Atria-Wealth-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "ES",
  "FLNG",
  "IAUX",
  null,
  "LAND",
  null,
  null,
  null,
  "IFF",
  null,
  null,
  "IGIC",
  null,
  null,
  null,
  "KREF",
  "IDXX",
  null,
  "RHP",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "SQM",
  "ESGD",
  null,
  "DKS",
  "HII",
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "DOX",
  "BBCA",
  "CEF",
  null,
  "HDB",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  "VALE",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  null,
  null,
  null,
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WES",
  "WFG",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WST",
  "WELL",
  "WTM",
  "WSM",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WYNN",
  "XRX",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "XYL",
  "YALA",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "BBEU",
  "DTE",
  null,
  null,
  "GRMN",
  "CART",
  "POST",
  "MTB",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "JD",
  "LW",
  "MSCI",
  null,
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "HST",
  "LH",
  "KDP",
  null,
  "SO",
  null,
  null,
  "TTD",
  null,
  "SJM",
  "SPXC",
  "PPL",
  null,
  "OKTA",
  "OTIS",
  "PSX",
  "ROL",
  "CRM",
  "NOVA",
  null,
  null,
  null,
  "RBRK",
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  null,
  "PACB",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  null,
  null,
  null,
  null,
  "PBI",
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "GAP",
  "MCK",
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  null,
  "NUE",
  "NRG",
  null,
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  "ALLY",
  "STLA",
  "MSGE",
  null,
  null,
  "STE",
  "KMB",
  "AEYE",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BHC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BZH",
  "BBAI",
  "BKH",
  "BJ",
  "BBY",
  "BMRN",
  null,
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BR",
  "CVGW",
  "CPB",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
  "IGR",
  "CAVA",
  "CPRX",
  "CASY",
  "CGAU",
  "CNC",
  "CELH",
  "CF",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CHRD",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CTS",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DH",
  "DQ",
  "DAN",
  "DELL",
  "DE",
  "DXLG",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DFS",
  "DHC",
  "DLR",
  "DOCU",
  "DBRG",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: atria-wealth-solutions
Manager Name: Atria-Wealth-Solutions

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 93

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78464A763

SDY|78464A763

Shares:73.6K

Value:$10.0M

% of Portfolio:0.1% ($10.0M/$8.3B)

92204A603

Shares:40.1K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$8.3B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:161.8K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$8.3B)

85207H104

Shares:406.0K

Value:$9.8M

% of Portfolio:0.1% ($9.8M/$8.3B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:161.7K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$8.3B)

81369Y506

Shares:103.8K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$8.3B)

46428Q109

Shares:311.4K

Value:$9.6M

% of Portfolio:0.1% ($9.6M/$8.3B)

33739Q408

Shares:159.8K

Value:$9.6M

% of Portfolio:0.1% ($9.6M/$8.3B)

46436F103

Shares:306.3K

Value:$9.5M

% of Portfolio:0.1% ($9.5M/$8.3B)

33741X102

Shares:284.5K

Value:$9.5M

% of Portfolio:0.1% ($9.5M/$8.3B)

SOUTHERN CO

SO|842587107

Shares:103.6K

Value:$9.5M

% of Portfolio:0.1% ($9.5M/$8.3B)

464288679

Shares:86.0K

Value:$9.5M

% of Portfolio:0.1% ($9.5M/$8.3B)

381430123

Shares:121.7K

Value:$9.4M

% of Portfolio:0.1% ($9.4M/$8.3B)

BlackRock, Inc.

BLK|09290D101

Shares:9.9K

Value:$9.3M

% of Portfolio:0.1% ($9.3M/$8.3B)

81369Y308

Shares:113.7K

Value:$9.3M

% of Portfolio:0.1% ($9.3M/$8.3B)

69374H303

Shares:129.7K

Value:$9.2M

% of Portfolio:0.1% ($9.2M/$8.3B)

46137V431

Shares:91.8K

Value:$9.2M

% of Portfolio:0.1% ($9.2M/$8.3B)

78464A359

Shares:119.3K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$8.3B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:17.1K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$8.3B)

