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
$10.5B
$240 Million 0.01% of portfolio
3,120
Q1 2025 New
$39.4B
$280 Million 0.01% of portfolio
3,131
Q1 2025 Reduced 6.98%
$17.2B
$282 Million 0.01% of portfolio
2,252
Q1 2025 Added 16.74%
Summit Midstream Corporation
-
$228 Million 0.01% of portfolio
-
Q1 2025 Reduced 22.85%
Super Micro Computer Inc
-
$244 Million 0.01% of portfolio
-
Q1 2025 New
$90.1B
$320 Million 0.01% of portfolio
746
Q1 2025 Added 45.7%
Te Connectivity PLC
-
$245 Million 0.01% of portfolio
-
Q1 2025 New
$15.3B
$276 Million 0.01% of portfolio
8,724
Q1 2025 Added 10.39%
$24.6B
$322 Million 0.01% of portfolio
41,540
Q1 2025 Added 3.2%
$18.7B
$114 Million 0.01% of portfolio
13,089
Q1 2025 Reduced 19.62%
$29.7B
$136 Million 0.01% of portfolio
29,263
Q1 2025 Reduced 16.38%
$12.6B
$225 Million 0.01% of portfolio
1,350
Q1 2025 New
$36.2B
$316 Million 0.01% of portfolio
5,771
Q1 2025 Reduced 4.66%
Tidal Tr Ii
-
$308 Million 0.01% of portfolio
-
Q1 2025 Added 24.91%
Tidal Tr Ii
-
$204 Million 0.01% of portfolio
-
Q1 2025 Added 39.38%
$13.5B
$266 Million 0.01% of portfolio
2,515
Q1 2025 Reduced 5.45%
$6.31B
$303 Million 0.01% of portfolio
5,503
Q1 2025 Added 43.64%
$15.3B
$302 Million 0.01% of portfolio
2,037
Q1 2025 New
$5.06B
$186 Million 0.01% of portfolio
29,899
Q1 2025 Added 2.47%
$0
$239 Million 0.01% of portfolio
28,146
Q1 2025 Reduced 10.0%
$13.2B
$202 Million 0.01% of portfolio
4,474
Q1 2025 New
$18.8B
$256 Million 0.01% of portfolio
35,845
Q1 2025 Added 83.32%
$0
$275 Million 0.01% of portfolio
4,804
Q1 2025 New
$0
$269 Million 0.01% of portfolio
2,783
Q1 2025 Added 6.26%
$0
$259 Million 0.01% of portfolio
1,407
Q1 2025 Reduced 1.19%
$0
$217 Million 0.01% of portfolio
2,360
Q1 2025 New
$0
$283 Million 0.01% of portfolio
3,700
Q1 2025 Reduced 5.52%
$0
$326 Million 0.01% of portfolio
1,895
Q1 2025 Added 9.35%
$0
$328 Million 0.01% of portfolio
7,086
Q1 2025 Added 24.42%
$0
$248 Million 0.01% of portfolio
1,861
Q1 2025 Added 2.2%
$0
$206 Million 0.01% of portfolio
1,588
Q1 2025 New
$32.7B
$243 Million 0.01% of portfolio
3,371
Q1 2025 Added 0.39%
$31.6B
$290 Million 0.01% of portfolio
8,890
Q1 2025 New
$9.6B
$233 Million 0.01% of portfolio
14,835
Q1 2025 Added 21.19%
$75.8B
$278 Million 0.01% of portfolio
2,367
Q1 2025 Added 0.42%
$30.2B
$172 Million 0.01% of portfolio
18,314
Q1 2025 Added 19.42%
$7.43B
$272 Million 0.01% of portfolio
7,341
Q1 2025 Added 4.42%
$38.7B
$326 Million 0.01% of portfolio
1,797
Q1 2025 Reduced 4.36%
$9.95B
$119 Million 0.01% of portfolio
10,667
Q1 2025 New
$27.2B
$116 Million 0.01% of portfolio
10,804
Q1 2025 New
$10.5B
$209 Million 0.01% of portfolio
4,057
Q1 2025 New
$9.21B
$214 Million 0.01% of portfolio
2,785
Q1 2025 Added 2.2%
$40.2B
$277 Million 0.01% of portfolio
3,563
Q1 2025 New
$11.4B
$235 Million 0.01% of portfolio
1,485
Q1 2025 Reduced 3.57%
$33.2B
$260 Million 0.01% of portfolio
768
Q1 2025 New
$16.7B
$131 Million 0.01% of portfolio
42,855
Q1 2025 Reduced 27.24%
$0
$265 Million 0.01% of portfolio
7,484
Q1 2025 Added 2.99%
$15.1B
$255 Million 0.01% of portfolio
1,400
Q1 2025 Added 3.32%
$14B
$215 Million 0.01% of portfolio
6,448
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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