Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024

Atomi Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.98 Trillion distributed in 971 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.1B, Coinbase Global, Inc. with a value of $80.4B, Ishares Core S&P 500 ETF with a value of $57B, Ishares Tr with a value of $44.2B, and Vanguard Ftse Developed Market with a value of $38.8B.

Examining the 13F form we can see an increase of $379B in the current position value, from $1.6T to 1.98T.

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 $1.98 Trillion
ETFs: $975 Billion
Technology: $345 Billion
Financial Services: $154 Billion
Communication Services: $134 Billion
Consumer Cyclical: $86.8 Billion
Industrials: $62.5 Billion
Healthcare: $54.2 Billion
Consumer Defensive: $35 Billion
Other: $76.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.7B
$729 Million 0.04% of portfolio
8,659
Q4 2024 Added 26.98%
$147B
$860 Million 0.04% of portfolio
9,631
Q4 2024 Added 16.51%
$23.8B
$773 Million 0.04% of portfolio
6,709
Q4 2024 Reduced 2.44%
$113B
$839 Million 0.04% of portfolio
10,508
Q4 2024 Reduced 12.35%
$13.7B
$800 Million 0.04% of portfolio
11,022
Q4 2024 Added 5.54%
$33.1B
$889 Million 0.04% of portfolio
11,657
Q4 2024 Added 3.2%
$119B
$794 Million 0.04% of portfolio
1,775
Q4 2024 Added 12.99%
$69.2B
$867 Million 0.04% of portfolio
9,509
Q4 2024 Added 1.55%
$23.8B
$711 Million 0.04% of portfolio
6,053
Q4 2024 Added 78.4%
$55.7B
$676 Million 0.03% of portfolio
7,325
Q4 2024 Reduced 15.45%
$60.1B
$544 Million 0.03% of portfolio
6,638
Q4 2024 Added 9.0%
$64B
$639 Million 0.03% of portfolio
130,726
Q4 2024 Added 13.28%
$44.8B
$620 Million 0.03% of portfolio
5,058
Q4 2024 Reduced 8.37%
$77.4B
$562 Million 0.03% of portfolio
2,016
Q4 2024 Added 13.96%
$11.6B
$563 Million 0.03% of portfolio
1,653
Q4 2024 Added 5.76%
$0
$510 Million 0.03% of portfolio
27,830
Q4 2024 Reduced 1.58%
$73.5B
$528 Million 0.03% of portfolio
1,143
Q4 2024 Added 12.06%
$43.6B
$657 Million 0.03% of portfolio
1,094
Q4 2024 Added 113.67%
$24.6B
$630 Million 0.03% of portfolio
365
Q4 2024 Added 33.7%
$4.84B
$614 Million 0.03% of portfolio
19,004
Q4 2024 Added 10.74%
$3.29B
$592 Million 0.03% of portfolio
39,698
Q4 2024 Reduced 5.56%
$50.1B
$584 Million 0.03% of portfolio
5,122
Q4 2024 Reduced 11.69%
$53.6B
$529 Million 0.03% of portfolio
2,746
Q4 2024 Added 10.5%
$10.7B
$550 Million 0.03% of portfolio
7,012
Q4 2024 Added 5.29%
$133B
$657 Million 0.03% of portfolio
6,778
Q4 2024 Added 6.06%
$57B
$595 Million 0.03% of portfolio
9,415
Q4 2024 Added 19.49%
$53B
$537 Million 0.03% of portfolio
3,832
Q4 2024 Added 135.53%
$53.5B
$535 Million 0.03% of portfolio
6,840
Q4 2024 Added 13.32%
$60.1B
$691 Million 0.03% of portfolio
2,381
Q4 2024 Added 15.47%
$20.4B
$511 Million 0.03% of portfolio
20,523
Q4 2024 Reduced 1.84%
$57.7B
$498 Million 0.03% of portfolio
2,319
Q4 2024 Added 24.34%
$30.7B
$499 Million 0.03% of portfolio
4,278
Q4 2024 Reduced 15.95%
$81.7B
$520 Million 0.03% of portfolio
1,731
Q4 2024 Added 65.49%
$24.3B
$605 Million 0.03% of portfolio
10,641
Q4 2024 Reduced 7.66%
$18.1B
$653 Million 0.03% of portfolio
13,564
Q4 2024 Added 85.38%
$88.9B
$535 Million 0.03% of portfolio
451
Q4 2024 Added 34.63%
$73.6B
$583 Million 0.03% of portfolio
45,332
Q4 2024 Reduced 18.73%
$57.8B
$550 Million 0.03% of portfolio
6,970
Q4 2024 Added 12.82%
$0
$521 Million 0.03% of portfolio
29,408
Q4 2024 Added 5.7%
$51.8B
$572 Million 0.03% of portfolio
543
Q4 2024 Added 24.54%
$64.4B
$651 Million 0.03% of portfolio
6,709
Q4 2024 Added 71.67%
$118B
$581 Million 0.03% of portfolio
127,484
Q4 2024 Reduced 16.09%
-
$499 Million 0.03% of portfolio
-
Q4 2024 New
$82.6B
$594 Million 0.03% of portfolio
61,161
Q4 2024 Reduced 3.7%
$12.6B
$682 Million 0.03% of portfolio
8,538
Q4 2024 Added 10.83%
$0
$691 Million 0.03% of portfolio
31,557
Q4 2024 Added 5.48%
$87.6B
$652 Million 0.03% of portfolio
14,529
Q4 2024 Reduced 28.72%
$88.8B
$658 Million 0.03% of portfolio
1,781
Q4 2024 Added 4.46%
$173B
$539 Million 0.03% of portfolio
9,891
Q4 2024 Reduced 40.03%

Summary

  • Portfolio
  • No. of Stocks 971
  • Current Value $1.98 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 597 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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