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
$92.9B
$819 Million 0.04% of portfolio
1,348
Q1 2025 Added 19.82%
$51.6B
$792 Million 0.04% of portfolio
5,134
Q1 2025 Added 33.98%
$136B
$953 Million 0.04% of portfolio
8,051
Q1 2025 Added 18.78%
$79.2B
$831 Million 0.04% of portfolio
4,726
Q1 2025 Reduced 11.7%
$57.9B
$947 Million 0.04% of portfolio
1,607
Q1 2025 Added 20.28%
$171B
$926 Million 0.04% of portfolio
1,822
Q1 2025 Added 12.82%
$93.9B
$895 Million 0.04% of portfolio
6,859
Q1 2025 Added 124.89%
$74.6B
$870 Million 0.04% of portfolio
9,312
Q1 2025 Reduced 2.07%
$134B
$801 Million 0.04% of portfolio
13,371
Q1 2025 Added 220.65%
$173B
$907 Million 0.04% of portfolio
14,015
Q1 2025 Added 41.69%
$61.4B
$845 Million 0.04% of portfolio
3,196
Q1 2025 Added 14.76%
$38.8B
$946 Million 0.04% of portfolio
4,085
Q1 2025 Added 12.75%
$46.9B
$909 Million 0.04% of portfolio
4,657
Q1 2025 Added 33.63%
$15.7B
$875 Million 0.04% of portfolio
1,722
Q1 2025 Added 10.03%
$73B
$974 Million 0.04% of portfolio
6,359
Q1 2025 Added 12.87%
$65.1B
$740 Million 0.03% of portfolio
2,509
Q1 2025 Added 5.38%
$42.6B
$650 Million 0.03% of portfolio
6,850
Q1 2025 Added 45.4%
$52.2B
$592 Million 0.03% of portfolio
2,859
Q1 2025 Added 4.12%
$8.45B
$695 Million 0.03% of portfolio
38,603
Q1 2025 Added 14.25%
$106B
$618 Million 0.03% of portfolio
2,331
Q1 2025 Reduced 15.21%
$0
$656 Million 0.03% of portfolio
29,607
Q1 2025 Reduced 6.18%
$53.1B
$639 Million 0.03% of portfolio
2,441
Q1 2025 Added 12.02%
$77.1B
$738 Million 0.03% of portfolio
7,727
Q1 2025 Added 15.17%
$65.6B
$555 Million 0.03% of portfolio
11,704
Q1 2025 Added 5.77%
$30.3B
$562 Million 0.03% of portfolio
10,346
Q1 2025 Reduced 8.39%
$0
$551 Million 0.03% of portfolio
34,070
Q1 2025 Added 15.85%
$57.9B
$666 Million 0.03% of portfolio
2,877
Q1 2025 Added 24.06%
$72.8B
$642 Million 0.03% of portfolio
6,857
Q1 2025 Added 5.67%
$34.5B
$684 Million 0.03% of portfolio
8,631
Q1 2025 Added 45.67%
$41.6B
$682 Million 0.03% of portfolio
6,878
Q1 2025 Added 5.15%
$32.1B
$696 Million 0.03% of portfolio
7,632
Q1 2025 Added 13.76%
$15.6B
$582 Million 0.03% of portfolio
7,153
Q1 2025 Added 22.04%
$0
$594 Million 0.03% of portfolio
28,141
Q1 2025 Added 11.99%
$54.1B
$708 Million 0.03% of portfolio
38,085
Q1 2025 Added 19.27%
$69.4B
$553 Million 0.03% of portfolio
4,310
Q1 2025 Reduced 7.98%
$32B
$694 Million 0.03% of portfolio
2,848
Q1 2025 Added 12.26%
$19.8B
$552 Million 0.03% of portfolio
10,591
Q1 2025 Added 61.03%
-
$721 Million 0.03% of portfolio
-
Q1 2025 New
$92.5B
$562 Million 0.03% of portfolio
1,313
Q1 2025 Reduced 30.64%
$0
$570 Million 0.03% of portfolio
132,443
Q1 2025 Added 15.28%
$17.2B
$596 Million 0.03% of portfolio
10,538
Q1 2025 Added 18.18%
-
$571 Million 0.03% of portfolio
-
Q1 2025 Added 17.11%
$66B
$577 Million 0.03% of portfolio
1,671
Q1 2025 Added 20.74%
$82.4B
$592 Million 0.03% of portfolio
2,172
Q1 2025 Added 32.84%
$75.6B
$642 Million 0.03% of portfolio
13,653
Q1 2025 Reduced 79.54%
$21.4B
$608 Million 0.03% of portfolio
27,510
Q1 2025 Added 30.05%
$51.6B
$592 Million 0.03% of portfolio
599
Q1 2025 Added 10.31%
$18.6B
$613 Million 0.03% of portfolio
3,274
Q1 2025 Added 21.8%
$38.9B
$601 Million 0.03% of portfolio
4,854
Q1 2025 Added 0.43%

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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