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:
Search and click to pin securities to the top
Page 34 of 93
97717W802
Shares:43.2K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
33733E823
Shares:61.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
389637109
Shares:28.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
316092782
Shares:30.2K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
46435G441
Shares:38.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
46434V878
Shares:34.8K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
78463X301
Shares:15.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
46435G524
Shares:24.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
56167N183
Shares:72.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
33740U737
Shares:46.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
HEICO CORP(HEI-Acusip422806208) | 8.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 7.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip97717W802)✕ | 43.2K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
(cusip33733E823)✕ | 61.6K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
(cusip389637109)✕ | 28.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 43.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip316092782)✕ | 30.2K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 7.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
| 28.1K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
| 17.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip46435G441)✕ | 38.1K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
(cusip46434V878)✕ | 34.8K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 20.6K | YoY NEW(+20.6K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) | |
| 149.9K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip78463X301)✕ | 15.1K | QoQ -1.84% (-283)YoY +3.46% (+506) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | |
(cusip46435G524)✕ | 24.1K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
(cusip56167N183)✕ | 72.1K | YoY NEW(+72.1K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | YoY NEW(+$1.7M) |
DOVER Corp(DOVcusip260003108) | 9.9K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
VERISIGN INC/CA(VRSNcusip92343E102) | 6.8K | QoQ -4.22% (-301)YoY -8.36% (-623) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | |
(cusip33740U737)✕ | 46.8K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) |