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 51 of 93

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Monster Beverage Corp

MNST|61174X109

Shares:12.5K

Value:$730.9K

% of Portfolio:0.0% ($730.9K/$8.3B)

GRACO INC

GGG|384109104

Shares:8.7K

Value:$730.6K

% of Portfolio:0.0% ($730.6K/$8.3B)

PIMCO CORPORATE & INCOME STRATEGY FUND

PCN|72200U100

Shares:53.1K

Value:$728.8K

% of Portfolio:0.0% ($728.8K/$8.3B)

381430362

Shares:14.5K

Value:$727.6K

% of Portfolio:0.0% ($727.6K/$8.3B)

00214Q401

Shares:7.7K

Value:$727.2K

% of Portfolio:0.0% ($727.2K/$8.3B)

46138G870

Shares:29.9K

Value:$724.1K

% of Portfolio:0.0% ($724.1K/$8.3B)

464286525

ACWV|464286525

Shares:6.2K

Value:$721.0K

% of Portfolio:0.0% ($721.0K/$8.3B)

46138E610

Shares:49.6K

Value:$717.0K

% of Portfolio:0.0% ($717.0K/$8.3B)

69344A834

Shares:14.0K

Value:$716.6K

% of Portfolio:0.0% ($716.6K/$8.3B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:7.0K

Value:$715.9K

% of Portfolio:0.0% ($715.9K/$8.3B)

808524607

SCHA|808524607

Shares:30.5K

Value:$715.6K

% of Portfolio:0.0% ($715.6K/$8.3B)

Symbotic Inc.

SYM|87151X101

Shares:35.4K

Value:$715.6K

% of Portfolio:0.0% ($715.6K/$8.3B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:9.2K

Value:$715.2K

% of Portfolio:0.0% ($715.2K/$8.3B)

464287184

Shares:20.0K

Value:$715.0K

% of Portfolio:0.0% ($715.0K/$8.3B)

EXELON CORP

EXC|30161N101

Shares:15.5K

Value:$713.8K

% of Portfolio:0.0% ($713.8K/$8.3B)

09290C863

Shares:24.8K

Value:$712.6K

% of Portfolio:0.0% ($712.6K/$8.3B)

Franklin BSP Realty Trust, Inc.

FBRT|35243J101

Shares:55.9K

Value:$712.0K

% of Portfolio:0.0% ($712.0K/$8.3B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:3.4K

Value:$710.3K

% of Portfolio:0.0% ($710.3K/$8.3B)

464288273

Shares:11.2K

Value:$709.4K

% of Portfolio:0.0% ($709.4K/$8.3B)

