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 55 of 93

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KEYCORP /NEW/

KEY|493267108

Shares:39.3K

Value:$628.2K

% of Portfolio:0.0% ($628.2K/$8.3B)

74933W452

Shares:12.6K

Value:$628.2K

% of Portfolio:0.0% ($628.2K/$8.3B)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:35.1K

Value:$627.3K

% of Portfolio:0.0% ($627.3K/$8.3B)

97717X701

Shares:13.2K

Value:$625.7K

% of Portfolio:0.0% ($625.7K/$8.3B)

808524722

Shares:23.2K

Value:$625.5K

% of Portfolio:0.0% ($625.5K/$8.3B)

97717X578

Shares:20.2K

Value:$622.9K

% of Portfolio:0.0% ($622.9K/$8.3B)

46138E628

Shares:9.9K

Value:$622.7K

% of Portfolio:0.0% ($622.7K/$8.3B)

RB GLOBAL INC.

RBA.TO|74935Q107

Shares:6.2K

Value:$620.8K

% of Portfolio:0.0% ($620.8K/$8.3B)

921932794

VIOG|921932794

Shares:5.8K

Value:$617.4K

% of Portfolio:0.0% ($617.4K/$8.3B)

Ares Management Corp

ARES|03990B101

Shares:4.2K

Value:$615.5K

% of Portfolio:0.0% ($615.5K/$8.3B)

78433H576

Shares:12.6K

Value:$613.9K

% of Portfolio:0.0% ($613.9K/$8.3B)

381430602

Shares:9.6K

Value:$611.8K

% of Portfolio:0.0% ($611.8K/$8.3B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:4.5K

Value:$611.6K

% of Portfolio:0.0% ($611.6K/$8.3B)

00162Q676

Shares:18.7K

Value:$611.2K

% of Portfolio:0.0% ($611.2K/$8.3B)

33740F276

Shares:30.1K

Value:$610.8K

% of Portfolio:0.0% ($610.8K/$8.3B)

HOME BANCSHARES INC

HOMB|436893200

Shares:21.5K

Value:$607.9K

% of Portfolio:0.0% ($607.9K/$8.3B)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:56.6K

Value:$607.9K

% of Portfolio:0.0% ($607.9K/$8.3B)

ROSS STORES, INC.

ROST|778296103

Shares:4.8K

Value:$607.4K

% of Portfolio:0.0% ($607.4K/$8.3B)

BADGER METER INC

BMI|056525108

Shares:3.2K

Value:$604.7K

% of Portfolio:0.0% ($604.7K/$8.3B)

