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 16 of 93
46429B747
Shares:54.4K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
33739Q200
Shares:113.4K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
808524839
Shares:240.2K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
14019W109
Shares:221.0K
Value:$5.4M
% of Portfolio:0.1% ($5.4M/$8.3B)
46138J783
Shares:275.7K
Value:$5.4M
% of Portfolio:0.1% ($5.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 39.1K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | |||
| 23.1K | All Managers (Combined) | $5.7M | 0.1% ($5.7M/$8.3B) | |||
| 1.2K | QoQ -4.60% (-59) | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
(cusip46429B747)✕ | 54.4K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
| 7 | QoQ -12.50% (-1)YoY 0.00% (+0) | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
| 95.0K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | |||
(cusip33739Q200)✕ | 113.4K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
(cusip808524839)✕ | 240.2K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
S&P Global Inc.(SPGIcusip78409V104) | 10.9K | QoQ -4.95% (-571)YoY -6.97% (-821) | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | |
ADOBE INC.(ADBEcusip00724F101) | 14.5K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | ||
| 63.9K | All Managers (Combined) | $5.6M | 0.1% ($5.6M/$8.3B) | |||
| 41.7K | All Managers (Combined) | $5.5M | 0.1% ($5.5M/$8.3B) | |||
| 65.6K | All Managers (Combined) | $5.5M | 0.1% ($5.5M/$8.3B) | |||
| 16.2K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | |||
(cusip14019W109)✕ | 221.0K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | ||
(cusip46138J783)✕ | 275.7K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | ||
| 63.5K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | |||
| 40.2K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | |||
FORD MOTOR CO(Fcusip345370860) | 535.8K | All Managers (Combined) | $5.4M | 0.1% ($5.4M/$8.3B) | ||
| 47.7K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) |