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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.7B
$245 Million 0.01% of portfolio
436
Q1 2025 Added 2.59%
$13.3B
$323 Million 0.01% of portfolio
3,796
Q1 2025 Added 34.9%
$12.9B
$268 Million 0.01% of portfolio
1,416
Q1 2025 New
$28.5B
$293 Million 0.01% of portfolio
1,035
Q1 2025 Added 20.07%
$4.55B
$209 Million 0.01% of portfolio
53,277
Q1 2025 Reduced 3.34%
$18B
$259 Million 0.01% of portfolio
3,141
Q1 2025 Added 15.95%
$0
$282 Million 0.01% of portfolio
60,746
Q1 2025 Added 2.19%
$14.8B
$203 Million 0.01% of portfolio
6,837
Q1 2025 Reduced 25.55%
$11.9B
$222 Million 0.01% of portfolio
673
Q1 2025 New
$12.4B
$233 Million 0.01% of portfolio
777
Q1 2025 Added 6.58%
$13.9B
$271 Million 0.01% of portfolio
1,914
Q1 2025 Added 4.25%
-
$328 Million 0.01% of portfolio
-
Q1 2025 Reduced 4.21%
$7.35B
$129 Million 0.01% of portfolio
33,746
Q1 2025 Added 25.54%
$26.8B
$300 Million 0.01% of portfolio
56,889
Q1 2025 Added 20.7%
$19.1B
$169 Million 0.01% of portfolio
27,506
Q1 2025 Added 37.4%
$62.5B
$233 Million 0.01% of portfolio
986
Q1 2025 New
$31.4B
$280 Million 0.01% of portfolio
5,629
Q1 2025 New
$0
$201 Million 0.01% of portfolio
19,639
Q1 2025 Reduced 17.98%
$0
$201 Million 0.01% of portfolio
10,711
Q1 2025 Added 5.14%
$40.6B
$244 Million 0.01% of portfolio
4,940
Q1 2025 New
$18.1B
$229 Million 0.01% of portfolio
1,386
Q1 2025 New
$1.04B
$177 Million 0.01% of portfolio
173,849
Q1 2025 Reduced 2.9%
$42.1B
$314 Million 0.01% of portfolio
3,041
Q1 2025 New
$10.2B
$232 Million 0.01% of portfolio
5,423
Q1 2025 New
$19B
$288 Million 0.01% of portfolio
1,452
Q1 2025 Reduced 11.63%
$5.98B
$318 Million 0.01% of portfolio
12,318
Q1 2025 New
$8.72B
$221 Million 0.01% of portfolio
828
Q1 2025 New
$26.4B
$178 Million 0.01% of portfolio
10,346
Q1 2025 Reduced 17.4%
$0
$209 Million 0.01% of portfolio
33,381
Q1 2025 Reduced 65.97%
$9.08B
$243 Million 0.01% of portfolio
2,290
Q1 2025 Added 18.53%
$21.2B
$292 Million 0.01% of portfolio
9,420
Q1 2025 Added 25.38%
$0
$306 Million 0.01% of portfolio
39,585
Q1 2025 Added 2.01%
$16.9B
$321 Million 0.01% of portfolio
6,744
Q1 2025 New
$20.2B
$248 Million 0.01% of portfolio
2,934
Q1 2025 New
$38.4B
$323 Million 0.01% of portfolio
2,895
Q1 2025 Reduced 6.34%
$34B
$317 Million 0.01% of portfolio
14,743
Q1 2025 New
$49.8B
$298 Million 0.01% of portfolio
994
Q1 2025 Added 11.69%
$5.24B
$312 Million 0.01% of portfolio
3,904
Q1 2025 Added 13.03%
$6.52B
$287 Million 0.01% of portfolio
6,385
Q1 2025 Added 21.36%
$56.9B
$262 Million 0.01% of portfolio
1,031
Q1 2025 New
$10B
$200 Million 0.01% of portfolio
5,021
Q1 2025 New
$12B
$271 Million 0.01% of portfolio
3,675
Q1 2025 Added 3.58%
$19.5B
$293 Million 0.01% of portfolio
1,015
Q1 2025 Added 3.26%
$2.89B
$266 Million 0.01% of portfolio
12,808
Q1 2025 Added 1.05%
$37.6B
$283 Million 0.01% of portfolio
1,263
Q1 2025 Added 17.38%
$15.3B
$234 Million 0.01% of portfolio
2,207
Q1 2025 Added 18.59%
$5.08B
$228 Million 0.01% of portfolio
19,871
Q1 2025 Added 10.97%
$3.19B
$296 Million 0.01% of portfolio
3,685
Q1 2025 Added 96.53%
$27.5B
$252 Million 0.01% of portfolio
4,672
Q1 2025 New

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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