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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.5 Billion 0.07% of portfolio
15,992
Q1 2025 Reduced 13.81%
$0
$1.59 Billion 0.07% of portfolio
15,098
Q1 2025 Added 9.74%
$0
$1.56 Billion 0.07% of portfolio
15,296
Q1 2025 Added 2.99%
$0
$1.61 Billion 0.07% of portfolio
44,166
Q1 2025 Added 8.21%
$0
$1.38 Billion 0.06% of portfolio
83,210
Q1 2025 Added 4.05%
$0
$1.22 Billion 0.06% of portfolio
59,086
Q1 2025 Reduced 4.4%
$0
$1.24 Billion 0.06% of portfolio
55,220
Q1 2025 Added 5.53%
$0
$1.3 Billion 0.06% of portfolio
11,140
Q1 2025 Added 17.23%
$0
$1.26 Billion 0.06% of portfolio
13,612
Q1 2025 Added 14.86%
$0
$1.28 Billion 0.06% of portfolio
15,028
Q1 2025 Added 49.76%
$0
$1.31 Billion 0.06% of portfolio
22,467
Q1 2025 Reduced 7.56%
$0
$1.22 Billion 0.06% of portfolio
28,632
Q1 2025 Reduced 34.94%
$0
$1.34 Billion 0.06% of portfolio
19,418
Q1 2025 Reduced 1.18%
$0
$1.21 Billion 0.06% of portfolio
24,360
Q1 2025 Added 237.3%
$0
$1.29 Billion 0.06% of portfolio
10,028
Q1 2025 Added 12.38%
$0
$1.32 Billion 0.06% of portfolio
20,565
Q1 2025 Added 9.1%
$0
$1.16 Billion 0.05% of portfolio
19,406
Q1 2025 Added 298.73%
$0
$1.07 Billion 0.05% of portfolio
6,663
Q1 2025 Added 40.33%
$0
$1.12 Billion 0.05% of portfolio
29,542
Q1 2025 Added 106.8%
$0
$1.04 Billion 0.05% of portfolio
43,751
Q1 2025 Added 71.98%
$0
$1.08 Billion 0.05% of portfolio
11,626
Q1 2025 Added 118.7%
$0
$1.15 Billion 0.05% of portfolio
17,347
Q1 2025 Added 255.54%
$0
$998 Million 0.05% of portfolio
6,518
Q1 2025 Added 13.0%
$0
$1.15 Billion 0.05% of portfolio
4,488
Q1 2025 Added 457.52%
$0
$1.12 Billion 0.05% of portfolio
14,342
Q1 2025 Added 53.08%
$0
$1.07 Billion 0.05% of portfolio
14,919
Q1 2025 Added 8.17%
$0
$1.09 Billion 0.05% of portfolio
9,777
Q1 2025 Reduced 7.98%
$0
$1.11 Billion 0.05% of portfolio
23,280
Q1 2025 Reduced 20.25%
$0
$1.1 Billion 0.05% of portfolio
19,222
Q1 2025 Added 0.07%
$0
$1.13 Billion 0.05% of portfolio
19,007
Q1 2025 Reduced 31.03%
$0
$1.12 Billion 0.05% of portfolio
13,556
Q1 2025 Reduced 6.2%
$0
$1.02 Billion 0.05% of portfolio
10,366
Q1 2025 Added 55.16%
$9.7B
$1.18 Billion 0.05% of portfolio
19,075
Q1 2025 Added 57.27%
$0
$849 Million 0.04% of portfolio
18,593
Q1 2025 New
$0
$975 Million 0.04% of portfolio
27,338
Q1 2025 Reduced 0.12%
$0
$825 Million 0.04% of portfolio
38,123
Q1 2025 Added 1.38%
$0
$876 Million 0.04% of portfolio
4,655
Q1 2025 Reduced 9.94%
$0
$822 Million 0.04% of portfolio
8,165
Q1 2025 Added 27.04%
$0
$839 Million 0.04% of portfolio
16,695
Q1 2025 Added 32.19%
$0
$890 Million 0.04% of portfolio
7,431
Q1 2025 Added 55.92%
$0
$821 Million 0.04% of portfolio
12,923
Q1 2025 Reduced 26.33%
$0
$940 Million 0.04% of portfolio
18,575
Q1 2025 Added 155.68%
$0
$822 Million 0.04% of portfolio
18,188
Q1 2025 New
$0
$983 Million 0.04% of portfolio
12,468
Q1 2025 Added 3.09%
$0
$920 Million 0.04% of portfolio
1,725
Q1 2025 Added 11.22%
$0
$858 Million 0.04% of portfolio
30,017
Q1 2025 New
$0
$769 Million 0.04% of portfolio
18,856
Q1 2025 Added 130.49%
$0
$929 Million 0.04% of portfolio
34,090
Q1 2025 Added 153.16%
$0
$838 Million 0.04% of portfolio
11,900
Q1 2025 Added 33.5%

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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