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
$47.2B
$342 Million 0.02% of portfolio
2,405
Q3 2024 Added 4.52%
$0
$399 Million 0.02% of portfolio
6,739
Q3 2024 Added 4.58%
$27.6B
$257 Million 0.02% of portfolio
3,187
Q3 2024 New
$13.6B
$345 Million 0.02% of portfolio
1,279
Q3 2024 Added 22.74%
$0
$266 Million 0.02% of portfolio
4,373
Q3 2024 Reduced 1.13%
$17.5B
$387 Million 0.02% of portfolio
6,237
Q3 2024 Added 53.02%
$23B
$246 Million 0.02% of portfolio
1,363
Q3 2024 New
$22.7B
$292 Million 0.02% of portfolio
1,794
Q3 2024 Added 8.33%
$18.1B
$268 Million 0.02% of portfolio
6,368
Q3 2024 Reduced 2.97%
$0
$356 Million 0.02% of portfolio
1,803
Q3 2024 Reduced 4.91%
$37.2B
$373 Million 0.02% of portfolio
693
Q3 2024 New
$29.1B
$255 Million 0.02% of portfolio
3,423
Q3 2024 Added 15.76%
$10.5B
$363 Million 0.02% of portfolio
9,400
Q3 2024 Added 6.3%
$27.9B
$389 Million 0.02% of portfolio
4,932
Q3 2024 Added 4.8%
$18B
$285 Million 0.02% of portfolio
1,014
Q3 2024 Added 8.33%
$38.2B
$252 Million 0.02% of portfolio
1,414
Q3 2024 New
$43.8B
$318 Million 0.02% of portfolio
30,105
Q3 2024 Reduced 19.3%
$20.7B
$325 Million 0.02% of portfolio
4,111
Q3 2024 Added 4.29%
$31.3B
$243 Million 0.02% of portfolio
2,466
Q3 2024 Reduced 29.78%
$14.9B
$387 Million 0.02% of portfolio
6,245
Q3 2024 Added 19.82%
Flutter Entmt PLC
-
$253 Million 0.02% of portfolio
-
Q3 2024 New
$23.6B
$260 Million 0.02% of portfolio
431
Q3 2024 Reduced 2.27%
$18.1B
$327 Million 0.02% of portfolio
9,783
Q3 2024 Added 22.53%
$51.6B
$349 Million 0.02% of portfolio
4,162
Q3 2024 Added 3.35%
$1.27B
$262 Million 0.02% of portfolio
8,697
Q3 2024 Added 28.98%
$0
$378 Million 0.02% of portfolio
20,415
Q2 2023 New
$0
$282 Million 0.02% of portfolio
35,198
Q3 2024 Reduced 0.73%
$10.6B
$291 Million 0.02% of portfolio
3,285
Q3 2024 Reduced 6.78%
$0
$365 Million 0.02% of portfolio
47,853
Q3 2024 Added 0.47%
$46B
$334 Million 0.02% of portfolio
2,815
Q3 2024 New
$10.2B
$399 Million 0.02% of portfolio
17,451
Q3 2024 Added 30.21%
$0
$325 Million 0.02% of portfolio
4,837
Q3 2024 Added 37.22%
$42.8B
$242 Million 0.02% of portfolio
12,244
Q3 2024 New
$0
$242 Million 0.02% of portfolio
23,172
Q3 2024 Added 9.7%
$0
$288 Million 0.02% of portfolio
7,903
Q3 2024 Reduced 34.11%
$33.2B
$313 Million 0.02% of portfolio
18,061
Q3 2024 Added 14.86%
$23.3B
$343 Million 0.02% of portfolio
1,591
Q3 2024 Added 4.12%
$30.1B
$264 Million 0.02% of portfolio
3,936
Q3 2024 New
$0
$327 Million 0.02% of portfolio
11,372
Q3 2024 Added 7.27%
$25.6B
$312 Million 0.02% of portfolio
9,420
Q3 2024 Added 0.26%
$45.5B
$253 Million 0.02% of portfolio
4,303
Q3 2024 New
$12.8B
$251 Million 0.02% of portfolio
3,470
Q3 2024 New
$35.7B
$395 Million 0.02% of portfolio
6,236
Q3 2024 Added 43.42%
Innovator Etfs Trust
-
$301 Million 0.02% of portfolio
-
Q3 2024 New
$12B
$263 Million 0.02% of portfolio
7,412
Q3 2024 Added 12.3%
$34.7B
$340 Million 0.02% of portfolio
673
Q3 2024 Reduced 0.3%
$61.4B
$299 Million 0.02% of portfolio
821
Q3 2024 New
$17.3B
$373 Million 0.02% of portfolio
1,297
Q3 2024 New
$40.4B
$252 Million 0.02% of portfolio
7,013
Q3 2024 Added 6.05%

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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