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 78 of 93

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New Mountain Finance Corp

NMFC|647551100

Shares:24.0K

Value:$264.4K

% of Portfolio:0.0% ($264.4K/$8.3B)

012653200

Shares:7.4K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$8.3B)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:1.6K

Value:$262.7K

% of Portfolio:0.0% ($262.7K/$8.3B)

Apollo Commercial Real Estate Finance, Inc.

ARI|03762U105

Shares:27.4K

Value:$262.3K

% of Portfolio:0.0% ($262.3K/$8.3B)

33739P301

Shares:5.5K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$8.3B)

33737M300

Shares:3.8K

Value:$261.8K

% of Portfolio:0.0% ($261.8K/$8.3B)

Liberty Broadband Corp

LBRDK|530307305

Shares:3.1K

Value:$261.4K

% of Portfolio:0.0% ($261.4K/$8.3B)

46434G889

Shares:5.6K

Value:$261.3K

% of Portfolio:0.0% ($261.3K/$8.3B)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:7.6K

Value:$260.8K

% of Portfolio:0.0% ($260.8K/$8.3B)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:2.1K

Value:$260.7K

% of Portfolio:0.0% ($260.7K/$8.3B)

Duff & Phelps Utility & Infrastructure Fund Inc.

DPG|26433C105

Shares:21.2K

Value:$259.7K

% of Portfolio:0.0% ($259.7K/$8.3B)

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:140

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$8.3B)

464288869

Shares:2.3K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$8.3B)

00214Q302

Shares:12.5K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$8.3B)

Sunoco LP

SUN|86765K109

Shares:4.5K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$8.3B)

ClearBridge Energy Midstream Opportunity Fund Inc.

EMO|18469P209

Shares:5.2K

Value:$258.9K

% of Portfolio:0.0% ($258.9K/$8.3B)

33740U844

Shares:6.7K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$8.3B)

921932828

Shares:2.7K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$8.3B)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:27.6K

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$8.3B)

69374H717

Shares:7.4K

Value:$258.0K

% of Portfolio:0.0% ($258.0K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
New Mountain Finance Corp(NMFCcusip647551100)	24.0K	QoQ -11.07% (-3.0K) YoY -35.57% (-13.2K)	All Managers (Combined)	$264.4K	0.0% ($264.4K/$8.3B)	QoQ -12.94% (-$39.3K) YoY -45.46% (-$220.4K)
(cusip012653200)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$8.3B)	QoQ NEW(+$263.8K) YoY NEW(+$263.8K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	1.6K	QoQ +0.06% (-1) YoY NEW(+1.6K)	All Managers (Combined)	$262.7K	0.0% ($262.7K/$8.3B)	QoQ -6.92% (-$19.5K) YoY NEW(+$262.7K)
Apollo Commercial Real Estate Finance, Inc.(ARIcusip03762U105)	27.4K	QoQ -62.95% (-46.6K) YoY -0.72% (-199)	All Managers (Combined)	$262.3K	0.0% ($262.3K/$8.3B)	QoQ -59.05% (-$378.4K) YoY -17.31% (-$54.9K)
(cusip33739P301)✕	5.5K	QoQ -57.09% (-7.3K) YoY -56.02% (-7.0K)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$8.3B)	QoQ -57.52% (-$354.7K) YoY -56.37% (-$338.4K)
(cusip33737M300)✕	3.8K	QoQ +22.78% (+706) YoY NEW(+3.8K)	All Managers (Combined)	$261.8K	0.0% ($261.8K/$8.3B)	QoQ +9.09% (+$21.8K) YoY NEW(+$261.8K)
Liberty Broadband Corp(LBRDKcusip530307305)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$261.4K	0.0% ($261.4K/$8.3B)	QoQ NEW(+$261.4K) YoY NEW(+$261.4K)
(cusip46434G889)✕	5.6K	QoQ -6.88% (-413) YoY NEW(+5.6K)	All Managers (Combined)	$261.3K	0.0% ($261.3K/$8.3B)	QoQ -3.69% (-$10.0K) YoY NEW(+$261.3K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	7.6K	QoQ -18.26% (-1.7K) YoY -19.37% (-1.8K)	All Managers (Combined)	$260.8K	0.0% ($260.8K/$8.3B)	QoQ -4.12% (-$11.2K) YoY -35.54% (-$143.8K)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	2.1K	QoQ +0.75% (-16) YoY +56.60% (+776)	All Managers (Combined)	$260.7K	0.0% ($260.7K/$8.3B)	QoQ -7.14% (-$20.1K) YoY +8.95% (+$21.4K)
Duff & Phelps Utility & Infrastructure Fund Inc.(DPGcusip26433C105)	21.2K	QoQ +26.68% (+4.5K) YoY +24.57% (+4.2K)	All Managers (Combined)	$259.7K	0.0% ($259.7K/$8.3B)	QoQ +32.53% (+$63.8K) YoY +59.35% (+$96.7K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	140	QoQ -53.64% (-162) YoY NEW(+140)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$8.3B)	QoQ -59.27% (-$377.9K) YoY NEW(+$259.6K)
(cusip464288869)✕	2.3K	QoQ -59.15% (-3.4K) YoY NEW(+2.3K)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$8.3B)	QoQ -65.24% (-$486.7K) YoY NEW(+$259.2K)
(cusip00214Q302)✕	12.5K	QoQ -36.93% (-7.3K) YoY -2.63% (-338)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$8.3B)	QoQ -44.39% (-$206.9K) YoY -29.71% (-$109.6K)
Sunoco LP(SUNcusip86765K109)	4.5K	QoQ -10.34% (-515) YoY NEW(+4.5K)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$8.3B)	QoQ +1.18% (-$3.0K) YoY NEW(+$259.1K)
ClearBridge Energy Midstream Opportunity Fund Inc.(EMOcusip18469P209)	5.2K	QoQ +7.65% (+371) YoY NEW(+5.2K)	All Managers (Combined)	$258.9K	0.0% ($258.9K/$8.3B)	QoQ +14.78% (+$33.3K) YoY NEW(+$258.9K)
(cusip33740U844)✕	6.7K	QoQ +19.28% (+1.1K) YoY +10.64% (+647)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$8.3B)	QoQ +18.84% (+$41.0K) YoY +17.60% (+$38.7K)
(cusip921932828)✕	2.7K	QoQ -18.68% (-616) YoY -67.38% (-5.5K)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$8.3B)	QoQ -25.99% (-$90.9K) YoY -68.98% (-$575.3K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	27.6K	QoQ -21.06% (-7.4K) YoY -24.30% (-8.9K)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$8.3B)	QoQ -13.97% (-$42.0K) YoY -20.31% (-$65.8K)
(cusip69374H717)✕	7.4K	QoQ 0.00% (-0) YoY -48.61% (-7.0K)	All Managers (Combined)	$258.0K	0.0% ($258.0K/$8.3B)	QoQ -6.33% (-$17.5K) YoY -48.94% (-$247.4K)