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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.42B
$366 Million 0.02% of portfolio
5,084
Q1 2025 Added 116.62%
$15.7B
$388 Million 0.02% of portfolio
6,035
Q1 2025 Added 63.46%
$0
$540 Million 0.02% of portfolio
10,156
Q1 2025 Added 17.9%
$57.5B
$418 Million 0.02% of portfolio
864
Q1 2025 Added 9.51%
Angel Oak Funds Trust
-
$377 Million 0.02% of portfolio
-
Q1 2025 New
$11.2B
$393 Million 0.02% of portfolio
9,722
Q1 2025 Added 4.98%
$0
$376 Million 0.02% of portfolio
7,895
Q1 2025 Reduced 4.93%
$21.9B
$362 Million 0.02% of portfolio
41,323
Q1 2025 Added 1.75%
Atlassian Corporation
-
$497 Million 0.02% of portfolio
-
Q1 2025 Added 29.72%
$29.7B
$476 Million 0.02% of portfolio
5,170
Q1 2025 Added 70.85%
$18.5B
$342 Million 0.02% of portfolio
4,809
Q1 2025 Reduced 1.33%
$0
$428 Million 0.02% of portfolio
12,975
Q1 2025 Reduced 1.63%
$7.07B
$497 Million 0.02% of portfolio
14,366
Q1 2025 Added 0.45%
$7.28B
$334 Million 0.02% of portfolio
2,241
Q1 2025 Reduced 2.52%
Brookfield Asset Managmt LTD
-
$502 Million 0.02% of portfolio
-
Q1 2025 Added 10.11%
$20.5B
$337 Million 0.02% of portfolio
2,699
Q1 2025 Reduced 8.88%
$12.1B
$369 Million 0.02% of portfolio
3,599
Q1 2025 Added 16.28%
$87.1B
$439 Million 0.02% of portfolio
1,725
Q1 2025 Reduced 0.35%
$0
$508 Million 0.02% of portfolio
16,012
Q1 2025 Reduced 0.27%
$0
$473 Million 0.02% of portfolio
17,579
Q1 2025 New
$65.4B
$493 Million 0.02% of portfolio
8,748
Q1 2025 Reduced 7.08%
$36.7B
$548 Million 0.02% of portfolio
17,788
Q1 2025 Added 12.18%
Canadian Pacific Kansas City
-
$403 Million 0.02% of portfolio
-
Q1 2025 Added 22.14%
$0
$453 Million 0.02% of portfolio
18,504
Q1 2025 Added 22.21%
$32.6B
$408 Million 0.02% of portfolio
20,889
Q1 2025 Added 1.78%
$64.1B
$462 Million 0.02% of portfolio
7,294
Q1 2025 Added 35.96%
$29.4B
$441 Million 0.02% of portfolio
2,110
Q1 2025 Added 16.9%
$25B
$404 Million 0.02% of portfolio
1,784
Q1 2025 Added 10.06%
$0
$524 Million 0.02% of portfolio
101,489
Q1 2025 Added 1.17%
$45.3B
$534 Million 0.02% of portfolio
4,082
Q1 2025 Added 15.54%
Celestica Inc
-
$464 Million 0.02% of portfolio
-
Q1 2025 Reduced 9.83%
$16B
$375 Million 0.02% of portfolio
52,844
Q1 2025 Added 210.85%
$64.2B
$423 Million 0.02% of portfolio
1,149
Q1 2025 Added 11.23%
$51.8B
$408 Million 0.02% of portfolio
3,617
Q1 2025 Added 21.95%
$14.1B
$368 Million 0.02% of portfolio
29,956
Q1 2025 Added 51.05%
$18.7B
$518 Million 0.02% of portfolio
5,670
Q1 2025 Added 57.28%
$39B
$338 Million 0.02% of portfolio
4,421
Q1 2025 Added 14.06%
$35.8B
$487 Million 0.02% of portfolio
4,399
Q1 2025 Reduced 5.58%
$102B
$482 Million 0.02% of portfolio
2,390
Q1 2025 Reduced 16.17%
$44.9B
$344 Million 0.02% of portfolio
7,524
Q1 2025 Added 19.52%
$52.5B
$486 Million 0.02% of portfolio
7,718
Q1 2025 Added 30.86%
$71.4B
$454 Million 0.02% of portfolio
15,414
Q1 2025 Added 6.72%
$48B
$536 Million 0.02% of portfolio
1,709
Q1 2025 Reduced 1.27%
$58B
$383 Million 0.02% of portfolio
3,655
Q1 2025 Reduced 6.07%
$0
$335 Million 0.02% of portfolio
10,722
Q1 2025 Added 0.04%
$0
$356 Million 0.02% of portfolio
5,893
Q1 2025 Added 8.97%
$54.7B
$365 Million 0.02% of portfolio
2,139
Q4 2024 Added 6.84%
$47.6B
$507 Million 0.02% of portfolio
9,035
Q1 2025 Added 1.06%
$26.5B
$400 Million 0.02% of portfolio
2,277
Q1 2025 Added 14.65%

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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