Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
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Page 19 of 93
14021D107
14021D107
Shares:
147627(+61.6%)
Value:
$4.6B(+60.8%)
Hercules Capital, Inc.
HTGC|427096508
Shares:
238406(-5.9%)
Value:
$4.6B(-10.0%)
46435G193
46435G193
Shares:
197938(-4.9%)
Value:
$4.6B(-3.5%)
33734X846
33734X846
Shares:
72289(-13.1%)
Value:
$4.6B(-13.7%)
37954Y632
37954Y632
Shares:
124818(+4.8%)
Value:
$4.5B(-1.4%)
SHOPIFY INC.
SHOP|82509L107
Shares:
47441(-15.4%)
Value:
$4.5B(-24.0%)
UNILEVER PLC
UL|904767704
Shares:
75635(+1.4%)
Value:
$4.5B(+6.6%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
31317(-49.4%)
Value:
$4.5B(-45.1%)
922908512
VOE|922908512
Shares:
27846(-25.3%)
Value:
$4.5B(-25.8%)
97717W547
97717W547
Shares:
54302(+1618.4%)
Value:
$4.5B(+1589.4%)
33740U703
33740U703
Shares:
178368(-31.9%)
Value:
$4.5B(-33.5%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
19303(+81.2%)
Value:
$4.4B(+83.0%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
154902(-16.2%)
Value:
$4.4B(-12.7%)
33740U802
33740U802
Shares:
118440(+1.8%)
Value:
$4.4B(+1.8%)
Trane Technologies plc
TT|G8994E103
Shares:
13066(-10.1%)
Value:
$4.4B(-18.0%)
00791R830
00791R830
Shares:
176439(+10.4%)
Value:
$4.4B(+12.0%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
39951(-9.4%)
Value:
$4.4B(-21.8%)
78464A649
78464A649
Shares:
172024(-3.8%)
Value:
$4.4B(-1.6%)
46436E858
46436E858
Shares:
191491(+6.7%)
Value:
$4.4B(+7.3%)
46431W648
46431W648
Shares:
58342(-16.7%)
Value:
$4.4B(-26.8%)