Atria Wealth Solutions, Inc.

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: 0001927543
Manager Name: Atria Wealth Solutions, Inc.

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8,296,260.138K total value

4,123 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A763

SDY|78464A763

73597(-30.8%)

Value:

$10.0B(-28.9%)

92204A603

40113(-11.7%)

Value:

$9.9B(-14.0%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

161837(-15.1%)

Value:

$9.9B(-8.5%)

85207H104

406043(-20.7%)

Value:

$9.8B(-5.3%)

ALTRIA GROUP, INC.

MO|02209S103

161737(-21.0%)

Value:

$9.7B(-9.4%)

81369Y506

103800(-28.6%)

Value:

$9.7B(-22.1%)

46428Q109

311355(+16.0%)

Value:

$9.6B(+36.5%)

33739Q408

159811(-18.6%)

Value:

$9.6B(-18.2%)

46436F103

306321

Value:

$9.5B

33741X102

284532(+42.8%)

Value:

$9.5B(+33.4%)

SOUTHERN CO

SO|842587107

103579(-8.6%)

Value:

$9.5B(+2.1%)

464288679

85968(+1.3%)

Value:

$9.5B(+1.7%)

381430123

121690(+1.4%)

Value:

$9.4B(-3.6%)

BlackRock, Inc.

BLK|09290D101

9861(+9.6%)

Value:

$9.3B(+1.2%)

81369Y308

113666(-13.7%)

Value:

$9.3B(-10.4%)

69374H303

129675(-1.3%)

Value:

$9.2B(-7.0%)

46137V431

91800(-10.0%)

Value:

$9.2B(-14.3%)

78464A359

119261(-17.6%)

Value:

$9.1B(-19.0%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

17084(-39.2%)

Value:

$9.1B(-43.1%)

GENERAL ELECTRIC CO

GE|369604301

45492(+6.0%)

Value:

$9.1B(+27.2%)

Instrument	Shares		Other Manager	Value
(SDYcusip78464A763)	73.6K	QoQ -30.78% (-32.7K) YoY -43.66% (-57.1K)	All Managers (Combined)	$10.0M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +27.20% (+$1.9M) YoY +4.65% (-$405.6K)