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 15 of 93
46436E767
Shares:130.5K
Value:$6.1M
% of Portfolio:0.1% ($6.1M/$8.3B)
81369Y407
Shares:30.5K
Value:$6.0M
% of Portfolio:0.1% ($6.0M/$8.3B)
464288638
Shares:114.4K
Value:$6.0M
% of Portfolio:0.1% ($6.0M/$8.3B)
316092196
Shares:246.8K
Value:$6.0M
% of Portfolio:0.1% ($6.0M/$8.3B)
464287176
Shares:53.7K
Value:$6.0M
% of Portfolio:0.1% ($6.0M/$8.3B)
33740F805
Shares:135.5K
Value:$5.9M
% of Portfolio:0.1% ($5.9M/$8.3B)
46138J825
Shares:278.1K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$8.3B)
33738R118
Shares:77.4K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
46436E866
Shares:243.2K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
PACCAR INC(PCARcusip693718108) | 62.8K | All Managers (Combined) | $6.1M | 0.1% ($6.1M/$8.3B) | ||
| 102.9K | All Managers (Combined) | $6.1M | 0.1% ($6.1M/$8.3B) | |||
(cusip46436E767)✕ | 130.5K | All Managers (Combined) | $6.1M | 0.1% ($6.1M/$8.3B) | ||
| 10.0K | All Managers (Combined) | $6.1M | 0.1% ($6.1M/$8.3B) | |||
| 279.7K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | |||
(cusip81369Y407)✕ | 30.5K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | ||
(cusip464288638)✕ | 114.4K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | ||
STRYKER CORP(SYKcusip863667101) | 16.1K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | ||
(cusip316092196)✕ | 246.8K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | ||
(cusip464287176)✕ | 53.7K | All Managers (Combined) | $6.0M | 0.1% ($6.0M/$8.3B) | ||
(cusip33740F805)✕ | 135.5K | All Managers (Combined) | $5.9M | 0.1% ($5.9M/$8.3B) | ||
COMCAST CORP(CMCSAcusip20030N101) | 160.6K | All Managers (Combined) | $5.9M | 0.1% ($5.9M/$8.3B) | ||
| 78.9K | All Managers (Combined) | $5.8M | 0.1% ($5.8M/$8.3B) | |||
Accenture plc(ACNcusipG1151C101) | 18.6K | All Managers (Combined) | $5.8M | 0.1% ($5.8M/$8.3B) | ||
(cusip46138J825)✕ | 278.1K | All Managers (Combined) | $5.8M | 0.1% ($5.8M/$8.3B) | ||
Blackstone Inc.(BXcusip09260D107) | 41.1K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | ||
(cusip33738R118)✕ | 77.4K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | ||
| 23.5K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | |||
| 78.2K | YoY NEW(+78.2K) | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | YoY NEW(+$5.7M) | |
(cusip46436E866)✕ | 243.2K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) |