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 6 of 93

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COCA COLA CO

KO|191216100

Shares:243.8K

Value:$17.6M

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

NETFLIX INC

NFLX|64110L106

Shares:18.8K

Value:$17.5M

% of Portfolio:0.2% ($17.5M/$8.3B)

89834G737

Shares:580.1K

Value:$17.4M

% of Portfolio:0.2% ($17.4M/$8.3B)

316188309

Shares:378.9K

Value:$17.4M

% of Portfolio:0.2% ($17.4M/$8.3B)

89834G752

Shares:584.5K

Value:$17.3M

% of Portfolio:0.2% ($17.3M/$8.3B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:32.4K

Value:$17.0M

% of Portfolio:0.2% ($17.0M/$8.3B)

MCDONALDS CORP

MCD|580135101

Shares:54.0K

Value:$16.9M

% of Portfolio:0.2% ($16.9M/$8.3B)

316092808

Shares:103.9K

Value:$16.8M

% of Portfolio:0.2% ($16.8M/$8.3B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:366.4K

Value:$16.6M

% of Portfolio:0.2% ($16.6M/$8.3B)

464287150

ITOT|464287150

Shares:134.9K

Value:$16.5M

% of Portfolio:0.2% ($16.5M/$8.3B)

464288661

Shares:138.1K

Value:$16.3M

% of Portfolio:0.2% ($16.3M/$8.3B)

33733E104

Shares:181.4K

Value:$16.3M

% of Portfolio:0.2% ($16.3M/$8.3B)

464287101

Shares:59.9K

Value:$16.2M

% of Portfolio:0.2% ($16.2M/$8.3B)

78468R101

Shares:549.3K

Value:$16.1M

% of Portfolio:0.2% ($16.1M/$8.3B)

92204A207

Shares:73.2K

Value:$16.0M

% of Portfolio:0.2% ($16.0M/$8.3B)

922908629

VO|922908629

Shares:61.8K

Value:$16.0M

% of Portfolio:0.2% ($16.0M/$8.3B)

921910840

MGV|921910840

Shares:121.7K

Value:$15.7M

% of Portfolio:0.2% ($15.7M/$8.3B)

72201R585

Shares:590.3K

Value:$15.6M

% of Portfolio:0.2% ($15.6M/$8.3B)

72201R833

Shares:154.3K

Value:$15.5M

% of Portfolio:0.2% ($15.5M/$8.3B)

AT&T INC.

