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 7 of 93

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464287655

IWM|464287655

Shares:76.6K

Value:$15.3M

% of Portfolio:0.2% ($15.3M/$8.3B)

46434G764

EMXC|46434G764

Shares:273.8K

Value:$15.1M

% of Portfolio:0.2% ($15.1M/$8.3B)

46137V357

RSP|46137V357

Shares:86.7K

Value:$15.0M

% of Portfolio:0.2% ($15.0M/$8.3B)

14020Y300

Shares:535.0K

Value:$14.7M

% of Portfolio:0.2% ($14.7M/$8.3B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:32.8K

Value:$14.7M

% of Portfolio:0.2% ($14.7M/$8.3B)

PFIZER INC

PFE|717081103

Shares:577.6K

Value:$14.6M

% of Portfolio:0.2% ($14.6M/$8.3B)

69374H857

Shares:386.5K

Value:$14.5M

% of Portfolio:0.2% ($14.5M/$8.3B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:86.8K

Value:$14.4M

% of Portfolio:0.2% ($14.4M/$8.3B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:34.4K

Value:$14.4M

% of Portfolio:0.2% ($14.4M/$8.3B)

81369Y886

Shares:181.8K

Value:$14.3M

% of Portfolio:0.2% ($14.3M/$8.3B)

92206C870

VCIT|92206C870

Shares:172.8K

Value:$14.1M

% of Portfolio:0.2% ($14.1M/$8.3B)

464287242

Shares:128.8K

Value:$14.0M

% of Portfolio:0.2% ($14.0M/$8.3B)

46137V472

Shares:151.6K

Value:$13.9M

% of Portfolio:0.2% ($13.9M/$8.3B)

46641Q159

Shares:300.0K

Value:$13.8M

% of Portfolio:0.2% ($13.8M/$8.3B)

46434V456

Shares:348.2K

Value:$13.8M

% of Portfolio:0.2% ($13.8M/$8.3B)

092528603

Shares:262.7K

Value:$13.8M

% of Portfolio:0.2% ($13.8M/$8.3B)

032108409

Shares:332.7K

Value:$13.6M

% of Portfolio:0.2% ($13.6M/$8.3B)

92204A876

Shares:79.5K

Value:$13.6M

% of Portfolio:0.2% ($13.6M/$8.3B)

Walt Disney Co

DIS|254687106

Shares:135.8K

Value:$13.4M

% of Portfolio:0.2% ($13.4M/$8.3B)

