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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SEI INVESTMENTS CO

SEIC|784117103

Shares:3.7K

Value:$287.0K

% of Portfolio:0.0% ($287.0K/$8.3B)

69344A206

Shares:8.2K

Value:$286.8K

% of Portfolio:0.0% ($286.8K/$8.3B)

HIGHLAND OPPORTUNITIES & INCOME FUND

HFRO|43010E404

Shares:55.1K

Value:$286.7K

% of Portfolio:0.0% ($286.7K/$8.3B)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:3.6K

Value:$285.7K

% of Portfolio:0.0% ($285.7K/$8.3B)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:1.4K

Value:$285.5K

% of Portfolio:0.0% ($285.5K/$8.3B)

Post Holdings, Inc.

POST|737446104

Shares:2.5K

Value:$285.1K

% of Portfolio:0.0% ($285.1K/$8.3B)

46432F859

Shares:5.9K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$8.3B)

33740F268

Shares:13.7K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$8.3B)

33738R878

Shares:8.1K

Value:$284.0K

% of Portfolio:0.0% ($284.0K/$8.3B)

IonQ, Inc.

IONQ|46222L108

Shares:12.9K

Value:$283.7K

% of Portfolio:0.0% ($283.7K/$8.3B)

74933W874

Shares:8.7K

Value:$283.3K

% of Portfolio:0.0% ($283.3K/$8.3B)

19761L508

Shares:15.8K

Value:$283.0K

% of Portfolio:0.0% ($283.0K/$8.3B)

DigitalBridge Group, Inc.

DBRG|25401T603

Shares:32.1K

Value:$282.9K

% of Portfolio:0.0% ($282.9K/$8.3B)

47103U100

Shares:4.6K

Value:$282.8K

% of Portfolio:0.0% ($282.8K/$8.3B)

37954Y830

Shares:7.2K

Value:$281.1K

% of Portfolio:0.0% ($281.1K/$8.3B)

ELECTRONIC ARTS INC.

EA|285512109

Shares:1.9K

Value:$280.0K

% of Portfolio:0.0% ($280.0K/$8.3B)

911717106

Shares:3.9K

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$8.3B)

Ryman Hospitality Properties, Inc.

RHP|78377T107

Shares:3.1K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$8.3B)

JOHN HANCOCK PREFERRED INCOME FUND II

HPF|41013X106

Shares:16.8K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$8.3B)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

Shares:8.5K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SEI INVESTMENTS CO(SEICcusip784117103)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$287.0K	0.0% ($287.0K/$8.3B)	QoQ NEW(+$287.0K) YoY NEW(+$287.0K)
(cusip69344A206)✕	8.2K	QoQ NEW(+8.2K) YoY -53.02% (-9.3K)	All Managers (Combined)	$286.8K	0.0% ($286.8K/$8.3B)	QoQ NEW(+$286.8K) YoY -53.30% (-$327.4K)
HIGHLAND OPPORTUNITIES & INCOME FUND(HFROcusip43010E404)	55.1K	QoQ +0.02% (+12) YoY +26.04% (-11.4K)	All Managers (Combined)	$286.7K	0.0% ($286.7K/$8.3B)	QoQ +0.21% (+$614) YoY -6.76% (-$20.8K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	3.6K	QoQ +1.03% (+37) YoY NEW(+3.6K)	All Managers (Combined)	$285.7K	0.0% ($285.7K/$8.3B)	QoQ +31.77% (+$68.9K) YoY NEW(+$285.7K)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	1.4K	QoQ NEW(+1.4K) YoY -10.88% (-171)	All Managers (Combined)	$285.5K	0.0% ($285.5K/$8.3B)	QoQ NEW(+$285.5K) YoY -14.50% (-$48.4K)
Post Holdings, Inc.(POSTcusip737446104)	2.5K	QoQ -0.44% (-11) YoY -22.49% (-711)	All Managers (Combined)	$285.1K	0.0% ($285.1K/$8.3B)	QoQ +1.20% (-$3.4K) YoY -15.14% (-$50.9K)
(cusip46432F859)✕	5.9K	QoQ +8.48% (+461) YoY +0.94% (+55)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$8.3B)	QoQ +9.80% (+$25.4K) YoY +2.87% (+$8.0K)
(cusip33740F268)✕	13.7K	QoQ 0.00% (-0) YoY NEW(+13.7K)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$8.3B)	QoQ -3.79% (-$11.2K) YoY NEW(+$284.2K)
(cusip33738R878)✕	8.1K	QoQ -15.20% (-1.4K) YoY +27.92% (+1.8K)	All Managers (Combined)	$284.0K	0.0% ($284.0K/$8.3B)	QoQ -18.37% (-$63.9K) YoY +30.41% (+$66.2K)
IonQ, Inc.(IONQcusip46222L108)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$283.7K	0.0% ($283.7K/$8.3B)	QoQ NEW(+$283.7K) YoY NEW(+$283.7K)
(cusip74933W874)✕	8.7K	QoQ +15.99% (+1.2K) YoY NEW(+8.7K)	All Managers (Combined)	$283.3K	0.0% ($283.3K/$8.3B)	QoQ +6.28% (+$16.8K) YoY NEW(+$283.3K)
(cusip19761L508)✕	15.8K	QoQ -1.18% (-189) YoY -45.72% (-13.3K)	All Managers (Combined)	$283.0K	0.0% ($283.0K/$8.3B)	QoQ +0.79% (-$2.2K) YoY -45.41% (-$235.4K)
DigitalBridge Group, Inc.(DBRGcusip25401T603)	32.1K	QoQ -8.03% (-2.8K) YoY -34.17% (-16.6K)	All Managers (Combined)	$282.9K	0.0% ($282.9K/$8.3B)	QoQ -28.08% (-$110.5K) YoY -69.88% (-$656.4K)
(cusip47103U100)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$282.8K	0.0% ($282.8K/$8.3B)	QoQ NEW(+$282.8K) YoY NEW(+$282.8K)
(cusip37954Y830)✕	7.2K	QoQ 0.00% (+0) YoY -1.70% (-125)	All Managers (Combined)	$281.1K	0.0% ($281.1K/$8.3B)	QoQ +2.32% (+$6.4K) YoY -9.49% (-$29.5K)
ELECTRONIC ARTS INC.(EAcusip285512109)	1.9K	QoQ -67.45% (-4.0K) YoY -71.72% (-4.9K)	All Managers (Combined)	$280.0K	0.0% ($280.0K/$8.3B)	QoQ -67.84% (-$591.0K) YoY -69.20% (-$629.5K)
(cusip911717106)✕	3.9K	QoQ +2.13% (+81) YoY +3.49% (+131)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$8.3B)	QoQ +11.64% (+$29.2K) YoY +22.46% (+$51.4K)
Ryman Hospitality Properties, Inc.(RHPcusip78377T107)	3.1K	QoQ NEW(+3.1K) YoY +69.72% (+1.3K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$8.3B)	QoQ NEW(+$279.3K) YoY +32.97% (+$69.3K)
JOHN HANCOCK PREFERRED INCOME FUND II(HPFcusip41013X106)	16.8K	QoQ -1.17% (-200) YoY +6.65% (+1.0K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$8.3B)	QoQ -0.75% (-$2.1K) YoY +7.23% (+$18.9K)
Madison Square Garden Entertainment Corp.(MSGEcusip55826T102)	8.5K	QoQ NEW(+8.5K) YoY +53.34% (+3.0K)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$8.3B)	QoQ NEW(+$279.2K) YoY +2.22% (+$6.1K)