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 79 of 93

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46641Q852

Shares:5.4K

Value:$257.6K

% of Portfolio:0.0% ($257.6K/$8.3B)

Healthcare Realty Trust Inc

HR|42226K105

Shares:15.2K

Value:$256.7K

% of Portfolio:0.0% ($256.7K/$8.3B)

78463X202

Shares:4.7K

Value:$256.2K

% of Portfolio:0.0% ($256.2K/$8.3B)

879512309

Shares:13.6K

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$8.3B)

NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND

NPV|67064R102

Shares:21.4K

Value:$255.9K

% of Portfolio:0.0% ($255.9K/$8.3B)

922042718

VSS|922042718

Shares:2.2K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$8.3B)

Ventas, Inc.

VTR|92276F100

Shares:3.7K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$8.3B)

EMCOR Group, Inc.

EME|29084Q100

Shares:687

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$8.3B)

92206C649

Shares:1.9K

Value:$253.5K

% of Portfolio:0.0% ($253.5K/$8.3B)

46138E586

Shares:2.0K

Value:$253.3K

% of Portfolio:0.0% ($253.3K/$8.3B)

CAVA GROUP, INC.

CAVA|148929102

Shares:2.9K

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$8.3B)

92189H201

Shares:5.5K

Value:$252.6K

% of Portfolio:0.0% ($252.6K/$8.3B)

25434V633

Shares:5.1K

Value:$252.5K

% of Portfolio:0.0% ($252.5K/$8.3B)

97717W430

Shares:11.5K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$8.3B)

CALAVO GROWERS INC

CVGW|128246105

Shares:10.5K

Value:$251.8K

% of Portfolio:0.0% ($251.8K/$8.3B)

97717X511

Shares:5.8K

Value:$251.4K

% of Portfolio:0.0% ($251.4K/$8.3B)

33740U687

Shares:7.3K

Value:$251.2K

% of Portfolio:0.0% ($251.2K/$8.3B)

AdvanSix Inc.

ASIX|00773T101

Shares:11.1K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$8.3B)

464287770

Shares:3.2K

Value:$250.1K

% of Portfolio:0.0% ($250.1K/$8.3B)

92647N766

Shares:3.0K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q852)✕	5.4K	QoQ NEW(+5.4K) YoY -18.14% (-1.2K)	All Managers (Combined)	$257.6K	0.0% ($257.6K/$8.3B)	QoQ NEW(+$257.6K) YoY -17.67% (-$55.3K)
Healthcare Realty Trust Inc(HRcusip42226K105)	15.2K	QoQ +2.04% (+304) YoY +48.25% (+4.9K)	All Managers (Combined)	$256.7K	0.0% ($256.7K/$8.3B)	QoQ +1.74% (+$4.4K) YoY +77.07% (+$111.7K)
(cusip78463X202)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$256.2K	0.0% ($256.2K/$8.3B)	QoQ NEW(+$256.2K) YoY NEW(+$256.2K)
(cusip879512309)✕	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$8.3B)	QoQ NEW(+$256.1K) YoY NEW(+$256.1K)
NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND(NPVcusip67064R102)	21.4K	QoQ -6.63% (-1.5K) YoY +6.37% (+1.3K)	All Managers (Combined)	$255.9K	0.0% ($255.9K/$8.3B)	QoQ -11.87% (-$34.5K) YoY +14.73% (+$32.9K)
(VSScusip922042718)	2.2K	QoQ -67.84% (-4.7K) YoY -57.95% (-3.0K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$8.3B)	QoQ -67.53% (-$530.5K) YoY -58.41% (-$358.3K)
Ventas, Inc.(VTRcusip92276F100)	3.7K	QoQ -4.06% (-157) YoY -23.50% (-1.1K)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$8.3B)	QoQ +12.00% (-$27.3K) YoY +19.56% (-$41.7K)
EMCOR Group, Inc.(EMEcusip29084Q100)	687	QoQ -62.06% (-1.1K) YoY -64.33% (-1.2K)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$8.3B)	QoQ -69.10% (-$568.2K) YoY -62.34% (-$420.5K)
(cusip92206C649)✕	1.9K	QoQ -61.89% (-3.1K) YoY -53.96% (-2.2K)	All Managers (Combined)	$253.5K	0.0% ($253.5K/$8.3B)	QoQ -64.92% (-$469.4K) YoY -56.18% (-$325.1K)
(cusip46138E586)✕	2.0K	QoQ +17.71% (+306) YoY NEW(+2.0K)	All Managers (Combined)	$253.3K	0.0% ($253.3K/$8.3B)	QoQ +26.38% (+$52.9K) YoY NEW(+$253.3K)
CAVA GROUP, INC.(CAVAcusip148929102)	2.9K	QoQ -61.50% (-4.7K) YoY NEW(+2.9K)	All Managers (Combined)	$253.0K	0.0% ($253.0K/$8.3B)	QoQ -70.51% (-$604.9K) YoY NEW(+$253.0K)
(cusip92189H201)✕	5.5K	QoQ +21.63% (+987) YoY -45.79% (-4.7K)	All Managers (Combined)	$252.6K	0.0% ($252.6K/$8.3B)	QoQ +20.07% (+$42.2K) YoY -46.96% (-$223.6K)
(cusip25434V633)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$252.5K	0.0% ($252.5K/$8.3B)	QoQ NEW(+$252.5K) YoY NEW(+$252.5K)
(cusip97717W430)✕	11.5K	QoQ NEW(+11.5K) YoY -0.94% (-110)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$8.3B)	QoQ NEW(+$251.9K) YoY -1.57% (-$4.0K)
CALAVO GROWERS INC(CVGWcusip128246105)	10.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$251.8K	0.0% ($251.8K/$8.3B)	QoQ -5.92% (-$15.8K) YoY -13.73% (-$40.1K)
(cusip97717X511)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$251.4K	0.0% ($251.4K/$8.3B)	QoQ NEW(+$251.4K) YoY NEW(+$251.4K)
(cusip33740U687)✕	7.3K	QoQ -56.13% (-9.4K) YoY NEW(+7.3K)	All Managers (Combined)	$251.2K	0.0% ($251.2K/$8.3B)	QoQ -56.99% (-$332.9K) YoY NEW(+$251.2K)
AdvanSix Inc.(ASIXcusip00773T101)	11.1K	QoQ -9.04% (-1.1K) YoY NEW(+11.1K)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$8.3B)	QoQ -27.69% (-$95.9K) YoY NEW(+$250.5K)
(cusip464287770)✕	3.2K	QoQ +0.03% (+1) YoY -32.67% (-1.5K)	All Managers (Combined)	$250.1K	0.0% ($250.1K/$8.3B)	QoQ +0.97% (+$2.4K) YoY -20.23% (-$63.4K)
(cusip92647N766)✕	3.0K	QoQ -13.24% (-452) YoY -9.64% (-316)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$8.3B)	QoQ -13.72% (-$39.8K) YoY -6.22% (-$16.6K)