Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025

Atomi Financial Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.19 Trillion distributed in 1038 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8B, Ishares Core S&P 500 ETF with a value of $62.8B, Coinbase Global, Inc. with a value of $57.5B, Ishares Tr with a value of $53.3B, and Vanguard Ftse Developed Market with a value of $46.6B.

Examining the 13F form we can see an increase of $215B in the current position value, from $1.98T to 2.19T.

Atomi Financial Group, Inc. is based out at Irvine, CA

Below you can find more details about Atomi Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.19 Trillion
Technology: $307 Billion
Financial Services: $179 Billion
Communication Services: $135 Billion
Consumer Cyclical: $86 Billion
Healthcare: $70.7 Billion
Industrials: $63 Billion
Consumer Defensive: $40.7 Billion
Energy: $37.3 Billion
Other: $64.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$74.8 Billion 3.41% of portfolio
336,537
Q1 2025 Added 3.87%
$0
$62.8 Billion 2.86% of portfolio
111,795
Q1 2025 Added 15.55%
$55.9B
$57.5 Billion 2.62% of portfolio
333,650
Q1 2025 Added 3.03%
$0
$53.3 Billion 2.43% of portfolio
1,729,476
Q1 2025 Added 12.45%
$0
$46.6 Billion 2.12% of portfolio
915,998
Q1 2025 Added 12.77%
$1.62T
$42.5 Billion 1.94% of portfolio
73,706
Q1 2025 Added 11.8%
$0
$40.4 Billion 1.84% of portfolio
697,338
Q1 2025 Added 12.4%
$0
$39.7 Billion 1.81% of portfolio
1,494,078
Q1 2025 Added 10.04%
$0
$37 Billion 1.69% of portfolio
818,389
Q1 2025 Added 75.04%
$0
$36.4 Billion 1.66% of portfolio
1,454,801
Q1 2025 Added 10.76%
$0
$36.2 Billion 1.65% of portfolio
70,482
Q1 2025 Added 25.61%
$3.75T
$31.6 Billion 1.44% of portfolio
84,100
Q1 2025 Reduced 2.63%
$0
$30.7 Billion 1.4% of portfolio
417,556
Q1 2025 Added 25.15%
$1.11T
$29.3 Billion 1.33% of portfolio
187,302
Q1 2025 Reduced 4.82%
$0
$28.1 Billion 1.28% of portfolio
1,244,345
Q1 2025 Added 16.86%
$0
$27.8 Billion 1.27% of portfolio
74,873
Q1 2025 Added 152.73%
$409B
$26.8 Billion 1.22% of portfolio
247,734
Q1 2025 Added 3.17%
$0
$24.6 Billion 1.12% of portfolio
111,086
Q1 2025 Added 13.34%
$0
$24.5 Billion 1.11% of portfolio
43,710
Q1 2025 Added 0.53%
$0
$23.6 Billion 1.08% of portfolio
136,647
Q1 2025 Added 140.64%
$0
$22.7 Billion 1.04% of portfolio
412,929
Q1 2025 Added 20.17%
$83.5B
$22.5 Billion 1.02% of portfolio
540,128
Q1 2025 Reduced 0.14%
$0
$21.9 Billion 1.0% of portfolio
476,154
Q1 2025 Added 9.77%
$631B
$21.1 Billion 0.96% of portfolio
39,559
Q1 2025 Added 24.41%
$0
$20.9 Billion 0.95% of portfolio
964,827
Q1 2025 Added 6.21%
$0
$20.1 Billion 0.92% of portfolio
203,427
Q1 2025 Reduced 6.69%
$1.07T
$19 Billion 0.87% of portfolio
122,826
Q1 2025 Added 0.06%
$0
$16.1 Billion 0.73% of portfolio
114,734
Q1 2025 Added 11.56%
$0
$16.1 Billion 0.73% of portfolio
813,593
Q1 2025 Reduced 15.53%
$847B
$15.4 Billion 0.7% of portfolio
62,665
Q1 2025 Added 1.41%
$0
$14.6 Billion 0.67% of portfolio
31,224
Q1 2025 Added 26.07%
$0
$13.9 Billion 0.64% of portfolio
218,650
Q1 2025 Added 17.34%
$0
$13.2 Billion 0.6% of portfolio
36,665
Q1 2025 Added 678.28%
$0
$12.9 Billion 0.59% of portfolio
234,922
Q1 2025 Added 3.42%
$0
$12.5 Billion 0.57% of portfolio
66,932
Q1 2025 Added 325.94%
$0
$12.3 Billion 0.56% of portfolio
247,309
Q1 2025 Added 21.15%
$0
$12 Billion 0.55% of portfolio
290,875
Q1 2025 New
$0
$11.8 Billion 0.54% of portfolio
546,481
Q1 2025 Reduced 21.28%
-
$11.6 Billion 0.53% of portfolio
-
Q1 2025 Added 6.01%
$0
$11.1 Billion 0.5% of portfolio
43,930
Q1 2025 Added 660.43%
ETF Opportunities Trust
-
$10.8 Billion 0.49% of portfolio
-
Q1 2025 Added 19.1%
$0
$10.6 Billion 0.49% of portfolio
166,179
Q1 2025 Added 8.51%
$0
$10.8 Billion 0.49% of portfolio
293,158
Q1 2025 Added 26.01%
$0
$10.5 Billion 0.48% of portfolio
267,912
Q1 2025 New
$0
$10.2 Billion 0.47% of portfolio
226,838
Q1 2025 Added 66.91%
$434B
$9.82 Billion 0.45% of portfolio
10,379
Q1 2025 Added 2.77%
$0
$9.24 Billion 0.42% of portfolio
98,495
Q1 2025 Added 7.76%
$0
$9.04 Billion 0.41% of portfolio
192,001
Q1 2025 Added 14.23%
$0
$8.9 Billion 0.41% of portfolio
97,726
Q1 2025 Added 18.45%

Summary

  • Portfolio
  • No. of Stocks 1,038
  • Current Value $2.19 Trillion
  • Prior Value $1.98 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 152 stocks
  • Additional Purchases 629 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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