Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.6 Trillion
  • Q3 2024

Atomi Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 908 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62B, Coinbase Global, Inc. with a value of $57.9B, Ishares Core S&P 500 ETF with a value of $47.2B, Vanguard Ftse Developed Market with a value of $38.5B, and Ishares Tr with a value of $36.1B.

Examining the 13F form we can see an increase of $249B in the current position value, from $1.35T to 1.6T.

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 $1.6 Trillion
ETFs: $781 Billion
Technology: $256 Billion
Financial Services: $126 Billion
Communication Services: $98.2 Billion
Consumer Cyclical: $61.4 Billion
Industrials: $60.1 Billion
Healthcare: $58.8 Billion
Consumer Defensive: $33.1 Billion
Other: $83.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$556 Million 0.03% of portfolio
4,102
Q3 2024 Reduced 6.13%
$90.8B
$464 Million 0.03% of portfolio
734
Q3 2024 Added 28.77%
$74.3B
$480 Million 0.03% of portfolio
4,094
Q3 2024 Added 53.28%
$58.6B
$483 Million 0.03% of portfolio
7,879
Q3 2024 Added 41.68%
$67.6B
$402 Million 0.03% of portfolio
2,862
Q3 2024 Added 5.8%
$40.3B
$410 Million 0.03% of portfolio
4,155
Q3 2024 Reduced 45.87%
$0
$484 Million 0.03% of portfolio
5,822
Q3 2024 Reduced 51.53%
$64.3B
$445 Million 0.03% of portfolio
5,528
Q3 2024 Added 20.91%
$62.4B
$461 Million 0.03% of portfolio
2,602
Q3 2024 Added 3.71%
$36.1B
$453 Million 0.03% of portfolio
4,348
Q3 2024 Added 1.68%
$0
$446 Million 0.03% of portfolio
16,652
Q3 2024 Added 3.15%
$86.3B
$404 Million 0.03% of portfolio
1,552
Q3 2024 Reduced 64.02%
$61.7B
$493 Million 0.03% of portfolio
11,755
Q3 2024 Added 49.8%
$16.4B
$445 Million 0.03% of portfolio
6,355
Q3 2024 Reduced 6.57%
$32.5B
$494 Million 0.03% of portfolio
6,553
Q3 2024 New
$45.1B
$402 Million 0.03% of portfolio
3,230
Q3 2024 Added 33.97%
Cambria ETF Tr
-
$407 Million 0.03% of portfolio
-
Q3 2024 New
$12.4B
$427 Million 0.03% of portfolio
54,266
Q3 2024 Added 7.05%
Blackrock ETF Trust Ii
-
$543 Million 0.03% of portfolio
-
Q3 2024 Added 35.27%
$0
$528 Million 0.03% of portfolio
24,332
Q3 2024 Added 6.1%
$54B
$497 Million 0.03% of portfolio
13,464
Q3 2024 Added 3.19%
$38.7B
$404 Million 0.03% of portfolio
5,179
Q3 2024 Reduced 2.01%
$82.9B
$459 Million 0.03% of portfolio
1,020
Q3 2024 Added 13.46%
$0
$442 Million 0.03% of portfolio
21,861
Q3 2024 Added 9.61%
$28.9B
$427 Million 0.03% of portfolio
8,179
Q3 2024 Reduced 9.15%
$41.8B
$486 Million 0.03% of portfolio
34,175
Q3 2024 Added 56.44%
$0
$510 Million 0.03% of portfolio
34,812
Q3 2024 Added 1.23%
$0
$525 Million 0.03% of portfolio
14,805
Q3 2024 Added 0.85%
$13.2B
$418 Million 0.03% of portfolio
3,792
Q3 2024 Added 45.18%
$0
$483 Million 0.03% of portfolio
27,821
Q3 2024 Added 18.42%
$1.38B
$406 Million 0.03% of portfolio
203,083
Q3 2024 Reduced 4.24%
$0
$463 Million 0.03% of portfolio
814
Q3 2024 Added 14.17%
$49.2B
$558 Million 0.03% of portfolio
9,650
Q3 2024 Added 12.21%
$75.2B
$458 Million 0.03% of portfolio
867
Q3 2024 Added 27.5%
$0
$514 Million 0.03% of portfolio
9,552
Q3 2024 Reduced 2.48%
$0
$465 Million 0.03% of portfolio
10,211
Q3 2024 Reduced 8.78%
$88.7B
$490 Million 0.03% of portfolio
15,595
Q3 2024 Reduced 7.28%
$5.26B
$503 Million 0.03% of portfolio
17,161
Q3 2024 Added 13.13%
$58.2B
$550 Million 0.03% of portfolio
3,528
Q3 2024 Added 39.28%
$0
$426 Million 0.03% of portfolio
27,013
Q3 2024 Added 5.38%
$49.7B
$448 Million 0.03% of portfolio
2,505
Q3 2024 Added 90.35%
$8.4B
$444 Million 0.03% of portfolio
22,111
Q3 2024 Added 9.41%
$28.8B
$405 Million 0.03% of portfolio
3,406
Q3 2024 New
$0
$435 Million 0.03% of portfolio
101,627
Q3 2024 Added 12.34%
$17.2B
$402 Million 0.03% of portfolio
2,200
Q3 2024 New
$18.3B
$479 Million 0.03% of portfolio
973
Q3 2024 Added 105.71%
$0
$468 Million 0.03% of portfolio
23,743
Q3 2024 New
-
$412 Million 0.03% of portfolio
-
Q3 2024 New
Invesco Exchange Traded Fd T
-
$473 Million 0.03% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 908
  • Current Value $1.6 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 151 stocks
  • Additional Purchases 501 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 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