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 2 of 93
921937827
BSV|921937827
Shares:
792651(-7.0%)
Value:
$62.0B(-5.8%)
69374H881
69374H881
Shares:
1006091(+6.3%)
Value:
$55.1B(+2.8%)
922908769
VTI|922908769
Shares:
188383(-0.3%)
Value:
$51.8B(-5.5%)
46090A887
46090A887
Shares:
1031682(+31.5%)
Value:
$51.7B(+31.5%)
92203J407
BNDX|92203J407
Shares:
1055097(-2.2%)
Value:
$51.5B(-2.7%)
464287408
IVE|464287408
Shares:
246581(+26.2%)
Value:
$47.0B(+26.0%)
921946406
VYM|921946406
Shares:
349851(-8.2%)
Value:
$45.1B(-7.2%)
Alphabet Inc.
GOOGL|02079K305
Shares:
280875(-8.0%)
Value:
$43.4B(-24.9%)
09290C103
09290C103
Shares:
887155(-0.3%)
Value:
$43.3B(-5.2%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
149499(+1.1%)
Value:
$43.1B(+20.3%)
78468R663
78468R663
Shares:
467402(-1.4%)
Value:
$42.9B(-1.1%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
44841(-11.7%)
Value:
$42.4B(-8.8%)
Tesla, Inc.
TSLA|88160R101
Shares:
157633(-10.1%)
Value:
$40.9B(-42.3%)
464287804
IJR|464287804
Shares:
376554(-11.4%)
Value:
$39.4B(-19.6%)
464287507
IJH|464287507
Shares:
674437(-0.8%)
Value:
$39.4B(-7.1%)
808524797
SCHD|808524797
Shares:
1362043(-0.2%)
Value:
$38.1B(+2.1%)
14020W106
14020W106
Shares:
1057501(+23.7%)
Value:
$37.8B(+25.4%)
Alphabet Inc.
GOOG|02079K107
Shares:
237736(-4.8%)
Value:
$37.1B(-21.9%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
149525(-11.6%)
Value:
$36.7B(-9.5%)
922042858
VWO|922042858
Shares:
801616(+0.9%)
Value:
$36.3B(+3.7%)