T|00206R102

Shares:547.1K

Value:$15.5M

% of Portfolio:0.2% ($15.5M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	243.8K	QoQ -2.12% (-5.3K) YoY +0.63% (+1.5K)	All Managers (Combined)	$17.6M	0.2% ($17.6M/$8.3B)	QoQ +13.29% (-$2.1M) YoY +17.79% (+$2.7M)
NETFLIX INC(NFLXcusip64110L106)	18.8K	QoQ -4.77% (-943) YoY -28.80% (-7.6K)	All Managers (Combined)	$17.5M	0.2% ($17.5M/$8.3B)	QoQ -0.37% (-$65.8K) YoY +9.31% (-$1.5M)
(cusip89834G737)✕	580.1K	QoQ +4.01% (+22.4K) YoY +3.47% (+19.5K)	All Managers (Combined)	$17.4M	0.2% ($17.4M/$8.3B)	QoQ +11.58% (+$1.8M) YoY +9.94% (+$1.6M)
(cusip316188309)✕	378.9K	QoQ +12.28% (+41.5K) YoY -7.36% (-30.1K)	All Managers (Combined)	$17.4M	0.2% ($17.4M/$8.3B)	QoQ +14.09% (+$2.1M) YoY -6.52% (-$1.2M)
(cusip89834G752)✕	584.5K	QoQ +5.16% (+28.7K) YoY +2.59% (+14.8K)	All Managers (Combined)	$17.3M	0.2% ($17.3M/$8.3B)	QoQ +7.19% (+$1.2M) YoY +2.73% (+$459.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	32.4K	QoQ -7.47% (-2.6K) YoY -26.19% (-11.5K)	All Managers (Combined)	$17.0M	0.2% ($17.0M/$8.3B)	QoQ -4.20% (-$744.5K) YoY -21.85% (-$4.7M)
MCDONALDS CORP(MCDcusip580135101)	54.0K	QoQ -2.48% (-1.4K) YoY +1.91% (+1.0K)	All Managers (Combined)	$16.9M	0.2% ($16.9M/$8.3B)	QoQ +5.07% (-$814.7K) YoY +12.90% (+$1.9M)
(cusip316092808)✕	103.9K	QoQ +31.33% (+24.8K) YoY +20.08% (+17.4K)	All Managers (Combined)	$16.8M	0.2% ($16.8M/$8.3B)	QoQ +14.56% (+$2.1M) YoY +24.27% (+$3.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	366.4K	QoQ -14.14% (-60.4K) YoY -30.03% (-157.3K)	All Managers (Combined)	$16.6M	0.2% ($16.6M/$8.3B)	QoQ -2.62% (-$447.2K) YoY -24.36% (-$5.4M)
(ITOTcusip464287150)	134.9K	QoQ -20.26% (-34.3K) YoY -25.69% (-46.6K)	All Managers (Combined)	$16.5M	0.2% ($16.5M/$8.3B)	QoQ -24.36% (-$5.3M) YoY -21.36% (-$4.5M)
(cusip464288661)✕	138.1K	QoQ -0.46% (-644) YoY +7.98% (+10.2K)	All Managers (Combined)	$16.3M	0.2% ($16.3M/$8.3B)	QoQ +1.76% (-$282.6K) YoY +10.15% (+$1.5M)
(cusip33733E104)✕	181.4K	QoQ -35.46% (-99.7K) YoY -40.01% (-121.0K)	All Managers (Combined)	$16.3M	0.2% ($16.3M/$8.3B)	QoQ -34.12% (-$8.4M) YoY -37.22% (-$9.6M)
(cusip464287101)✕	59.9K	QoQ +179.00% (+38.4K) YoY +242.80% (+42.4K)	All Managers (Combined)	$16.2M	0.2% ($16.2M/$8.3B)	QoQ +161.60% (+$10.0M) YoY +275.24% (+$11.9M)
(cusip78468R101)✕	549.3K	QoQ +648.01% (+475.8K) YoY +902.07% (+494.5K)	All Managers (Combined)	$16.1M	0.2% ($16.1M/$8.3B)	QoQ +653.94% (+$13.9M) YoY +913.15% (+$14.5M)
(cusip92204A207)✕	73.2K	QoQ -9.34% (-7.5K) YoY -8.25% (-6.6K)	All Managers (Combined)	$16.0M	0.2% ($16.0M/$8.3B)	QoQ -6.15% (-$1.1M) YoY -1.65% (-$269.6K)
(VOcusip922908629)	61.8K	QoQ -27.29% (-23.2K) YoY -46.95% (-54.7K)	All Managers (Combined)	$16.0M	0.2% ($16.0M/$8.3B)	QoQ -28.81% (-$6.5M) YoY -45.09% (-$13.1M)
(MGVcusip921910840)	121.7K	QoQ +2.11% (+2.5K) YoY +471.56% (+100.4K)	All Managers (Combined)	$15.7M	0.2% ($15.7M/$8.3B)	QoQ +5.32% (+$792.0K) YoY +516.15% (+$13.1M)
(cusip72201R585)✕	590.3K	QoQ +177.05% (+377.2K) YoY +1078.71% (+540.2K)	All Managers (Combined)	$15.6M	0.2% ($15.6M/$8.3B)	QoQ +181.44% (+$10.0M) YoY +1105.71% (+$14.3M)
(cusip72201R833)✕	154.3K	QoQ +120.21% (+84.2K) YoY +75.54% (+66.4K)	All Managers (Combined)	$15.5M	0.2% ($15.5M/$8.3B)	QoQ +120.41% (+$8.5M) YoY +75.68% (+$6.7M)
AT&T INC.(Tcusip00206R102)	547.1K	QoQ -0.07% (-418) YoY -25.76% (-189.9K)	All Managers (Combined)	$15.5M	0.2% ($15.5M/$8.3B)	QoQ +24.10% (-$3.0M) YoY +19.28% (-$2.5M)