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
$53B
$1.58 Billion 0.07% of portfolio
3,005
Q1 2025 Added 11.63%
$75.3B
$1.5 Billion 0.07% of portfolio
97,881
Q1 2025 New
$114B
$1.43 Billion 0.07% of portfolio
4,732
Q1 2025 Reduced 0.96%
$83.1B
$1.51 Billion 0.07% of portfolio
22,223
Q1 2025 Added 52.96%
$142B
$1.45 Billion 0.07% of portfolio
7,078
Q1 2025 Added 2.7%
$151B
$1.49 Billion 0.07% of portfolio
3,184
Q1 2025 Added 39.83%
$79.5B
$1.48 Billion 0.07% of portfolio
6,717
Q1 2025 Added 25.65%
$61.8B
$1.58 Billion 0.07% of portfolio
55,552
Q1 2025 Reduced 20.59%
$91.9B
$1.43 Billion 0.07% of portfolio
22,573
Q1 2025 Added 15.37%
$145B
$1.53 Billion 0.07% of portfolio
5,422
Q1 2025 Added 6.54%
$142B
$1.45 Billion 0.07% of portfolio
11,897
Q1 2025 Added 11.06%
$104B
$1.23 Billion 0.06% of portfolio
20,425
Q1 2025 Added 16.38%
$236B
$1.39 Billion 0.06% of portfolio
5,151
Q1 2025 Reduced 5.23%
$125B
$1.42 Billion 0.06% of portfolio
4,642
Q1 2025 Added 21.81%
$115B
$1.21 Billion 0.06% of portfolio
29,200
Q1 2025 Added 11.26%
$29.4B
$1.22 Billion 0.06% of portfolio
9,815
Q1 2025 Added 18.27%
$1.48B
$1.41 Billion 0.06% of portfolio
28,163
Q1 2025 Reduced 6.94%
$153B
$1.4 Billion 0.06% of portfolio
38,026
Q1 2025 Added 20.05%
$152B
$1.36 Billion 0.06% of portfolio
5,015
Q1 2025 Added 10.0%
$90.6B
$1.29 Billion 0.06% of portfolio
29,135
Q1 2025 Added 1.87%
$82.7B
$1.21 Billion 0.06% of portfolio
12,554
Q1 2025 Added 32.36%
$141B
$1.22 Billion 0.06% of portfolio
18,435
Q1 2025 Added 4.06%
$116B
$1.32 Billion 0.06% of portfolio
41,762
Q1 2025 Added 3.03%
$51B
$1.27 Billion 0.06% of portfolio
30,849
Q1 2025 Added 34.32%
$185B
$1.41 Billion 0.06% of portfolio
12,518
Q1 2025 Reduced 13.41%
$122B
$1.28 Billion 0.06% of portfolio
23,011
Q1 2025 Added 37.24%
$0
$1.31 Billion 0.06% of portfolio
113,205
Q1 2025 Added 7.34%
$115B
$1.22 Billion 0.06% of portfolio
39,965
Q1 2025 Added 10.22%
$119B
$1.38 Billion 0.06% of portfolio
2,843
Q1 2025 Added 30.47%
$70.8B
$1.38 Billion 0.06% of portfolio
23,158
Q1 2025 Added 32.25%
$61.6B
$991 Million 0.05% of portfolio
11,397
Q1 2025 Added 10.73%
$124B
$1.17 Billion 0.05% of portfolio
5,797
Q1 2025 Added 21.86%
$39.2B
$1.17 Billion 0.05% of portfolio
26,603
Q1 2025 Added 19.94%
$143B
$1.11 Billion 0.05% of portfolio
164,982
Q1 2025 Added 29.41%
$131B
$1.09 Billion 0.05% of portfolio
22,380
Q1 2025 Added 44.42%
$150B
$1.06 Billion 0.05% of portfolio
10,495
Q1 2025 Added 8.97%
$36.6B
$1.16 Billion 0.05% of portfolio
4,780
Q1 2025 Added 16.47%
$22.5B
$1.03 Billion 0.05% of portfolio
5,006
Q1 2025 Added 12.7%
$99.9B
$1.09 Billion 0.05% of portfolio
4,103
Q1 2025 Added 10.15%
$118B
$1.03 Billion 0.05% of portfolio
9,783
Q1 2025 Reduced 5.21%
$23.9B
$1.12 Billion 0.05% of portfolio
-
Q1 2025 Added 5.37%
$45.7B
$1.1 Billion 0.05% of portfolio
8,647
Q1 2025 Added 12.81%
$61.4B
$1.01 Billion 0.05% of portfolio
42,368
Q1 2025 Added 113.87%
$0
$1.07 Billion 0.05% of portfolio
74,853
Q1 2025 Added 9.35%
-
$1.07 Billion 0.05% of portfolio
-
Q1 2025 Reduced 1.35%
$0
$1.05 Billion 0.05% of portfolio
66,025
Q4 2024 Added 136.65%
$79.2B
$1.19 Billion 0.05% of portfolio
4,787
Q1 2025 Added 3.66%
$133B
$1.17 Billion 0.05% of portfolio
1,727
Q1 2025 Added 28.21%
$123B
$1.19 Billion 0.05% of portfolio
2,672
Q1 2025 Reduced 11.99%

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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