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 13 of 93
922908637
VV|922908637
Shares:
28271(-1.5%)
Value:
$7.3B(-6.2%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
102489(-19.8%)
Value:
$7.3B(-20.7%)
316092360
316092360
Shares:
166571(+11.0%)
Value:
$7.2B(+5.3%)
46434V407
46434V407
Shares:
169323(-11.5%)
Value:
$7.2B(-11.7%)
97717X669
97717X669
Shares:
89163(-8.8%)
Value:
$7.1B(-10.0%)
92206C409
92206C409
Shares:
90076(-19.6%)
Value:
$7.1B(-18.7%)
92204A306
VDE|92204A306
Shares:
54776(-18.4%)
Value:
$7.1B(-12.8%)
Palo Alto Networks Inc
PANW|697435105
Shares:
41603(-0.4%)
Value:
$7.1B(-6.6%)
78464A664
78464A664
Shares:
260247(-8.0%)
Value:
$7.1B(-4.2%)
52468L505
52468L505
Shares:
218014(+7.9%)
Value:
$7.1B(+14.5%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
14039(-10.9%)
Value:
$7.0B(-14.8%)
78468R606
78468R606
Shares:
297647(-18.9%)
Value:
$7.0B(-19.1%)
233051200
DBEF|233051200
Shares:
160361(-3.8%)
Value:
$6.9B(+0.6%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
27301(-9.2%)
Value:
$6.9B(-23.1%)
14020Y201
14020Y201
Shares:
257096(+15.0%)
Value:
$6.9B(+14.8%)
46137V464
46137V464
Shares:
59976(-35.4%)
Value:
$6.8B(-40.5%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
99918(+10.8%)
Value:
$6.8B(+25.9%)
89834G745
89834G745
Shares:
274858(+9.6%)
Value:
$6.8B(+9.8%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
32048(-7.1%)
Value:
$6.8B(-12.9%)
KKR & Co. Inc.
KKR|48251W104
Shares:
57881(-2.9%)
Value:
$6.7B(-24.1%)