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:
Search and click to pin securities to the top
Page 21 of 93
Shares:257.7K
Value:$4.0M
% of Portfolio:0.0% ($4.0M/$8.3B)
33739E108
Shares:227.3K
Value:$4.0M
% of Portfolio:0.0% ($4.0M/$8.3B)
Shares:233.1K
Value:$3.9M
% of Portfolio:0.0% ($3.9M/$8.3B)
33738D408
Shares:93.8K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
381430230
Shares:76.0K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
33740F888
Shares:154.7K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
464288505
Shares:69.6K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
33738R308
Shares:171.9K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 113.9K | All Managers (Combined) | $4.1M | 0.0% ($4.1M/$8.3B) | |||
| 14.0K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | |||
| 257.7K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | |||
(cusip33739E108)✕ | 227.3K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
| 2.0K | QoQ -4.78% (-103)YoY -5.88% (-128) | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
HERSHEY CO(HSYcusip427866108) | 23.3K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
| 233.1K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
| 14.8K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
| 14.5K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
(cusip33738D408)✕ | 93.8K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
(cusip381430230)✕ | 76.0K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
| 173.9K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | |||
(cusip33740F888)✕ | 154.7K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
| 76.2K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | |||
| 12.9K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | |||
Eaton Corp plc(ETNcusipG29183103) | 13.9K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
(cusip464288505)✕ | 69.6K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
| 175.9K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | |||
(cusip33738R308)✕ | 171.9K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
HEICO CORP(HEIcusip422806109) | 14.1K | QoQ +3.97% (+537)YoY -0.49% (-70) | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) |