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 18 of 93
464288760
Shares:32.2K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$8.3B)
69374H436
Shares:132.1K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$8.3B)
Shares:27.5K
Value:$4.8M
% of Portfolio:0.1% ($4.8M/$8.3B)
78468R622
Shares:50.6K
Value:$4.8M
% of Portfolio:0.1% ($4.8M/$8.3B)
14020X104
Shares:166.8K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
921910709
Shares:66.3K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
00214Q104
Shares:98.9K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
72201R783
Shares:50.1K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
46137V233
Shares:101.9K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
92204A801
Shares:24.7K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$8.3B)
46429B267
Shares:201.6K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$8.3B)
81369Y852
Shares:47.8K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464288760)✕ | 32.2K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) | ||
CLOROX CO /DE/(CLXcusip189054109) | 33.4K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) | ||
| 42.4K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) | |||
(cusip69374H436)✕ | 132.1K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) | ||
| 40.1K | All Managers (Combined) | $4.9M | 0.1% ($4.9M/$8.3B) | |||
| 27.5K | All Managers (Combined) | $4.8M | 0.1% ($4.8M/$8.3B) | |||
(cusip78468R622)✕ | 50.6K | All Managers (Combined) | $4.8M | 0.1% ($4.8M/$8.3B) | ||
| 9.3K | All Managers (Combined) | $4.8M | 0.1% ($4.8M/$8.3B) | |||
CONOCOPHILLIPS(COPcusip20825C104) | 45.1K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
(cusip14020X104)✕ | 166.8K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
| 76.7K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | |||
(cusip921910709)✕ | 66.3K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
(cusip00214Q104)✕ | 98.9K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
(cusip72201R783)✕ | 50.1K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
(cusip46137V233)✕ | 101.9K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
(cusip92204A801)✕ | 24.7K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$8.3B) | ||
| 18.6K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | |||
(cusip46429B267)✕ | 201.6K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | ||
| 71.8K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) | |||
(cusip81369Y852)✕ | 47.8K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$8.3B) |