25434V609

Shares:11.7K

Value:$604.2K

% of Portfolio:0.0% ($604.2K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KEYCORP /NEW/(KEYcusip493267108)	39.3K	QoQ -2.38% (-959) YoY -2.94% (-1.2K)	All Managers (Combined)	$628.2K	0.0% ($628.2K/$8.3B)	QoQ -8.93% (-$61.6K) YoY -1.83% (-$11.8K)
(cusip74933W452)✕	12.6K	QoQ +81.51% (+5.6K) YoY +208.54% (+8.5K)	All Managers (Combined)	$628.2K	0.0% ($628.2K/$8.3B)	QoQ +82.06% (+$283.1K) YoY +208.42% (+$424.5K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	35.1K	QoQ +1.44% (-500) YoY -42.80% (-26.3K)	All Managers (Combined)	$627.3K	0.0% ($627.3K/$8.3B)	QoQ -28.78% (-$253.6K) YoY +148.83% (-$375.2K)
(cusip97717X701)✕	13.2K	QoQ -4.02% (-552) YoY -35.98% (-7.4K)	All Managers (Combined)	$625.7K	0.0% ($625.7K/$8.3B)	QoQ +4.21% (-$25.3K) YoY -37.07% (-$368.6K)
(cusip808524722)✕	23.2K	QoQ -1.22% (-287) YoY +89.82% (+11.0K)	All Managers (Combined)	$625.5K	0.0% ($625.5K/$8.3B)	QoQ -6.06% (-$40.4K) YoY +0.84% (+$5.2K)
(cusip97717X578)✕	20.2K	QoQ +94.15% (+9.8K) YoY +72.37% (+8.5K)	All Managers (Combined)	$622.9K	0.0% ($622.9K/$8.3B)	QoQ +96.52% (+$305.9K) YoY +80.62% (+$278.0K)
(cusip46138E628)✕	9.9K	QoQ -3.31% (-340) YoY -16.08% (-1.9K)	All Managers (Combined)	$622.7K	0.0% ($622.7K/$8.3B)	QoQ -7.13% (-$47.8K) YoY -1.83% (-$11.6K)
RB GLOBAL INC.(RBA.TOcusip74935Q107)	6.2K	QoQ +75.92% (+2.7K) YoY +61.97% (+2.4K)	All Managers (Combined)	$620.8K	0.0% ($620.8K/$8.3B)	QoQ +95.59% (+$303.4K) YoY +113.28% (+$329.7K)
(VIOGcusip921932794)	5.8K	QoQ +0.46% (-27) YoY -8.53% (-539)	All Managers (Combined)	$617.4K	0.0% ($617.4K/$8.3B)	QoQ -7.66% (-$51.2K) YoY -13.04% (-$92.7K)
Ares Management Corp(AREScusip03990B101)	4.2K	QoQ -0.63% (-27) YoY NEW(+4.2K)	All Managers (Combined)	$615.5K	0.0% ($615.5K/$8.3B)	QoQ -17.70% (-$132.5K) YoY NEW(+$615.5K)
(cusip78433H576)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$613.9K	0.0% ($613.9K/$8.3B)	QoQ NEW(+$613.9K) YoY NEW(+$613.9K)
(cusip381430602)✕	9.6K	QoQ +1.57% (-150) YoY +5.19% (+476)	All Managers (Combined)	$611.8K	0.0% ($611.8K/$8.3B)	QoQ -6.79% (-$44.6K) YoY +1.78% (+$10.8K)
Leidos Holdings, Inc.(LDOScusip525327102)	4.5K	QoQ -28.49% (-1.8K) YoY NEW(+4.5K)	All Managers (Combined)	$611.6K	0.0% ($611.6K/$8.3B)	QoQ -33.02% (-$301.5K) YoY NEW(+$611.6K)
(cusip00162Q676)✕	18.7K	QoQ +0.64% (+119) YoY NEW(+18.7K)	All Managers (Combined)	$611.2K	0.0% ($611.2K/$8.3B)	QoQ +5.87% (+$33.9K) YoY NEW(+$611.2K)
(cusip33740F276)✕	30.1K	QoQ -1.70% (-523) YoY NEW(+30.1K)	All Managers (Combined)	$610.8K	0.0% ($610.8K/$8.3B)	QoQ +2.32% (-$13.9K) YoY NEW(+$610.8K)
HOME BANCSHARES INC(HOMBcusip436893200)	21.5K	QoQ -1.69% (-371) YoY NEW(+21.5K)	All Managers (Combined)	$607.9K	0.0% ($607.9K/$8.3B)	QoQ -1.79% (-$11.1K) YoY NEW(+$607.9K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	56.6K	QoQ -12.43% (-8.0K) YoY -66.32% (-111.6K)	All Managers (Combined)	$607.9K	0.0% ($607.9K/$8.3B)	QoQ -11.10% (-$76.0K) YoY -58.60% (-$860.6K)
ROSS STORES, INC.(ROSTcusip778296103)	4.8K	QoQ +14.00% (-584) YoY -6.74% (-344)	All Managers (Combined)	$607.4K	0.0% ($607.4K/$8.3B)	QoQ -3.67% (-$23.2K) YoY -19.00% (-$142.5K)
BADGER METER INC(BMIcusip056525108)	3.2K	QoQ -2.90% (-95) YoY +33.52% (+798)	All Managers (Combined)	$604.7K	0.0% ($604.7K/$8.3B)	QoQ -12.90% (-$89.6K) YoY +57.02% (+$219.6K)
(cusip25434V609)✕	11.7K	QoQ -28.16% (-4.6K) YoY -8.83% (-1.1K)	All Managers (Combined)	$604.2K	0.0% ($604.2K/$8.3B)	QoQ -33.54% (-$305.0K) YoY -13.75% (-$96.4K)