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 26 of 93
69374H360
Shares:96.2K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
46435G672
Shares:58.7K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
316092832
Shares:58.1K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
Shares:16.6K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
33734X192
Shares:27.9K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
025072877
Shares:32.5K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.3B)
381430453
Shares:63.1K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.3B)
00888H786
Shares:91.1K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.3B)
45782C540
Shares:73.6K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.3B)
316092840
Shares:55.2K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip69374H360)✕ | 96.2K | YoY NEW(+96.2K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | YoY NEW(+$3.0M) |
(cusip46435G672)✕ | 58.7K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
(cusip316092832)✕ | 58.1K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
INTEL CORP(INTCcusip458140100) | 127.6K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
Zoetis Inc.(ZTScusip98978V103) | 17.4K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
| 14.2K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | |||
| 16.6K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | |||
(cusip33734X192)✕ | 27.9K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
(cusip025072877)✕ | 32.5K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
(cusip381430453)✕ | 63.1K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
| 17.5K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
| 52.3K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
LOEWS CORP(Lcusip540424108) | 30.3K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
| 37.2K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
CUMMINS INC(CMIcusip231021106) | 8.8K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
(cusip00888H786)✕ | 91.1K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
(cusip45782C540)✕ | 73.6K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
NOVARTIS AG(NVScusip66987V109) | 24.4K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
(cusip316092840)✕ | 55.2K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
| 5.0K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) |