Atria-Wealth-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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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 66 of 93

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Joby Aviation, Inc.

JOBY|G65163100

Shares:66.6K

Value:$401.0K

% of Portfolio:0.0% ($401.0K/$8.3B)

82889N640

Shares:16.2K

Value:$400.7K

% of Portfolio:0.0% ($400.7K/$8.3B)

524682200

Shares:5.7K

Value:$400.2K

% of Portfolio:0.0% ($400.2K/$8.3B)

COHEN & STEERS REIT & PREFERRED & INCOME FUND INC

RNP|19247X100

Shares:18.1K

Value:$400.1K

% of Portfolio:0.0% ($400.1K/$8.3B)

921932844

Shares:4.3K

Value:$400.1K

% of Portfolio:0.0% ($400.1K/$8.3B)

78464A888

Shares:4.1K

Value:$399.5K

% of Portfolio:0.0% ($399.5K/$8.3B)

92189F601

Shares:5.4K

Value:$397.3K

% of Portfolio:0.0% ($397.3K/$8.3B)

KIMCO REALTY CORP

KIM|49446R109

Shares:18.6K

Value:$395.3K

% of Portfolio:0.0% ($395.3K/$8.3B)

33740U208

Shares:8.3K

Value:$395.1K

% of Portfolio:0.0% ($395.1K/$8.3B)

Oxford Lane Capital Corp.

OXLC|691543102

Shares:83.1K

Value:$393.6K

% of Portfolio:0.0% ($393.6K/$8.3B)

46137V738

Shares:6.6K

Value:$393.4K

% of Portfolio:0.0% ($393.4K/$8.3B)

UNIVEST FINANCIAL Corp

UVSP|915271100

Shares:13.9K

Value:$393.0K

% of Portfolio:0.0% ($393.0K/$8.3B)

316092881

Shares:8.1K

Value:$393.0K

% of Portfolio:0.0% ($393.0K/$8.3B)

464287812

Shares:5.5K

Value:$392.4K

% of Portfolio:0.0% ($392.4K/$8.3B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:3.4K

Value:$390.9K

% of Portfolio:0.0% ($390.9K/$8.3B)

46137V613

PRF|46137V613

Shares:9.6K

Value:$389.6K

% of Portfolio:0.0% ($389.6K/$8.3B)

464288778

Shares:8.3K

Value:$388.8K

% of Portfolio:0.0% ($388.8K/$8.3B)

45783Y244

Shares:14.3K

Value:$388.7K

% of Portfolio:0.0% ($388.7K/$8.3B)

45783Y269

Shares:14.8K

Value:$388.7K

% of Portfolio:0.0% ($388.7K/$8.3B)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:6.7K

