Atria Wealth Solutions, Inc.

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: 0001927543
Manager Name: Atria Wealth Solutions, Inc.

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8,296,260.138K total value

4,123 positions

Manager:

SEC FilingSEC DataHachi Filing

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BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

1147(-8.9%)

Value:

$279.1M(-2.3%)

CLEVELAND-CLIFFS INC.

CLF|185899101

33950(+195.9%)

Value:

$279.1M(+158.7%)

Paymentus Holdings, Inc.

PAY|70439P108

10689

Value:

$279.0M

82889N764

9763(-14.4%)

Value:

$279.0M(-17.1%)

EVERSOURCE ENERGY

ES|30040W108

4490

Value:

$278.9M

STANDEX INTERNATIONAL CORP/DE/

SXI|854231107

1727(-24.0%)

Value:

$278.7M(-34.4%)

STEEL DYNAMICS INC

STLD|858119100

2220(-0.2%)

Value:

$277.7M(+9.4%)

02072L722

9341(+0.0%)

Value:

$277.4M(+8.9%)

CBRE GLOBAL REAL ESTATE INCOME FUND

IGR|12504G100

53750

Value:

$277.4M

921935508

1828(-44.7%)

Value:

$277.3M(-49.0%)

SEABRIDGE GOLD INC

SA|811916105

23732(-19.6%)

Value:

$277.0M(-17.7%)

33734X838

20895(+46.7%)

Value:

$276.6M(+61.5%)

464288802

2399(-43.0%)

Value:

$275.6M(-46.2%)

37950E291

14614(+13.6%)

Value:

$275.3M(+18.1%)

45782C318

7673(-10.1%)

Value:

$274.7M(-10.4%)

USA Compression Partners, LP

USAC|90290N109

10173(+0.8%)

Value:

$274.5M(+15.4%)

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

17208(-10.8%)

Value:

$274.1M(-8.4%)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

7134(-4.5%)

Value:

$273.3M(-1.4%)

02210T108

9659(+14.4%)

Value:

$272.8M(+17.3%)

HALLIBURTON CO

HAL|406216101

10728(-47.3%)

Value:

$272.2M(-50.9%)

Instrument	Shares		Other Manager	Value
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	1.1K	QoQ -8.89% (-112) YoY -64.33% (-2.1K)	All Managers (Combined)	$279.1K	QoQ -2.34% (-$6.7K) YoY -57.78% (-$382.1K)
Cleveland-Cliffs Inc.(CLFcusip185899101)	34.0K	QoQ +195.86% (+22.5K) YoY +42.13% (-10.1K)	All Managers (Combined)	$279.1K	QoQ +158.72% (+$171.2K) YoY -48.61% (-$264.1K)
Paymentus Holdings, Inc.(PAYcusip70439P108)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$279.0K	QoQ NEW(+$279.0K) YoY NEW(+$279.0K)
(cusip82889N764)✕	9.8K	QoQ -14.45% (-1.6K) YoY -33.55% (-4.9K)	All Managers (Combined)	$279.0K	QoQ -17.08% (-$57.5K) YoY -28.32% (-$110.3K)
Eversource Energy(EScusip30040W108)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$278.9K	QoQ NEW(+$278.9K) YoY NEW(+$278.9K)
Standex International Corp/De/(SXIcusip854231107)	1.7K	QoQ -23.98% (-545) YoY -47.45% (-1.6K)	All Managers (Combined)	$278.7K	QoQ -34.39% (-$146.1K) YoY -53.46% (-$320.2K)
Steel Dynamics Inc(STLDcusip858119100)	2.2K	QoQ -0.22% (-5) YoY -21.99% (-626)	All Managers (Combined)	$277.7K	QoQ +9.41% (-$23.9K) YoY -34.37% (-$145.4K)
(cusip02072L722)✕	9.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$277.4K	QoQ +8.91% (+$22.7K) YoY -5.14% (-$15.0K)
Cbre Global Real Estate Income Fund(IGRcusip12504G100)	53.8K	QoQ NEW(+53.8K) YoY NEW(+53.8K)	All Managers (Combined)	$277.4K	QoQ NEW(+$277.4K) YoY NEW(+$277.4K)
(cusip921935508)✕	1.8K	QoQ -44.70% (-1.5K) YoY -23.70% (-568)	All Managers (Combined)	$277.3K	QoQ -48.96% (-$266.1K) YoY -23.48% (-$85.1K)
Seabridge Gold Inc(SAcusip811916105)	23.7K	QoQ -19.56% (-5.8K) YoY -10.36% (-2.7K)	All Managers (Combined)	$277.0K	QoQ -17.73% (-$59.7K) YoY -30.81% (-$123.4K)
(cusip33734X838)✕	20.9K	QoQ +46.72% (+6.7K) YoY NEW(+20.9K)	All Managers (Combined)	$276.6K	QoQ +61.53% (+$105.4K) YoY NEW(+$276.6K)
(cusip464288802)✕	2.4K	QoQ -43.01% (-1.8K) YoY -20.74% (-628)	All Managers (Combined)	$275.6K	QoQ -46.17% (-$236.4K) YoY -16.61% (-$54.9K)
(cusip37950E291)✕	14.6K	QoQ +13.55% (+1.7K) YoY NEW(+14.6K)	All Managers (Combined)	$275.3K	QoQ +18.07% (+$42.1K) YoY NEW(+$275.3K)
(cusip45782C318)✕	7.7K	QoQ -10.09% (-862) YoY -19.13% (-1.8K)	All Managers (Combined)	$274.7K	QoQ -10.36% (-$31.8K) YoY -10.84% (-$33.4K)
Usa Compression Partners, Lp(USACcusip90290N109)	10.2K	QoQ +0.82% (+83) YoY +12.27% (+1.1K)	All Managers (Combined)	$274.5K	QoQ +15.45% (+$36.7K) YoY +13.57% (+$32.8K)
Flaherty & Crumrine Preferred & Income Securities Fund Inc(FFCcusip338478100)	17.2K	QoQ -10.76% (-2.1K) YoY -33.12% (-8.5K)	All Managers (Combined)	$274.1K	QoQ -8.45% (-$25.3K) YoY -28.26% (-$108.0K)
Alliancebernstein Holding L.P.(ABcusip01881G106)	7.1K	QoQ -4.51% (-337) YoY +16.81% (+1.0K)	All Managers (Combined)	$273.3K	QoQ -1.36% (-$3.8K) YoY +28.82% (+$61.2K)
(cusip02210T108)✕	9.7K	QoQ +14.36% (+1.2K) YoY NEW(+9.7K)	All Managers (Combined)	$272.8K	QoQ +17.31% (+$40.3K) YoY NEW(+$272.8K)
Halliburton Co(HALcusip406216101)	10.7K	QoQ -47.33% (-9.6K) YoY -30.60% (-4.7K)	All Managers (Combined)	$272.2K	QoQ -50.86% (-$281.7K) YoY -55.33% (-$337.2K)