Atria Wealth Solutions, Inc.
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
- CIK
- 0001927543
- Manager Name
- Atria Wealth Solutions, Inc.
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions
Manager:
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Page 73 of 93
025072539
Shares:
8624(-9.6%)
Value:
$305.1M(-11.1%)
464288752
Shares:
3203(-76.3%)
Value:
$305.0M(-78.2%)
82889N863
Shares:
16730(+1.8%)
Value:
$304.2M(-10.9%)
Shares:
20953(+2.6%)
Value:
$302.8M(+2.4%)
33735K108
Shares:
2304(-58.1%)
Value:
$302.7M(-60.2%)
33739P863
Shares:
6222
Value:
$302.0M
025072307
Shares:
3222(+43.3%)
Value:
$301.8M(+34.6%)
12811T878
Shares:
12206(+0.0%)
Value:
$300.2M(-1.3%)
46090A804
Shares:
6389(-66.0%)
Value:
$299.8M(-65.6%)
464288604
Shares:
6637(-8.3%)
Value:
$299.0M(-16.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.9K | All Managers (Combined) | $305.6K | |||
(cusip025072539)✕ | 8.6K | QoQ -9.62% (-918)YoY NEW(+8.6K) | All Managers (Combined) | $305.1K | YoY NEW(+$305.1K) |
Transunion(TRUcusip89400J107) | 3.7K | QoQ -9.92% (-405)YoY NEW(+3.7K) | All Managers (Combined) | $305.0K | YoY NEW(+$305.0K) |
(cusip464288752)✕ | 3.2K | All Managers (Combined) | $305.0K | ||
J M Smucker Co(SJMcusip832696405) | 2.6K | All Managers (Combined) | $304.3K | ||
(cusip82889N863)✕ | 16.7K | QoQ +1.82% (-300)YoY NEW(+16.7K) | All Managers (Combined) | $304.2K | YoY NEW(+$304.2K) |
1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $303.7K | YoY NEW(+$303.7K) | |
Textron Inc(TXTcusip883203101) | 4.2K | QoQ -0.04% (-2) | All Managers (Combined) | $303.4K | |
21.0K | QoQ +2.64% (+539)YoY -0.33% (-71) | All Managers (Combined) | $302.8K | ||
(cusip33735K108)✕ | 2.3K | All Managers (Combined) | $302.7K | ||
(cusip33739P863)✕ | 6.2K | QoQ NEW(+6.2K) | All Managers (Combined) | $302.0K | QoQ NEW(+$302.0K) |
(cusip025072307)✕ | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $301.8K | YoY NEW(+$301.8K) |
(cusip12811T878)✕ | 12.2K | QoQ 0.00% (-0)YoY NEW(+12.2K) | All Managers (Combined) | $300.2K | YoY NEW(+$300.2K) |
(cusip46090A804)✕ | 6.4K | All Managers (Combined) | $299.8K | ||
Nnn Reit, Inc.(NNNcusip637417106) | 7.0K | All Managers (Combined) | $299.3K | ||
(cusip464288604)✕ | 6.6K | All Managers (Combined) | $299.0K | ||
Ralph Lauren Corp(RLcusip751212101) | 1.4K | QoQ +2.26% (-30)YoY NEW(+1.4K) | All Managers (Combined) | $298.9K | YoY NEW(+$298.9K) |
Campbell'S Co(CPBcusip134429109) | 7.5K | All Managers (Combined) | $298.9K | ||
10.0K | All Managers (Combined) | $298.8K | |||
Nbt Bancorp Inc(NBTBcusip628778102) | 7.0K | QoQ +1.47% (-101)YoY -4.27% (-311) | All Managers (Combined) | $298.7K |