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
Search and click to pin securities to the top
Page 23 of 93
46435U168
46435U168
Shares:
149654(-1.1%)
Value:
$3.5B(-1.0%)
00888H802
00888H802
Shares:
104556(+5.0%)
Value:
$3.5B(+3.7%)
46435G474
46435G474
Shares:
128954(+367.1%)
Value:
$3.5B(+368.5%)
46435G326
46435G326
Shares:
50086(+19.4%)
Value:
$3.5B(+27.6%)
746729300
746729300
Shares:
90487(-6.5%)
Value:
$3.4B(-4.1%)
Phillips 66
PSX|718546104
Shares:
27834(+7.7%)
Value:
$3.4B(+16.7%)
46137V100
46137V100
Shares:
29466(-4.0%)
Value:
$3.4B(-2.5%)
464287689
IWV|464287689
Shares:
10799(-4.7%)
Value:
$3.4B(-9.5%)
46138E362
46138E362
Shares:
68120(+3.9%)
Value:
$3.4B(+8.0%)
464287515
464287515
Shares:
38448(-20.7%)
Value:
$3.4B(-29.5%)
GE Vernova Inc.
GEV|36828A101
Shares:
11190(-19.8%)
Value:
$3.4B(-25.6%)
78468R853
78468R853
Shares:
83226(-11.4%)
Value:
$3.4B(-19.6%)
26923G806
26923G806
Shares:
51809(+173.9%)
Value:
$3.3B(+177.6%)
316092337
316092337
Shares:
151109(+2.8%)
Value:
$3.3B(-9.2%)
Global Net Lease, Inc.
GNL|379378201
Shares:
414576(-1.4%)
Value:
$3.3B(+8.6%)
78468R200
78468R200
Shares:
107835(+46.0%)
Value:
$3.3B(+46.5%)
46137V282
46137V282
Shares:
97162(-16.3%)
Value:
$3.3B(-23.5%)
INTUIT INC.
INTU|461202103
Shares:
5402(-13.4%)
Value:
$3.3B(-15.4%)
14020Y409
14020Y409
Shares:
128041(-1.3%)
Value:
$3.3B(-0.7%)
97717W505
97717W505
Shares:
66616(-3.3%)
Value:
$3.3B(-6.1%)