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 4 of 93
46429B655
Shares:525.0K
Value:$26.8M
% of Portfolio:0.3% ($26.8M/$8.3B)
46641Q837
Shares:519.4K
Value:$26.3M
% of Portfolio:0.3% ($26.3M/$8.3B)
14020G101
Shares:765.4K
Value:$26.2M
% of Portfolio:0.3% ($26.2M/$8.3B)
66538H591
Shares:446.9K
Value:$22.8M
% of Portfolio:0.3% ($22.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46429B655)✕ | 525.0K | All Managers (Combined) | $26.8M | 0.3% ($26.8M/$8.3B) | ||
| 263.7K | All Managers (Combined) | $26.4M | 0.3% ($26.4M/$8.3B) | |||
(cusip46641Q837)✕ | 519.4K | All Managers (Combined) | $26.3M | 0.3% ($26.3M/$8.3B) | ||
(cusip14020G101)✕ | 765.4K | All Managers (Combined) | $26.2M | 0.3% ($26.2M/$8.3B) | ||
| 157.4K | All Managers (Combined) | $26.1M | 0.3% ($26.1M/$8.3B) | |||
Mastercard Inc(MAcusip57636Q104) | 47.5K | All Managers (Combined) | $26.1M | 0.3% ($26.1M/$8.3B) | ||
| 117.3K | All Managers (Combined) | $26.0M | 0.3% ($26.0M/$8.3B) | |||
| 374.8K | All Managers (Combined) | $24.6M | 0.3% ($24.6M/$8.3B) | |||
Broadcom Inc.(AVGOcusip11135F101) | 146.1K | All Managers (Combined) | $24.5M | 0.3% ($24.5M/$8.3B) | ||
| 263.3K | All Managers (Combined) | $23.8M | 0.3% ($23.8M/$8.3B) | |||
| 253.9K | All Managers (Combined) | $23.8M | 0.3% ($23.8M/$8.3B) | |||
Walmart Inc.(WMTcusip931142103) | 270.1K | All Managers (Combined) | $23.7M | 0.3% ($23.7M/$8.3B) | ||
CHEVRON CORP(CVXcusip166764100) | 140.2K | All Managers (Combined) | $23.5M | 0.3% ($23.5M/$8.3B) | ||
| 371.2K | All Managers (Combined) | $22.9M | 0.3% ($22.9M/$8.3B) | |||
| 134.3K | All Managers (Combined) | $22.9M | 0.3% ($22.9M/$8.3B) | |||
(cusip66538H591)✕ | 446.9K | All Managers (Combined) | $22.8M | 0.3% ($22.8M/$8.3B) | ||
| 909.5K | All Managers (Combined) | $22.8M | 0.3% ($22.8M/$8.3B) | |||
| 280.0K | All Managers (Combined) | $22.5M | 0.3% ($22.5M/$8.3B) | |||
| 40.6K | All Managers (Combined) | $22.0M | 0.3% ($22.0M/$8.3B) | |||
HOME DEPOT, INC.(HDcusip437076102) | 60.1K | All Managers (Combined) | $22.0M | 0.3% ($22.0M/$8.3B) |