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 3 of 93
89834G729
Shares:995.2K
Value:$33.8M
% of Portfolio:0.4% ($33.8M/$8.3B)
33738R506
Shares:572.1K
Value:$33.5M
% of Portfolio:0.4% ($33.5M/$8.3B)
464288877
Shares:548.1K
Value:$32.3M
% of Portfolio:0.4% ($32.3M/$8.3B)
33740F755
Shares:1.1M
Value:$31.9M
% of Portfolio:0.4% ($31.9M/$8.3B)
46654Q203
Shares:608.2K
Value:$31.5M
% of Portfolio:0.4% ($31.5M/$8.3B)
46137V241
Shares:446.5K
Value:$29.6M
% of Portfolio:0.4% ($29.6M/$8.3B)
464288588
Shares:311.3K
Value:$29.2M
% of Portfolio:0.4% ($29.2M/$8.3B)
81369Y605
Shares:574.4K
Value:$28.6M
% of Portfolio:0.3% ($28.6M/$8.3B)
464287226
Shares:277.8K
Value:$27.5M
% of Portfolio:0.3% ($27.5M/$8.3B)
464285204
Shares:463.0K
Value:$27.3M
% of Portfolio:0.3% ($27.3M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip89834G729)✕ | 995.2K | All Managers (Combined) | $33.8M | 0.4% ($33.8M/$8.3B) | ||
(cusip33738R506)✕ | 572.1K | All Managers (Combined) | $33.5M | 0.4% ($33.5M/$8.3B) | ||
| 94.8K | All Managers (Combined) | $33.2M | 0.4% ($33.2M/$8.3B) | |||
(cusip464288877)✕ | 548.1K | All Managers (Combined) | $32.3M | 0.4% ($32.3M/$8.3B) | ||
(cusip33740F755)✕ | 1.1M | All Managers (Combined) | $31.9M | 0.4% ($31.9M/$8.3B) | ||
ELI LILLY & Co(LLYcusip532457108) | 38.3K | All Managers (Combined) | $31.6M | 0.4% ($31.6M/$8.3B) | ||
| 412.4K | All Managers (Combined) | $31.6M | 0.4% ($31.6M/$8.3B) | |||
(cusip46654Q203)✕ | 608.2K | All Managers (Combined) | $31.5M | 0.4% ($31.5M/$8.3B) | ||
| 149.8K | All Managers (Combined) | $30.9M | 0.4% ($30.9M/$8.3B) | |||
| 1.5M | All Managers (Combined) | $30.1M | 0.4% ($30.1M/$8.3B) | |||
(cusip46137V241)✕ | 446.5K | All Managers (Combined) | $29.6M | 0.4% ($29.6M/$8.3B) | ||
(cusip464288588)✕ | 311.3K | All Managers (Combined) | $29.2M | 0.4% ($29.2M/$8.3B) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 137.7K | All Managers (Combined) | $28.9M | 0.3% ($28.9M/$8.3B) | ||
(cusip81369Y605)✕ | 574.4K | All Managers (Combined) | $28.6M | 0.3% ($28.6M/$8.3B) | ||
| 270.3K | All Managers (Combined) | $28.5M | 0.3% ($28.5M/$8.3B) | |||
| 369.3K | All Managers (Combined) | $27.9M | 0.3% ($27.9M/$8.3B) | |||
(cusip464287226)✕ | 277.8K | All Managers (Combined) | $27.5M | 0.3% ($27.5M/$8.3B) | ||
(cusip464285204)✕ | 463.0K | All Managers (Combined) | $27.3M | 0.3% ($27.3M/$8.3B) | ||
| 75.4K | All Managers (Combined) | $27.2M | 0.3% ($27.2M/$8.3B) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 226.1K | All Managers (Combined) | $26.9M | 0.3% ($26.9M/$8.3B) |