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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69374H428

238614(+21.0%)

Value:

$11.2B(+19.0%)

Duke Energy CORP

DUK|26441C204

92104(-9.3%)

Value:

$11.2B(+2.6%)

BANK OF AMERICA CORP /DE/

BAC|060505104

267587(-16.9%)

Value:

$11.2B(-21.1%)

464287440

IEF|464287440

117078(-65.5%)

Value:

$11.2B(-64.4%)

46436E718

110370(-29.3%)

Value:

$11.1B(-29.0%)

464287663

IUSV|464287663

120028(+5.0%)

Value:

$11.1B(+4.7%)

46429B663

90813(+15.6%)

Value:

$11.0B(+24.8%)

PEPSICO INC

PEP|713448108

72695(-21.7%)

Value:

$10.9B(-23.2%)

46434V803

HEFA|46434V803

299025(+107.7%)

Value:

$10.9B(+116.9%)

46137V506

235612(+1.3%)

Value:

$10.8B(+1.1%)

87283Q867

329688(+26.4%)

Value:

$10.6B(+22.6%)

AMERICAN EXPRESS CO

AXP|025816109

39300(-6.6%)

Value:

$10.6B(-15.3%)

464288687

339756(-6.1%)

Value:

$10.4B(-8.3%)

RTX Corp

RTX|75513E101

78191(-17.6%)

Value:

$10.4B(-5.6%)

46434V100

205444(+1506.5%)

Value:

$10.3B(+1523.9%)

464287887

IJT|464287887

82570(+0.3%)

Value:

$10.3B(-7.7%)

Medtronic plc

MDT|G5960L103

113631(+7.4%)

Value:

$10.3B(+20.8%)

921910816

MGK|921910816

32935(-21.4%)

Value:

$10.2B(-29.3%)

46432F834

IXUS|46432F834

144461(-1.0%)

Value:

$10.1B(+4.5%)

ORACLE CORP

ORCL|68389X105

71880(-3.0%)

Value:

$10.0B(-18.7%)

Instrument	Shares		Other Manager	Value
(cusip69374H428)✕	238.6K	QoQ +21.01% (+41.4K) YoY +52.68% (+82.3K)	All Managers (Combined)	$11.2M	QoQ +18.97% (+$1.8M) YoY +51.18% (+$3.8M)
Duke Energy Corp(DUKcusip26441C204)	92.1K	QoQ -9.33% (-9.5K) YoY +0.69% (+634)	All Managers (Combined)	$11.2M	QoQ +2.64% (-$289.5K) YoY +26.99% (+$2.4M)
Bank Of America Corp /De/(BACcusip060505104)	267.6K	QoQ -16.86% (-54.3K) YoY -25.39% (-91.1K)	All Managers (Combined)	$11.2M	QoQ -21.05% (-$3.0M) YoY -18.26% (-$2.5M)
(IEFcusip464287440)	117.1K	QoQ -65.53% (-222.6K) YoY -78.48% (-427.0K)	All Managers (Combined)	$11.2M	QoQ -64.44% (-$20.2M) YoY -78.32% (-$40.3M)
(cusip46436E718)✕	110.4K	QoQ -29.25% (-45.6K) YoY -49.81% (-109.6K)	All Managers (Combined)	$11.1M	QoQ -29.01% (-$4.5M) YoY -49.83% (-$11.0M)
(IUSVcusip464287663)	120.0K	QoQ +5.02% (+5.7K) YoY -61.29% (-190.1K)	All Managers (Combined)	$11.1M	QoQ +4.68% (+$495.8K) YoY -60.50% (-$17.0M)
(cusip46429B663)✕	90.8K	QoQ +15.62% (+12.3K) YoY -59.02% (-130.8K)	All Managers (Combined)	$11.0M	QoQ +24.75% (+$2.2M) YoY -54.96% (-$13.4M)
Pepsico Inc(PEPcusip713448108)	72.7K	QoQ -21.66% (-20.1K) YoY -55.47% (-90.6K)	All Managers (Combined)	$10.9M	QoQ -23.23% (-$3.3M) YoY -62.08% (-$17.8M)
(HEFAcusip46434V803)	299.0K	QoQ +107.66% (+155.0K) YoY -17.87% (-65.1K)	All Managers (Combined)	$10.9M	QoQ +116.87% (+$5.8M) YoY -14.55% (-$1.8M)
(cusip46137V506)✕	235.6K	QoQ +1.29% (+3.0K) YoY +12.26% (+25.7K)	All Managers (Combined)	$10.8M	QoQ +1.11% (+$119.4K) YoY +20.73% (+$1.9M)
(cusip87283Q867)✕	329.7K	QoQ +26.40% (+68.9K) YoY +685.12% (+287.7K)	All Managers (Combined)	$10.6M	QoQ +22.64% (+$2.0M) YoY +738.36% (+$9.4M)
American Express Co(AXPcusip025816109)	39.3K	QoQ -6.56% (-2.8K) YoY -27.98% (-15.3K)	All Managers (Combined)	$10.6M	QoQ -15.30% (-$1.9M) YoY -14.90% (-$1.9M)
(cusip464288687)✕	339.8K	QoQ -6.14% (-22.3K) YoY +1.49% (-5.0K)	All Managers (Combined)	$10.4M	QoQ -8.26% (-$941.0K) YoY -3.22% (-$347.9K)
Rtx Corp(RTXcusip75513E101)	78.2K	QoQ -17.57% (-16.7K) YoY -31.66% (-36.2K)	All Managers (Combined)	$10.4M	QoQ -5.64% (-$619.9K) YoY -7.18% (-$802.2K)
(cusip46434V100)✕	205.4K	QoQ +1506.53% (+192.7K) YoY +101.90% (+103.7K)	All Managers (Combined)	$10.3M	QoQ +1523.92% (+$9.7M) YoY +106.25% (+$5.3M)
(IJTcusip464287887)	82.6K	QoQ +0.30% (-255) YoY +118.89% (+44.8K)	All Managers (Combined)	$10.3M	QoQ -7.74% (-$862.9K) YoY +108.45% (+$5.3M)
Medtronic Plc(MDTcusipG5960L103)	113.6K	QoQ +7.44% (+7.9K) YoY +18.73% (+17.9K)	All Managers (Combined)	$10.3M	QoQ +20.84% (+$1.8M) YoY +22.30% (+$1.9M)
(MGKcusip921910816)	32.9K	QoQ -21.38% (-9.0K) YoY -4.36% (-1.5K)	All Managers (Combined)	$10.2M	QoQ -29.29% (-$4.2M) YoY +3.06% (-$302.2K)
(IXUScusip46432F834)	144.5K	QoQ -1.02% (-1.5K) YoY -0.02% (-34)	All Managers (Combined)	$10.1M	QoQ +4.46% (-$430.9K) YoY +2.84% (-$279.4K)
Oracle Corp(ORCLcusip68389X105)	71.9K	QoQ -3.05% (-2.3K) YoY -16.03% (-13.7K)	All Managers (Combined)	$10.0M	QoQ -18.66% (-$2.3M) YoY -6.54% (-$704.1K)