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

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Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:28.9K

Value:$412.6K

% of Portfolio:0.0% ($412.6K/$8.3B)

YETI Holdings, Inc.

YETI|98585X104

Shares:12.5K

Value:$412.3K

% of Portfolio:0.0% ($412.3K/$8.3B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.8K

Value:$412.3K

% of Portfolio:0.0% ($412.3K/$8.3B)

46435G268

Shares:6.6K

Value:$411.9K

% of Portfolio:0.0% ($411.9K/$8.3B)

JD.com, Inc.

JD|47215P106

Shares:10.0K

Value:$410.9K

% of Portfolio:0.0% ($410.9K/$8.3B)

35473P488

Shares:19.9K

Value:$409.4K

% of Portfolio:0.0% ($409.4K/$8.3B)

45783Y228

Shares:15.7K

Value:$409.4K

% of Portfolio:0.0% ($409.4K/$8.3B)

45782C573

Shares:11.0K

Value:$409.3K

% of Portfolio:0.0% ($409.3K/$8.3B)

46436E502

Shares:8.4K

Value:$409.2K

% of Portfolio:0.0% ($409.2K/$8.3B)

72201R882

Shares:5.7K

Value:$409.1K

% of Portfolio:0.0% ($409.1K/$8.3B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:4.3K

Value:$409.0K

% of Portfolio:0.0% ($409.0K/$8.3B)

STERIS plc

STE|G8473T100

Shares:1.8K

Value:$408.5K

% of Portfolio:0.0% ($408.5K/$8.3B)

464286533

Shares:7.0K

Value:$407.2K

% of Portfolio:0.0% ($407.2K/$8.3B)

Eaton Vance Enhanced Equity Income Fund

EOI|278274105

Shares:21.7K

Value:$407.2K

% of Portfolio:0.0% ($407.2K/$8.3B)

33740F458

Shares:10.8K

Value:$407.0K

% of Portfolio:0.0% ($407.0K/$8.3B)

46140H106

Shares:15.4K

Value:$406.8K

% of Portfolio:0.0% ($406.8K/$8.3B)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:211

Value:$406.3K

% of Portfolio:0.0% ($406.3K/$8.3B)

United Airlines Holdings, Inc.

UAL|910047109

Shares:5.9K

Value:$405.5K

% of Portfolio:0.0% ($405.5K/$8.3B)

89834G760

Shares:18.7K

Value:$403.2K

% of Portfolio:0.0% ($403.2K/$8.3B)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:81.5K

