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 28 of 93
35473P553
Shares:119.9K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
90214Q691
Shares:64.2K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
33739P103
Shares:40.1K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
464288620
Shares:49.7K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
316092352
Shares:63.3K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
25460E307
Shares:86.0K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
464287119
Shares:30.8K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
14021N105
Shares:99.2K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
464287572
Shares:25.9K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
66538H179
Shares:181.3K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
92206C573
Shares:31.5K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip35473P553)✕ | 119.9K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
(cusip90214Q691)✕ | 64.2K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
| 16.3K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
NOVO NORDISK A S(NVOcusip670100205) | 36.5K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
(cusip33739P103)✕ | 40.1K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
| 29.4K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | |||
(cusip464288620)✕ | 49.7K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
(cusip316092352)✕ | 63.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
(cusip25460E307)✕ | 86.0K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
(cusip464287119)✕ | 30.8K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
(cusip14021N105)✕ | 99.2K | QoQ NEW(+99.2K) YoY NEW(+99.2K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) |
(cusip464287572)✕ | 25.9K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
| 15.0K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | |||
(cusip66538H179)✕ | 181.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
General Motors Co(GMcusip37045V100) | 52.6K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
US BANCORP \DE\(USBcusip902973304) | 58.0K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
| 12.2K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | |||
SYNOPSYS INC(SNPScusip871607107) | 5.7K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | ||
(cusip92206C573)✕ | 31.5K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | ||
| 9.3K | QoQ -3.56% (-345)YoY +7.17% (-626) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) |