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
$77.5B
$590 Million 0.03% of portfolio
32,312
Q1 2025 Reduced 15.55%
$85.6B
$746 Million 0.03% of portfolio
38,087
Q1 2025 Added 35.84%
$93.6B
$715 Million 0.03% of portfolio
31,467
Q1 2025 Added 109.4%
$75B
$619 Million 0.03% of portfolio
7,732
Q1 2025 Added 10.93%
$17.1B
$708 Million 0.03% of portfolio
44,267
Q1 2025 Reduced 1.28%
$51.7B
$577 Million 0.03% of portfolio
8,531
Q1 2025 Added 28.0%
$50.8B
$622 Million 0.03% of portfolio
2,973
Q1 2025 Reduced 14.74%
$71.2B
$686 Million 0.03% of portfolio
179,678
Q1 2025 Added 13.96%
$58.4B
$761 Million 0.03% of portfolio
24,418
Q1 2025 Added 3.65%
$14.9B
$756 Million 0.03% of portfolio
10,867
Q1 2025 Reduced 1.41%
$95.7B
$660 Million 0.03% of portfolio
9,724
Q1 2025 Added 68.41%
$31.1B
$551 Million 0.03% of portfolio
9,410
Q1 2025 Added 0.95%
$92B
$567 Million 0.03% of portfolio
1,218
Q1 2025 Added 29.85%
$46.4B
$674 Million 0.03% of portfolio
1,191
Q1 2025 Added 8.87%
-
$550 Million 0.03% of portfolio
-
Q1 2025 Reduced 32.19%
$87.5B
$614 Million 0.03% of portfolio
5,963
Q1 2025 Added 51.46%
$80.6B
$560 Million 0.03% of portfolio
1,095
Q1 2025 Added 12.54%
$36.2B
$610 Million 0.03% of portfolio
5,067
Q1 2025 Added 18.44%
$2.45B
$720 Million 0.03% of portfolio
48,383
Q1 2025 Added 21.88%
$32.7B
$581 Million 0.03% of portfolio
5,963
Q1 2025 Added 30.37%
$85.4B
$675 Million 0.03% of portfolio
10,342
Q1 2025 Reduced 8.79%
$80.2B
$722 Million 0.03% of portfolio
50,315
Q1 2025 Added 10.99%
$60.2B
$677 Million 0.03% of portfolio
5,481
Q1 2025 Added 7.01%
$0
$553 Million 0.03% of portfolio
27,937
Q1 2025 Added 0.38%
$98.3B
$635 Million 0.03% of portfolio
5,678
Q1 2025 Added 12.93%
$22.9B
$657 Million 0.03% of portfolio
30,232
Q1 2025 Reduced 4.85%
$88.9B
$652 Million 0.03% of portfolio
3,173
Q1 2025 Added 13.08%
$12.6B
$739 Million 0.03% of portfolio
9,212
Q1 2025 Added 7.89%
-
$680 Million 0.03% of portfolio
-
Q1 2025 New
$1.86B
$617 Million 0.03% of portfolio
8,081
Q1 2025 Added 103.76%
$45.8B
$649 Million 0.03% of portfolio
43,670
Q1 2025 Added 54.68%
$38.9B
$600 Million 0.03% of portfolio
2,893
Q1 2025 Added 41.81%
$48.3B
$652 Million 0.03% of portfolio
13,806
Q1 2025 Added 2.13%
$91B
$575 Million 0.03% of portfolio
1,746
Q1 2025 Added 33.59%
$104B
$752 Million 0.03% of portfolio
2,233
Q1 2025 Added 25.38%
$59.7B
$623 Million 0.03% of portfolio
15,145
Q1 2025 Reduced 11.54%
$21.9B
$622 Million 0.03% of portfolio
6,354
Q1 2025 Added 10.83%
$6.31B
$585 Million 0.03% of portfolio
12,707
Q1 2025 Added 3.03%
$44.6B
$717 Million 0.03% of portfolio
71,837
Q1 2025 Added 209.72%
$55.8B
$626 Million 0.03% of portfolio
4,739
Q1 2025 Reduced 6.31%
$47.5B
$576 Million 0.03% of portfolio
1,937
Q1 2025 Added 24.81%
$17.8B
$554 Million 0.03% of portfolio
1,502
Q1 2025 Added 12.93%
$33.5B
$575 Million 0.03% of portfolio
5,281
Q1 2025 Added 6.11%
$19.9B
$654 Million 0.03% of portfolio
12,553
Q1 2025 Reduced 7.45%
$0
$368 Million 0.02% of portfolio
22,668
Q1 2025 Reduced 9.04%
$8.87B
$366 Million 0.02% of portfolio
5,084
Q1 2025 Added 116.62%
$15.9B
$388 Million 0.02% of portfolio
6,035
Q1 2025 Added 63.46%
$57.6B
$418 Million 0.02% of portfolio
864
Q1 2025 Added 9.51%
$10.9B
$393 Million 0.02% of portfolio
9,722
Q1 2025 Added 4.98%

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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