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 65 of 93
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY|27828N102
Shares:
28936(-18.6%)
Value:
$412.6M(-22.4%)
YETI Holdings, Inc.
YETI|98585X104
Shares:
12457(-7.2%)
Value:
$412.3M(-20.3%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
1772(-0.5%)
Value:
$412.3M(+0.9%)
46435G268
46435G268
Shares:
6587(-12.5%)
Value:
$411.9M(-19.6%)
JD.com, Inc.
JD|47215P106
Shares:
9993(+1.8%)
Value:
$410.9M(+20.7%)
35473P488
35473P488
Shares:
19908(+37.6%)
Value:
$409.4M(+40.6%)
45783Y228
45783Y228
Shares:
15708(-8.9%)
Value:
$409.4M(-9.4%)
45782C573
45782C573
Shares:
10998(-1.8%)
Value:
$409.3M(-3.4%)
46436E502
46436E502
Shares:
8369(-7.8%)
Value:
$409.2M(-15.3%)
72201R882
72201R882
Shares:
5711(+0.0%)
Value:
$409.1M(+4.4%)
ARCH CAPITAL GROUP LTD.
ACGL|G0450A105
Shares:
4252(-59.8%)
Value:
$409.0M(-58.1%)
STERIS plc
STE|G8473T100
Shares:
1802(+51.8%)
Value:
$408.5M(+67.4%)
464286533
464286533
Shares:
6980(+30.7%)
Value:
$407.2M(+31.5%)
Eaton Vance Enhanced Equity Income Fund
EOI|278274105
Shares:
21705(+54.9%)
Value:
$407.2M(+39.9%)
33740F458
33740F458
Shares:
10834(+0.0%)
Value:
$407.0M(+0.2%)
46140H106
46140H106
Shares:
15443(-4.4%)
Value:
$406.8M(-5.3%)
WHITE MOUNTAINS INSURANCE GROUP LTD
WTM|G9618E107
Shares:
211
Value:
$406.3M
United Airlines Holdings, Inc.
UAL|910047109
Shares:
5872(-16.1%)
Value:
$405.5M(-40.3%)
89834G760
89834G760
Shares:
18658(+47.0%)
Value:
$403.2M(+38.7%)
PIMCO HIGH INCOME FUND
PHK|722014107
Shares:
81495(+0.5%)
Value:
$402.0M(+1.4%)