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:
Search and click to pin securities to the top
Page 17 of 93
78463X509
Shares:135.6K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$8.3B)
72201R775
Shares:57.0K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$8.3B)
00888H877
Shares:166.6K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$8.3B)
316092600
Shares:75.2K
Value:$5.1M
% of Portfolio:0.1% ($5.1M/$8.3B)
464289438
Shares:23.9K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
87283Q826
Shares:164.0K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
46654Q724
Shares:83.4K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
46435U549
Shares:104.7K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
00888H869
Shares:166.0K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
46138E354
Shares:66.3K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$8.3B)
38149W101
Shares:120.0K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78463X509)✕ | 135.6K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) | ||
| 47.7K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) | |||
(cusip72201R775)✕ | 57.0K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) | ||
(cusip00888H877)✕ | 166.6K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) | ||
| 56.1K | All Managers (Combined) | $5.3M | 0.1% ($5.3M/$8.3B) | |||
DEERE & CO(DEcusip244199105) | 11.1K | All Managers (Combined) | $5.2M | 0.1% ($5.2M/$8.3B) | ||
SYSCO CORP(SYYcusip871829107) | 69.0K | All Managers (Combined) | $5.2M | 0.1% ($5.2M/$8.3B) | ||
ENBRIDGE INC(ENBcusip29250N105) | 116.6K | All Managers (Combined) | $5.2M | 0.1% ($5.2M/$8.3B) | ||
(cusip316092600)✕ | 75.2K | All Managers (Combined) | $5.1M | 0.1% ($5.1M/$8.3B) | ||
| 18.1K | All Managers (Combined) | $5.1M | 0.1% ($5.1M/$8.3B) | |||
| 75.3K | All Managers (Combined) | $5.1M | 0.1% ($5.1M/$8.3B) | |||
PAYCHEX INC(PAYXcusip704326107) | 33.0K | All Managers (Combined) | $5.1M | 0.1% ($5.1M/$8.3B) | ||
(cusip464289438)✕ | 23.9K | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | ||
(cusip87283Q826)✕ | 164.0K | YoY NEW(+164.0K) | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | YoY NEW(+$5.0M) |
(cusip46654Q724)✕ | 83.4K | YoY NEW(+83.4K) | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | YoY NEW(+$5.0M) |
MORGAN STANLEY(MScusip617446448) | 42.7K | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | ||
(cusip46435U549)✕ | 104.7K | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | ||
(cusip00888H869)✕ | 166.0K | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | ||
(cusip46138E354)✕ | 66.3K | All Managers (Combined) | $5.0M | 0.1% ($5.0M/$8.3B) | ||
(cusip38149W101)✕ | 120.0K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) |