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 73 of 93
MSC INDUSTRIAL DIRECT CO INC
MSM|553530106
Shares:
3935(-18.9%)
Value:
$305.6M(-15.7%)
025072539
025072539
Shares:
8624(-9.6%)
Value:
$305.1M(-11.1%)
TransUnion
TRU|89400J107
Shares:
3675(-9.9%)
Value:
$305.0M(-19.4%)
464288752
464288752
Shares:
3203(-76.3%)
Value:
$305.0M(-78.2%)
J M SMUCKER Co
SJM|832696405
Shares:
2570(-42.8%)
Value:
$304.3M(-38.5%)
82889N863
82889N863
Shares:
16730(+1.8%)
Value:
$304.2M(-10.9%)
Interactive Brokers Group, Inc.
IBKR|45841N107
Shares:
1834(+30.5%)
Value:
$303.7M(+22.3%)
TEXTRON INC
TXT|883203101
Shares:
4200(-0.0%)
Value:
$303.4M(-5.6%)
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
FTHY|33741Q107
Shares:
20953(+2.6%)
Value:
$302.8M(+2.4%)
33735K108
33735K108
Shares:
2304(-58.1%)
Value:
$302.7M(-60.2%)
33739P863
33739P863
Shares:
6222
Value:
$302.0M
025072307
025072307
Shares:
3222(+43.3%)
Value:
$301.8M(+34.6%)
12811T878
12811T878
Shares:
12206(+0.0%)
Value:
$300.2M(-1.3%)
46090A804
46090A804
Shares:
6389(-66.0%)
Value:
$299.8M(-65.6%)
NNN REIT, INC.
NNN|637417106
Shares:
7017(+16.8%)
Value:
$299.3M(+22.0%)
464288604
464288604
Shares:
6637(-8.3%)
Value:
$299.0M(-16.4%)
RALPH LAUREN CORP
RL|751212101
Shares:
1354(+2.3%)
Value:
$298.9M(-2.3%)
CAMPBELL'S Co
CPB|134429109
Shares:
7487(+13.1%)
Value:
$298.9M(+7.8%)
Brookfield Infrastructure Partners L.P.
BIP|G16252101
Shares:
10030(+1.0%)
Value:
$298.8M(-5.3%)
NBT BANCORP INC
NBTB|628778102
Shares:
6963(+1.5%)
Value:
$298.7M(-8.8%)