Value:$402.0K

% of Portfolio:0.0% ($402.0K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	28.9K	QoQ -18.63% (-6.6K) YoY -44.74% (-23.4K)	All Managers (Combined)	$412.6K	0.0% ($412.6K/$8.3B)	QoQ -22.38% (-$119.0K) YoY -41.02% (-$287.0K)
YETI Holdings, Inc.(YETIcusip98585X104)	12.5K	QoQ -7.21% (-969) YoY -25.40% (-4.2K)	All Managers (Combined)	$412.3K	0.0% ($412.3K/$8.3B)	QoQ -20.25% (-$104.7K) YoY -35.94% (-$231.4K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.8K	QoQ -0.50% (-9) YoY NEW(+1.8K)	All Managers (Combined)	$412.3K	0.0% ($412.3K/$8.3B)	QoQ +0.95% (-$3.9K) YoY NEW(+$412.3K)
(cusip46435G268)✕	6.6K	QoQ -12.53% (-944) YoY -83.04% (-32.3K)	All Managers (Combined)	$411.9K	0.0% ($411.9K/$8.3B)	QoQ -19.56% (-$100.2K) YoY -83.83% (-$2.1M)
JD.com, Inc.(JDcusip47215P106)	10.0K	QoQ +1.78% (+175) YoY NEW(+10.0K)	All Managers (Combined)	$410.9K	0.0% ($410.9K/$8.3B)	QoQ +20.71% (+$70.5K) YoY NEW(+$410.9K)
(cusip35473P488)✕	19.9K	QoQ +37.58% (+5.4K) YoY -48.04% (-18.4K)	All Managers (Combined)	$409.4K	0.0% ($409.4K/$8.3B)	QoQ +40.62% (+$118.3K) YoY -47.85% (-$375.7K)
(cusip45783Y228)✕	15.7K	QoQ -8.90% (-1.5K) YoY NEW(+15.7K)	All Managers (Combined)	$409.4K	0.0% ($409.4K/$8.3B)	QoQ -9.38% (-$42.4K) YoY NEW(+$409.4K)
(cusip45782C573)✕	11.0K	QoQ -1.75% (-196) YoY NEW(+11.0K)	All Managers (Combined)	$409.3K	0.0% ($409.3K/$8.3B)	QoQ -3.44% (-$14.6K) YoY NEW(+$409.3K)
(cusip46436E502)✕	8.4K	QoQ -7.82% (-710) YoY -12.08% (-1.1K)	All Managers (Combined)	$409.2K	0.0% ($409.2K/$8.3B)	QoQ -15.25% (-$73.7K) YoY -10.20% (-$46.5K)
(cusip72201R882)✕	5.7K	QoQ 0.00% (+0) YoY -4.19% (-250)	All Managers (Combined)	$409.1K	0.0% ($409.1K/$8.3B)	QoQ +4.38% (+$17.2K) YoY -13.40% (-$63.3K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	4.3K	QoQ -59.81% (-6.3K) YoY -71.52% (-10.7K)	All Managers (Combined)	$409.0K	0.0% ($409.0K/$8.3B)	QoQ -58.13% (-$568.0K) YoY -70.37% (-$971.4K)
STERIS plc(STEcusipG8473T100)	1.8K	QoQ +51.81% (+615) YoY -37.66% (-1.1K)	All Managers (Combined)	$408.5K	0.0% ($408.5K/$8.3B)	QoQ +67.38% (+$164.5K) YoY -37.14% (-$241.4K)
(cusip464286533)✕	7.0K	QoQ +30.71% (+1.6K) YoY +26.47% (+1.5K)	All Managers (Combined)	$407.2K	0.0% ($407.2K/$8.3B)	QoQ +31.49% (+$97.5K) YoY +30.39% (+$94.9K)
Eaton Vance Enhanced Equity Income Fund(EOIcusip278274105)	21.7K	QoQ +54.89% (+7.7K) YoY +21.84% (+3.9K)	All Managers (Combined)	$407.2K	0.0% ($407.2K/$8.3B)	QoQ +39.90% (+$116.1K) YoY +25.38% (+$82.4K)
(cusip33740F458)✕	10.8K	QoQ 0.00% (+0) YoY +37.22% (+2.9K)	All Managers (Combined)	$407.0K	0.0% ($407.0K/$8.3B)	QoQ +0.20% (+$815) YoY +53.03% (+$141.0K)
(cusip46140H106)✕	15.4K	QoQ -4.39% (-710) YoY -15.37% (-2.8K)	All Managers (Combined)	$406.8K	0.0% ($406.8K/$8.3B)	QoQ -5.29% (-$22.7K) YoY -9.97% (-$45.1K)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	211	QoQ NEW(+211) YoY NEW(+211)	All Managers (Combined)	$406.3K	0.0% ($406.3K/$8.3B)	QoQ NEW(+$406.3K) YoY NEW(+$406.3K)
United Airlines Holdings, Inc.(UALcusip910047109)	5.9K	QoQ -16.05% (-1.1K) YoY -52.52% (-6.5K)	All Managers (Combined)	$405.5K	0.0% ($405.5K/$8.3B)	QoQ -40.30% (-$273.8K) YoY -31.53% (-$186.8K)
(cusip89834G760)✕	18.7K	QoQ +47.05% (+6.0K) YoY NEW(+18.7K)	All Managers (Combined)	$403.2K	0.0% ($403.2K/$8.3B)	QoQ +38.70% (+$112.5K) YoY NEW(+$403.2K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	81.5K	QoQ +0.54% (+444) YoY +0.11% (-95)	All Managers (Combined)	$402.0K	0.0% ($402.0K/$8.3B)	QoQ +1.42% (+$5.7K) YoY -0.84% (-$3.4K)