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 14 of 93

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ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:195.4K

Value:$6.7M

% of Portfolio:0.1% ($6.7M/$8.3B)

46641Q670

Shares:141.7K

Value:$6.7M

% of Portfolio:0.1% ($6.7M/$8.3B)

09290C509

Shares:108.9K

Value:$6.6M

% of Portfolio:0.1% ($6.6M/$8.3B)

922907746

VTEB|922907746

Shares:132.9K

Value:$6.6M

% of Portfolio:0.1% ($6.6M/$8.3B)

W. P. Carey Inc.

WPC|92936U109

Shares:104.2K

Value:$6.6M

% of Portfolio:0.1% ($6.6M/$8.3B)

14020U100

Shares:238.2K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$8.3B)

92204A108

Shares:19.9K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$8.3B)

ONEOK INC /NEW/

OKE|682680103

Shares:65.2K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$8.3B)

464287671

IUSG|464287671

Shares:50.4K

Value:$6.4M

% of Portfolio:0.1% ($6.4M/$8.3B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:89.0K

Value:$6.4M

% of Portfolio:0.1% ($6.4M/$8.3B)

464287879

Shares:65.3K

Value:$6.4M

% of Portfolio:0.1% ($6.4M/$8.3B)

46090A879

Shares:252.2K

Value:$6.3M

% of Portfolio:0.1% ($6.3M/$8.3B)

69344A107

Shares:126.5K

Value:$6.3M

% of Portfolio:0.1% ($6.3M/$8.3B)

Energy Transfer LP

ET|29273V100

Shares:338.3K

Value:$6.3M

% of Portfolio:0.1% ($6.3M/$8.3B)

46138J791

Shares:321.9K

Value:$6.3M

% of Portfolio:0.1% ($6.3M/$8.3B)

00039J830

Shares:175.0K

Value:$6.2M

% of Portfolio:0.1% ($6.2M/$8.3B)

81369Y704

Shares:47.1K

Value:$6.2M

% of Portfolio:0.1% ($6.2M/$8.3B)

922908652

VXF|922908652

Shares:35.8K

Value:$6.2M

% of Portfolio:0.1% ($6.2M/$8.3B)

74348A467

Shares:60.1K

Value:$6.2M

% of Portfolio:0.1% ($6.2M/$8.3B)

