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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BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.1K

Value:$279.1K

% of Portfolio:0.0% ($279.1K/$8.3B)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:34.0K

Value:$279.1K

% of Portfolio:0.0% ($279.1K/$8.3B)

Paymentus Holdings, Inc.

PAY|70439P108

Shares:10.7K

Value:$279.0K

% of Portfolio:0.0% ($279.0K/$8.3B)

82889N764

Shares:9.8K

Value:$279.0K

% of Portfolio:0.0% ($279.0K/$8.3B)

EVERSOURCE ENERGY

ES|30040W108

Shares:4.5K

Value:$278.9K

% of Portfolio:0.0% ($278.9K/$8.3B)

STANDEX INTERNATIONAL CORP/DE/

SXI|854231107

Shares:1.7K

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$8.3B)

STEEL DYNAMICS INC

STLD|858119100

Shares:2.2K

Value:$277.7K

% of Portfolio:0.0% ($277.7K/$8.3B)

02072L722

Shares:9.3K

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$8.3B)

CBRE GLOBAL REAL ESTATE INCOME FUND

IGR|12504G100

Shares:53.8K

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$8.3B)

921935508

Shares:1.8K

Value:$277.3K

% of Portfolio:0.0% ($277.3K/$8.3B)

SEABRIDGE GOLD INC

SA|811916105

Shares:23.7K

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$8.3B)

33734X838

Shares:20.9K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$8.3B)

464288802

Shares:2.4K

Value:$275.6K

% of Portfolio:0.0% ($275.6K/$8.3B)

37950E291

Shares:14.6K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$8.3B)

45782C318

Shares:7.7K

Value:$274.7K

% of Portfolio:0.0% ($274.7K/$8.3B)

USA Compression Partners, LP

USAC|90290N109

Shares:10.2K

Value:$274.5K

% of Portfolio:0.0% ($274.5K/$8.3B)

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

Shares:17.2K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$8.3B)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:7.1K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$8.3B)

02210T108

Shares:9.7K

Value:$272.8K

% of Portfolio:0.0% ($272.8K/$8.3B)

HALLIBURTON CO

HAL|406216101

Shares:10.7K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.1K	QoQ -8.89% (-112) YoY -64.33% (-2.1K)	All Managers (Combined)	$279.1K	0.0% ($279.1K/$8.3B)	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	0.0% ($279.1K/$8.3B)	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	0.0% ($279.0K/$8.3B)	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	0.0% ($279.0K/$8.3B)	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	0.0% ($278.9K/$8.3B)	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	0.0% ($278.7K/$8.3B)	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	0.0% ($277.7K/$8.3B)	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	0.0% ($277.4K/$8.3B)	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	0.0% ($277.4K/$8.3B)	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	0.0% ($277.3K/$8.3B)	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	0.0% ($277.0K/$8.3B)	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	0.0% ($276.6K/$8.3B)	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	0.0% ($275.6K/$8.3B)	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	0.0% ($275.3K/$8.3B)	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	0.0% ($274.7K/$8.3B)	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	0.0% ($274.5K/$8.3B)	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	0.0% ($274.1K/$8.3B)	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	0.0% ($273.3K/$8.3B)	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	0.0% ($272.8K/$8.3B)	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	0.0% ($272.2K/$8.3B)	QoQ -50.86% (-$281.7K) YoY -55.33% (-$337.2K)