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 • $8,296,260.138K total value

4,123 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 46 of 93

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46641Q886

Shares:9.8K

Value:$982.4K

78464A870

Shares:12.1K

Value:$982.1K

Howmet Aerospace Inc.

HWM|443201108

Shares:7.6K

Value:$980.6K

46641Q845

Shares:22.4K

Value:$976.4K

33738R688

Shares:56.5K

Value:$975.2K

316092865

Shares:19.0K

Value:$969.8K

UNITED STATES CELLULAR CORP

USM|911684108

Shares:14.0K

Value:$968.1K

78468R796

Shares:20.5K

Value:$940.1K

81369Y100

XLB|81369Y100

Shares:10.9K

Value:$939.1K

IAC Inc.

IAC|44891N208

Shares:20.4K

Value:$937.6K

46436E320

Shares:29.5K

Value:$929.3K

Extra Space Storage Inc.

EXR|30225T102

Shares:6.3K

Value:$928.0K

45784N791

Shares:39.1K

Value:$927.5K

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:4.7K

Value:$925.7K

46435U440

Shares:19.5K

Value:$923.9K

33739G103

Shares:20.0K

Value:$923.1K

922020748

Shares:11.9K

Value:$920.6K

464289875

Shares:20.9K

Value:$917.1K

00162Q858

Shares:15.8K

Value:$916.2K

25434V831

Shares:27.5K

Value:$912.0K

Instrument	Shares		Other Manager	Value
(cusip46641Q886)✕	9.8K	QoQ +1.79% (-172) YoY +1.42% (+137)	All Managers (Combined)	$982.4K	QoQ -0.08% (-$873) YoY +2.89% (+$27.6K)
(cusip78464A870)✕	12.1K	QoQ -16.75% (-2.4K) YoY +13.86% (-1.5K)	All Managers (Combined)	$982.1K	QoQ -25.04% (-$328.1K) YoY -2.68% (-$27.1K)
Howmet Aerospace Inc.(HWMcusip443201108)	7.6K	QoQ +227.37% (+5.3K) YoY +152.47% (+4.6K)	All Managers (Combined)	$980.6K	QoQ +288.30% (+$728.1K) YoY +378.67% (+$775.7K)
(cusip46641Q845)✕	22.4K	QoQ +4.92% (-1.1K) YoY +17.03% (+3.3K)	All Managers (Combined)	$976.4K	QoQ -2.28% (-$22.9K) YoY +12.86% (+$111.3K)
(cusip33738R688)✕	56.5K	QoQ +5.58% (+3.0K) YoY +44.04% (+17.3K)	All Managers (Combined)	$975.2K	QoQ +11.87% (+$103.5K) YoY +55.78% (+$349.2K)
(cusip316092865)✕	19.0K	QoQ +6.20% (+1.1K) YoY -21.84% (-5.3K)	All Managers (Combined)	$969.8K	QoQ +10.95% (+$95.7K) YoY -6.13% (-$63.4K)
UNITED STATES CELLULAR CORP(USMcusip911684108)	14.0K	QoQ +100.00% (+7.0K) YoY +50.53% (+4.7K)	All Managers (Combined)	$968.1K	QoQ +120.50% (+$529.1K) YoY +185.19% (+$628.6K)
(cusip78468R796)✕	20.5K	QoQ +148.29% (+12.3K) YoY +148.59% (+12.3K)	All Managers (Combined)	$940.1K	QoQ +135.92% (+$541.6K) YoY +165.71% (+$586.3K)
(XLBcusip81369Y100)	10.9K	QoQ +63.61% (+4.2K) YoY -25.22% (-3.7K)	All Managers (Combined)	$939.1K	QoQ +67.17% (+$377.4K) YoY -30.78% (-$417.6K)
IAC Inc.(IACcusip44891N208)	20.4K	QoQ 0.00% (+0) YoY -9.96% (-2.3K)	All Managers (Combined)	$937.6K	QoQ +6.49% (+$57.1K) YoY -22.45% (-$271.6K)
(cusip46436E320)✕	29.5K	QoQ +9.58% (+2.6K) YoY NEW(+29.5K)	All Managers (Combined)	$929.3K	QoQ +8.47% (+$72.6K) YoY NEW(+$929.3K)
Extra Space Storage Inc.(EXRcusip30225T102)	6.3K	QoQ -53.12% (-7.1K) YoY -11.25% (-793)	All Managers (Combined)	$928.0K	QoQ -53.46% (-$1.1M) YoY -10.76% (-$112.0K)
(cusip45784N791)✕	39.1K	QoQ NEW(+39.1K) YoY NEW(+39.1K)	All Managers (Combined)	$927.5K	QoQ NEW(+$927.5K) YoY NEW(+$927.5K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	4.7K	QoQ -34.81% (-2.5K) YoY -14.49% (-790)	All Managers (Combined)	$925.7K	QoQ -42.59% (-$686.8K) YoY -10.89% (-$113.2K)
(cusip46435U440)✕	19.5K	QoQ +48.27% (+6.4K) YoY +53.10% (+6.8K)	All Managers (Combined)	$923.9K	QoQ +50.63% (+$310.5K) YoY +54.64% (+$326.4K)
(cusip33739G103)✕	20.0K	QoQ -5.39% (-1.1K) YoY -34.40% (-10.5K)	All Managers (Combined)	$923.1K	QoQ -8.29% (-$83.5K) YoY -40.18% (-$620.2K)
(cusip922020748)✕	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$920.6K	QoQ NEW(+$920.6K) YoY NEW(+$920.6K)
(cusip464289875)✕	20.9K	QoQ -4.54% (-996) YoY +15.63% (+2.8K)	All Managers (Combined)	$917.1K	QoQ -3.58% (-$34.1K) YoY +18.60% (+$143.9K)
(cusip00162Q858)✕	15.8K	QoQ +9.18% (+1.3K) YoY -26.93% (-5.8K)	All Managers (Combined)	$916.2K	QoQ +12.25% (+$100.0K) YoY -21.31% (-$248.2K)
(cusip25434V831)✕	27.5K	QoQ +1.23% (-335) YoY +7.29% (+1.9K)	All Managers (Combined)	$912.0K	QoQ -0.71% (-$6.6K) YoY +12.48% (+$101.2K)