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
$337 Million 0.02% of portfolio
5,854
Q1 2025 Reduced 45.3%
$0
$411 Million 0.02% of portfolio
5,584
Q1 2025 Added 0.79%
$0
$390 Million 0.02% of portfolio
2,286
Q1 2025 Reduced 7.22%
$0
$515 Million 0.02% of portfolio
8,731
Q1 2025 Added 72.82%
$26.8B
$367 Million 0.02% of portfolio
5,332
Q1 2025 Added 13.57%
$0
$435 Million 0.02% of portfolio
5,483
Q1 2025 Added 4.06%
$0
$419 Million 0.02% of portfolio
13,564
Q1 2025 Reduced 6.83%
$0
$485 Million 0.02% of portfolio
11,087
Q1 2025 Added 52.92%
$0
$468 Million 0.02% of portfolio
9,293
Q1 2025 Added 15.74%
$47.7B
$435 Million 0.02% of portfolio
1,863
Q1 2025 Added 39.97%
$13.3B
$522 Million 0.02% of portfolio
8,276
Q1 2025 Added 38.79%
$16.4B
$353 Million 0.02% of portfolio
17,022
Q1 2025 Added 10.92%
$12B
$411 Million 0.02% of portfolio
11,740
Q1 2025 New
$41.5B
$511 Million 0.02% of portfolio
3,249
Q1 2025 Added 7.23%
$4.56B
$374 Million 0.02% of portfolio
5,599
Q1 2025 Added 1.97%
$19B
$491 Million 0.02% of portfolio
6,653
Q1 2025 Reduced 0.36%
$0
$262 Million 0.01% of portfolio
22,731
Q1 2025 Added 2.34%
$15.8B
$202 Million 0.01% of portfolio
2,183
Q1 2025 New
$9.22B
$201 Million 0.01% of portfolio
16,204
Q1 2025 Added 36.47%
$5.3B
$241 Million 0.01% of portfolio
25,127
Q1 2025 Added 6.58%
$5.88B
$286 Million 0.01% of portfolio
3,704
Q1 2025 Added 8.72%
$10.4B
$318 Million 0.01% of portfolio
11,910
Q1 2025 New
$2.77B
$202 Million 0.01% of portfolio
3,634
Q1 2025 Reduced 14.77%
$14.4B
$221 Million 0.01% of portfolio
1,697
Q1 2025 New
$8.29B
$209 Million 0.01% of portfolio
2,180
Q1 2025 Added 5.26%
$11.5B
$205 Million 0.01% of portfolio
5,611
Q1 2025 New
$38.1B
$272 Million 0.01% of portfolio
116,930
Q1 2025 Added 43.39%
$25.8B
$230 Million 0.01% of portfolio
2,294
Q1 2025 New
America Movil Sab De Cv
-
$234 Million 0.01% of portfolio
-
Q1 2025 Added 45.86%
$0
$258 Million 0.01% of portfolio
2,957
Q1 2025 New
$25.5B
$228 Million 0.01% of portfolio
1,548
Q1 2025 Reduced 10.73%
$165M
$268 Million 0.01% of portfolio
15,306
Q1 2025 New
$41.3B
$238 Million 0.01% of portfolio
1,380
Q1 2025 New
Annaly Capital Management In
-
$321 Million 0.01% of portfolio
-
Q1 2025 Added 26.16%
$32.6B
$201 Million 0.01% of portfolio
634
Q1 2025 New
$91B
$310 Million 0.01% of portfolio
2,266
Q1 2025 Added 23.56%
$30.5B
$284 Million 0.01% of portfolio
5,925
Q1 2025 Reduced 11.99%
$32.7B
$312 Million 0.01% of portfolio
527
Q1 2025 Reduced 4.36%
Arm Holdings PLC
-
$246 Million 0.01% of portfolio
-
Q1 2025 Added 5.49%
$1.89B
$307 Million 0.01% of portfolio
21,038
Q1 2025 Reduced 3.14%
$9.83B
$290 Million 0.01% of portfolio
1,384
Q1 2025 Added 13.07%
$22.1B
$214 Million 0.01% of portfolio
1,387
Q1 2025 New
$28.2B
$250 Million 0.01% of portfolio
1,164
Q1 2025 Reduced 12.22%
$4.9B
$297 Million 0.01% of portfolio
1,789
Q1 2025 Added 4.07%
$30.3B
$250 Million 0.01% of portfolio
112,009
Q1 2025 Added 124.91%
$37.2B
$199 Million 0.01% of portfolio
10,238
Q1 2025 New
$52.4B
$323 Million 0.01% of portfolio
1,408
Q1 2025 Added 33.33%
$7.49B
$329 Million 0.01% of portfolio
4,413
Q1 2025 Added 10.24%
$15.1B
$206 Million 0.01% of portfolio
2,794
Q1 2025 New

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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