Atomi Financial Group, Inc. Reduced Holdings in Q4 2024

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-28.6K
- 45.75%
$69.77 - $85.43 $1.99M - $2.44M
33.9K $2.43B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-51.5K
- 89.23%
$43.84 - $48.76 $2.26M - $2.51M
6.22K $274M
IWY
Ishares Tr Russell 200 Growth

ETFs
-7.83K
- 73.06%
$216.72 - $244.71 $1.7M - $1.92M
2.89K $679M
UPST
Upstart Holdings, Inc.

Financial Services
-46.4K
- 79.01%
$37.78 - $84.46 $1.75M - $3.92M
12.3K $759M
JNJ
Johnson & Johnson

Healthcare
-4.13K
- 9.31%
$143.34 - $165.86 $592K - $685K
40.3K $5.82B
XOM
Exxon Mobil Corp

Energy
-6.95K
- 12.27%
$105.51 - $125.37 $734K - $872K
49.7K $5.35B
AZN
Astrazeneca PLC

Healthcare
-9.13K
- 32.79%
$63.2 - $79.58 $577K - $726K
18.7K $1.23B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-23.7K
- 57.63%
$39.5 - $41.38 $937K - $982K
17.4K $702M
DHR
Danaher Corp

Healthcare
-1.63K
- 19.16%
$226.16 - $274.52 $369K - $448K
6.89K $1.58B
TD
Toronto Dominion Bank

Financial Services
-10.6K
- 71.74%
$51.56 - $63.8 $546K - $675K
4.17K $222M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-23.9K
- 60.15%
$27.43 - $28.44 $654K - $678K
15.8K $433M
ING
Ing Groep Nv

Financial Services
-32.4K
- 53.63%
$15.1 - $17.73 $490K - $575K
28K $439M
CVS
Cvs Health Corp

Healthcare
-5.86K
- 28.72%
$43.78 - $67.46 $256K - $395K
14.5K $652M
HDV
Ishares Core High Dividend ETF

ETFs
-5.16K
- 56.98%
$110.82 - $121.28 $572K - $626K
3.9K $437M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-15.4K
- 27.29%
$34.04 - $35.66 $525K - $550K
41.1K $1.41B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11.4K
- 63.15%
$51.09 - $55.27 $581K - $629K
6.64K $340M
GE
General Electric CO

Industrials
-300
- 1.18%
$159.95 - $194.23 $48K - $58.3K
25K $4.18B
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-24.4K
- 53.7%
N/A
21.1K $423M
NVS
Novartis Ag

Healthcare
-2.46K
- 13.37%
$96.78 - $117.18 $238K - $288K
15.9K $1.55B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.32K
- 43.84%
$49.78 - $66.55 $315K - $421K
8.1K $406M
DASH
Door Dash, Inc.

Communication Services
-4.46K
- 54.11%
$141.93 - $180.48 $632K - $804K
3.78K $634M
NEM
Newmont Corp

Basic Materials
-7.17K
- 44.44%
$37.0 - $58.68 $265K - $421K
8.97K $334M
TTE
Total Energies Se

Energy
-6.6K
- 40.03%
N/A
9.89K $539M
ETF Ser Solutions
-15.9K
- 50.87%
N/A
15.4K $496M
LYG
Lloyds Banking Group PLC

Financial Services
-134K
- 45.89%
$2.67 - $3.23 $357K - $432K
158K $429M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.82K
- 17.77%
$34.13 - $37.35 $301K - $329K
40.8K $1.39B
OSCV
Opus Small Cap Value ETF

ETFs
-12.1K
- 53.5%
$36.89 - $40.88 $445K - $494K
10.5K $388M
AMT
American Tower Corp

Real Estate
-643
- 9.44%
$179.4 - $232.01 $115K - $149K
6.17K $1.13B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-9.48K
- 17.72%
$42.33 - $43.3 $401K - $410K
44K $1.88B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-9.68K
- 60.5%
$45.72 - $48.37 $443K - $468K
6.32K $295M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-34.3K
- 58.88%
$9.94 - $11.39 $341K - $390K
23.9K $240M
SHV
Ishares Tr

ETFs
-3.6K
- 16.22%
$109.92 - $110.57 $396K - $398K
18.6K $2.05B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-210
- 7.42%
$501.29 - $612.85 $105K - $129K
2.62K $1.36B
ADBE
Adobe Inc.

Technology
-205
- 5.07%
$437.39 - $552.96 $89.7K - $113K
3.84K $1.71B
DOW
Dow Inc.

Basic Materials
-5.35K
- 48.67%
$39.1 - $55.34 $209K - $296K
5.65K $227M
Maplebear Inc
-8.97K
- 29.2%
N/A
21.7K $901M
PFE
Pfizer Inc

Healthcare
-9.15K
- 21.55%
$24.8 - $30.19 $227K - $276K
33.3K $883M
BHP
Bhp Group LTD

Basic Materials
-2.24K
- 12.62%
$48.78 - $62.43 $109K - $140K
15.5K $757M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.61K
- 10.35%
$174.22 - $187.62 $280K - $302K
13.9K $2.44B
SNY
Sanofi

Healthcare
-3.17K
- 15.88%
$45.89 - $57.31 $145K - $181K
16.8K $809M
AMGN
Amgen Inc

Healthcare
-26
- 0.48%
$258.78 - $328.31 $6.73K - $8.54K
5.36K $1.4B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-8.22K
- 37.94%
$36.54 - $37.53 $300K - $308K
13.4K $494M
HMC
Honda Motor CO LTD

Consumer Cyclical
-9.05K
- 51.18%
$23.7 - $32.62 $214K - $295K
8.63K $246M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.88K
- 49.46%
$26.63 - $30.23 $263K - $299K
10.1K $269M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.62K
- 19.4%
$57.53 - $60.83 $266K - $281K
19.2K $1.11B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.12K
- 35.11%
$59.25 - $72.99 $185K - $228K
5.77K $345M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-6.17K
- 43.89%
$51.31 - $55.61 $317K - $343K
7.89K $422M
XLU
Utilities Sector Spdr

ETFs
-3.03K
- 20.02%
$74.89 - $82.93 $227K - $251K
12.1K $915M
AES
Aes Corp

Utilities
-10.2K
- 46.3%
$12.44 - $20.24 $127K - $207K
11.9K $153M
Activity Summary
Buys All Purchases 730 New Holdings 133 Increased Positions 597 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 2 Puts 5
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