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, "ADX", null, "AWF", "EIC", null, null, "AM", "CAT", "BUD", "AVDE", "AVGO", "APP", null, "LOW", null, null, "CLS", null, null, "AVEM", "AIT", "KMX", "ABR", null, "BDJ", null, "ARCC", null, "BIT", null, "FCEL", "YMM", "CII", "HRI", null, "FELE", null, "BLW", null, null, "BIDU", "MCI", null, null, null, null, null, "BSX", null, null, "IAC", "CSQ", null, null, null, null, null, null, null, null, "RQI", "EMO", null, null, null, "UTF", null, null, null, null, null, "STEW", null, null, null, "CLM", null, null, null, null, null, null, null, "DBEF", null, null, "CCI", "COF", "CMI", null, null, "JMIA", "DVAX", "LX", "MIN", null, "JOYY", null, null, null, "LNC", null, "USA", null, null, "DUK", "PECO", null, null, "PHUN", "EOI", "JRI", "EVT", "OSPN", "D", "NBB", null, "DT", "EGO", null, "OPRA", null, "GHY", "ETY", "NWBI", null, null, "PTY", "ROKU", null, "RIV", null, null, "EBAY", null, "UTG", "PDI", null, "RL", null, "QS", null, null, null, "PHK", null, null, null, null, "SKYW", null, "EOG", "SXI", null, null, null, null, null, null, null, null, null, "TDS", null, "UVSP", null, "EXPE", null, "EXPD", null, null, "USM", null, null, null, null, "PARAA", null, null, null, null, null, null, null, null, null, null, null, "LPG", null, null, null, null, "NRK", "XFLT", "USAC", "FFIN", null, "BATRA", null, null, "FGB", null, null, "GASS", null, "AUPH", "FCX", "PFL", null, null, null, "GOGL", "FRA", "IAF", "BGT", "CION", null, "BSL", "PFN", "FITB", "IBKR", "RES", null, null, null, "DDD", null, null, "RWAY", "SLRC", "WHF", "NMFC", "RYI", "KIO", null, null, "ADCT", null, "GD", null, null, null, null, null, null, null, "GILD", null, null, null, null, "GIS", null, null, null, null, "HLT", null, "AMBP", null, null, null, "MUC", "BSTZ", "HON", null, "HD", "BHK", "BKTI", null, "CCD", "HPQ", "IBN", null, null, null, null, null, null, null, null, null, null, null, null, null, "AZN", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MCD", null, null, null, "INTU", null, null, null, null, "APPS", null, null, "QBTS", null, null, null, null, null, "RPM", null, null, null, null, null, null, null, null, null, null, "DFP", null, null, "EVGO", null, "FNV", null, "EVV", null, null, null, "ETW", null, null, "FE", "FFC", "UNP", null, null, "FULT", null, null, "GGN", null, null, null, "QCOM", null, null, "GALT", "GLPI", null, null, "TX", null, "GENI", null, null, "FSCO", null, "FUBO", null, "SIL", null, null, null, "FBRT", "GEVO", null, null, null, "ISRG", null, null, null, null, "HFRO", "HEI-A", null, "HUBB", "HSBC", "HUBS", null, "EMXC", null, "PCF", "GOF", null, "HLI", null, null, "HPI", "HWM", "LEN", "ITW", null, null, null, "GSIE", null, "AMAT", null, null, null, "THM", "RIVN", "EMR", null, null, null, "BKNG", null, null, null, null, null, "NWL", null, "ICE", "PNNT", null, null, null, null, null, null, null, null, null, "MUB", null, "META", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MAG", null, null, null, null, null, "OIA", "HEFA", null, null, "SPXX", null, null, "NREF", null, null, null, "IVW", "PK", null, "PAY", null, null, null, null, null, null, "IJH", null, null, null, null, null, null, "RDW", null, null, "SA", "SSP", "REKR", null, null, null, null, null, null, null, "SWK", "TSI", "TK", "SSRM", null, null, null, null, null, null, null, "TIPT", null, "SRI", null, null, null, null, null, "EGY", "TG", null, null, null, null, null, "