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
$35.9B
$428 Million 0.02% of portfolio
4,387
Q1 2025 Added 56.68%
$44B
$400 Million 0.02% of portfolio
39,845
Q1 2025 Added 105.07%
$0
$477 Million 0.02% of portfolio
22,772
Q1 2025 Reduced 2.72%
$12.2B
$348 Million 0.02% of portfolio
6,836
Q1 2025 Added 18.05%
$4.43B
$426 Million 0.02% of portfolio
5,813
Q1 2025 Added 13.54%
$26.3B
$418 Million 0.02% of portfolio
2,322
Q1 2025 Added 8.81%
$2.16B
$469 Million 0.02% of portfolio
3,972
Q1 2025 Added 14.73%
$4.11B
$360 Million 0.02% of portfolio
4,774
Q1 2025 Added 0.1%
$0
$430 Million 0.02% of portfolio
27,591
Q1 2025 Added 1.4%
$47.3B
$347 Million 0.02% of portfolio
33,764
Q1 2025 Reduced 0.33%
$8.64B
$364 Million 0.02% of portfolio
24,642
Q1 2025 Added 15.77%
$8.46B
$416 Million 0.02% of portfolio
4,711
Q1 2025 Added 32.59%
$10.2B
$381 Million 0.02% of portfolio
18,828
Q1 2025 Added 8.34%
$46.1B
$334 Million 0.02% of portfolio
2,090
Q1 2025 New
$73.6B
$375 Million 0.02% of portfolio
1,647
Q1 2025 Reduced 1.2%
$51.7B
$426 Million 0.02% of portfolio
15,691
Q1 2025 Added 81.74%
$18.1B
$476 Million 0.02% of portfolio
8,932
Q1 2025 Added 0.65%
$12.9B
$377 Million 0.02% of portfolio
7,034
Q1 2025 Added 0.31%
$12.1B
$389 Million 0.02% of portfolio
1,568
Q1 2025 Added 24.44%
$32B
$480 Million 0.02% of portfolio
8,862
Q1 2025 Reduced 16.72%
$22.1B
$330 Million 0.02% of portfolio
16,436
Q1 2025 Added 29.58%
$20.1B
$397 Million 0.02% of portfolio
31,497
Q1 2025 Added 33.17%
$27.9B
$370 Million 0.02% of portfolio
3,226
Q1 2025 Added 10.03%
$30.6B
$390 Million 0.02% of portfolio
15,481
Q1 2025 Added 37.06%
$10.1B
$347 Million 0.02% of portfolio
8,158
Q1 2025 New
$0
$525 Million 0.02% of portfolio
32,934
Q1 2025 Added 18.43%
$22B
$446 Million 0.02% of portfolio
4,851
Q1 2025 Added 12.01%
$33.8B
$397 Million 0.02% of portfolio
2,222
Q1 2025 Added 2.97%
$88.1B
$474 Million 0.02% of portfolio
1,988
Q1 2025 Reduced 1.39%
$34.5B
$426 Million 0.02% of portfolio
891
Q1 2025 Added 21.39%
$2.47B
$418 Million 0.02% of portfolio
69,248
Q1 2025 Reduced 3.3%
$9.93B
$375 Million 0.02% of portfolio
1,230
Q1 2025 Added 15.38%
$61.7B
$513 Million 0.02% of portfolio
6,394
Q1 2025 Reduced 3.68%
$4.22B
$401 Million 0.02% of portfolio
1,391
Q1 2025 Added 30.61%
$70.3B
$476 Million 0.02% of portfolio
1,088
Q1 2025 Reduced 4.81%
$4.88B
$403 Million 0.02% of portfolio
5,287
Q1 2025 Added 22.53%
$52.1B
$469 Million 0.02% of portfolio
7,150
Q1 2025 Added 34.45%
$11.6B
$339 Million 0.02% of portfolio
12,438
Q1 2025 Added 18.81%
$16.3B
$438 Million 0.02% of portfolio
10,938
Q1 2025 Added 72.82%
$49.8B
$384 Million 0.02% of portfolio
37,535
Q1 2025 Reduced 0.72%
$59B
$436 Million 0.02% of portfolio
2,296
Q1 2025 Added 98.1%
$14B
$361 Million 0.02% of portfolio
3,428
Q1 2025 Added 25.2%
$11.4B
$333 Million 0.02% of portfolio
8,498
Q1 2025 Added 10.16%
$5.27B
$331 Million 0.02% of portfolio
15,861
Q1 2025 Added 512.87%
$13.5B
$500 Million 0.02% of portfolio
2,289
Q1 2025 Added 90.59%
$17.6B
$399 Million 0.02% of portfolio
4,559
Q1 2025 Added 18.82%
$837M
$433 Million 0.02% of portfolio
23,551
Q1 2025 New
$0
$390 Million 0.02% of portfolio
51,779
Q1 2025 Added 1.58%
$10.3B
$345 Million 0.02% of portfolio
3,617
Q1 2025 Added 0.42%

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