Value:$387.1K

% of Portfolio:0.0% ($387.1K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Joby Aviation, Inc.(JOBYcusipG65163100)	66.6K	QoQ NEW(+66.6K) YoY NEW(+66.6K)	All Managers (Combined)	$401.0K	0.0% ($401.0K/$8.3B)	QoQ NEW(+$401.0K) YoY NEW(+$401.0K)
(cusip82889N640)✕	16.2K	QoQ +4.87% (+754) YoY NEW(+16.2K)	All Managers (Combined)	$400.7K	0.0% ($400.7K/$8.3B)	QoQ +5.46% (+$20.8K) YoY NEW(+$400.7K)
(cusip524682200)✕	5.7K	QoQ -21.45% (-1.6K) YoY +48.21% (+1.9K)	All Managers (Combined)	$400.2K	0.0% ($400.2K/$8.3B)	QoQ -27.17% (-$149.4K) YoY +54.14% (+$140.6K)
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC(RNPcusip19247X100)	18.1K	QoQ +2.08% (+371) YoY -7.14% (-1.4K)	All Managers (Combined)	$400.1K	0.0% ($400.1K/$8.3B)	QoQ +7.80% (+$29.0K) YoY -2.56% (-$10.5K)
(cusip921932844)✕	4.3K	QoQ +6.67% (+272) YoY +10.05% (+397)	All Managers (Combined)	$400.1K	0.0% ($400.1K/$8.3B)	QoQ +2.75% (+$10.7K) YoY +11.55% (+$41.5K)
(cusip78464A888)✕	4.1K	QoQ +3.04% (-122) YoY -82.84% (-19.9K)	All Managers (Combined)	$399.5K	0.0% ($399.5K/$8.3B)	QoQ -4.44% (-$18.6K) YoY -85.09% (-$2.3M)
(cusip92189F601)✕	5.4K	QoQ -9.69% (-582) YoY +78.03% (+2.4K)	All Managers (Combined)	$397.3K	0.0% ($397.3K/$8.3B)	QoQ -18.66% (-$91.2K) YoY +71.71% (+$165.9K)
KIMCO REALTY CORP(KIMcusip49446R109)	18.6K	QoQ 0.00% (-0) YoY NEW(+18.6K)	All Managers (Combined)	$395.3K	0.0% ($395.3K/$8.3B)	QoQ -9.34% (-$40.8K) YoY NEW(+$395.3K)
(cusip33740U208)✕	8.3K	QoQ -55.71% (-10.4K) YoY -61.52% (-13.3K)	All Managers (Combined)	$395.1K	0.0% ($395.1K/$8.3B)	QoQ -56.92% (-$522.2K) YoY -58.77% (-$563.3K)
Oxford Lane Capital Corp.(OXLCcusip691543102)	83.1K	QoQ -1.23% (-1.0K) YoY +376.47% (+65.6K)	All Managers (Combined)	$393.6K	0.0% ($393.6K/$8.3B)	QoQ -7.95% (-$34.0K) YoY +339.20% (+$304.0K)
(cusip46137V738)✕	6.6K	QoQ -6.93% (-493) YoY -50.72% (-6.8K)	All Managers (Combined)	$393.4K	0.0% ($393.4K/$8.3B)	QoQ -2.62% (-$10.6K) YoY -48.26% (-$367.0K)
UNIVEST FINANCIAL Corp(UVSPcusip915271100)	13.9K	QoQ 0.00% (-0) YoY NEW(+13.9K)	All Managers (Combined)	$393.0K	0.0% ($393.0K/$8.3B)	QoQ -3.89% (-$15.9K) YoY NEW(+$393.0K)
(cusip316092881)✕	8.1K	QoQ NEW(+8.1K) YoY +89.55% (+3.8K)	All Managers (Combined)	$393.0K	0.0% ($393.0K/$8.3B)	QoQ NEW(+$393.0K) YoY +74.90% (+$168.3K)
(cusip464287812)✕	5.5K	QoQ +0.01% (+1) YoY -1.31% (-73)	All Managers (Combined)	$392.4K	0.0% ($392.4K/$8.3B)	QoQ +9.14% (+$32.9K) YoY +4.43% (-$16.7K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	3.4K	QoQ -0.23% (-8) YoY -44.13% (-2.7K)	All Managers (Combined)	$390.9K	0.0% ($390.9K/$8.3B)	QoQ -6.20% (-$25.9K) YoY -45.67% (-$328.7K)
(PRFcusip46137V613)	9.6K	QoQ -64.84% (-17.8K) YoY +5.72% (+522)	All Managers (Combined)	$389.6K	0.0% ($389.6K/$8.3B)	QoQ -64.78% (-$716.8K) YoY +11.06% (+$38.8K)
(cusip464288778)✕	8.3K	QoQ -75.48% (-25.7K) YoY -87.68% (-59.4K)	All Managers (Combined)	$388.8K	0.0% ($388.8K/$8.3B)	QoQ -77.29% (-$1.3M) YoY -86.75% (-$2.5M)
(cusip45783Y244)✕	14.3K	QoQ 0.00% (-0) YoY NEW(+14.3K)	All Managers (Combined)	$388.7K	0.0% ($388.7K/$8.3B)	QoQ -0.36% (-$1.4K) YoY NEW(+$388.7K)
(cusip45783Y269)✕	14.8K	QoQ 0.00% (-0) YoY NEW(+14.8K)	All Managers (Combined)	$388.7K	0.0% ($388.7K/$8.3B)	QoQ -3.34% (-$13.4K) YoY NEW(+$388.7K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	6.7K	QoQ -8.79% (-650) YoY NEW(+6.7K)	All Managers (Combined)	$387.1K	0.0% ($387.1K/$8.3B)	QoQ +5.89% (-$21.5K) YoY NEW(+$387.1K)