Atomi Financial Group, Inc. Incresed Positions in Q1 2025

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
351K
+ 75.04%
$42.5 - $46.71 $14.9M - $16.4M
818K $37B
VUG
Vanguard Growth ETF

ETFs
45.2K
+ 152.73%
$369.1 - $427.61 $16.7M - $19.3M
74.9K $27.8B
VTV
Vanguard Value ETF

ETFs
79.9K
+ 140.64%
$167.73 - $179.21 $13.4M - $14.3M
137K $23.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
32K
+ 678.28%
$360.07 - $417.26 $11.5M - $13.3M
36.7K $13.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
38.2K
+ 660.43%
$247.97 - $296.33 $9.46M - $11.3M
43.9K $11.1B
VBR
Vanguard Small Cap Value ETF

ETFs
51.2K
+ 325.94%
$183.02 - $207.75 $9.37M - $10.6M
66.9K $12.5B
INTF
Ishares Tr

ETFs
192K
+ 12.45%
$28.43 - $31.96 $5.44M - $6.12M
1.73M $53.3B
VEA
Vanguard Ftse Developed Market

ETFs
104K
+ 12.77%
$47.4 - $52.99 $4.92M - $5.5M
916K $46.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
83.9K
+ 25.15%
$71.17 - $73.66 $5.97M - $6.18M
418K $30.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.76K
+ 24.41%
$442.66 - $534.52 $3.44M - $4.15M
39.6K $21.1B
IVV
Ishares Core S&P 500 ETF

ETFs
15K
+ 15.55%
$554.06 - $615.85 $8.33M - $9.26M
112K $62.8B
SCHC
Schwab Strategic Tr Intl Small

ETFs
121K
+ 1867.31%
$33.57 - $37.22 $4.06M - $4.5M
127K $4.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
136K
+ 10.04%
$25.77 - $27.6 $3.51M - $3.76M
1.49M $39.7B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
180K
+ 16.86%
$22.31 - $22.79 $4.01M - $4.09M
1.24M $28.1B
IFRA
Ishares Tr

ETFs
90.9K
+ 66.91%
$44.8 - $49.25 $4.07M - $4.48M
227K $10.2B
META
Meta Platforms, Inc.

Communication Services
7.78K
+ 11.8%
$576.36 - $736.67 $4.48M - $5.73M
73.7K $42.5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
69.3K
+ 20.17%
$54.25 - $57.64 $3.76M - $4M
413K $22.7B
T
At&T Inc.

Communication Services
99.7K
+ 78.0%
$21.56 - $28.28 $2.15M - $2.82M
227K $6.43B
BK
Bank Of New York Mellon Corp

Financial Services
35.8K
+ 381.98%
$75.42 - $88.95 $2.7M - $3.18M
45.1K $3.78B
LRGF
Ishares Tr

ETFs
77K
+ 12.4%
$56.95 - $63.95 $4.38M - $4.92M
697K $40.4B
TMUS
T Mobile Us, Inc.

Communication Services
9.34K
+ 151.24%
$211.3 - $272.83 $1.97M - $2.55M
15.5K $4.14B
INDS
Pacer Fds Tr Benchmark Indl

ETFs
60.5K
+ 26.01%
$34.17 - $38.11 $2.07M - $2.31M
293K $10.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
51.2K
+ 355.92%
$50.44 - $58.1 $2.58M - $2.97M
65.6K $3.38B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
42.4K
+ 9.77%
$44.72 - $46.25 $1.9M - $1.96M
476K $21.9B
JNJ
Johnson & Johnson

Healthcare
8.83K
+ 21.93%
$142.06 - $167.7 $1.25M - $1.48M
49.1K $8.14B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43.2K
+ 21.15%
$49.25 - $50.66 $2.13M - $2.19M
247K $12.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.46K
+ 26.07%
$468.34 - $539.52 $3.02M - $3.48M
31.2K $14.6B
LLY
Eli Lilly & CO

Healthcare
1.9K
+ 30.52%
$725.72 - $929.72 $1.38M - $1.77M
8.14K $6.72B
GILD
Gilead Sciences, Inc.

Healthcare
14.9K
+ 179.03%
$89.14 - $117.41 $1.33M - $1.75M
23.2K $2.6B
EFG
Msci Eafe Growth ETF

ETFs
17.9K
+ 181.69%
$96.1 - $106.37 $1.72M - $1.9M
27.7K $2.77B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.2K
+ 18.45%
$85.29 - $92.57 $1.3M - $1.41M
97.7K $8.9B
ETF Opportunities Trust
75.2K
+ 19.1%
N/A
469K $10.8B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.7K
+ 172.2%
$48.65 - $53.06 $1.49M - $1.63M
48.5K $2.52B
ALCC
Alt C Acquisition Corp.

Financial Services
56.4K
+ 6.21%
N/A
965K $20.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.85K
+ 17.12%
$80.53 - $147.57 $310K - $568K
26.3K $3.48B
CVX
Chevron Corp

Energy
4.25K
+ 13.14%
$146.71 - $167.97 $623K - $714K
36.6K $6.12B
AZN
Astrazeneca PLC

Healthcare
17.3K
+ 92.3%
$65.37 - $77.96 $1.13M - $1.35M
36K $2.64B
IBM
International Business Machines Corp

Technology
2.7K
+ 10.68%
$217.4 - $264.74 $586K - $713K
27.9K $6.95B
KO
Coca Cola CO

Consumer Defensive
15.5K
+ 51.31%
$60.81 - $72.32 $942K - $1.12M
45.7K $3.27B
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 51.51%
$64.98 - $124.62 $876K - $1.68M
39.7K $3.35B
XOM
Exxon Mobil Corp

Energy
6.62K
+ 13.31%
$105.44 - $118.93 $698K - $787K
56.3K $6.7B
SHEL
Shell PLC

Energy
13.6K
+ 54.65%
$62.84 - $73.29 $855K - $997K
38.5K $2.82B
V
Visa Inc.

Financial Services
2.01K
+ 12.59%
$306.92 - $362.71 $618K - $730K
18K $6.31B
HSBC
Hsbc Holdings PLC

Financial Services
16.1K
+ 39.62%
$48.68 - $61.58 $783K - $990K
56.7K $3.25B
XLK
Technology Sector Spdr

ETFs
8.1K
+ 49.4%
$206.38 - $242.18 $1.67M - $1.96M
24.5K $5.06B
NFLX
Netflix Inc

Communication Services
980
+ 13.69%
$828.4 - $1058.6 $812K - $1.04M
8.14K $7.59B
SYLD
Cambria Shareholder Yld ETF

ETFs
32.3K
+ 17.34%
$62.77 - $71.4 $2.03M - $2.31M
219K $13.9B
HYDB
Ishares Tr Edge High Yield Def

ETFs
23.9K
+ 14.23%
$46.82 - $47.8 $1.12M - $1.14M
192K $9.04B
MA
Mastercard Inc

Financial Services
1.6K
+ 13.79%
$504.67 - $576.31 $806K - $920K
13.2K $7.22B
Activity Summary
Buys All Purchases 781 New Holdings 152 Increased Positions 629 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 4 Puts 12
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