Atria Wealth Solutions, Inc.
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
- CIK
- 0001927543
- Manager Name
- Atria Wealth Solutions, Inc.
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions
Manager:
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Page 17 of 93
78463X509
Shares:
135620(-37.1%)
Value:
$5.3B(-35.4%)
72201R775
Shares:
56998(+94.3%)
Value:
$5.3B(+98.3%)
00888H877
Shares:
166645(-9.1%)
Value:
$5.3B(-11.4%)
316092600
Shares:
75210(+19.1%)
Value:
$5.1B(+24.5%)
464289438
Shares:
23912(-62.1%)
Value:
$5.0B(-66.0%)
87283Q826
Shares:
164049(+79.5%)
Value:
$5.0B(+69.7%)
46654Q724
Shares:
83440(+65.0%)
Value:
$5.0B(+58.7%)
46435U549
Shares:
104663(+37.6%)
Value:
$5.0B(+40.7%)
00888H869
Shares:
165966(+4.3%)
Value:
$5.0B(+2.8%)
46138E354
Shares:
66273(-57.3%)
Value:
$5.0B(-54.5%)
38149W101
Shares:
119972(-13.7%)
Value:
$4.9B(-12.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78463X509)✕ | 135.6K | All Managers (Combined) | $5.3M | ||
47.7K | All Managers (Combined) | $5.3M | |||
(cusip72201R775)✕ | 57.0K | All Managers (Combined) | $5.3M | ||
(cusip00888H877)✕ | 166.6K | All Managers (Combined) | $5.3M | ||
56.1K | All Managers (Combined) | $5.3M | |||
Deere & Co(DEcusip244199105) | 11.1K | All Managers (Combined) | $5.2M | ||
Sysco Corp(SYYcusip871829107) | 69.0K | All Managers (Combined) | $5.2M | ||
Enbridge Inc(ENBcusip29250N105) | 116.6K | All Managers (Combined) | $5.2M | ||
(cusip316092600)✕ | 75.2K | All Managers (Combined) | $5.1M | ||
18.1K | All Managers (Combined) | $5.1M | |||
75.3K | All Managers (Combined) | $5.1M | |||
Paychex Inc(PAYXcusip704326107) | 33.0K | All Managers (Combined) | $5.1M | ||
(cusip464289438)✕ | 23.9K | All Managers (Combined) | $5.0M | ||
(cusip87283Q826)✕ | 164.0K | YoY NEW(+164.0K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) |
(cusip46654Q724)✕ | 83.4K | YoY NEW(+83.4K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) |
Morgan Stanley(MScusip617446448) | 42.7K | All Managers (Combined) | $5.0M | ||
(cusip46435U549)✕ | 104.7K | All Managers (Combined) | $5.0M | ||
(cusip00888H869)✕ | 166.0K | All Managers (Combined) | $5.0M | ||
(cusip46138E354)✕ | 66.3K | All Managers (Combined) | $5.0M | ||
(cusip38149W101)✕ | 120.0K | All Managers (Combined) | $4.9M |