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 83 of 93

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Moderna, Inc.

MRNA|60770K107

Shares:8.0K

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$8.3B)

GALECTIN THERAPEUTICS INC

GALT|363225202

Shares:186.0K

Value:$226.9K

% of Portfolio:0.0% ($226.9K/$8.3B)

92647N840

Shares:5.0K

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$8.3B)

Farmland Partners Inc.

FPI|31154R109

Shares:20.3K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$8.3B)

80004C200

Shares:4.8K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$8.3B)

JOHN HANCOCK PREFERRED INCOME FUND

HPI|41013W108

Shares:13.6K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$8.3B)

Nuveen Core Plus Impact Fund

NPCT|67080D103

Shares:20.9K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$8.3B)

NUVEEN REAL ESTATE INCOME FUND

JRS|67071B108

Shares:26.9K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$8.3B)

132061201

Shares:3.5K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$8.3B)

OMNICOM GROUP INC.

OMC|681919106

Shares:2.7K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$8.3B)

SKYWEST INC

SKYW|830879102

Shares:2.6K

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$8.3B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:6.6K

Value:$223.1K

% of Portfolio:0.0% ($223.1K/$8.3B)

921932869

Shares:2.2K

Value:$223.1K

% of Portfolio:0.0% ($223.1K/$8.3B)

45783Y822

Shares:12.5K

Value:$221.8K

% of Portfolio:0.0% ($221.8K/$8.3B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:2.4K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$8.3B)

33740U653

Shares:6.3K

Value:$219.8K

% of Portfolio:0.0% ($219.8K/$8.3B)

25434V732

Shares:8.3K

Value:$219.8K

% of Portfolio:0.0% ($219.8K/$8.3B)

060505682

Shares:178

Value:$219.8K

% of Portfolio:0.0% ($219.8K/$8.3B)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:1.1K

Value:$218.5K

% of Portfolio:0.0% ($218.5K/$8.3B)

Ternium S.A.

TX|880890108

Shares:7.0K

Value:$218.1K

% of Portfolio:0.0% ($218.1K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Moderna, Inc.(MRNAcusip60770K107)	8.0K	QoQ +2.70% (-211) YoY +9.01% (-662)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$8.3B)	QoQ -29.97% (-$97.1K) YoY -70.99% (-$555.6K)
GALECTIN THERAPEUTICS INC(GALTcusip363225202)	186.0K	QoQ -10.18% (-21.1K) YoY -13.40% (-28.8K)	All Managers (Combined)	$226.9K	0.0% ($226.9K/$8.3B)	QoQ -15.06% (-$40.2K) YoY -55.79% (-$286.5K)
(cusip92647N840)✕	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$226.7K	0.0% ($226.7K/$8.3B)	QoQ +8.40% (+$17.6K) YoY +5.03% (+$10.9K)
Farmland Partners Inc.(FPIcusip31154R109)	20.3K	QoQ 0.00% (-0) YoY -1.73% (-359)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$8.3B)	QoQ -5.33% (-$12.8K) YoY -1.30% (-$3.0K)
(cusip80004C200)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$8.3B)	QoQ NEW(+$226.4K) YoY NEW(+$226.4K)
JOHN HANCOCK PREFERRED INCOME FUND(HPIcusip41013W108)	13.6K	QoQ -23.24% (-4.1K) YoY -65.39% (-25.7K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$8.3B)	QoQ -23.42% (-$69.0K) YoY -65.47% (-$428.0K)
Nuveen Core Plus Impact Fund(NPCTcusip67080D103)	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$8.3B)	QoQ NEW(+$225.6K) YoY NEW(+$225.6K)
NUVEEN REAL ESTATE INCOME FUND(JRScusip67071B108)	26.9K	QoQ +26.26% (+5.6K) YoY NEW(+26.9K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$8.3B)	QoQ +22.59% (+$41.6K) YoY NEW(+$225.6K)
(cusip132061201)✕	3.5K	QoQ -52.90% (-4.0K) YoY +18.30% (+547)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$8.3B)	QoQ -56.11% (-$288.4K) YoY +3.00% (+$6.6K)
OMNICOM GROUP INC.(OMCcusip681919106)	2.7K	QoQ -58.60% (-3.8K) YoY +16.75% (+384)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$8.3B)	QoQ -59.92% (-$334.4K) YoY +0.09% (+$216)
SKYWEST INC(SKYWcusip830879102)	2.6K	QoQ +0.74% (-19) YoY NEW(+2.6K)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$8.3B)	QoQ -12.09% (-$30.7K) YoY NEW(+$223.5K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	6.6K	QoQ -36.19% (-3.7K) YoY -73.77% (-18.6K)	All Managers (Combined)	$223.1K	0.0% ($223.1K/$8.3B)	QoQ -35.80% (-$124.5K) YoY -69.61% (-$511.3K)
(cusip921932869)✕	2.2K	QoQ +20.17% (+363) YoY +19.05% (+346)	All Managers (Combined)	$223.1K	0.0% ($223.1K/$8.3B)	QoQ +10.02% (+$20.3K) YoY +8.26% (+$17.0K)
(cusip45783Y822)✕	12.5K	QoQ -0.55% (-70) YoY -9.81% (-1.4K)	All Managers (Combined)	$221.8K	0.0% ($221.8K/$8.3B)	QoQ -3.33% (-$7.7K) YoY -17.73% (-$47.8K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	2.4K	QoQ -52.54% (-2.7K) YoY -54.36% (-2.9K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$8.3B)	QoQ -62.64% (-$369.9K) YoY -65.61% (-$420.9K)
(cusip33740U653)✕	6.3K	QoQ 0.00% (-0) YoY NEW(+6.3K)	All Managers (Combined)	$219.8K	0.0% ($219.8K/$8.3B)	QoQ -1.51% (-$3.4K) YoY NEW(+$219.8K)
(cusip25434V732)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$219.8K	0.0% ($219.8K/$8.3B)	QoQ NEW(+$219.8K) YoY NEW(+$219.8K)
(cusip060505682)✕	178	QoQ -8.71% (-17) YoY -8.71% (-17)	All Managers (Combined)	$219.8K	0.0% ($219.8K/$8.3B)	QoQ -7.57% (-$18.0K) YoY -5.59% (-$13.0K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	1.1K	QoQ NEW(+1.1K) YoY +15.28% (-142)	All Managers (Combined)	$218.5K	0.0% ($218.5K/$8.3B)	QoQ NEW(+$218.5K) YoY -19.29% (-$52.2K)
Ternium S.A.(TXcusip880890108)	7.0K	QoQ 0.00% (+0) YoY +40.00% (+2.0K)	All Managers (Combined)	$218.1K	0.0% ($218.1K/$8.3B)	QoQ +7.15% (+$14.6K) YoY +4.81% (+$10.0K)