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
$8.58 Billion 0.39% of portfolio
43,008
Q1 2025 Reduced 8.58%
$0
$8.36 Billion 0.38% of portfolio
145,072
Q1 2025 Added 8.39%
$0
$8.21 Billion 0.37% of portfolio
156,824
Q1 2025 Added 11.64%
$410B
$8.14 Billion 0.37% of portfolio
49,109
Q1 2025 Added 21.93%
$61B
$8.07 Billion 0.37% of portfolio
138,489
Q1 2025 Added 0.62%
$1T
$8.14 Billion 0.37% of portfolio
31,405
Q1 2025 Reduced 2.21%
$562B
$7.59 Billion 0.35% of portfolio
8,141
Q1 2025 Added 13.69%
$0
$7.49 Billion 0.34% of portfolio
142,562
Q1 2025 Reduced 2.56%
$527B
$7.22 Billion 0.33% of portfolio
13,176
Q1 2025 Added 13.79%
$254B
$6.95 Billion 0.32% of portfolio
27,930
Q1 2025 Added 10.68%
$53.5B
$6.91 Billion 0.32% of portfolio
117,280
Q1 2025 Reduced 5.39%
$0
$7.05 Billion 0.32% of portfolio
266,496
Q1 2025 Added 10.09%
$0
$7.05 Billion 0.32% of portfolio
27,258
Q1 2025 Added 12.05%
$760B
$6.72 Billion 0.31% of portfolio
8,143
Q1 2025 Added 30.52%
$475B
$6.7 Billion 0.31% of portfolio
56,325
Q1 2025 Added 13.31%
$0
$6.9 Billion 0.31% of portfolio
25,088
Q1 2025 Added 17.47%
$0
$6.52 Billion 0.3% of portfolio
79,828
Q1 2025 Reduced 16.02%
$194B
$6.43 Billion 0.29% of portfolio
227,488
Q1 2025 Added 78.0%
$0
$6.27 Billion 0.29% of portfolio
64,329
Q1 2025 Added 6.53%
$573B
$6.31 Billion 0.29% of portfolio
17,992
Q1 2025 Added 12.59%
$378B
$6.1 Billion 0.28% of portfolio
146,111
Q1 2025 Reduced 3.78%
$297B
$6.12 Billion 0.28% of portfolio
36,588
Q1 2025 Added 13.14%
$243B
$6.13 Billion 0.28% of portfolio
11,229
Q1 2025 Reduced 1.72%
$0
$6.09 Billion 0.28% of portfolio
119,233
Q1 2025 Added 6.5%
-
$5.65 Billion 0.26% of portfolio
-
Q1 2025 Added 11.46%
$364B
$5.72 Billion 0.26% of portfolio
33,592
Q1 2025 Reduced 0.76%
$0
$5.74 Billion 0.26% of portfolio
86,941
Q1 2025 Added 15.21%
$0
$5.55 Billion 0.25% of portfolio
44,578
Q1 2025 Added 16.15%
$0
$5.45 Billion 0.25% of portfolio
50,127
Q1 2025 Reduced 18.75%
$219B
$5.39 Billion 0.25% of portfolio
40,694
Q1 2025 Added 1.39%
$1.19T
$5.51 Billion 0.25% of portfolio
33,213
Q1 2025 Reduced 16.61%
$0
$5.54 Billion 0.25% of portfolio
21,570
Q1 2025 Reduced 10.95%
$260B
$5.43 Billion 0.25% of portfolio
61,894
Q1 2025 Reduced 1.98%
$0
$5.2 Billion 0.24% of portfolio
186,035
Q1 2025 Added 9.64%
$214B
$5.12 Billion 0.23% of portfolio
15,535
Q1 2025 Reduced 33.02%
$0
$5.06 Billion 0.23% of portfolio
53,085
Q1 2025 Reduced 3.71%
$0
$4.95 Billion 0.23% of portfolio
28,981
Q1 2025 Reduced 5.18%
$0
$5.06 Billion 0.23% of portfolio
24,500
Q1 2025 Added 49.4%
$0
$4.5 Billion 0.21% of portfolio
14,667
Q1 2025 Added 8.56%
$260B
$4.71 Billion 0.21% of portfolio
17,540
Q1 2025 Added 17.84%
$0
$4.57 Billion 0.21% of portfolio
127,285
Q1 2025 Added 1,867.31%
$0
$4.66 Billion 0.21% of portfolio
198,728
Q1 2025 Reduced 6.24%
$0
$4.47 Billion 0.2% of portfolio
44,461
Q1 2025 Added 7.41%
$284B
$4.14 Billion 0.19% of portfolio
15,509
Q1 2025 Added 151.24%
$87.3B
$3.9 Billion 0.18% of portfolio
26,589
Q1 2025 Reduced 3.69%
$77B
$3.78 Billion 0.17% of portfolio
45,123
Q1 2025 Added 381.98%
$229B
$3.83 Billion 0.17% of portfolio
831
Q1 2025 Added 15.58%
$69.2B
$3.66 Billion 0.17% of portfolio
4,493
Q1 2025 Added 3.53%
$0
$3.7 Billion 0.17% of portfolio
68,537
Q1 2025 Added 30.27%

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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