33740F581

Shares:25.1K

Value:$709.0K

% of Portfolio:0.0% ($709.0K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Monster Beverage Corp(MNSTcusip61174X109)	12.5K	QoQ +0.28% (+35) YoY -13.21% (-1.9K)	All Managers (Combined)	$730.9K	0.0% ($730.9K/$8.3B)	QoQ +11.65% (+$76.3K) YoY -14.32% (-$122.2K)
GRACO INC(GGGcusip384109104)	8.7K	QoQ +9.51% (+760) YoY -47.78% (-8.0K)	All Managers (Combined)	$730.6K	0.0% ($730.6K/$8.3B)	QoQ +8.50% (+$57.2K) YoY -53.34% (-$835.2K)
PIMCO CORPORATE & INCOME STRATEGY FUND(PCNcusip72200U100)	53.1K	QoQ +0.71% (+379) YoY +23.18% (+10.0K)	All Managers (Combined)	$728.8K	0.0% ($728.8K/$8.3B)	QoQ +3.09% (+$21.9K) YoY +20.15% (+$122.2K)
(cusip381430362)✕	14.5K	QoQ +3.65% (+512) YoY +4.62% (+642)	All Managers (Combined)	$727.6K	0.0% ($727.6K/$8.3B)	QoQ +7.51% (+$50.8K) YoY +7.07% (+$48.1K)
(cusip00214Q401)✕	7.7K	QoQ -21.16% (-2.1K) YoY -53.59% (-8.9K)	All Managers (Combined)	$727.2K	0.0% ($727.2K/$8.3B)	QoQ -30.88% (-$325.0K) YoY -47.26% (-$651.9K)
(cusip46138G870)✕	29.9K	QoQ +15.41% (+4.0K) YoY -4.89% (-1.5K)	All Managers (Combined)	$724.1K	0.0% ($724.1K/$8.3B)	QoQ +15.65% (+$98.0K) YoY -3.01% (-$22.5K)
(ACWVcusip464286525)	6.2K	QoQ -71.06% (-15.2K) YoY -4.23% (-274)	All Managers (Combined)	$721.0K	0.0% ($721.0K/$8.3B)	QoQ -69.16% (-$1.6M) YoY +5.85% (-$39.9K)
(cusip46138E610)✕	49.6K	QoQ +0.59% (-294) YoY +6.38% (-3.0K)	All Managers (Combined)	$717.0K	0.0% ($717.0K/$8.3B)	QoQ -0.91% (-$6.6K) YoY -0.76% (-$5.5K)
(cusip69344A834)✕	14.0K	QoQ +147.44% (+8.3K) YoY NEW(+14.0K)	All Managers (Combined)	$716.6K	0.0% ($716.6K/$8.3B)	QoQ +146.77% (+$426.2K) YoY NEW(+$716.6K)
PULTEGROUP INC/MI/(PHMcusip745867101)	7.0K	QoQ -46.51% (-6.0K) YoY -10.28% (-797)	All Managers (Combined)	$715.9K	0.0% ($715.9K/$8.3B)	QoQ -49.47% (-$700.9K) YoY -23.42% (-$218.9K)
(SCHAcusip808524607)	30.5K	QoQ -66.29% (-60.1K) YoY +12.38% (-3.4K)	All Managers (Combined)	$715.6K	0.0% ($715.6K/$8.3B)	QoQ -69.46% (-$1.6M) YoY -46.52% (-$622.5K)
Symbotic Inc.(SYMcusip87151X101)	35.4K	QoQ NEW(+35.4K) YoY +276.46% (+26.0K)	All Managers (Combined)	$715.6K	0.0% ($715.6K/$8.3B)	QoQ NEW(+$715.6K) YoY +69.07% (+$292.4K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	9.2K	QoQ -2.64% (-250) YoY NEW(+9.2K)	All Managers (Combined)	$715.2K	0.0% ($715.2K/$8.3B)	QoQ +34.38% (-$183.0K) YoY NEW(+$715.2K)
(cusip464287184)✕	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$715.0K	0.0% ($715.0K/$8.3B)	QoQ NEW(+$715.0K) YoY NEW(+$715.0K)
EXELON CORP(EXCcusip30161N101)	15.5K	QoQ +11.45% (+1.6K) YoY -3.19% (-512)	All Managers (Combined)	$713.8K	0.0% ($713.8K/$8.3B)	QoQ +36.44% (+$190.7K) YoY +18.73% (-$112.6K)
(cusip09290C863)✕	24.8K	QoQ +9.74% (+2.2K) YoY NEW(+24.8K)	All Managers (Combined)	$712.6K	0.0% ($712.6K/$8.3B)	QoQ +4.44% (+$30.4K) YoY NEW(+$712.6K)
Franklin BSP Realty Trust, Inc.(FBRTcusip35243J101)	55.9K	QoQ -28.45% (-22.2K) YoY -45.58% (-46.8K)	All Managers (Combined)	$712.0K	0.0% ($712.0K/$8.3B)	QoQ -27.30% (-$267.5K) YoY -49.27% (-$691.6K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	3.4K	QoQ -6.55% (-240) YoY -59.77% (-5.1K)	All Managers (Combined)	$710.3K	0.0% ($710.3K/$8.3B)	QoQ +3.98% (-$27.2K) YoY -50.00% (-$710.4K)
(cusip464288273)✕	11.2K	QoQ -0.07% (-8) YoY -43.82% (-8.7K)	All Managers (Combined)	$709.4K	0.0% ($709.4K/$8.3B)	QoQ +4.50% (-$30.6K) YoY -43.64% (-$549.5K)
(cusip33740F581)✕	25.1K	QoQ -17.23% (-5.2K) YoY -87.12% (-169.6K)	All Managers (Combined)	$709.0K	0.0% ($709.0K/$8.3B)	QoQ -21.32% (-$192.2K) YoY -86.25% (-$4.4M)