922042775

VEU|922042775

Shares:219.3K

Value:$13.3M

% of Portfolio:0.2% ($13.3M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	76.6K	QoQ -22.80% (-22.6K) YoY -29.59% (-32.2K)	All Managers (Combined)	$15.3M	0.2% ($15.3M/$8.3B)	QoQ -30.30% (-$6.6M) YoY -33.21% (-$7.6M)
(EMXCcusip46434G764)	273.8K	QoQ -22.80% (-80.9K) YoY +28.31% (+60.4K)	All Managers (Combined)	$15.1M	0.2% ($15.1M/$8.3B)	QoQ -23.30% (-$4.6M) YoY +22.78% (+$2.8M)
(RSPcusip46137V357)	86.7K	QoQ +1.34% (+1.2K) YoY -19.91% (-21.5K)	All Managers (Combined)	$15.0M	0.2% ($15.0M/$8.3B)	QoQ +0.18% (+$28.4K) YoY -18.08% (-$3.3M)
(cusip14020Y300)✕	535.0K	QoQ +3.17% (+16.5K) YoY +134.30% (+306.6K)	All Managers (Combined)	$14.7M	0.2% ($14.7M/$8.3B)	QoQ +3.69% (+$522.4K) YoY +136.65% (+$8.5M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	32.8K	QoQ -11.43% (-4.2K) YoY -2.40% (-810)	All Managers (Combined)	$14.7M	0.2% ($14.7M/$8.3B)	QoQ -18.58% (-$3.3M) YoY -4.58% (-$703.6K)
PFIZER INC(PFEcusip717081103)	577.6K	QoQ -1.25% (-7.3K) YoY +16.27% (+80.8K)	All Managers (Combined)	$14.6M	0.2% ($14.6M/$8.3B)	QoQ -5.68% (-$881.6K) YoY +6.17% (+$851.3K)
(cusip69374H857)✕	386.5K	QoQ -4.49% (-18.2K) YoY +3.93% (-14.6K)	All Managers (Combined)	$14.5M	0.2% ($14.5M/$8.3B)	QoQ -18.82% (-$3.4M) YoY -20.71% (-$3.8M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	86.8K	QoQ +26.03% (+17.9K) YoY +50.52% (+29.1K)	All Managers (Combined)	$14.4M	0.2% ($14.4M/$8.3B)	QoQ +6.02% (+$820.5K) YoY +83.42% (+$6.6M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	34.4K	QoQ -34.60% (-18.2K) YoY -8.45% (-3.2K)	All Managers (Combined)	$14.4M	0.2% ($14.4M/$8.3B)	QoQ -35.53% (-$8.0M) YoY -3.40% (-$508.8K)
(cusip81369Y886)✕	181.8K	QoQ -3.59% (-6.8K) YoY +14.94% (+23.6K)	All Managers (Combined)	$14.3M	0.2% ($14.3M/$8.3B)	QoQ +0.42% (-$61.3K) YoY +38.05% (+$4.0M)
(VCITcusip92206C870)	172.8K	QoQ -8.38% (-15.8K) YoY +22.09% (+31.3K)	All Managers (Combined)	$14.1M	0.2% ($14.1M/$8.3B)	QoQ -6.68% (-$1.0M) YoY +23.99% (+$2.7M)
(cusip464287242)✕	128.8K	QoQ -31.33% (-58.8K) YoY -54.40% (-153.7K)	All Managers (Combined)	$14.0M	0.2% ($14.0M/$8.3B)	QoQ -30.14% (-$6.0M) YoY -54.50% (-$16.8M)
(cusip46137V472)✕	151.6K	QoQ -4.58% (-7.3K) YoY +31.46% (+36.3K)	All Managers (Combined)	$13.9M	0.2% ($13.9M/$8.3B)	QoQ -11.31% (-$1.8M) YoY +9.33% (+$1.2M)
(cusip46641Q159)✕	300.0K	QoQ +79.15% (+132.5K) YoY +1620.56% (+282.5K)	All Managers (Combined)	$13.8M	0.2% ($13.8M/$8.3B)	QoQ +80.92% (+$6.2M) YoY +1639.82% (+$13.0M)
(cusip46434V456)✕	348.2K	QoQ +18.45% (+54.3K) YoY +109.91% (+182.3K)	All Managers (Combined)	$13.8M	0.2% ($13.8M/$8.3B)	QoQ +26.66% (+$2.9M) YoY +110.07% (+$7.2M)
(cusip092528603)✕	262.7K	QoQ -4.15% (-11.4K) YoY +66.34% (+104.8K)	All Managers (Combined)	$13.8M	0.2% ($13.8M/$8.3B)	QoQ -3.48% (-$497.6K) YoY +66.08% (+$5.5M)
(cusip032108409)✕	332.7K	QoQ -0.89% (-3.0K) YoY +17.41% (+49.4K)	All Managers (Combined)	$13.6M	0.2% ($13.6M/$8.3B)	QoQ -0.20% (-$28.5K) YoY +23.12% (+$2.6M)
(cusip92204A876)✕	79.5K	QoQ -19.82% (-19.7K) YoY -23.36% (-24.2K)	All Managers (Combined)	$13.6M	0.2% ($13.6M/$8.3B)	QoQ -16.20% (-$2.6M) YoY -8.18% (-$1.2M)
Walt Disney Co(DIScusip254687106)	135.8K	QoQ -3.51% (-5.0K) YoY -18.80% (-31.5K)	All Managers (Combined)	$13.4M	0.2% ($13.4M/$8.3B)	QoQ -14.57% (-$2.3M) YoY -34.50% (-$7.1M)
(VEUcusip922042775)	219.3K	QoQ -2.21% (-5.0K) YoY +4.68% (+9.8K)	All Managers (Combined)	$13.3M	0.2% ($13.3M/$8.3B)	QoQ +3.31% (-$427.0K) YoY +8.27% (+$1.0M)