GENERAL ELECTRIC CO

GE|369604301

Shares:45.5K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SDYcusip78464A763)	73.6K	QoQ -30.78% (-32.7K) YoY -43.66% (-57.1K)	All Managers (Combined)	$10.0M	0.1% ($10.0M/$8.3B)	QoQ -28.90% (-$4.1M) YoY -41.76% (-$7.2M)
(cusip92204A603)✕	40.1K	QoQ -11.66% (-5.3K) YoY -21.57% (-11.0K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$8.3B)	QoQ -14.03% (-$1.6M) YoY -20.48% (-$2.6M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	161.8K	QoQ -15.12% (-28.8K) YoY -17.19% (-33.6K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$8.3B)	QoQ -8.47% (-$914.3K) YoY -6.87% (-$729.0K)
(cusip85207H104)✕	406.0K	QoQ -20.74% (-106.3K) YoY -10.85% (-49.5K)	All Managers (Combined)	$9.8M	0.1% ($9.8M/$8.3B)	QoQ -5.32% (-$549.2K) YoY +23.97% (-$1.9M)
ALTRIA GROUP, INC.(MOcusip02209S103)	161.7K	QoQ -21.00% (-43.0K) YoY -9.37% (-16.7K)	All Managers (Combined)	$9.7M	0.1% ($9.7M/$8.3B)	QoQ -9.37% (-$1.0M) YoY +24.53% (-$1.9M)
(cusip81369Y506)✕	103.8K	QoQ -28.63% (-41.7K) YoY -42.74% (-77.5K)	All Managers (Combined)	$9.7M	0.1% ($9.7M/$8.3B)	QoQ -22.14% (-$2.8M) YoY -43.33% (-$7.4M)
(cusip46428Q109)✕	311.4K	QoQ +15.96% (+42.9K) YoY -19.48% (-75.3K)	All Managers (Combined)	$9.6M	0.1% ($9.6M/$8.3B)	QoQ +36.48% (+$2.6M) YoY +9.68% (-$851.6K)
(cusip33739Q408)✕	159.8K	QoQ -18.62% (-36.6K) YoY -34.69% (-84.9K)	All Managers (Combined)	$9.6M	0.1% ($9.6M/$8.3B)	QoQ -18.23% (-$2.1M) YoY -34.31% (-$5.0M)
(cusip46436F103)✕	306.3K	QoQ NEW(+306.3K) YoY NEW(+306.3K)	All Managers (Combined)	$9.5M	0.1% ($9.5M/$8.3B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
(cusip33741X102)✕	284.5K	QoQ +42.78% (+85.3K) YoY +236.26% (+199.9K)	All Managers (Combined)	$9.5M	0.1% ($9.5M/$8.3B)	QoQ +33.42% (+$2.4M) YoY +223.51% (+$6.6M)
SOUTHERN CO(SOcusip842587107)	103.6K	QoQ -8.61% (-9.8K) YoY +6.83% (+6.6K)	All Managers (Combined)	$9.5M	0.1% ($9.5M/$8.3B)	QoQ +2.08% (-$194.1K) YoY +36.93% (+$2.6M)
(cusip464288679)✕	86.0K	QoQ +1.34% (+1.1K) YoY +6.12% (+5.0K)	All Managers (Combined)	$9.5M	0.1% ($9.5M/$8.3B)	QoQ +1.66% (+$155.7K) YoY +6.04% (+$541.4K)
(cusip381430123)✕	121.7K	QoQ +1.36% (-1.6K) YoY +7.16% (+8.1K)	All Managers (Combined)	$9.4M	0.1% ($9.4M/$8.3B)	QoQ -3.56% (-$345.6K) YoY +14.81% (+$1.2M)
BlackRock, Inc.(BLKcusip09290D101)	9.9K	QoQ +9.60% (+864) YoY NEW(+9.9K)	All Managers (Combined)	$9.3M	0.1% ($9.3M/$8.3B)	QoQ +1.19% (+$110.1K) YoY NEW(+$9.3M)
(cusip81369Y308)✕	113.7K	QoQ -13.72% (-18.1K) YoY +3.62% (+4.0K)	All Managers (Combined)	$9.3M	0.1% ($9.3M/$8.3B)	QoQ -10.37% (-$1.1M) YoY +10.82% (+$906.8K)
(cusip69374H303)✕	129.7K	QoQ -1.25% (-1.7K) YoY +14.52% (+16.4K)	All Managers (Combined)	$9.2M	0.1% ($9.2M/$8.3B)	QoQ -6.98% (-$692.0K) YoY +18.40% (+$1.4M)
(cusip46137V431)✕	91.8K	QoQ -9.96% (-10.2K) YoY -36.94% (-53.8K)	All Managers (Combined)	$9.2M	0.1% ($9.2M/$8.3B)	QoQ -14.25% (-$1.5M) YoY -40.85% (-$6.3M)
(cusip78464A359)✕	119.3K	QoQ -17.64% (-25.5K) YoY +221.70% (+82.2K)	All Managers (Combined)	$9.1M	0.1% ($9.1M/$8.3B)	QoQ -18.98% (-$2.1M) YoY +237.47% (+$6.4M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	17.1K	QoQ -39.21% (-11.0K) YoY -23.11% (-5.1K)	All Managers (Combined)	$9.1M	0.1% ($9.1M/$8.3B)	QoQ -43.12% (-$6.9M) YoY -26.25% (-$3.3M)
GENERAL ELECTRIC CO(GEcusip369604301)	45.5K	QoQ +5.97% (+2.6K) YoY -8.28% (-4.1K)	All Managers (Combined)	$9.1M	0.1% ($9.1M/$8.3B)	QoQ +27.20% (+$1.9M) YoY +4.65% (-$405.6K)