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 59 of 93

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46137V480

Shares:10.5K

Value:$529.5K

46641Q134

Shares:8.3K

Value:$528.5K

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:6.3K

Value:$528.1K

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:7.1K

Value:$528.1K

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:4.4K

Value:$526.2K

AMEREN CORP

AEE|023608102

Shares:5.2K

Value:$525.7K

JOYY Inc.

JOYY|46591M109

Shares:12.5K

Value:$524.8K

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:86.9K

Value:$523.9K

46137V498

Shares:8.3K

Value:$523.5K

46138G664

Shares:12.8K

Value:$521.0K

41653L602

Shares:13.3K

Value:$520.6K

Southwest Gas Holdings, Inc.

SWX|844895102

Shares:7.2K

Value:$518.3K

HORTON D R INC /DE/

DHI|23331A109

Shares:4.1K

Value:$518.3K

KELLANOVA

K|487836108

Shares:6.3K

Value:$518.0K

402031835

Shares:17.7K

Value:$517.6K

316092527

Shares:13.2K

Value:$516.0K

46137V837

Shares:5.1K

Value:$513.2K

TechnipFMC plc

FTI|G87110105

Shares:16.2K

Value:$513.0K

Globant S.A.

GLOB|L44385109

Shares:4.4K

Value:$512.8K

33737J158

Shares:9.3K

Value:$512.1K

Instrument	Shares		Other Manager	Value
(cusip46137V480)✕	10.5K	QoQ -7.01% (-796) YoY -24.34% (-3.4K)	All Managers (Combined)	$529.5K	QoQ -14.32% (-$88.5K) YoY -33.30% (-$264.4K)
(cusip46641Q134)✕	8.3K	QoQ -24.24% (-2.7K) YoY NEW(+8.3K)	All Managers (Combined)	$528.5K	QoQ -17.49% (-$112.1K) YoY NEW(+$528.5K)
Ss&C Technologies Holdings Inc(SSNCcusip78467J100)	6.3K	QoQ +139.05% (+3.7K) YoY NEW(+6.3K)	All Managers (Combined)	$528.1K	QoQ +163.51% (+$327.7K) YoY NEW(+$528.1K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	7.1K	QoQ -10.79% (-856) YoY +14.43% (+892)	All Managers (Combined)	$528.1K	QoQ -17.52% (-$112.3K) YoY +15.19% (+$69.7K)
Expeditors International Of Washington Inc(EXPDcusip302130109)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$526.2K	QoQ NEW(+$526.2K) YoY NEW(+$526.2K)
Ameren Corp(AEEcusip023608102)	5.2K	QoQ +2.72% (+139) YoY +89.23% (+2.5K)	All Managers (Combined)	$525.7K	QoQ +15.70% (+$71.4K) YoY +154.47% (+$319.1K)
Joyy Inc.(JOYYcusip46591M109)	12.5K	QoQ 0.00% (+0) YoY +25.00% (+2.5K)	All Managers (Combined)	$524.8K	QoQ +0.31% (+$1.6K) YoY +70.65% (+$217.3K)
Medical Properties Trust Inc(MPWcusip58463J304)	86.9K	QoQ -22.07% (-24.6K) YoY -50.73% (-89.5K)	All Managers (Combined)	$523.9K	QoQ +18.96% (-$83.5K) YoY -36.78% (-$304.9K)
(cusip46137V498)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$523.5K	QoQ NEW(+$523.5K) YoY NEW(+$523.5K)
(cusip46138G664)✕	12.8K	QoQ -30.22% (-5.5K) YoY +0.95% (-121)	All Managers (Combined)	$521.0K	QoQ -37.94% (-$318.5K) YoY -4.02% (-$21.8K)
(cusip41653L602)✕	13.3K	QoQ -15.00% (-2.4K) YoY -29.02% (-5.5K)	All Managers (Combined)	$520.6K	QoQ -14.96% (-$91.6K) YoY -28.98% (-$212.4K)
Southwest Gas Holdings, Inc.(SWXcusip844895102)	7.2K	QoQ +99.47% (+3.6K) YoY +89.02% (+3.4K)	All Managers (Combined)	$518.3K	QoQ +102.55% (+$262.4K) YoY +78.27% (+$227.6K)
Horton D R Inc /De/(DHIcusip23331A109)	4.1K	QoQ -56.53% (-5.3K) YoY -85.94% (-24.9K)	All Managers (Combined)	$518.3K	QoQ -60.48% (-$793.2K) YoY -89.14% (-$4.3M)
Kellanova(Kcusip487836108)	6.3K	QoQ -21.35% (-1.7K) YoY -63.98% (-11.2K)	All Managers (Combined)	$518.0K	QoQ -19.87% (-$128.5K) YoY -48.14% (-$480.9K)
(cusip402031835)✕	17.7K	QoQ 0.00% (+0) YoY -1.51% (-272)	All Managers (Combined)	$517.6K	QoQ +3.09% (+$15.6K) YoY +5.18% (-$25.5K)
(cusip316092527)✕	13.2K	QoQ +30.84% (+3.1K) YoY NEW(+13.2K)	All Managers (Combined)	$516.0K	QoQ +24.45% (+$101.4K) YoY NEW(+$516.0K)
(cusip46137V837)✕	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$513.2K	QoQ -7.08% (-$39.1K) YoY +1.22% (+$6.2K)
Technipfmc Plc(FTIcusipG87110105)	16.2K	QoQ +0.31% (+51) YoY NEW(+16.2K)	All Managers (Combined)	$513.0K	QoQ +10.01% (+$46.7K) YoY NEW(+$513.0K)
Globant S.A.(GLOBcusipL44385109)	4.4K	QoQ +32.44% (-1.1K) YoY -12.24% (-608)	All Managers (Combined)	$512.8K	QoQ -27.28% (-$192.4K) YoY -48.83% (-$489.4K)
(cusip33737J158)✕	9.3K	QoQ -6.92% (-695) YoY -9.96% (-1.0K)	All Managers (Combined)	$512.1K	QoQ -1.26% (-$6.6K) YoY -10.47% (-$59.9K)