464288281

Shares:67.7K

Value:$6.1M

% of Portfolio:0.1% ($6.1M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	195.4K	QoQ -9.76% (-21.1K) YoY -46.12% (-167.2K)	All Managers (Combined)	$6.7M	0.1% ($6.7M/$8.3B)	QoQ -1.76% (-$119.7K) YoY -36.96% (-$3.9M)
(cusip46641Q670)✕	141.7K	QoQ +12.12% (+15.3K) YoY +87.97% (+66.3K)	All Managers (Combined)	$6.7M	0.1% ($6.7M/$8.3B)	QoQ +14.29% (+$833.7K) YoY +89.56% (+$3.2M)
(cusip09290C509)✕	108.9K	QoQ -5.27% (-6.1K) YoY -28.77% (-44.0K)	All Managers (Combined)	$6.6M	0.1% ($6.6M/$8.3B)	QoQ -10.37% (-$763.7K) YoY -24.80% (-$2.2M)
(VTEBcusip922907746)	132.9K	QoQ -51.41% (-140.6K) YoY -53.48% (-152.8K)	All Managers (Combined)	$6.6M	0.1% ($6.6M/$8.3B)	QoQ -51.90% (-$7.1M) YoY -54.38% (-$7.9M)
W. P. Carey Inc.(WPCcusip92936U109)	104.2K	QoQ +2.04% (+2.1K) YoY +44.98% (+32.3K)	All Managers (Combined)	$6.6M	0.1% ($6.6M/$8.3B)	QoQ +18.17% (+$1.0M) YoY +60.04% (+$2.5M)
(cusip14020U100)✕	238.2K	QoQ +912.69% (+214.6K) YoY NEW(+238.2K)	All Managers (Combined)	$6.5M	0.1% ($6.5M/$8.3B)	QoQ +938.47% (+$5.9M) YoY NEW(+$6.5M)
(cusip92204A108)✕	19.9K	QoQ -46.41% (-17.2K) YoY -51.92% (-21.5K)	All Managers (Combined)	$6.5M	0.1% ($6.5M/$8.3B)	QoQ -53.53% (-$7.5M) YoY -50.74% (-$6.7M)
ONEOK INC /NEW/(OKEcusip682680103)	65.2K	QoQ -27.94% (-25.3K) YoY -44.52% (-52.4K)	All Managers (Combined)	$6.5M	0.1% ($6.5M/$8.3B)	QoQ -28.79% (-$2.6M) YoY -31.34% (-$3.0M)
(IUSGcusip464287671)	50.4K	QoQ +9.30% (-4.3K) YoY +62.17% (+19.3K)	All Managers (Combined)	$6.4M	0.1% ($6.4M/$8.3B)	QoQ -0.31% (-$20.4K) YoY +75.83% (+$2.8M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	89.0K	QoQ -8.11% (-7.9K) YoY -19.29% (-21.3K)	All Managers (Combined)	$6.4M	0.1% ($6.4M/$8.3B)	QoQ -6.08% (-$413.6K) YoY -0.04% (-$2.8K)
(cusip464287879)✕	65.3K	QoQ -5.68% (-3.9K) YoY +3.97% (-2.5K)	All Managers (Combined)	$6.4M	0.1% ($6.4M/$8.3B)	QoQ -15.35% (-$1.2M) YoY -1.36% (-$88.0K)
(cusip46090A879)✕	252.2K	QoQ -1.94% (-5.0K) YoY -8.79% (-24.3K)	All Managers (Combined)	$6.3M	0.1% ($6.3M/$8.3B)	QoQ -2.08% (-$134.7K) YoY -8.83% (-$613.0K)
(cusip69344A107)✕	126.5K	QoQ +0.44% (+559) YoY +50.93% (+42.7K)	All Managers (Combined)	$6.3M	0.1% ($6.3M/$8.3B)	QoQ +0.65% (+$41.0K) YoY +51.02% (+$2.1M)
Energy Transfer LP(ETcusip29273V100)	338.3K	QoQ -50.30% (-342.4K) YoY -38.88% (-215.2K)	All Managers (Combined)	$6.3M	0.1% ($6.3M/$8.3B)	QoQ -52.83% (-$7.0M) YoY -27.77% (-$2.4M)
(cusip46138J791)✕	321.9K	QoQ +20.99% (+55.8K) YoY +11.00% (+31.9K)	All Managers (Combined)	$6.3M	0.1% ($6.3M/$8.3B)	QoQ +21.30% (+$1.1M) YoY +12.56% (+$699.9K)
(cusip00039J830)✕	175.0K	QoQ +2.22% (+3.8K) YoY NEW(+175.0K)	All Managers (Combined)	$6.2M	0.1% ($6.2M/$8.3B)	QoQ +1.59% (+$97.5K) YoY NEW(+$6.2M)
(cusip81369Y704)✕	47.1K	QoQ +36.39% (+12.6K) YoY +8.81% (+3.8K)	All Managers (Combined)	$6.2M	0.1% ($6.2M/$8.3B)	QoQ +35.68% (+$1.6M) YoY +13.23% (+$721.5K)
(VXFcusip922908652)	35.8K	QoQ -16.90% (-7.3K) YoY -24.57% (-11.7K)	All Managers (Combined)	$6.2M	0.1% ($6.2M/$8.3B)	QoQ -24.65% (-$2.0M) YoY -25.87% (-$2.2M)
(cusip74348A467)✕	60.1K	QoQ -10.61% (-7.1K) YoY -32.16% (-28.5K)	All Managers (Combined)	$6.2M	0.1% ($6.2M/$8.3B)	QoQ -7.97% (-$533.2K) YoY -31.44% (-$2.8M)
(cusip464288281)✕	67.7K	QoQ -21.03% (-18.0K) YoY -10.29% (-7.8K)	All Managers (Combined)	$6.1M	0.1% ($6.1M/$8.3B)	QoQ -19.77% (-$1.5M) YoY -9.37% (-$634.4K)