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 69 of 93

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Upstart Holdings, Inc.

UPST|91680M107

Shares:8.0K

Value:$366.7K

% of Portfolio:0.0% ($366.7K/$8.3B)

Enphase Energy, Inc.

ENPH|29355A107

Shares:5.9K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$8.3B)

45784N783

Shares:15.3K

Value:$362.6K

% of Portfolio:0.0% ($362.6K/$8.3B)

66538H633

Shares:15.2K

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$8.3B)

MONROE CAPITAL Corp

MRCC|610335101

Shares:46.4K

Value:$361.7K

% of Portfolio:0.0% ($361.7K/$8.3B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:2.4K

Value:$361.2K

% of Portfolio:0.0% ($361.2K/$8.3B)

14064D550

Shares:13.2K

Value:$359.2K

% of Portfolio:0.0% ($359.2K/$8.3B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:7.9K

Value:$357.5K

% of Portfolio:0.0% ($357.5K/$8.3B)

33739P855

Shares:19.1K

Value:$356.8K

% of Portfolio:0.0% ($356.8K/$8.3B)

38149W630

Shares:8.0K

Value:$356.8K

% of Portfolio:0.0% ($356.8K/$8.3B)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:9.0K

Value:$354.8K

% of Portfolio:0.0% ($354.8K/$8.3B)

GAP INC

GAP|364760108

Shares:17.2K

Value:$354.5K

% of Portfolio:0.0% ($354.5K/$8.3B)

92189H300

Shares:14.8K

Value:$354.0K

% of Portfolio:0.0% ($354.0K/$8.3B)

BLACKROCK MUNIYIELD QUALITY FUND III, INC.

MYI|09254E103

Shares:32.0K

Value:$353.6K

% of Portfolio:0.0% ($353.6K/$8.3B)

46641Q647

Shares:7.1K

Value:$353.5K

% of Portfolio:0.0% ($353.5K/$8.3B)

464288356

Shares:6.3K

Value:$353.2K

% of Portfolio:0.0% ($353.2K/$8.3B)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:5.8K

Value:$353.0K

% of Portfolio:0.0% ($353.0K/$8.3B)

025072406

Shares:6.8K

Value:$351.3K

% of Portfolio:0.0% ($351.3K/$8.3B)

37954Y384

Shares:10.9K

Value:$351.3K

% of Portfolio:0.0% ($351.3K/$8.3B)

