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 2 of 93
69374H881
Shares:1.0M
Value:$55.1M
% of Portfolio:0.7% ($55.1M/$8.3B)
46090A887
Shares:1.0M
Value:$51.7M
% of Portfolio:0.6% ($51.7M/$8.3B)
09290C103
Shares:887.2K
Value:$43.3M
% of Portfolio:0.5% ($43.3M/$8.3B)
78468R663
Shares:467.4K
Value:$42.9M
% of Portfolio:0.5% ($42.9M/$8.3B)
14020W106
Shares:1.1M
Value:$37.8M
% of Portfolio:0.5% ($37.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 792.7K | All Managers (Combined) | $62.0M | 0.7% ($62.0M/$8.3B) | |||
(cusip69374H881)✕ | 1.0M | All Managers (Combined) | $55.1M | 0.7% ($55.1M/$8.3B) | ||
| 188.4K | All Managers (Combined) | $51.8M | 0.6% ($51.8M/$8.3B) | |||
(cusip46090A887)✕ | 1.0M | All Managers (Combined) | $51.7M | 0.6% ($51.7M/$8.3B) | ||
| 1.1M | All Managers (Combined) | $51.5M | 0.6% ($51.5M/$8.3B) | |||
| 246.6K | All Managers (Combined) | $47.0M | 0.6% ($47.0M/$8.3B) | |||
| 349.9K | All Managers (Combined) | $45.1M | 0.5% ($45.1M/$8.3B) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 280.9K | All Managers (Combined) | $43.4M | 0.5% ($43.4M/$8.3B) | ||
(cusip09290C103)✕ | 887.2K | All Managers (Combined) | $43.3M | 0.5% ($43.3M/$8.3B) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 149.5K | All Managers (Combined) | $43.1M | 0.5% ($43.1M/$8.3B) | ||
(cusip78468R663)✕ | 467.4K | All Managers (Combined) | $42.9M | 0.5% ($42.9M/$8.3B) | ||
| 44.8K | All Managers (Combined) | $42.4M | 0.5% ($42.4M/$8.3B) | |||
Tesla, Inc.(TSLAcusip88160R101) | 157.6K | All Managers (Combined) | $40.9M | 0.5% ($40.9M/$8.3B) | ||
| 376.6K | All Managers (Combined) | $39.4M | 0.5% ($39.4M/$8.3B) | |||
| 674.4K | All Managers (Combined) | $39.4M | 0.5% ($39.4M/$8.3B) | |||
| 1.4M | All Managers (Combined) | $38.1M | 0.5% ($38.1M/$8.3B) | |||
(cusip14020W106)✕ | 1.1M | All Managers (Combined) | $37.8M | 0.5% ($37.8M/$8.3B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 237.7K | All Managers (Combined) | $37.1M | 0.4% ($37.1M/$8.3B) | ||
| 149.5K | All Managers (Combined) | $36.7M | 0.4% ($36.7M/$8.3B) | |||
| 801.6K | All Managers (Combined) | $36.3M | 0.4% ($36.3M/$8.3B) |