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
$470 Million 0.03% of portfolio
21,508
Q3 2024 Added 124.07%
$0
$433 Million 0.03% of portfolio
23,240
Q3 2024 Reduced 0.93%
$113B
$503 Million 0.03% of portfolio
2,184
Q3 2024 Added 14.11%
$0
$510 Million 0.03% of portfolio
24,125
Q3 2024 Added 40.29%
Anglogold Ashanti PLC
-
$450 Million 0.03% of portfolio
-
Q3 2024 Added 86.96%
$0
$466 Million 0.03% of portfolio
4,630
Q3 2024 Reduced 79.8%
$0
$525 Million 0.03% of portfolio
15,909
Q3 2024 Reduced 48.16%
$7.59B
$471 Million 0.03% of portfolio
31,322
Q3 2024 New
Ge Vernova Inc
-
$404 Million 0.03% of portfolio
-
Q3 2024 Added 10.92%
$0
$408 Million 0.03% of portfolio
3,751
Q2 2024 New
$35.9B
$508 Million 0.03% of portfolio
4,276
Q3 2024 Added 10.21%
$61.5B
$453 Million 0.03% of portfolio
436
Q3 2024 Added 77.24%
$0
$456 Million 0.03% of portfolio
3,377
Q3 2024 Reduced 0.12%
$42.8B
$511 Million 0.03% of portfolio
5,109
Q3 2024 Added 26.62%
$38.3B
$486 Million 0.03% of portfolio
6,036
Q3 2024 New
$17.8B
$498 Million 0.03% of portfolio
1,960
Q3 2024 Added 22.19%
$0
$408 Million 0.03% of portfolio
5,322
Q3 2024 Added 3.2%
$4.67B
$436 Million 0.03% of portfolio
9,876
Q3 2024 Reduced 8.85%
$56.2B
$471 Million 0.03% of portfolio
2,485
Q3 2024 Added 17.22%
$0
$401 Million 0.03% of portfolio
5,462
Q3 2024 Added 0.94%
$0
$441 Million 0.03% of portfolio
8,168
Q3 2024 Added 8.52%
$114B
$510 Million 0.03% of portfolio
6,081
Q3 2024 Added 36.01%
$0
$435 Million 0.03% of portfolio
15,395
Q3 2024 Added 6.54%
$0
$413 Million 0.03% of portfolio
7,862
Q3 2024 Reduced 59.73%
$77.8B
$423 Million 0.03% of portfolio
9,436
Q3 2024 Added 10.39%
Ishares Bitcoin Trust ETF
-
$477 Million 0.03% of portfolio
-
Q3 2024 Added 38.78%
$39.2B
$436 Million 0.03% of portfolio
5,898
Q3 2024 Added 18.74%
$48.7B
$555 Million 0.03% of portfolio
5,536
Q3 2024 Added 13.54%
$0
$458 Million 0.03% of portfolio
27,900
Q3 2024 Added 9.84%
$0
$455 Million 0.03% of portfolio
3,800
Q2 2024 New
$0
$403 Million 0.03% of portfolio
3,997
Q3 2024 Reduced 15.53%
$0
$534 Million 0.03% of portfolio
18,567
Q3 2024 New
$11.7B
$494 Million 0.03% of portfolio
7,924
Q3 2024 Added 27.46%
$0
$516 Million 0.03% of portfolio
14,039
Q3 2024 New
$0
$543 Million 0.03% of portfolio
4,971
Q3 2024 Added 0.59%
$32.6B
$439 Million 0.03% of portfolio
4,290
Q3 2024 Added 20.1%
$0
$543 Million 0.03% of portfolio
1,574
Q3 2024 Added 0.96%
$0
$433 Million 0.03% of portfolio
21,290
Q3 2024 Added 10.76%
$0
$453 Million 0.03% of portfolio
5,786
Q3 2024 Added 40.27%
$33.1B
$417 Million 0.03% of portfolio
9,736
Q3 2024 Added 62.37%
$98.7B
$473 Million 0.03% of portfolio
20,149
Q3 2024 Reduced 22.76%
$0
$520 Million 0.03% of portfolio
5,815
Q3 2024 Reduced 2.5%
$0
$505 Million 0.03% of portfolio
2,640
Q3 2024 Reduced 12.52%
$21B
$403 Million 0.03% of portfolio
8,259
Q3 2024 Added 30.95%
$0
$440 Million 0.03% of portfolio
107,998
Q3 2024 Added 12.98%
$80.7B
$438 Million 0.03% of portfolio
1,266
Q3 2024 New
$0
$528 Million 0.03% of portfolio
12,353
Q3 2024 Added 5.47%
-
$489 Million 0.03% of portfolio
-
Q3 2024 Reduced 11.98%
$24.4B
$257 Million 0.02% of portfolio
25,609
Q3 2024 Reduced 10.59%

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
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