Western Midstream Partners, LP

WES|958669103

Shares:8.6K

Value:$350.6K

% of Portfolio:0.0% ($350.6K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Upstart Holdings, Inc.(UPSTcusip91680M107)	8.0K	QoQ -58.09% (-11.0K) YoY NEW(+8.0K)	All Managers (Combined)	$366.7K	0.0% ($366.7K/$8.3B)	QoQ -68.67% (-$803.7K) YoY NEW(+$366.7K)
Enphase Energy, Inc.(ENPHcusip29355A107)	5.9K	QoQ -2.29% (-138) YoY -52.29% (-6.4K)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$8.3B)	QoQ -11.72% (-$48.4K) YoY -75.53% (-$1.1M)
(cusip45784N783)✕	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$362.6K	0.0% ($362.6K/$8.3B)	QoQ NEW(+$362.6K) YoY NEW(+$362.6K)
(cusip66538H633)✕	15.2K	QoQ +55.00% (+5.4K) YoY -66.45% (-30.1K)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$8.3B)	QoQ +57.35% (+$131.9K) YoY -66.12% (-$706.4K)
MONROE CAPITAL Corp(MRCCcusip610335101)	46.4K	QoQ -13.70% (-7.4K) YoY -12.70% (-6.7K)	All Managers (Combined)	$361.7K	0.0% ($361.7K/$8.3B)	QoQ -20.80% (-$95.0K) YoY -5.43% (-$20.8K)
Keysight Technologies, Inc.(KEYScusip49338L103)	2.4K	QoQ -3.24% (-81) YoY -48.39% (-2.3K)	All Managers (Combined)	$361.2K	0.0% ($361.2K/$8.3B)	QoQ -9.79% (-$39.2K) YoY -50.57% (-$369.7K)
(cusip14064D550)✕	13.2K	QoQ +4.04% (+514) YoY +13.56% (+1.6K)	All Managers (Combined)	$359.2K	0.0% ($359.2K/$8.3B)	QoQ +3.44% (+$12.0K) YoY +16.79% (+$51.6K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	7.9K	QoQ +115.29% (+4.2K) YoY NEW(+7.9K)	All Managers (Combined)	$357.5K	0.0% ($357.5K/$8.3B)	QoQ +59.75% (+$133.7K) YoY NEW(+$357.5K)
(cusip33739P855)✕	19.1K	QoQ -19.28% (-4.6K) YoY -65.65% (-36.5K)	All Managers (Combined)	$356.8K	0.0% ($356.8K/$8.3B)	QoQ -19.28% (-$85.3K) YoY -64.74% (-$655.4K)
(cusip38149W630)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$356.8K	0.0% ($356.8K/$8.3B)	QoQ NEW(+$356.8K) YoY NEW(+$356.8K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	9.0K	QoQ +3.59% (+314) YoY NEW(+9.0K)	All Managers (Combined)	$354.8K	0.0% ($354.8K/$8.3B)	QoQ +12.27% (+$38.8K) YoY NEW(+$354.8K)
GAP INC(GAPcusip364760108)	17.2K	QoQ -0.83% (-144) YoY NEW(+17.2K)	All Managers (Combined)	$354.5K	0.0% ($354.5K/$8.3B)	QoQ -13.50% (-$55.3K) YoY NEW(+$354.5K)
(cusip92189H300)✕	14.8K	QoQ -69.97% (-34.6K) YoY -41.25% (-10.4K)	All Managers (Combined)	$354.0K	0.0% ($354.0K/$8.3B)	QoQ -69.00% (-$788.1K) YoY -42.81% (-$265.0K)
BLACKROCK MUNIYIELD QUALITY FUND III, INC.(MYIcusip09254E103)	32.0K	QoQ 0.00% (+0) YoY -5.98% (-2.0K)	All Managers (Combined)	$353.6K	0.0% ($353.6K/$8.3B)	QoQ +0.04% (+$176) YoY -9.81% (-$38.5K)
(cusip46641Q647)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$353.5K	0.0% ($353.5K/$8.3B)	QoQ NEW(+$353.5K) YoY NEW(+$353.5K)
(cusip464288356)✕	6.3K	QoQ -47.79% (-5.7K) YoY +20.39% (+1.1K)	All Managers (Combined)	$353.2K	0.0% ($353.2K/$8.3B)	QoQ -48.70% (-$335.3K) YoY +17.77% (+$53.3K)
BLACK HILLS CORP /SD/(BKHcusip092113109)	5.8K	QoQ -18.46% (-1.3K) YoY -61.18% (-9.2K)	All Managers (Combined)	$353.0K	0.0% ($353.0K/$8.3B)	QoQ -15.49% (-$64.7K) YoY -56.88% (-$465.7K)
(cusip025072406)✕	6.8K	QoQ +29.01% (+1.5K) YoY NEW(+6.8K)	All Managers (Combined)	$351.3K	0.0% ($351.3K/$8.3B)	QoQ +39.78% (+$100.0K) YoY NEW(+$351.3K)
(cusip37954Y384)✕	10.9K	QoQ +72.22% (+4.6K) YoY +2.01% (+215)	All Managers (Combined)	$351.3K	0.0% ($351.3K/$8.3B)	QoQ +73.39% (+$148.7K) YoY +10.89% (+$34.5K)
Western Midstream Partners, LP(WEScusip958669103)	8.6K	QoQ +5.04% (+411) YoY NEW(+8.6K)	All Managers (Combined)	$350.6K	0.0% ($350.6K/$8.3B)	QoQ +11.97% (+$37.5K) YoY NEW(+$350.6K)