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
$223B
$2.96 Billion 0.13% of portfolio
29,947
Q1 2025 Reduced 0.02%
$118B
$2.84 Billion 0.13% of portfolio
1,456
Q1 2025 Added 20.13%
$58.7B
$2.84 Billion 0.13% of portfolio
16,639
Q1 2025 Added 24.0%
$256B
$2.82 Billion 0.13% of portfolio
38,493
Q1 2025 Added 54.65%
$179B
$2.95 Billion 0.13% of portfolio
40,499
Q1 2025 Added 15.37%
$211B
$2.7 Billion 0.12% of portfolio
20,384
Q1 2025 Added 2.71%
$16B
$2.59 Billion 0.12% of portfolio
57,410
Q1 2025 Reduced 11.4%
$215B
$2.64 Billion 0.12% of portfolio
35,973
Q1 2025 Added 92.3%
$122B
$2.56 Billion 0.12% of portfolio
18,283
Q1 2025 Added 8.18%
$136B
$2.6 Billion 0.12% of portfolio
23,193
Q1 2025 Added 179.03%
$140B
$2.57 Billion 0.12% of portfolio
10,881
Q1 2025 Added 6.18%
$296B
$2.37 Billion 0.11% of portfolio
3,582
Q1 2025 Added 8.84%
$148B
$2.42 Billion 0.11% of portfolio
34,068
Q1 2025 Added 0.56%
$246B
$2.43 Billion 0.11% of portfolio
21,761
Q1 2025 Added 36.58%
$671B
$2.48 Billion 0.11% of portfolio
17,751
Q1 2025 Added 5.02%
$151B
$2.32 Billion 0.11% of portfolio
24,277
Q1 2025 Added 14.45%
$303B
$2.48 Billion 0.11% of portfolio
34,502
Q1 2025 Added 11.38%
$259B
$2.29 Billion 0.1% of portfolio
22,307
Q1 2025 Added 19.52%
$160B
$2.09 Billion 0.1% of portfolio
6,705
Q1 2025 Added 25.05%
$280B
$2.1 Billion 0.1% of portfolio
34,084
Q1 2025 Added 39.55%
$180B
$2.16 Billion 0.1% of portfolio
30,440
Q1 2025 Added 3.87%
$284B
$2.11 Billion 0.1% of portfolio
10,554
Q1 2025 Reduced 57.84%
$147B
$2.09 Billion 0.1% of portfolio
30,170
Q1 2025 Reduced 6.15%
$172B
$2.19 Billion 0.1% of portfolio
48,373
Q1 2025 Reduced 1.4%
$160B
$1.92 Billion 0.09% of portfolio
9,053
Q1 2025 Reduced 0.75%
$14.1B
$1.94 Billion 0.09% of portfolio
25,426
Q1 2025 Added 2.63%
$213B
$2 Billion 0.09% of portfolio
3,251
Q1 2025 Added 28.4%
$182B
$2.05 Billion 0.09% of portfolio
4,149
Q1 2025 Added 77.54%
$221B
$2.04 Billion 0.09% of portfolio
6,530
Q1 2025 Added 20.95%
$278B
$2 Billion 0.09% of portfolio
12,626
Q1 2025 Added 28.44%
$194B
$1.92 Billion 0.09% of portfolio
2,412
Q1 2025 Added 8.02%
$88.1B
$2.02 Billion 0.09% of portfolio
5,795
Q1 2025 Added 10.02%
$167B
$1.99 Billion 0.09% of portfolio
3,992
Q1 2025 Added 52.42%
$233B
$2 Billion 0.09% of portfolio
11,304
Q1 2025 Added 39.07%
$152B
$1.89 Billion 0.09% of portfolio
31,802
Q1 2025 Added 10.19%
$92.6B
$1.87 Billion 0.09% of portfolio
8,088
Q1 2025 Added 16.74%
$170B
$1.83 Billion 0.08% of portfolio
4,774
Q1 2025 Added 24.39%
$90.4B
$1.78 Billion 0.08% of portfolio
14,629
Q1 2025 Added 10.06%
$76.7B
$1.78 Billion 0.08% of portfolio
7,038
Q1 2025 Added 11.93%
$63.5B
$1.85 Billion 0.08% of portfolio
48,805
Q1 2025 Added 3.79%
$136B
$1.76 Billion 0.08% of portfolio
7,530
Q1 2025 Added 7.08%
$165B
$1.65 Billion 0.08% of portfolio
120,974
Q1 2025 Added 18.59%
$239B
$1.78 Billion 0.08% of portfolio
15,230
Q1 2025 Added 0.07%
$102B
$1.84 Billion 0.08% of portfolio
20,028
Q1 2025 Reduced 0.83%
$108B
$1.69 Billion 0.08% of portfolio
17,255
Q1 2025 Added 16.11%
$101B
$1.7 Billion 0.08% of portfolio
109,707
Q1 2025 Added 52.23%
$72.6B
$1.67 Billion 0.08% of portfolio
15,215
Q1 2025 Added 37.13%
$64.1B
$1.45 Billion 0.07% of portfolio
13,009
Q1 2025 Added 6.3%
$104B
$1.46 Billion 0.07% of portfolio
6,693
Q1 2025 Added 8.53%

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
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email