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
Search and click to pin securities to the top
Page 3 of 93
89834G729
89834G729
Shares:
995207(+2.0%)
Value:
$33.8B(-3.1%)
33738R506
33738R506
Shares:
572070(-21.0%)
Value:
$33.5B(-21.8%)
VISA INC.
V|92826C839
Shares:
94844(-2.6%)
Value:
$33.2B(+8.0%)
464288877
464288877
Shares:
548074(-21.6%)
Value:
$32.3B(-11.9%)
33740F755
33740F755
Shares:
1072982(-21.9%)
Value:
$31.9B(-23.9%)
ELI LILLY & Co
LLY|532457108
Shares:
38273(-0.1%)
Value:
$31.6B(+6.9%)
921937819
BIV|921937819
Shares:
412421(+4.4%)
Value:
$31.6B(+7.0%)
46654Q203
46654Q203
Shares:
608159(+26.7%)
Value:
$31.5B(+16.1%)
81369Y803
XLK|81369Y803
Shares:
149769(-10.7%)
Value:
$30.9B(-20.7%)
PIMCO Dynamic Income Fund
PDI|72201Y101
Shares:
1517204(-15.6%)
Value:
$30.1B(-8.8%)
46137V241
46137V241
Shares:
446532(+3.5%)
Value:
$29.6B(+2.5%)
464288588
464288588
Shares:
311325(-9.7%)
Value:
$29.2B(-7.7%)
AbbVie Inc.
ABBV|00287Y109
Shares:
137705(-4.7%)
Value:
$28.9B(+12.4%)
81369Y605
81369Y605
Shares:
574404(+17.5%)
Value:
$28.6B(+21.1%)
464288414
MUB|464288414
Shares:
270274(-10.0%)
Value:
$28.5B(-10.9%)
46432F842
IEFA|46432F842
Shares:
369344(-24.6%)
Value:
$27.9B(-18.9%)
464287226
464287226
Shares:
277775(-13.5%)
Value:
$27.5B(-11.7%)
464285204
464285204
Shares:
463034(+17.4%)
Value:
$27.3B(+39.8%)
464287614
IWF|464287614
Shares:
75446(+4.3%)
Value:
$27.2B(-6.2%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
226062(-14.7%)
Value:
$26.9B(-5.7%)