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 12 of 93
14020Y102
14020Y102
Shares:
356013(+68.0%)
Value:
$8.0B(+70.1%)
14020Y508
14020Y508
Shares:
300000(+73.9%)
Value:
$7.9B(+77.8%)
45783Y855
45783Y855
Shares:
251623(+10.5%)
Value:
$7.9B(+10.4%)
CARDINAL HEALTH INC
CAH|14149Y108
Shares:
56728(-0.5%)
Value:
$7.8B(+15.9%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
28369(+4.9%)
Value:
$7.7B(+8.6%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
14129(-18.6%)
Value:
$7.7B(-22.3%)
REALTY INCOME CORP
O|756109104
Shares:
132645(-28.9%)
Value:
$7.7B(-22.8%)
37954Y483
37954Y483
Shares:
457962(-0.4%)
Value:
$7.6B(-9.5%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
49470(-34.1%)
Value:
$7.6B(-34.1%)
LOWES COMPANIES INC
LOW|548661107
Shares:
32517(+0.9%)
Value:
$7.6B(-4.6%)
STARBUCKS CORP
SBUX|855244109
Shares:
77246(-3.1%)
Value:
$7.6B(+4.2%)
UNION PACIFIC CORP
UNP|907818108
Shares:
32067(-8.8%)
Value:
$7.6B(-5.5%)
922908611
VBR|922908611
Shares:
40273(-20.3%)
Value:
$7.5B(-25.1%)
98149E303
98149E303
Shares:
120921(+1.6%)
Value:
$7.5B(+20.9%)
ServiceNow, Inc.
NOW|81762P102
Shares:
9378(+5.7%)
Value:
$7.5B(-20.6%)
46138G698
46138G698
Shares:
74743(+25.9%)
Value:
$7.4B(+27.7%)
78463X889
SPDW|78463X889
Shares:
203287(-11.7%)
Value:
$7.4B(-5.8%)
03763A207
03763A207
Shares:
237370(+0.0%)
Value:
$7.4B(-1.6%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
60145(-7.0%)
Value:
$7.3B(-6.2%)
46435GAA0
46435GAA0
Shares:
300831(+1.5%)
Value:
$7.3B(+2.1%)