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 22 of 93
47804J206
Shares:65.3K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
46434V860
Shares:73.9K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
78464A375
Shares:112.2K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
Shares:339.8K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
37954Y293
Shares:57.9K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
14021L109
Shares:118.4K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$8.3B)
31609A503
Shares:115.1K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$8.3B)
37954Y715
Shares:125.9K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$8.3B)
90214Q774
Shares:90.4K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$8.3B)
74933W601
Shares:63.6K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
464288794
Shares:25.2K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
74347B680
Shares:43.1K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CINTAS CORP(CTAScusip172908105) | 18.2K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
(cusip47804J206)✕ | 65.3K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | ||
| 29.7K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | |||
CVS HEALTH Corp(CVScusip126650100) | 55.2K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | ||
(cusip46434V860)✕ | 73.9K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | ||
(cusip78464A375)✕ | 112.2K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | ||
| 339.8K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | |||
| 33.8K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | |||
(cusip37954Y293)✕ | 57.9K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | ||
(cusip14021L109)✕ | 118.4K | YoY NEW(+118.4K) | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | YoY NEW(+$3.7M) |
| 7.4K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | |||
Fortinet, Inc.(FTNTcusip34959E109) | 37.9K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | ||
FISERV INC(FIcusip337738108) | 16.5K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | ||
(cusip31609A503)✕ | 115.1K | QoQ NEW(+115.1K) | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | QoQ NEW(+$3.6M) |
| 32.9K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | |||
(cusip37954Y715)✕ | 125.9K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | ||
(cusip90214Q774)✕ | 90.4K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | ||
(cusip74933W601)✕ | 63.6K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
(cusip464288794)✕ | 25.2K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
(cusip74347B680)✕ | 43.1K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) |