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 22 of 93
CINTAS CORP
CTAS|172908105
Shares:
18246(-11.7%)
Value:
$3.8B(-0.7%)
47804J206
47804J206
Shares:
65321(+2.9%)
Value:
$3.7B(-1.3%)
464287473
IWS|464287473
Shares:
29712(-5.6%)
Value:
$3.7B(-8.0%)
CVS HEALTH Corp
CVS|126650100
Shares:
55242(-11.1%)
Value:
$3.7B(+34.1%)
46434V860
46434V860
Shares:
73873(-75.5%)
Value:
$3.7B(-75.4%)
78464A375
78464A375
Shares:
112206(-22.5%)
Value:
$3.7B(-21.3%)
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
NMZ|670682103
Shares:
339811(-0.9%)
Value:
$3.7B(+0.0%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
33757(-3.7%)
Value:
$3.7B(-14.8%)
37954Y293
37954Y293
Shares:
57949(+1.7%)
Value:
$3.7B(+7.1%)
14021L109
14021L109
Shares:
118442(+25.3%)
Value:
$3.7B(+31.1%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
7394(-16.8%)
Value:
$3.7B(-21.1%)
Fortinet, Inc.
FTNT|34959E109
Shares:
37907(-5.0%)
Value:
$3.6B(-3.2%)
FISERV INC
FI|337738108
Shares:
16475(-18.2%)
Value:
$3.6B(-12.1%)
31609A503
31609A503
Shares:
115088
Value:
$3.6B
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
32925(-13.7%)
Value:
$3.6B(+2.3%)
37954Y715
37954Y715
Shares:
125868(+150.9%)
Value:
$3.6B(+123.5%)
90214Q774
90214Q774
Shares:
90446(-2.5%)
Value:
$3.6B(-4.9%)
74933W601
74933W601
Shares:
63617(+14.8%)
Value:
$3.5B(+6.3%)
464288794
464288794
Shares:
25206(-36.3%)
Value:
$3.5B(-38.0%)
74347B680
74347B680
Shares:
43138(-11.1%)
Value:
$3.5B(-11.0%)