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 81 of 93

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Otis Worldwide Corp

OTIS|68902V107

Shares:2.3K

Value:$239.7K

% of Portfolio:0.0% ($239.7K/$8.3B)

33740U497

Shares:7.8K

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$8.3B)

46434V464

Shares:1.2K

Value:$238.3K

% of Portfolio:0.0% ($238.3K/$8.3B)

00400R858

Shares:8.0K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$8.3B)

46138E263

Shares:4.3K

Value:$237.0K

% of Portfolio:0.0% ($237.0K/$8.3B)

FIRSTENERGY CORP

FE|337932107

Shares:5.9K

Value:$236.7K

% of Portfolio:0.0% ($236.7K/$8.3B)

RadNet, Inc.

RDNT|750491102

Shares:4.8K

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$8.3B)

45782C672

Shares:6.8K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$8.3B)

69374H865

Shares:11.6K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$8.3B)

FMC CORP

FMC|302491303

Shares:5.5K

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$8.3B)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

Shares:21.5K

Value:$235.4K

% of Portfolio:0.0% ($235.4K/$8.3B)

67092P805

Shares:7.4K

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$8.3B)

ASA Gold & Precious Metals Ltd

ASA|G3156P103

Shares:7.8K

Value:$234.9K

% of Portfolio:0.0% ($234.9K/$8.3B)

46436E338

Shares:9.8K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$8.3B)

Portillo's Inc.

PTLO|73642K106

Shares:19.7K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$8.3B)

00039J608

Shares:6.4K

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$8.3B)

33734X127

Shares:14.2K

Value:$234.5K

% of Portfolio:0.0% ($234.5K/$8.3B)

389930207

Shares:6.4K

Value:$233.8K

% of Portfolio:0.0% ($233.8K/$8.3B)

CALAMOS CONVERTIBLE & HIGH INCOME FUND

CHY|12811P108

Shares:23.1K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$8.3B)

05613H100

Shares:9.2K

Value:$232.9K

% of Portfolio:0.0% ($232.9K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Otis Worldwide Corp(OTIScusip68902V107)	2.3K	QoQ -25.59% (-799) YoY -75.94% (-7.3K)	All Managers (Combined)	$239.7K	0.0% ($239.7K/$8.3B)	QoQ -17.08% (-$49.4K) YoY -74.98% (-$718.8K)
(cusip33740U497)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$238.7K	0.0% ($238.7K/$8.3B)	QoQ NEW(+$238.7K) YoY NEW(+$238.7K)
(cusip46434V464)✕	1.2K	QoQ 0.00% (-0) YoY -18.86% (-290)	All Managers (Combined)	$238.3K	0.0% ($238.3K/$8.3B)	QoQ -1.24% (-$3.0K) YoY -13.63% (-$37.6K)
(cusip00400R858)✕	8.0K	QoQ -2.45% (-202) YoY -6.07% (-520)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$8.3B)	QoQ -3.24% (-$8.0K) YoY -9.06% (-$23.6K)
(cusip46138E263)✕	4.3K	QoQ -56.40% (-5.5K) YoY -73.01% (-11.5K)	All Managers (Combined)	$237.0K	0.0% ($237.0K/$8.3B)	QoQ -55.20% (-$292.1K) YoY -72.93% (-$638.6K)
FIRSTENERGY CORP(FEcusip337932107)	5.9K	QoQ -48.25% (-5.5K) YoY -7.39% (-468)	All Managers (Combined)	$236.7K	0.0% ($236.7K/$8.3B)	QoQ -47.42% (-$213.5K) YoY -3.07% (-$7.5K)
RadNet, Inc.(RDNTcusip750491102)	4.8K	QoQ 0.00% (-0) YoY NEW(+4.8K)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$8.3B)	QoQ -28.80% (-$95.6K) YoY NEW(+$236.2K)
(cusip45782C672)✕	6.8K	QoQ 0.00% (-0) YoY -89.61% (-58.8K)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$8.3B)	QoQ -2.50% (-$6.1K) YoY -88.98% (-$1.9M)
(cusip69374H865)✕	11.6K	QoQ 0.00% (+0) YoY -11.06% (-1.4K)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$8.3B)	QoQ +2.29% (+$5.3K) YoY -9.58% (-$25.0K)
FMC CORP(FMCcusip302491303)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$8.3B)	QoQ NEW(+$235.5K) YoY NEW(+$235.5K)
HAWAIIAN ELECTRIC INDUSTRIES INC(HEcusip419870100)	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$235.4K	0.0% ($235.4K/$8.3B)	QoQ NEW(+$235.4K) YoY NEW(+$235.4K)
(cusip67092P805)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$235.1K	0.0% ($235.1K/$8.3B)	QoQ NEW(+$235.1K) YoY NEW(+$235.1K)
ASA Gold & Precious Metals Ltd(ASAcusipG3156P103)	7.8K	QoQ NEW(+7.8K) YoY -84.67% (-43.1K)	All Managers (Combined)	$234.9K	0.0% ($234.9K/$8.3B)	QoQ NEW(+$234.9K) YoY -69.92% (-$546.1K)
(cusip46436E338)✕	9.8K	QoQ -17.18% (-2.0K) YoY -55.73% (-12.3K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$8.3B)	QoQ -15.28% (-$42.4K) YoY -60.11% (-$353.8K)
Portillo's Inc.(PTLOcusip73642K106)	19.7K	QoQ NEW(+19.7K) YoY +7.95% (-1.5K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$8.3B)	QoQ NEW(+$234.7K) YoY -9.48% (-$24.6K)
(cusip00039J608)✕	6.4K	QoQ -1.92% (-125) YoY NEW(+6.4K)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$8.3B)	QoQ -2.62% (-$6.3K) YoY NEW(+$234.6K)
(cusip33734X127)✕	14.2K	QoQ -18.30% (-3.2K) YoY -74.06% (-40.5K)	All Managers (Combined)	$234.5K	0.0% ($234.5K/$8.3B)	QoQ -17.40% (-$49.4K) YoY -77.12% (-$790.8K)
(cusip389930207)✕	6.4K	QoQ -7.22% (-499) YoY NEW(+6.4K)	All Managers (Combined)	$233.8K	0.0% ($233.8K/$8.3B)	QoQ -19.14% (-$55.4K) YoY NEW(+$233.8K)
CALAMOS CONVERTIBLE & HIGH INCOME FUND(CHYcusip12811P108)	23.1K	QoQ +6.00% (-1.3K) YoY -1.11% (-261)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$8.3B)	QoQ -12.11% (-$32.2K) YoY -15.43% (-$42.6K)
(cusip05613H100)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$232.9K	0.0% ($232.9K/$8.3B)	QoQ NEW(+$232.9K) YoY NEW(+$232.9K)