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
$0
$407 Million 0.02% of portfolio
14,295
Q1 2025 New
$0
$414 Million 0.02% of portfolio
7,580
Q1 2025 Added 18.9%
$0
$508 Million 0.02% of portfolio
3,364
Q1 2025 Added 166.56%
$0
$509 Million 0.02% of portfolio
9,888
Q1 2025 Reduced 24.9%
$0
$381 Million 0.02% of portfolio
2,835
Q1 2025 Reduced 11.57%
$0
$386 Million 0.02% of portfolio
10,039
Q1 2025 Added 28.64%
$0
$407 Million 0.02% of portfolio
11,346
Q1 2025 New
$0
$482 Million 0.02% of portfolio
13,089
Q1 2025 Reduced 2.62%
$0
$432 Million 0.02% of portfolio
4,219
Q1 2025 Added 0.14%
$0
$501 Million 0.02% of portfolio
5,635
Q1 2025 Reduced 8.28%
$0
$520 Million 0.02% of portfolio
4,293
Q1 2025 Added 10.16%
$0
$483 Million 0.02% of portfolio
5,878
Q1 2025 New
$0
$414 Million 0.02% of portfolio
6,881
Q1 2025 Added 12.14%
$0
$365 Million 0.02% of portfolio
3,882
Q1 2025 Reduced 1.3%
Janus Detroit Str Tr
-
$541 Million 0.02% of portfolio
-
Q1 2025 New
$12.8B
$377 Million 0.02% of portfolio
7,034
Q1 2025 Added 0.31%
$33.1B
$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%
Kenvue Inc
-
$390 Million 0.02% of portfolio
-
Q1 2025 Added 38.47%
$20.3B
$397 Million 0.02% of portfolio
31,497
Q1 2025 Added 33.17%
$28.8B
$370 Million 0.02% of portfolio
3,226
Q1 2025 Added 10.03%
$28B
$390 Million 0.02% of portfolio
15,481
Q1 2025 Added 37.06%
$0
$541 Million 0.02% of portfolio
13,318
Q1 2025 New
$10.4B
$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%
$21.9B
$446 Million 0.02% of portfolio
4,851
Q1 2025 Added 12.01%
$35.1B
$397 Million 0.02% of portfolio
2,222
Q1 2025 Added 2.97%
$91.8B
$474 Million 0.02% of portfolio
1,988
Q1 2025 Reduced 1.39%
$35.2B
$426 Million 0.02% of portfolio
891
Q1 2025 Added 21.39%
$2.49B
$418 Million 0.02% of portfolio
69,248
Q1 2025 Reduced 3.3%
$9.96B
$375 Million 0.02% of portfolio
1,230
Q1 2025 Added 15.38%
$62.1B
$513 Million 0.02% of portfolio
6,394
Q1 2025 Reduced 3.68%
$4.21B
$401 Million 0.02% of portfolio
1,391
Q1 2025 Added 30.61%
$69B
$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%
$11.4B
$339 Million 0.02% of portfolio
12,438
Q1 2025 Added 18.81%
$16.2B
$438 Million 0.02% of portfolio
10,938
Q1 2025 Added 72.82%
$46.6B
$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%
$11.5B
$333 Million 0.02% of portfolio
8,498
Q1 2025 Added 10.16%
$5.36B
$331 Million 0.02% of portfolio
15,861
Q1 2025 Added 512.87%
$13.3B
$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%
$873M
$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%
$11.9B
$517 Million 0.02% of portfolio
1,625
Q1 2025 Reduced 1.69%

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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