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
$953B
$5.92 Billion 0.37% of portfolio
34,099
Q3 2024 Added 15.32%
$383B
$5.71 Billion 0.36% of portfolio
143,888
Q3 2024 Added 11.44%
$0
$5.65 Billion 0.35% of portfolio
19,971
Q3 2024 Added 14.84%
$0
$5.61 Billion 0.35% of portfolio
116,700
Q3 2024 Added 49.56%
$0
$5.41 Billion 0.34% of portfolio
55,127
Q3 2024 Added 405.71%
$207B
$5.51 Billion 0.34% of portfolio
11,125
Q3 2024 Reduced 8.74%
$42.1B
$5.38 Billion 0.34% of portfolio
108,248
Q3 2024 Added 5.7%
$0
$5.39 Billion 0.34% of portfolio
54,981
Q3 2024 Added 10.47%
$0
$5.46 Billion 0.34% of portfolio
50,724
Q3 2024 Reduced 46.08%
$0
$5.26 Billion 0.33% of portfolio
102,169
Q3 2024 Added 4.28%
$152B
$5.28 Billion 0.33% of portfolio
62,451
Q3 2024 Added 158.23%
$425B
$5.19 Billion 0.32% of portfolio
29,954
Q3 2024 Added 1.98%
$205B
$5.15 Billion 0.32% of portfolio
23,292
Q3 2024 Added 7.12%
$0
$5.11 Billion 0.32% of portfolio
13,318
Q3 2024 Added 3.81%
$0
$4.93 Billion 0.31% of portfolio
51,500
Q3 2024 Reduced 0.34%
$0
$5.04 Billion 0.31% of portfolio
19,085
Q3 2024 Added 101.38%
$202B
$4.78 Billion 0.3% of portfolio
25,332
Q3 2024 Reduced 9.1%
$177B
$4.82 Billion 0.3% of portfolio
39,774
Q3 2024 Added 173.06%
-
$4.63 Billion 0.29% of portfolio
-
Q3 2024 Added 18.78%
$504B
$4.48 Billion 0.28% of portfolio
9,062
Q3 2024 Added 51.69%
$0
$4.54 Billion 0.28% of portfolio
175,322
Q3 2024 Added 3.05%
$0
$4.29 Billion 0.27% of portfolio
36,638
Q3 2024 Added 5.97%
$0
$4.37 Billion 0.27% of portfolio
93,049
Q3 2024 Added 7.52%
$318B
$4.39 Billion 0.27% of portfolio
29,803
Q3 2024 Reduced 4.33%
$0
$4.26 Billion 0.27% of portfolio
30,573
Q3 2024 Reduced 42.23%
$388B
$4.23 Billion 0.26% of portfolio
5,965
Q3 2024 Added 10.12%
$0
$4.13 Billion 0.26% of portfolio
80,855
Q3 2024 Added 6.08%
$248B
$4.15 Billion 0.26% of portfolio
51,388
Q3 2024 Added 4.58%
$0
$4.17 Billion 0.26% of portfolio
515,591
Q3 2024 New
$0
$4 Billion 0.25% of portfolio
12,714
Q3 2024 Added 0.66%
$568B
$3.98 Billion 0.25% of portfolio
6,815
Q3 2024 Reduced 3.28%
$73.5B
$3.79 Billion 0.24% of portfolio
27,729
Q3 2024 Added 430.39%
$0
$3.82 Billion 0.24% of portfolio
55,324
Q3 2024 Reduced 43.76%
$510B
$3.67 Billion 0.23% of portfolio
13,350
Q3 2024 Added 5.93%
$0
$3.68 Billion 0.23% of portfolio
20,535
Q3 2024 Reduced 5.9%
$240B
$3.65 Billion 0.23% of portfolio
30,673
Q3 2024 Reduced 6.7%
$257B
$3.52 Billion 0.22% of portfolio
31,018
Q3 2024 Reduced 3.97%
$0
$3.45 Billion 0.22% of portfolio
27,356
Q3 2024 Reduced 0.02%
$0
$3.35 Billion 0.21% of portfolio
33,257
Q3 2024 Added 15.86%
$0
$3.33 Billion 0.21% of portfolio
66,217
Q3 2024 Added 24.12%
$343B
$3.28 Billion 0.21% of portfolio
11,999
Q3 2024 Added 27.51%
$440B
$2.99 Billion 0.19% of portfolio
7,390
Q3 2024 Added 8.15%
$0
$3.03 Billion 0.19% of portfolio
31,245
Q3 2024 Added 1.79%
$0
$3.03 Billion 0.19% of portfolio
35,888
Q3 2024 Added 0.17%
$0
$2.99 Billion 0.19% of portfolio
51,998
Q3 2024 Reduced 4.72%
$89.1B
$3.11 Billion 0.19% of portfolio
3,504
Q3 2024 Added 24.34%
$0
$2.95 Billion 0.18% of portfolio
30,288
Q3 2024 Reduced 8.0%
$15.2B
$2.85 Billion 0.18% of portfolio
69,699
Q3 2024 Reduced 2.41%
$0
$2.94 Billion 0.18% of portfolio
6,956
Q3 2024 Added 8.23%

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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