0
Shares:300.8K
Value:$7.3M
% of Portfolio:0.1% ($7.3M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip14020Y102)✕ | 356.0K | All Managers (Combined) | $8.0M | 0.1% ($8.0M/$8.3B) | ||
(cusip14020Y508)✕ | 300.0K | YoY NEW(+300.0K) | All Managers (Combined) | $7.9M | 0.1% ($7.9M/$8.3B) | YoY NEW(+$7.9M) |
(cusip45783Y855)✕ | 251.6K | All Managers (Combined) | $7.9M | 0.1% ($7.9M/$8.3B) | ||
| 56.7K | All Managers (Combined) | $7.8M | 0.1% ($7.8M/$8.3B) | |||
| 28.4K | All Managers (Combined) | $7.7M | 0.1% ($7.7M/$8.3B) | |||
| 14.1K | All Managers (Combined) | $7.7M | 0.1% ($7.7M/$8.3B) | |||
REALTY INCOME CORP(Ocusip756109104) | 132.6K | All Managers (Combined) | $7.7M | 0.1% ($7.7M/$8.3B) | ||
(cusip37954Y483)✕ | 458.0K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 49.5K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | ||
| 32.5K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | |||
STARBUCKS CORP(SBUXcusip855244109) | 77.2K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | ||
| 32.1K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | |||
| 40.3K | All Managers (Combined) | $7.5M | 0.1% ($7.5M/$8.3B) | |||
(cusip98149E303)✕ | 120.9K | All Managers (Combined) | $7.5M | 0.1% ($7.5M/$8.3B) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 9.4K | All Managers (Combined) | $7.5M | 0.1% ($7.5M/$8.3B) | ||
(cusip46138G698)✕ | 74.7K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | ||
| 203.3K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | |||
(cusip03763A207)✕ | 237.4K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | ||
| 60.1K | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | |||
(cusip46435GAA0)✕ | 300.8K | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) |