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 23 of 93
46435U168
Shares:149.7K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
00888H802
Shares:104.6K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
46435G474
Shares:129.0K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
46435G326
Shares:50.1K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
746729300
Shares:90.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
46137V100
Shares:29.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
46138E362
Shares:68.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
464287515
Shares:38.4K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
78468R853
Shares:83.2K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
26923G806
Shares:51.8K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
316092337
Shares:151.1K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
78468R200
Shares:107.8K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
46137V282
Shares:97.2K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
14020Y409
Shares:128.0K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
97717W505
Shares:66.6K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46435U168)✕ | 149.7K | YoY NEW(+149.7K) | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | YoY NEW(+$3.5M) |
(cusip00888H802)✕ | 104.6K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
(cusip46435G474)✕ | 129.0K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
(cusip46435G326)✕ | 50.1K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
(cusip746729300)✕ | 90.5K | YoY NEW(+90.5K) | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | YoY NEW(+$3.4M) |
Phillips 66(PSXcusip718546104) | 27.8K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | ||
(cusip46137V100)✕ | 29.5K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | ||
| 10.8K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | |||
(cusip46138E362)✕ | 68.1K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | ||
(cusip464287515)✕ | 38.4K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | ||
GE Vernova Inc.(GEVcusip36828A101) | 11.2K | YoY NEW(+11.2K) | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | YoY NEW(+$3.4M) |
(cusip78468R853)✕ | 83.2K | All Managers (Combined) | $3.4M | 0.0% ($3.4M/$8.3B) | ||
(cusip26923G806)✕ | 51.8K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
(cusip316092337)✕ | 151.1K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
| 414.6K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | |||
(cusip78468R200)✕ | 107.8K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
(cusip46137V282)✕ | 97.2K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
INTUIT INC.(INTUcusip461202103) | 5.4K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
(cusip14020Y409)✕ | 128.0K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) | ||
(cusip97717W505)✕ | 66.6K | All Managers (Combined) | $3.3M | 0.0% ($3.3M/$8.3B) |