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
Search and click to pin securities to the top
Page 80 of 93
92189F692
92189F692
Shares:
2739(-22.3%)
Value:
$249.6M(-17.9%)
46138E784
46138E784
Shares:
12371(-6.6%)
Value:
$249.5M(-5.0%)
46138E495
46138E495
Shares:
9610(+12.2%)
Value:
$249.5M(+14.7%)
ICON PLC
ICLR|G4705A100
Shares:
1424(+32.7%)
Value:
$249.2M(+10.7%)
02072L565
02072L565
Shares:
2235
Value:
$249.2M
SMITH A O CORP
AOS|831865209
Shares:
3797(-19.1%)
Value:
$248.2M(-22.4%)
EQT Corp
EQT|26884L109
Shares:
4643
Value:
$248.1M
Calamos Dynamic Convertible & Income Fund
CCD|12811V105
Shares:
11640(-3.8%)
Value:
$247.8M(-15.7%)
33734X184
33734X184
Shares:
6042
Value:
$247.8M
COHEN & STEERS QUALITY INCOME REALTY FUND INC
RQI|19247L106
Shares:
19719(-50.7%)
Value:
$247.7M(-49.4%)
N20944109
N20944109
Shares:
20137(+100.0%)
Value:
$247.3M(+116.8%)
TAPESTRY, INC.
TPR|876030107
Shares:
3495(-32.9%)
Value:
$246.1M(-27.6%)
Vale S.A.
VALE|91912E105
Shares:
24605(-7.8%)
Value:
$245.6M(+3.7%)
Goldman Sachs BDC, Inc.
GSBD|38147U107
Shares:
21030
Value:
$244.6M
EPR PROPERTIES
EPR|26884U109
Shares:
4617(-7.5%)
Value:
$242.9M(+9.9%)
90290T809
90290T809
Shares:
11408(+0.6%)
Value:
$242.1M(+9.9%)
37954Y269
37954Y269
Shares:
9404(+4.2%)
Value:
$241.7M(-4.6%)
GOLUB CAPITAL BDC, Inc.
GBDC|38173M102
Shares:
15916(-24.5%)
Value:
$241.0M(-24.6%)
518416409
518416409
Shares:
4749(-14.9%)
Value:
$240.9M(-15.1%)
78463X152
78463X152
Shares:
4328(+0.4%)
Value:
$240.2M(+9.0%)