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 4 of 93
46429B655
46429B655
Shares:
525021(+43.1%)
Value:
$26.8B(+43.6%)
464288885
EFG|464288885
Shares:
263736(-39.6%)
Value:
$26.4B(-37.6%)
46641Q837
46641Q837
Shares:
519371(+23.0%)
Value:
$26.3B(+23.6%)
14020G101
14020G101
Shares:
765355(+20.2%)
Value:
$26.2B(+10.8%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
157358(-3.3%)
Value:
$26.1B(+10.8%)
Mastercard Inc
MA|57636Q104
Shares:
47545(-6.9%)
Value:
$26.1B(-3.1%)
922908751
VB|922908751
Shares:
117321(-11.3%)
Value:
$26.0B(-18.2%)
78464A854
SPLG|78464A854
Shares:
374819(-13.6%)
Value:
$24.6B(-17.6%)
Broadcom Inc.
AVGO|11135F101
Shares:
146101(-4.0%)
Value:
$24.5B(-30.7%)
922908553
VNQ|922908553
Shares:
263278(-30.4%)
Value:
$23.8B(-29.3%)
46429B697
USMV|46429B697
Shares:
253886(-21.5%)
Value:
$23.8B(-17.2%)
Walmart Inc.
WMT|931142103
Shares:
270144(-7.1%)
Value:
$23.7B(-9.7%)
CHEVRON CORP
CVX|166764100
Shares:
140222(-17.3%)
Value:
$23.5B(-4.5%)
46434V621
DGRO|46434V621
Shares:
371177(-12.8%)
Value:
$22.9B(-12.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
134326(-10.1%)
Value:
$22.9B(-8.6%)
66538H591
66538H591
Shares:
446881(+11.2%)
Value:
$22.8B(+3.3%)
808524300
SCHG|808524300
Shares:
909537(-6.0%)
Value:
$22.8B(-15.6%)
78464A409
SPYG|78464A409
Shares:
279994(-36.8%)
Value:
$22.5B(-42.2%)
92204A702
VGT|92204A702
Shares:
40648(-11.6%)
Value:
$22.0B(-22.9%)
HOME DEPOT, INC.
HD|437076102
Shares:
60118(-12.1%)
Value:
$22.0B(-17.2%)