Atria Wealth Solutions, Inc.

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: 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

Search and click to pin securities to the top

Page 36 of 93

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Celsius Holdings, Inc.

CELH|15118V207

Shares:46.1K

Value:$1.6M

45782C813

Shares:40.7K

Value:$1.6M

Brookfield Real Assets Income Fund Inc.

RA|112830104

Shares:123.6K

Value:$1.6M

92189F429

Shares:97.0K

Value:$1.6M

464288448

Shares:52.0K

Value:$1.6M

33740U307

Shares:36.1K

Value:$1.6M

CME GROUP INC.

CME|12572Q105

Shares:6.1K

Value:$1.6M

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:7.8K

Value:$1.6M

45783Y723

Shares:51.2K

Value:$1.6M

46436E619

Shares:37.1K

Value:$1.6M

233051432

Shares:44.1K

Value:$1.6M

69374H873

Shares:50.7K

Value:$1.6M

FAIR ISAAC CORP

FICO|303250104

Shares:863

Value:$1.6M

00888H828

Shares:48.2K

Value:$1.6M

33738R605

Shares:28.6K

Value:$1.6M

78464A201

Shares:18.9K

Value:$1.6M

33737J174

Shares:26.8K

Value:$1.6M

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:10.2K

Value:$1.6M

ALBEMARLE CORP

ALB|012653101

Shares:21.5K

Value:$1.6M

Rubrik, Inc.

RBRK|781154109

Shares:25.5K

Value:$1.6M

Instrument	Shares		Other Manager	Value
Celsius Holdings, Inc.(CELHcusip15118V207)	46.1K	QoQ +102.01% (+23.3K) YoY +117.42% (-24.9K)	All Managers (Combined)	$1.6M	QoQ +173.18% (+$1.0M) YoY -6.60% (-$116.1K)
(cusip45782C813)✕	40.7K	QoQ -26.10% (-14.4K) YoY -12.53% (-5.8K)	All Managers (Combined)	$1.6M	QoQ -27.86% (-$631.5K) YoY -7.45% (-$131.6K)
Brookfield Real Assets Income Fund Inc.(RAcusip112830104)	123.6K	QoQ +9.18% (+10.4K) YoY +18.61% (+19.4K)	All Managers (Combined)	$1.6M	QoQ +7.87% (+$118.7K) YoY +20.81% (+$280.3K)
(cusip92189F429)✕	97.0K	QoQ +0.09% (-92) YoY -19.21% (-23.1K)	All Managers (Combined)	$1.6M	QoQ -2.74% (-$45.9K) YoY -23.45% (-$498.4K)
(cusip464288448)✕	52.0K	QoQ +8.47% (+4.1K) YoY +14.72% (+6.7K)	All Managers (Combined)	$1.6M	QoQ +22.90% (+$300.9K) YoY +26.91% (+$342.4K)
(cusip33740U307)✕	36.1K	QoQ -11.62% (-4.8K) YoY -11.65% (-4.8K)	All Managers (Combined)	$1.6M	QoQ -13.84% (-$258.4K) YoY -7.38% (-$128.2K)
Cme Group Inc.(CMEcusip12572Q105)	6.1K	QoQ +40.47% (+1.7K) YoY +11.47% (+624)	All Managers (Combined)	$1.6M	QoQ +56.91% (+$583.2K) YoY +37.36% (+$437.4K)
Royal Caribbean Cruises Ltd(RCLcusipV7780T103)	7.8K	QoQ +31.51% (+1.9K) YoY +77.52% (+3.4K)	All Managers (Combined)	$1.6M	QoQ +17.36% (+$237.9K) YoY +163.05% (+$996.4K)
(cusip45783Y723)✕	51.2K	QoQ -2.78% (-1.5K) YoY +560.67% (+43.4K)	All Managers (Combined)	$1.6M	QoQ -4.67% (-$78.9K) YoY +603.22% (+$1.4M)
(cusip46436E619)✕	37.1K	QoQ -9.51% (-3.9K) YoY -42.85% (-27.8K)	All Managers (Combined)	$1.6M	QoQ -7.72% (-$134.4K) YoY -42.20% (-$1.2M)
(cusip233051432)✕	44.1K	QoQ +5.96% (+2.5K) YoY +23.54% (+8.4K)	All Managers (Combined)	$1.6M	QoQ +6.16% (+$92.6K) YoY +25.06% (+$319.5K)
(cusip69374H873)✕	50.7K	QoQ -0.35% (-183) YoY -48.57% (-47.9K)	All Managers (Combined)	$1.6M	QoQ +7.03% (-$104.7K) YoY -49.44% (-$1.6M)
Fair Isaac Corp(FICOcusip303250104)	863	QoQ -13.87% (-139) YoY -63.75% (-1.5K)	All Managers (Combined)	$1.6M	QoQ -20.22% (-$403.4K) YoY -46.51% (-$1.4M)
(cusip00888H828)✕	48.2K	QoQ +73.82% (+20.5K) YoY +9.42% (+4.1K)	All Managers (Combined)	$1.6M	QoQ +68.04% (+$637.2K) YoY +15.69% (+$213.5K)
(cusip33738R605)✕	28.6K	QoQ +3.24% (-899) YoY -52.26% (-31.3K)	All Managers (Combined)	$1.6M	QoQ -4.09% (-$67.0K) YoY -54.23% (-$1.9M)
(cusip78464A201)✕	18.9K	QoQ +10.64% (+1.8K) YoY -10.63% (-2.2K)	All Managers (Combined)	$1.6M	QoQ +1.64% (+$25.4K) YoY -14.96% (-$276.1K)
(cusip33737J174)✕	26.8K	QoQ -6.56% (-1.9K) YoY -5.99% (-1.7K)	All Managers (Combined)	$1.6M	QoQ +0.63% (-$9.9K) YoY -2.42% (-$38.8K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	10.2K	QoQ +6.03% (+582) YoY +5.42% (+526)	All Managers (Combined)	$1.6M	QoQ +27.38% (+$335.3K) YoY +149.57% (+$934.7K)
Albemarle Corp(ALBcusip012653101)	21.5K	QoQ -2.45% (-540) YoY -7.78% (-1.8K)	All Managers (Combined)	$1.6M	QoQ -18.30% (-$348.8K) YoY -49.42% (-$1.5M)
Rubrik, Inc.(RBRKcusip781154109)	25.5K	QoQ +15.90% (+3.5K) YoY NEW(+25.5K)	All Managers (Combined)	$1.6M	QoQ +8.14% (+$117.1K) YoY NEW(+$1.6M)