Atria-Wealth-Solutions
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, "JWN", null, null, null, "HYT", null, null, null, "PTLO", "ENVX", "ALAB", "SE", "INSM", "HIO", "JOBY", "ARES", "FPI", "HOOD", "MPWR", "FN", "NVR", "GLOB", null, "TRU", "RDNT", "DJP", null, "GDX", null, null, null, "OSK", null, null, "NTR", "TROW", "NLY", "XP", "FTAI", "AES", "AQN", "RBC", "INOD", "HUM", "MSGS", null, "AVAV", "FTI", "RBA.TO", "SMCI", "ARI", "ARM", "GATX", "FWONK", "SNOW", "MU", null, "JXN", null, "FNDF", "FNDA", "MPLX", "ACN", "ZS", null, null, null, "MMM", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "FLG", "A", "APD", "BABA", "PAA", "RVT", "MAIN", null, null, null, "JLL", null, null, "VONG", null, null, "ALL", null, "GOOGL", "NHI", "VDE", "ASIX", null, null, "CET", "AXP", "QQQX", null, "GDXJ", "NMZ", "SENS", "AEG", null, null, "SCHH", null, "AFRM", "AIG", null, "TEAM", "ASML", "BGY", "T", null, "BLK", null, null, null, null, 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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
- Manager Name
- Atria-Wealth-Solutions
Data Enrichment
60% identified2,461 identified1,662 unidentified
Holdings
4,123 positions • $8.3B total value
Manager:
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Page 9 of 93
69374H428
Shares:238.6K
Value:$11.2M
% of Portfolio:0.1% ($11.2M/$8.3B)
46436E718
Shares:110.4K
Value:$11.1M
% of Portfolio:0.1% ($11.1M/$8.3B)
46429B663
Shares:90.8K
Value:$11.0M
% of Portfolio:0.1% ($11.0M/$8.3B)
46137V506
Shares:235.6K
Value:$10.8M
% of Portfolio:0.1% ($10.8M/$8.3B)
87283Q867
Shares:329.7K
Value:$10.6M
% of Portfolio:0.1% ($10.6M/$8.3B)
464288687
Shares:339.8K
Value:$10.4M
% of Portfolio:0.1% ($10.4M/$8.3B)
46434V100
Shares:205.4K
Value:$10.3M
% of Portfolio:0.1% ($10.3M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip69374H428)✕ | 238.6K | All Managers (Combined) | $11.2M | 0.1% ($11.2M/$8.3B) | ||
Duke Energy CORP(DUKcusip26441C204) | 92.1K | All Managers (Combined) | $11.2M | 0.1% ($11.2M/$8.3B) | ||
| 267.6K | All Managers (Combined) | $11.2M | 0.1% ($11.2M/$8.3B) | |||
| 117.1K | All Managers (Combined) | $11.2M | 0.1% ($11.2M/$8.3B) | |||
(cusip46436E718)✕ | 110.4K | All Managers (Combined) | $11.1M | 0.1% ($11.1M/$8.3B) | ||
| 120.0K | All Managers (Combined) | $11.1M | 0.1% ($11.1M/$8.3B) | |||
(cusip46429B663)✕ | 90.8K | All Managers (Combined) | $11.0M | 0.1% ($11.0M/$8.3B) | ||
PEPSICO INC(PEPcusip713448108) | 72.7K | All Managers (Combined) | $10.9M | 0.1% ($10.9M/$8.3B) | ||
| 299.0K | All Managers (Combined) | $10.9M | 0.1% ($10.9M/$8.3B) | |||
(cusip46137V506)✕ | 235.6K | All Managers (Combined) | $10.8M | 0.1% ($10.8M/$8.3B) | ||
(cusip87283Q867)✕ | 329.7K | All Managers (Combined) | $10.6M | 0.1% ($10.6M/$8.3B) | ||
| 39.3K | All Managers (Combined) | $10.6M | 0.1% ($10.6M/$8.3B) | |||
(cusip464288687)✕ | 339.8K | All Managers (Combined) | $10.4M | 0.1% ($10.4M/$8.3B) | ||
| 78.2K | All Managers (Combined) | $10.4M | 0.1% ($10.4M/$8.3B) | |||
(cusip46434V100)✕ | 205.4K | All Managers (Combined) | $10.3M | 0.1% ($10.3M/$8.3B) | ||
| 82.6K | All Managers (Combined) | $10.3M | 0.1% ($10.3M/$8.3B) | |||
Medtronic plc(MDTcusipG5960L103) | 113.6K | All Managers (Combined) | $10.3M | 0.1% ($10.3M/$8.3B) | ||
| 32.9K | All Managers (Combined) | $10.2M | 0.1% ($10.2M/$8.3B) | |||
| 144.5K | YoY -0.02% (-34) | All Managers (Combined) | $10.1M | 0.1% ($10.1M/$8.3B) | ||
ORACLE CORP(ORCLcusip68389X105) | 71.9K | All Managers (Combined) | $10.0M | 0.1% ($10.0M/$8.3B) |