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 5 of 93

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81369Y209

Shares:150.6K

Value:$22.0M

% of Portfolio:0.3% ($22.0M/$8.3B)

921909768

VXUS|921909768

Shares:352.3K

Value:$21.9M

% of Portfolio:0.3% ($21.9M/$8.3B)

92206C771

Shares:469.0K

Value:$21.7M

% of Portfolio:0.3% ($21.7M/$8.3B)

46434G103

IEMG|46434G103

Shares:394.4K

Value:$21.3M

% of Portfolio:0.3% ($21.3M/$8.3B)

92206C680

VONG|92206C680

Shares:222.6K

Value:$20.7M

% of Portfolio:0.2% ($20.7M/$8.3B)

464287721

Shares:145.4K

Value:$20.4M

% of Portfolio:0.2% ($20.4M/$8.3B)

464288653

Shares:195.0K

Value:$20.2M

% of Portfolio:0.2% ($20.2M/$8.3B)

47103U845

Shares:394.0K

Value:$20.0M

% of Portfolio:0.2% ($20.0M/$8.3B)

97717Y527

Shares:380.3K

Value:$19.1M

% of Portfolio:0.2% ($19.1M/$8.3B)

922020805

Shares:382.9K

Value:$19.1M

% of Portfolio:0.2% ($19.1M/$8.3B)

33734H106

Shares:425.9K

Value:$19.0M

% of Portfolio:0.2% ($19.0M/$8.3B)

464288646

Shares:362.0K

Value:$19.0M

% of Portfolio:0.2% ($19.0M/$8.3B)

464287598

IWD|464287598

Shares:100.6K

Value:$18.9M

% of Portfolio:0.2% ($18.9M/$8.3B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:222.3K

Value:$18.8M

% of Portfolio:0.2% ($18.8M/$8.3B)

92206C730

VONE|92206C730

Shares:73.1K

Value:$18.6M

% of Portfolio:0.2% ($18.6M/$8.3B)

92189F676

Shares:84.5K

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$8.3B)

46432F396

MTUM|46432F396

Shares:88.0K

Value:$17.8M

% of Portfolio:0.2% ($17.8M/$8.3B)

69374H105

Shares:344.8K

Value:$17.7M

% of Portfolio:0.2% ($17.7M/$8.3B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:71.3K

Value:$17.7M

% of Portfolio:0.2% ($17.7M/$8.3B)

