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 29 of 93
464288158
464288158
Shares:
22740(-61.7%)
Value:
$2.4B(-61.6%)
ANALOG DEVICES INC
ADI|032654105
Shares:
11882(-7.5%)
Value:
$2.4B(-12.2%)
Main Street Capital CORP
MAIN|56035L104
Shares:
42358(-2.1%)
Value:
$2.4B(-5.5%)
Discover Financial Services
DFS|254709108
Shares:
14028(-2.5%)
Value:
$2.4B(-3.9%)
78467V608
78467V608
Shares:
58052(-1.4%)
Value:
$2.4B(-2.8%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
30393(-8.9%)
Value:
$2.4B(-3.7%)
33738D788
33738D788
Shares:
113195(+25.7%)
Value:
$2.4B(+27.8%)
NIKE, Inc.
NKE|654106103
Shares:
37061(-1.5%)
Value:
$2.4B(-17.2%)
SoFi Technologies, Inc.
SOFI|83406F102
Shares:
203504(-32.1%)
Value:
$2.4B(-48.8%)
ARM HOLDINGS PLC /UK
ARM|042068205
Shares:
22113(+355.9%)
Value:
$2.4B(+294.7%)
FREEPORT-MCMORAN INC
FCX|35671D857
Shares:
62350(-10.0%)
Value:
$2.4B(-10.5%)
Johnson Controls International plc
JCI|G51502105
Shares:
29287(+4.2%)
Value:
$2.4B(+5.8%)
00888H208
00888H208
Shares:
72580(-18.9%)
Value:
$2.3B(-20.7%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
16250(-11.6%)
Value:
$2.3B(-28.6%)
WELLTOWER INC.
WELL|95040Q104
Shares:
15080(-1.9%)
Value:
$2.3B(+19.3%)
Prologis, Inc.
PLD|74340W103
Shares:
20608(-5.0%)
Value:
$2.3B(+0.5%)
GE HealthCare Technologies Inc.
GEHC|36266G107
Shares:
28424(-12.8%)
Value:
$2.3B(-9.9%)
03073E105
03073E105
Shares:
8227(-14.5%)
Value:
$2.3B(+5.8%)
STATE STREET CORP
STT|857477103
Shares:
25553(+24.2%)
Value:
$2.3B(+13.3%)
47103U886
47103U886
Shares:
46402(+201.0%)
Value:
$2.3B(+202.5%)