NAC", "IQV", null, "IONQ", null, "RMT", null, "BBN", "RNP", "ASA", "RA", "PTA", "DIAX", "PCK", "PMF", "MYI", null, "CIK", "CHI", null, "OXLC", null, null, null, "SVM", null, null, null, null, null, null, null, null, null, "CRF", null, "HPF", null, null, "NKX", null, null, null, "BBUS", null, "ASG", "JRS", "MCN", null, null, null, null, "KNSL", "KMI", null, null, null, null, null, "EVG", null, null, "LHX", "LRCX", "ICF", "IWS", null, null, "LIN", "PCN", "OPK", "RCAT", null, "PAXS", null, null, null, null, "L", null, null, null, null, null, null, null, "EXG", "RLTY", null, "HUSA", "MPC", "NAN", null, "NXL", "PCQ", "CMU", "NPV", null, "NXN", null, "SYM", "TEAF", "MMC", "TLRY", null, null, null, "YRD", "PWR", "METC", "MRVL", null, null, "SILA", null, null, null, "CIF", "MA", null, null, null, null, null, null, null, null, null, "TXG", "MDT", "ALE", "APA", null, "BMI", "MSFT", null, null, null, null, "MDLZ", "MUFG", "MS", "DX", "TMUS", "DUOL", "ENPH", "NDAQ", "EQIX", "ERIE", "EQT", "EPR", "EXC", "FCNCA", "FICO", null, null, null, "FIS", null, null, "FLS", "FWRG", "GAB", "GE", "HE", null, "GPC", null, null, "GWRE", null, null, "NTRS", "NI", "HEI", "HES", "HAS", "NVS", "NU", "FMC", "OXY", null, null, null, "OMC", null, null, null, "OMF", "IGD", null, null, null, "ORLY", "ICLR", "ADM", "PCAR", "DLN", null, "AER", "BX", "HSY", "AMP", "FAST", "ANSS", "DG", "IJR", "EFG", "ANET", "KKR", "KLAC", "IWD", "KR", "ORCL", "KHC", "NOC", "OKE", "EOS", null, "DASH", "PAYX", "VGIT", null, null, null, null, null, null, null, "VHT", null, null, null, null, "DOC", null, "NNN", null, null, null, null, null, null, null, null, null, null, null, null, "EEM", null, null, null, "IWF", null, null, null, null, null, null, "PANW", "PYPL", "PEP", null, null, "PNC", "IRM", null, null, null, "VGSH", "DNP", "PGR", "IEMG", "GSBD", "IJK", "HTGC", null, null, "GBDC", "IVV", null, null, null, null, null, "PBR", null, "MRCC", "IYR", "PHM", "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "BXSL", null, null, "ECL", null, "HLN", "NVDA", "GS", "HPE", "ENB", "INTC", "LDOS", "GEHC", "PLTR", "PRU", "PFE", null, null, "LMT", "PG", "MRK", null, null, "VZ", null, null, "PSTG", "KEYS", null, null, "MKC", "MPW", "NRO", "JPC", "AMGN", "KVUE", "MAS", null, null, "PKG", "MSTR", "PARA", null, "PDO", null, "DGX", "PPG", null, "REGN", "IOT", "FNDX", null, "ROK", null, null, null, "IEFA", "SPGI", null, null, null, "SCHX", null, null, null, "NOW", "SHW", "SHOP", "SLB", "RS", "SPG", "ROP", "SRE", "O", "ROST", "SNA", "RIO", "SHEL", "RTX", "SPDW", "GLD", null, "STX", "SAP", null, null, null, null, "RITM", null, "SPYG", null, "BP", null, null, "AMT", null, null, null, "RSG", "SPLG", null, null, null, null, null, null, "IBM", "SSNC", null, "STLD", "SYK", "SBUX", "SNPS", "TEL", "CI", "TPR", "TKO", "TXN", "TGT", "TMO", "TJX", "TDG", "TFC", "TRV", "TSN", "TYL", "UBER", "UAL", "UL", "UPS", "BIV", "VNQ", "VO", "NEM", "ASC", "MET", "DTM", "VXF", "AGNC", "SOUN", "VV", "RCL", "EOSE", "VOE", "NBTB", "HOMB", "RKLB", "SITE", "MRNA", "SCHW", "MNST", "EWBC", "SBLK", "UMBF", "IVOO", "PLRX", "EXK", "AB", null, null, "SUN", null, null, null, "ACWV", null, "PNW", null, "VWO", "ETV", "JBL", "VSS", null, "BXMX", null, "FOF", null, null, null, "HPS", null, null, null, null, null, null, null, null, null, "IWV", "HR", null, null, null, null, null, null, null, null, null, null, "PRF", null, null, null, null, null, null, "MYD", null, "VCIT", null, null, null, null, null, null, null, null, "GUT", null, "DLY", null, "CHMI", "CPZ", null, "DSL", null, "EME", "VIG", null, null, null, null, null, "LOAN", null, null, "VCV", null, "LYG", null, null, "TTE", "TRGP", null, "RWT", null, "TXT", "TSCO", "ANIX", "FCO", null, "PML", null, null, "NPCT", "FTHY", null, "GCV", "FLUX", "ULTA", "IWO", "XLB", "SU", null, "MTD", "GNL", "IWN", null, null, "SNY", "IEF", "GGG", null, "TSM", "IT", "GSK", null, "OHI", "GPN", null, "GFI", null, "RMD", null, "GHC", null, "CHPT", null, "ETR", "FSK", "VTR", null, "VYM", "AHR", null, "DD", "VRTX", "MGC", null, null, "EA", "K", "EW", "TT", "VRSK", "GTN", "LOPE", "VRT", "TV", "HASI", "MEDP", "R", null, "SRPT", "SEIC", "LECO", null, "RGLD", "NFG", "PRI", "MUSA", "MLI", "MSM", null, "UGI", "ADSK", "AON", "THC", "SWX", "SFM", "AEE", "GM", "HAL", "WTS", "ACGL", "STWD", null, null, "TOL", "USFD", "ALB", "AFL", "AXON", "APH", "AMD", "SONY", "ALLE", "AVB", "SDY", "FI", "CPAY", "DRI", "NAGE", "DOV", "WAB", "TAP", "WSO", "IP", "VVV", "F", "GNRC", "DECK", "WEC", null, "DEO", "AJG", "WM", "FSLR", "FOX", "FTNT", "IWP", "IWR", null, "WCN", "IR", null, null, null, null, null, null, "DHY", null, null, null, "DPG", null, "PLG", "GSLC", "CAH", "AEP", "BKR", "SGOL", "ES", "FLNG", "IAUX", null, "LAND", null, null, null, "IFF", null, null, "IGIC", null, null, null, "KREF", "IDXX", null, "RHP", "AOS", "RACE", "PEG", "FDS", "NVO", "DHI", null, "VIGI", "AMZN", "MSI", "NEA", "SCHB", null, "NIO", null, null, null, "CHY", null, null, null, null, "CLF", null, "IVE", "LCID", "HCA", null, "PFG", null, "LUV", null, null, null, null, "SQM", "ESGD", null, "DKS", "HII", "TPL", null, null, null, null, null, "DOX", "BBCA", "CEF", null, "HDB", null, null, null, "HBAN", null, "DKNG", "ACM", "VEU", "VPL", null, "VGT", null, "USB", "VUG", "VLO", "VFH", "VEA", "VGK", null, "VNQI", "BLV", null, null, "VYMI", "VALE", null, "MGK", null, "VONE", "VOOV", null, "VXUS", "VOOG", "VIOG", "VGLT", "VTWO", "VBK", "BNDX", null, "MGV", "VTEB", "BND", "VBR", null, "VOT", "BSV", "VT", "VB", "VOO", "VUSB", null, "VLTO", "VTV", "VEEV", "VRSN", "VTRS", "V", null, null, null, "VST", "VICI", "WBD", "WMT", "WES", "WFG", "WDC", "WU", "WBS", "WFC", "WAL", "WST", "WELL", "WTM", "WSM", "WHR", "WPM", "WMB", null, null, null, null, null, null, null, null, null, null, null, null, "WPC", "WYNN", "XRX", "XEL", "WDAY", "YUMC", "YUM", "XPO", "YETI", "XYL", "YALA", "ZBRA", null, "IUSG", null, null, null, null, "LNT", "UMC", null, "BBEU", "DTE", null, null, "GRMN", "CART", "POST", "MTB", "CNQ", "AEM", null, "SCHD", "ET", "SOFI", null, "DVY", "CHKP", "SCHG", null, null, "SCHF", null, null, "IHG", "SCHA", "JD", "LW", "MSCI", null, "EIX", "NSC", "KIM", "KEY", "NOK", null, "LBRDK", "JCI", "LBTYA", "NXPI", "HST", "LH", "KDP", null, "SO", null, null, "TTD", null, "SJM", "SPXC", "PPL", null, "OKTA", "OTIS", "PSX", "ROL", "CRM", "NOVA", null, null, null, "RBRK", "RDDT", "SYY", "DIA", "ORI", null, "PACB", null, null, "SPOT", null, null, null, null, "LYV", null, null, null, null, "IXUS", "MTUM", "LYB", "HBI", null, null, null, null, "PBI", "IUSV", null, null, "GEV", "MELI", "ZBH", "DGRO", "GAP", "MCK", null, null, null, "SPYV", null, null, "EXR", "GWW", null, "UPST", "ESGU", null, "NTAP", null, "PSA", null, "NUE", "NRG", null, null, "PAYC", "FDX", null, "AME", "ALLY", "STLA", "MSGE", null, null, "STE", "KMB", "AEYE", "AN", "ADP", "AZO", "BAC", null, "BHC", "BK", "BRK-A", "BRK-B", "BAX", "BDX", "BZH", "BBAI", "BKH", "BJ", "BBY", "BMRN", null, null, null, null, "BA", "BAH", null, "BMY", "BTI", "BF-B", "BIP", "BR", "CVGW", "CPB", "CNI", "CDNS", "CARR", "CCL", "CBOE", "CBRE", "IGR", "CAVA", "CPRX", "CASY", "CGAU", "CNC", "CELH", "CF", "CVX", "LNG", "CINF", "CB", "CHRD", "CMG", "CHH", "CHD", "CTAS", "CSCO", "CLH", "NET", "C", "CLX", "CLSK", "KOF", "CME", null, "COKE", "KO", "COIN", "CMCSA", "CTSH", "CL", "CAG", "COP", "STZ", "CEG", "CPRT", "ED", "CTRA", "COST", "GLW", "CTVA", "CSGP", "CPNG", "CRDO", "CRH", "CR", "CRWD", "CVS", "CSX", "CCK", "CTS", "CFR", "CW", "CYBR", "DHR", "DDOG", "DH", "DQ", "DAN", "DELL", "DE", "DXLG", "DVN", "FANG", "DAL", null, null, "DFAC", "DFS", "DHC", "DLR", "DOCU", "DBRG", "DPZ", "RSP", "EWJ", null, "IJT", null, "IJJ", "EFA", "ADI", "MCO", "VMC", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, null, null, "AWK", null, null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
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:
Search and click to pin securities to the top
Page 13 of 93
316092360
Shares:166.6K
Value:$7.2M
% of Portfolio:0.1% ($7.2M/$8.3B)
46434V407
Shares:169.3K
Value:$7.2M
% of Portfolio:0.1% ($7.2M/$8.3B)
97717X669
Shares:89.2K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$8.3B)
92206C409
Shares:90.1K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$8.3B)
78464A664
Shares:260.2K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$8.3B)
52468L505
Shares:218.0K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$8.3B)
78468R606
Shares:297.6K
Value:$7.0M
% of Portfolio:0.1% ($7.0M/$8.3B)
14020Y201
Shares:257.1K
Value:$6.9M
% of Portfolio:0.1% ($6.9M/$8.3B)
46137V464
Shares:60.0K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$8.3B)
89834G745
Shares:274.9K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 28.3K | QoQ -1.54% (-445)YoY +2.14% (+593) | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | ||
| 102.5K | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | |||
(cusip316092360)✕ | 166.6K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | ||
(cusip46434V407)✕ | 169.3K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | ||
(cusip97717X669)✕ | 89.2K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | ||
(cusip92206C409)✕ | 90.1K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | ||
| 54.8K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | |||
| 41.6K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | |||
(cusip78464A664)✕ | 260.2K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | ||
(cusip52468L505)✕ | 218.0K | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | ||
| 14.0K | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | |||
(cusip78468R606)✕ | 297.6K | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | ||
| 160.4K | All Managers (Combined) | $6.9M | 0.1% ($6.9M/$8.3B) | |||
| 27.3K | All Managers (Combined) | $6.9M | 0.1% ($6.9M/$8.3B) | |||
(cusip14020Y201)✕ | 257.1K | All Managers (Combined) | $6.9M | 0.1% ($6.9M/$8.3B) | ||
(cusip46137V464)✕ | 60.0K | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | ||
| 99.9K | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | |||
(cusip89834G745)✕ | 274.9K | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | ||
| 32.0K | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | |||
KKR & Co. Inc.(KKRcusip48251W104) | 57.9K | All Managers (Combined) | $6.7M | 0.1% ($6.7M/$8.3B) |