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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381430107
GSIE|381430107
Shares:
113931(-14.4%)
Value:
$4.1B(-8.6%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
13974(-11.5%)
Value:
$4.0B(-11.9%)
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
GOF|40167F101
Shares:
257666(+145.5%)
Value:
$4.0B(+150.6%)
33739E108
33739E108
Shares:
227269(+21.7%)
Value:
$4.0B(+21.0%)
MERCADOLIBRE INC
MELI|58733R102
Shares:
2048(-4.8%)
Value:
$4.0B(+9.2%)
HERSHEY CO
HSY|427866108
Shares:
23267(-14.9%)
Value:
$4.0B(-14.1%)
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX|6706EW100
Shares:
233072(-1.0%)
Value:
$3.9B(-5.8%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
14788(-14.3%)
Value:
$3.9B(-5.9%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
14495(-14.8%)
Value:
$3.9B(+3.0%)
33738D408
33738D408
Shares:
93803(+125.2%)
Value:
$3.8B(+123.6%)
381430230
381430230
Shares:
76025(+138.4%)
Value:
$3.8B(+138.8%)
808524201
SCHX|808524201
Shares:
173887(-49.3%)
Value:
$3.8B(-51.7%)
33740F888
33740F888
Shares:
154710(+7.2%)
Value:
$3.8B(+7.6%)
92203C303
VUSB|92203C303
Shares:
76242(+53.9%)
Value:
$3.8B(+54.7%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
12884(-24.5%)
Value:
$3.8B(-23.2%)
Eaton Corp plc
ETN|G29183103
Shares:
13935(-7.8%)
Value:
$3.8B(-24.5%)
464288505
464288505
Shares:
69615(+6.3%)
Value:
$3.8B(-1.8%)
FS KKR Capital Corp
FSK|302635206
Shares:
175949(-16.6%)
Value:
$3.8B(-18.0%)
33738R308
33738R308
Shares:
171881(-0.7%)
Value:
$3.8B(-6.7%)
HEICO CORP
HEI|422806109
Shares:
14051(+4.0%)
Value:
$3.8B(+16.9%)