921937793

BLV|921937793

Shares:250.2K

Value:$17.6M

% of Portfolio:0.2% ($17.6M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	150.6K	QoQ -8.09% (-13.3K) YoY -9.50% (-15.8K)	All Managers (Combined)	$22.0M	0.3% ($22.0M/$8.3B)	QoQ -2.45% (-$554.1K) YoY -10.56% (-$2.6M)
(VXUScusip921909768)	352.3K	QoQ +17.90% (+53.5K) YoY +26.31% (+73.4K)	All Managers (Combined)	$21.9M	0.3% ($21.9M/$8.3B)	QoQ +24.25% (+$4.3M) YoY +30.08% (+$5.1M)
(cusip92206C771)✕	469.0K	QoQ -1.26% (-6.0K) YoY +7.94% (+34.5K)	All Managers (Combined)	$21.7M	0.3% ($21.7M/$8.3B)	QoQ +0.84% (-$182.3K) YoY +9.60% (+$1.9M)
(IEMGcusip46434G103)	394.4K	QoQ +15.98% (+54.4K) YoY +68.75% (+160.7K)	All Managers (Combined)	$21.3M	0.3% ($21.3M/$8.3B)	QoQ +19.87% (+$3.5M) YoY +76.50% (+$9.2M)
(VONGcusip92206C680)	222.6K	QoQ -8.00% (-19.4K) YoY +67.88% (+90.0K)	All Managers (Combined)	$20.7M	0.2% ($20.7M/$8.3B)	QoQ -17.36% (-$4.3M) YoY +79.74% (+$9.2M)
(cusip464287721)✕	145.4K	QoQ -4.07% (-6.2K) YoY -9.90% (-16.0K)	All Managers (Combined)	$20.4M	0.2% ($20.4M/$8.3B)	QoQ -15.54% (-$3.8M) YoY -6.31% (-$1.4M)
(cusip464288653)✕	195.0K	QoQ +127.70% (+109.4K) YoY +295.38% (+145.7K)	All Managers (Combined)	$20.2M	0.2% ($20.2M/$8.3B)	QoQ +137.33% (+$11.7M) YoY +290.56% (+$15.1M)
(cusip47103U845)✕	394.0K	QoQ +39.97% (+112.5K) YoY +604.61% (+338.1K)	All Managers (Combined)	$20.0M	0.2% ($20.0M/$8.3B)	QoQ +39.97% (+$5.7M) YoY +604.19% (+$17.1M)
(cusip97717Y527)✕	380.3K	QoQ +97.96% (+188.2K) YoY +52.09% (+130.3K)	All Managers (Combined)	$19.1M	0.2% ($19.1M/$8.3B)	QoQ +98.00% (+$9.5M) YoY +52.21% (+$6.6M)
(cusip922020805)✕	382.9K	QoQ +13.36% (+45.2K) YoY +16.02% (+52.9K)	All Managers (Combined)	$19.1M	0.2% ($19.1M/$8.3B)	QoQ +16.83% (+$2.8M) YoY +20.89% (+$3.3M)
(cusip33734H106)✕	425.9K	QoQ -4.87% (-21.8K) YoY -29.88% (-181.5K)	All Managers (Combined)	$19.0M	0.2% ($19.0M/$8.3B)	QoQ -2.80% (-$548.8K) YoY -25.96% (-$6.7M)
(cusip464288646)✕	362.0K	QoQ +127.39% (+202.8K) YoY +151.17% (+217.9K)	All Managers (Combined)	$19.0M	0.2% ($19.0M/$8.3B)	QoQ +130.33% (+$10.7M) YoY +156.51% (+$11.6M)
(IWDcusip464287598)	100.6K	QoQ +2.39% (+2.4K) YoY -0.36% (-371)	All Managers (Combined)	$18.9M	0.2% ($18.9M/$8.3B)	QoQ +4.07% (+$740.8K) YoY +4.66% (-$843.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	222.3K	QoQ -8.10% (-19.6K) YoY -5.93% (-14.0K)	All Managers (Combined)	$18.8M	0.2% ($18.8M/$8.3B)	QoQ +2.54% (-$466.2K) YoY +245.02% (-$13.3M)
(VONEcusip92206C730)	73.1K	QoQ -11.25% (-9.3K) YoY -30.00% (-31.3K)	All Managers (Combined)	$18.6M	0.2% ($18.6M/$8.3B)	QoQ -15.52% (-$3.4M) YoY -25.43% (-$6.3M)
(cusip92189F676)✕	84.5K	QoQ -8.90% (-8.3K) YoY +43.31% (+25.6K)	All Managers (Combined)	$17.9M	0.2% ($17.9M/$8.3B)	QoQ -20.45% (-$4.6M) YoY +34.70% (+$4.6M)
(MTUMcusip46432F396)	88.0K	QoQ -6.47% (-6.1K) YoY +98.24% (+43.6K)	All Managers (Combined)	$17.8M	0.2% ($17.8M/$8.3B)	QoQ -8.64% (-$1.7M) YoY +113.87% (+$9.5M)
(cusip69374H105)✕	344.8K	QoQ +4.39% (-14.5K) YoY -11.35% (-44.2K)	All Managers (Combined)	$17.7M	0.2% ($17.7M/$8.3B)	QoQ -0.12% (-$23.1K) YoY -4.42% (-$821.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	71.3K	QoQ -11.40% (-9.2K) YoY -10.90% (-8.7K)	All Managers (Combined)	$17.7M	0.2% ($17.7M/$8.3B)	QoQ +0.21% (-$37.9K) YoY +16.01% (-$2.4M)
(BLVcusip921937793)	250.2K	QoQ -1.15% (-2.9K) YoY +0.75% (-1.9K)	All Managers (Combined)	$17.6M	0.2% ($17.6M/$8.3B)	QoQ +1.71% (-$297.0K) YoY -1.90% (-$342.7K)