Atria Wealth Solutions, Inc.

Filing Details

13F-HR2025-03-31
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, Inc.
Data Enrichment
60% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
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Page 69 of 93
Upstart Holdings, Inc.
Shares:
7966(-58.1%)
Value:
$366.7M(-68.7%)
Enphase Energy, Inc.
Shares:
5875(-2.3%)
Value:
$364.5M(-11.7%)
45784N783
Shares:
15272
Value:
$362.6M
66538H633
Shares:
15208(+55.0%)
Value:
$361.9M(+57.4%)
MONROE CAPITAL Corp
Shares:
46370(-13.7%)
Value:
$361.7M(-20.8%)
Keysight Technologies, Inc.
Shares:
2412(-3.2%)
Value:
$361.2M(-9.8%)
14064D550
Shares:
13209(+4.0%)
Value:
$359.2M(+3.4%)
Affirm Holdings, Inc.
Shares:
7910(+115.3%)
Value:
$357.5M(+59.8%)
33739P855
Shares:
19082(-19.3%)
Value:
$356.8M(-19.3%)
38149W630
Shares:
8000
Value:
$356.8M
OLD REPUBLIC INTERNATIONAL CORP
Shares:
9047(+3.6%)
Value:
$354.8M(+12.3%)
GAP INC
Shares:
17201(-0.8%)
Value:
$354.5M(-13.5%)
92189H300
Shares:
14836(-70.0%)
Value:
$354.0M(-69.0%)
BLACKROCK MUNIYIELD QUALITY FUND III, INC.
Shares:
32013(+0.0%)
Value:
$353.6M(+0.0%)
46641Q647
Shares:
7070
Value:
$353.5M
464288356
Shares:
6276(-47.8%)
Value:
$353.2M(-48.7%)
BLACK HILLS CORP /SD/
Shares:
5821(-18.5%)
Value:
$353.0M(-15.5%)
025072406
Shares:
6780(+29.0%)
Value:
$351.3M(+39.8%)
37954Y384
Shares:
10862(+72.2%)
Value:
$351.3M(+73.4%)
Western Midstream Partners, LP
Shares:
8559(+5.0%)
Value:
$350.6M(+12.0%)