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
$11B
$253 Million 0.01% of portfolio
3,583
Q1 2025 Added 0.06%
$0
$223 Million 0.01% of portfolio
23,250
Q4 2024 Added 1.09%
$0
$257 Million 0.01% of portfolio
13,903
Q1 2025 Added 11.24%
$0
$226 Million 0.01% of portfolio
12,725
Q1 2025 New
$8.9B
$212 Million 0.01% of portfolio
3,860
Q1 2025 New
$0
$237 Million 0.01% of portfolio
18,009
Q1 2025 Added 2.6%
$11.1B
$307 Million 0.01% of portfolio
4,575
Q1 2025 Reduced 0.57%
$0
$212 Million 0.01% of portfolio
21,038
Q1 2025 Added 2.85%
$12.3B
$281 Million 0.01% of portfolio
2,297
Q1 2025 Reduced 1.63%
$68B
$221 Million 0.01% of portfolio
2,271
Q1 2025 Reduced 14.85%
$41.2B
$284 Million 0.01% of portfolio
2,065
Q1 2025 Added 2.33%
$10B
$260 Million 0.01% of portfolio
3,332
Q1 2025 Reduced 3.22%
$13.3B
$268 Million 0.01% of portfolio
1,479
Q1 2025 Added 14.39%
$19.5B
$298 Million 0.01% of portfolio
687
Q1 2025 Added 14.88%
$11.5B
$149 Million 0.01% of portfolio
26,568
Q1 2025 Added 35.39%
$38.4B
$275 Million 0.01% of portfolio
988
Q1 2025 New
$34.2B
$322 Million 0.01% of portfolio
8,221
Q1 2025 Added 7.94%
$4.05B
$130 Million 0.01% of portfolio
74,009
Q1 2025 Reduced 14.21%
$24B
$202 Million 0.01% of portfolio
1,369
Q1 2025 New
$24.4B
$232 Million 0.01% of portfolio
5,661
Q1 2025 Reduced 13.19%
$328M
$326 Million 0.01% of portfolio
16,673
Q3 2023 Reduced 5.66%
$0
$289 Million 0.01% of portfolio
5,819
Q1 2025 New
Coherent Corp
-
$317 Million 0.01% of portfolio
-
Q1 2025 Added 6.51%
$8.55B
$258 Million 0.01% of portfolio
4,372
Q1 2025 Added 9.3%
$7.67B
$210 Million 0.01% of portfolio
3,367
Q1 2025 New
$13.5B
$222 Million 0.01% of portfolio
12,430
Q1 2025 New
$28.3B
$256 Million 0.01% of portfolio
1,393
Q1 2025 New
Cooper Cos Inc
-
$234 Million 0.01% of portfolio
-
Q1 2025 Reduced 10.16%
$18.3B
$286 Million 0.01% of portfolio
1,534
Q1 2025 Reduced 1.79%
$47.7B
$292 Million 0.01% of portfolio
2,803
Q1 2025 Added 22.03%
$12.6B
$202 Million 0.01% of portfolio
2,260
Q1 2025 New
$18.2B
$236 Million 0.01% of portfolio
744
Q1 2025 Added 10.22%
$0
$288 Million 0.01% of portfolio
6,640
Q1 2025 Added 0.05%
$21.5B
$233 Million 0.01% of portfolio
6,234
Q1 2025 New
$32.9B
$257 Million 0.01% of portfolio
3,771
Q1 2025 Reduced 29.83%
$11.9B
$260 Million 0.01% of portfolio
1,291
Q1 2025 Added 5.73%
$51.6B
$316 Million 0.01% of portfolio
2,208
Q1 2025 Added 4.99%
$0
$207 Million 0.01% of portfolio
7,901
Q1 2025 New
$17B
$258 Million 0.01% of portfolio
562
Q1 2025 Added 4.07%
$1.02B
$250 Million 0.01% of portfolio
8,318
Q1 2025 Added 0.53%
$15.1B
$230 Million 0.01% of portfolio
4,884
Q1 2025 New
Ea Series Trust
-
$246 Million 0.01% of portfolio
-
Q1 2025 Reduced 42.66%
$0
$113 Million 0.01% of portfolio
13,951
Q1 2025 Added 1.86%
$19.8B
$214 Million 0.01% of portfolio
3,624
Q1 2025 Reduced 21.56%
$43.7B
$258 Million 0.01% of portfolio
1,783
Q1 2025 Added 20.47%
$8.94B
$292 Million 0.01% of portfolio
6,321
Q1 2025 New
$26.6B
$240 Million 0.01% of portfolio
650
Q1 2025 Reduced 1.52%
$59B
$300 Million 0.01% of portfolio
9,689
Q1 2025 New
$25.8B
$220 Million 0.01% of portfolio
3,073
Q1 2025 Reduced 17.1%

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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