Atria-Wealth-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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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 80 of 93

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92189F692

Shares:2.7K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$8.3B)

46138E784

Shares:12.4K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$8.3B)

46138E495

Shares:9.6K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$8.3B)

ICON PLC

ICLR|G4705A100

Shares:1.4K

Value:$249.2K

% of Portfolio:0.0% ($249.2K/$8.3B)

02072L565

Shares:2.2K

Value:$249.2K

% of Portfolio:0.0% ($249.2K/$8.3B)

SMITH A O CORP

AOS|831865209

Shares:3.8K

Value:$248.2K

% of Portfolio:0.0% ($248.2K/$8.3B)

EQT Corp

EQT|26884L109

Shares:4.6K

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$8.3B)

Calamos Dynamic Convertible & Income Fund

CCD|12811V105

Shares:11.6K

Value:$247.8K

% of Portfolio:0.0% ($247.8K/$8.3B)

33734X184

Shares:6.0K

Value:$247.8K

% of Portfolio:0.0% ($247.8K/$8.3B)

COHEN & STEERS QUALITY INCOME REALTY FUND INC

RQI|19247L106

Shares:19.7K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$8.3B)

N20944109

Shares:20.1K

Value:$247.3K

% of Portfolio:0.0% ($247.3K/$8.3B)

TAPESTRY, INC.

TPR|876030107

Shares:3.5K

Value:$246.1K

% of Portfolio:0.0% ($246.1K/$8.3B)

Vale S.A.

VALE|91912E105

Shares:24.6K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$8.3B)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:21.0K

Value:$244.6K

% of Portfolio:0.0% ($244.6K/$8.3B)

EPR PROPERTIES

EPR|26884U109

Shares:4.6K

Value:$242.9K

% of Portfolio:0.0% ($242.9K/$8.3B)

90290T809

Shares:11.4K

Value:$242.1K

% of Portfolio:0.0% ($242.1K/$8.3B)

37954Y269

Shares:9.4K

Value:$241.7K

% of Portfolio:0.0% ($241.7K/$8.3B)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:15.9K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$8.3B)

518416409

Shares:4.7K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$8.3B)

78463X152

Shares:4.3K

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F692)✕	2.7K	QoQ -22.27% (-785) YoY -84.22% (-14.6K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$8.3B)	QoQ -17.90% (-$54.4K) YoY -84.15% (-$1.3M)
(cusip46138E784)✕	12.4K	QoQ -6.63% (-879) YoY -4.60% (-597)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$8.3B)	QoQ -4.98% (-$13.1K) YoY -5.96% (-$15.8K)
(cusip46138E495)✕	9.6K	QoQ +12.21% (+1.0K) YoY +18.64% (+1.5K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$8.3B)	QoQ +14.69% (+$32.0K) YoY +22.86% (+$46.4K)
ICON PLC(ICLRcusipG4705A100)	1.4K	QoQ +32.71% (+351) YoY -24.81% (-470)	All Managers (Combined)	$249.2K	0.0% ($249.2K/$8.3B)	QoQ +10.73% (+$24.2K) YoY -60.83% (-$387.1K)
(cusip02072L565)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$249.2K	0.0% ($249.2K/$8.3B)	QoQ NEW(+$249.2K) YoY NEW(+$249.2K)
SMITH A O CORP(AOScusip831865209)	3.8K	QoQ -19.05% (-894) YoY -11.22% (-480)	All Managers (Combined)	$248.2K	0.0% ($248.2K/$8.3B)	QoQ -22.42% (-$71.8K) YoY -35.14% (-$134.5K)
EQT Corp(EQTcusip26884L109)	4.6K	QoQ NEW(+4.6K) YoY -57.30% (-6.2K)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$8.3B)	QoQ NEW(+$248.1K) YoY -38.46% (-$155.1K)
Calamos Dynamic Convertible & Income Fund(CCDcusip12811V105)	11.6K	QoQ -3.79% (-459) YoY +12.69% (+1.3K)	All Managers (Combined)	$247.8K	0.0% ($247.8K/$8.3B)	QoQ -15.72% (-$46.3K) YoY +10.05% (+$22.6K)
(cusip33734X184)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$247.8K	0.0% ($247.8K/$8.3B)	QoQ NEW(+$247.8K) YoY NEW(+$247.8K)
COHEN & STEERS QUALITY INCOME REALTY FUND INC(RQIcusip19247L106)	19.7K	QoQ -50.66% (-20.3K) YoY -53.24% (-22.5K)	All Managers (Combined)	$247.7K	0.0% ($247.7K/$8.3B)	QoQ -49.37% (-$241.6K) YoY -51.38% (-$261.8K)
(cusipN20944109)✕	20.1K	QoQ +100.02% (+10.1K) YoY +41.93% (+6.0K)	All Managers (Combined)	$247.3K	0.0% ($247.3K/$8.3B)	QoQ +116.80% (+$133.2K) YoY +34.49% (+$63.4K)
TAPESTRY, INC.(TPRcusip876030107)	3.5K	QoQ -32.86% (-1.7K) YoY -44.76% (-2.8K)	All Managers (Combined)	$246.1K	0.0% ($246.1K/$8.3B)	QoQ -27.64% (-$94.0K) YoY -18.09% (-$54.4K)
Vale S.A.(VALEcusip91912E105)	24.6K	QoQ -7.80% (-2.1K) YoY -66.29% (-48.4K)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$8.3B)	QoQ +3.70% (-$8.8K) YoY -72.40% (-$644.4K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$244.6K	0.0% ($244.6K/$8.3B)	QoQ NEW(+$244.6K) YoY NEW(+$244.6K)
EPR PROPERTIES(EPRcusip26884U109)	4.6K	QoQ -7.47% (-373) YoY NEW(+4.6K)	All Managers (Combined)	$242.9K	0.0% ($242.9K/$8.3B)	QoQ +9.93% (-$22.0K) YoY NEW(+$242.9K)
(cusip90290T809)✕	11.4K	QoQ +0.60% (+69) YoY NEW(+11.4K)	All Managers (Combined)	$242.1K	0.0% ($242.1K/$8.3B)	QoQ +9.94% (+$21.9K) YoY NEW(+$242.1K)
(cusip37954Y269)✕	9.4K	QoQ +4.18% (-378) YoY +12.83% (-1.1K)	All Managers (Combined)	$241.7K	0.0% ($241.7K/$8.3B)	QoQ -4.63% (-$11.8K) YoY -5.34% (-$13.7K)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	15.9K	QoQ -24.50% (-5.2K) YoY +23.07% (+3.0K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$8.3B)	QoQ -24.59% (-$78.6K) YoY +9.75% (+$21.4K)
(cusip518416409)✕	4.7K	QoQ -14.86% (-829) YoY -19.01% (-1.1K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$8.3B)	QoQ -15.12% (-$42.9K) YoY -14.73% (-$41.6K)
(cusip78463X152)✕	4.3K	QoQ +0.39% (+17) YoY NEW(+4.3K)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$8.3B)	QoQ +9.04% (+$19.9K) YoY NEW(+$240.2K)