Atria Wealth Solutions, Inc.

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: 0001927543
Manager Name: Atria Wealth Solutions, Inc.

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8,296,260.138K total value

4,123 positions

Manager:

SEC FilingSEC DataHachi Filing

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OneMain Holdings, Inc.

OMF|68268W103

4445(-5.9%)

Value:

$217.3M(-11.8%)

45783Y251

8102(+0.0%)

Value:

$216.9M(-1.0%)

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

DFP|33848W106

10711(+0.0%)

Value:

$216.8M(+1.5%)

45782C284

7749(-22.4%)

Value:

$216.7M(-26.3%)

33734Y109

2404(-1.6%)

Value:

$216.6M(-12.2%)

SPX Technologies, Inc.

SPXC|78473E103

1681(+0.8%)

Value:

$216.5M(-10.8%)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

8882

Value:

$215.4M

35473P439

8058

Value:

$214.6M

33740F748

4646(-81.3%)

Value:

$214.5M(-81.7%)

78463X871

6689(-86.9%)

Value:

$213.8M(-86.5%)

90139K100

6825

Value:

$213.3M

HESS CORP

HES|42809H107

1335

Value:

$213.2M

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

946

Value:

$213.2M

Liberty Media Corp

FWONK|531229755

2368

Value:

$213.1M

NASDAQ, INC.

NDAQ|631103108

2806(-53.5%)

Value:

$212.9M(-54.3%)

ALLETE INC

ALE|018522300

3238

Value:

$212.7M

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

15588(+12.4%)

Value:

$212.5M(+30.7%)

Full Truck Alliance Co. Ltd.

YMM|35969L108

16630

Value:

$212.4M

Murphy USA Inc.

MUSA|626755102

451(+0.4%)

Value:

$211.8M(-6.1%)

CLEAN HARBORS INC

CLH|184496107

1072

Value:

$211.3M

Instrument	Shares		Other Manager	Value
Onemain Holdings, Inc.(OMFcusip68268W103)	4.4K	QoQ -5.90% (-279) YoY -0.20% (-9)	All Managers (Combined)	$217.3K	QoQ -11.78% (-$29.0K) YoY -4.52% (-$10.3K)
(cusip45783Y251)✕	8.1K	QoQ 0.00% (-0) YoY NEW(+8.1K)	All Managers (Combined)	$216.9K	QoQ -1.01% (-$2.2K) YoY NEW(+$216.9K)
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc(DFPcusip33848W106)	10.7K	QoQ 0.00% (+0) YoY -21.46% (-2.9K)	All Managers (Combined)	$216.8K	QoQ +1.50% (+$3.2K) YoY -17.07% (-$44.6K)
(cusip45782C284)✕	7.7K	QoQ -22.44% (-2.2K) YoY -22.56% (-2.3K)	All Managers (Combined)	$216.7K	QoQ -26.31% (-$77.4K) YoY -22.87% (-$64.3K)
(cusip33734Y109)✕	2.4K	QoQ -1.55% (-38) YoY -15.20% (-431)	All Managers (Combined)	$216.6K	QoQ -12.24% (-$30.2K) YoY -18.06% (-$47.8K)
Spx Technologies, Inc.(SPXCcusip78473E103)	1.7K	QoQ +0.83% (-14) YoY NEW(+1.7K)	All Managers (Combined)	$216.5K	QoQ -10.76% (-$26.1K) YoY NEW(+$216.5K)
Catalyst Pharmaceuticals, Inc.(CPRXcusip14888U101)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$215.4K	QoQ NEW(+$215.4K) YoY NEW(+$215.4K)
(cusip35473P439)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$214.6K	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
(cusip33740F748)✕	4.6K	QoQ -81.25% (-20.1K) YoY -79.86% (-18.4K)	All Managers (Combined)	$214.5K	QoQ -81.74% (-$961.0K) YoY -78.48% (-$782.7K)
(cusip78463X871)✕	6.7K	QoQ -86.88% (-44.3K) YoY -57.43% (-9.0K)	All Managers (Combined)	$213.8K	QoQ -86.47% (-$1.4M) YoY -58.11% (-$296.6K)
(cusip90139K100)✕	6.8K	QoQ NEW(+6.8K) YoY -31.92% (-3.2K)	All Managers (Combined)	$213.3K	QoQ NEW(+$213.3K) YoY -28.46% (-$84.9K)
Hess Corp(HEScusip42809H107)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$213.2K	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
Applied Industrial Technologies Inc(AITcusip03820C105)	946	QoQ NEW(+946) YoY NEW(+946)	All Managers (Combined)	$213.2K	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
Liberty Media Corp(FWONKcusip531229755)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$213.1K	QoQ NEW(+$213.1K) YoY NEW(+$213.1K)
Nasdaq, Inc.(NDAQcusip631103108)	2.8K	QoQ -53.46% (-3.2K) YoY NEW(+2.8K)	All Managers (Combined)	$212.9K	QoQ -54.33% (-$253.3K) YoY NEW(+$212.9K)
Allete Inc(ALEcusip018522300)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$212.7K	QoQ NEW(+$212.7K) YoY NEW(+$212.7K)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	15.6K	QoQ +12.41% (+1.7K) YoY +33.64% (+3.9K)	All Managers (Combined)	$212.5K	QoQ +30.73% (+$49.9K) YoY +78.05% (+$93.1K)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$212.4K	QoQ NEW(+$212.4K) YoY NEW(+$212.4K)
Murphy Usa Inc.(MUSAcusip626755102)	451	QoQ +0.44% (-2) YoY NEW(+451)	All Managers (Combined)	$211.8K	QoQ -6.08% (-$13.7K) YoY NEW(+$211.8K)
Clean Harbors Inc(CLHcusip184496107)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$211.3K	QoQ NEW(+$211.3K) YoY NEW(+$211.3K)