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
$25.6B
$367 Million 0.02% of portfolio
10,166
Q1 2025 Reduced 4.86%
$25.7B
$418 Million 0.02% of portfolio
4,063
Q1 2025 Reduced 1.48%
$12.4B
$341 Million 0.02% of portfolio
1,545
Q1 2025 Added 21.27%
$36.3B
$441 Million 0.02% of portfolio
7,609
Q1 2025 Added 41.88%
$61.2B
$460 Million 0.02% of portfolio
725
Q1 2025 Added 17.89%
$77.1B
$400 Million 0.02% of portfolio
1,654
Q1 2025 New
$39.6B
$462 Million 0.02% of portfolio
1,788
Q1 2025 Added 30.32%
$6.06B
$386 Million 0.02% of portfolio
5,070
Q1 2025 Added 0.84%
$51.4B
$524 Million 0.02% of portfolio
12,534
Q1 2025 Added 15.81%
$0
$377 Million 0.02% of portfolio
1,910
Q1 2025 Added 97.93%
$0
$415 Million 0.02% of portfolio
3,169
Q1 2025 Added 44.18%
$23.4B
$539 Million 0.02% of portfolio
7,552
Q1 2025 Reduced 26.37%
$17.8B
$361 Million 0.02% of portfolio
11,241
Q1 2025 Reduced 25.21%
$0
$336 Million 0.02% of portfolio
6,573
Q1 2025 Reduced 1.01%
$0
$527 Million 0.02% of portfolio
11,912
Q1 2025 New
$0
$530 Million 0.02% of portfolio
10,347
Q1 2025 Added 5.46%
$0
$537 Million 0.02% of portfolio
6,679
Q1 2025 Reduced 65.25%
$0
$352 Million 0.02% of portfolio
4,431
Q1 2025 Reduced 2.06%
-
$349 Million 0.02% of portfolio
-
Q1 2025 New
$0
$348 Million 0.02% of portfolio
6,853
Q1 2025 Reduced 13.14%
$54.4B
$419 Million 0.02% of portfolio
10,824
Q1 2025 Reduced 20.54%
$31.9B
$340 Million 0.02% of portfolio
6,421
Q1 2025 Added 12.87%
$39.4B
$407 Million 0.02% of portfolio
5,423
Q1 2025 Reduced 0.28%
$24.6B
$510 Million 0.02% of portfolio
7,248
Q1 2025 Added 26.8%
$39.1B
$433 Million 0.02% of portfolio
2,160
Q1 2025 Added 42.2%
$48.3B
$366 Million 0.02% of portfolio
3,503
Q1 2025 Added 17.75%
$0
$539 Million 0.02% of portfolio
55,526
Q1 2025 New
$35B
$411 Million 0.02% of portfolio
28,500
Q1 2025 Added 12.32%
$8B
$489 Million 0.02% of portfolio
369
Q1 2025 Added 19.81%
Thomson Reuters Corp
-
$332 Million 0.02% of portfolio
-
Q1 2025 Added 5.5%
$14.4B
$442 Million 0.02% of portfolio
13,329
Q1 2025 Added 1.31%
$1.46B
$389 Million 0.02% of portfolio
23,603
Q1 2025 Added 22.35%
$85.4B
$538 Million 0.02% of portfolio
389
Q1 2025 Added 64.83%
$39.6B
$454 Million 0.02% of portfolio
7,134
Q1 2025 Reduced 5.82%
$0
$480 Million 0.02% of portfolio
49,261
Q1 2025 Reduced 9.68%
$56B
$411 Million 0.02% of portfolio
655
Q1 2025 Added 6.85%
United Sts Nat Gas Fd LP
-
$331 Million 0.02% of portfolio
-
Q1 2025 New
$16.3B
$468 Million 0.02% of portfolio
5,749
Q1 2025 Added 27.05%
$18.4B
$378 Million 0.02% of portfolio
5,770
Q1 2025 Added 17.09%
$0
$351 Million 0.02% of portfolio
1,658
Q1 2025 Reduced 4.0%
$0
$501 Million 0.02% of portfolio
5,007
Q1 2025 Added 13.05%
$0
$545 Million 0.02% of portfolio
11,853
Q1 2025 Added 34.63%
$0
$406 Million 0.02% of portfolio
3,800
Q2 2024 New
$0
$391 Million 0.02% of portfolio
1,599
Q1 2025 Added 17.31%
$0
$527 Million 0.02% of portfolio
8,692
Q1 2025 Added 3.39%
$0
$338 Million 0.02% of portfolio
4,811
Q1 2025 Reduced 1.43%
$0
$388 Million 0.02% of portfolio
9,597
Q1 2025 Reduced 46.14%
$0
$427 Million 0.02% of portfolio
5,889
Q1 2025 Reduced 1.26%
$0
$365 Million 0.02% of portfolio
1,478
Q2 2024 Added 38.65%

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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