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
$149 Million 0.01% of portfolio
25,206
Q1 2025 Added 0.99%
$37.8B
$239 Million 0.01% of portfolio
3,370
Q1 2025 Reduced 18.24%
$8.52B
$289 Million 0.01% of portfolio
5,799
Q1 2025 Reduced 3.77%
$41.6B
$226 Million 0.01% of portfolio
1,141
Q1 2025 New
$0
$57.4 Million 0.0% of portfolio
14,800
Q1 2025 Added 18.4%
$4.1B
$92.9 Million 0.0% of portfolio
13,812
Q1 2025 New
$0
$105 Million 0.0% of portfolio
13,151
Q4 2024 Added 2.67%
$769M
$83.8 Million 0.0% of portfolio
25,004
Q1 2025 New
$46.2M
$27.6 Million 0.0% of portfolio
27,643
Q1 2025 Added 0.73%
$1.52B
$53.2 Million 0.0% of portfolio
40,930
Q1 2025 New
$849M
$45.6 Million 0.0% of portfolio
18,982
Q1 2025 Added 0.8%
Encore Energy Corp
-
$27.4 Million 0.0% of portfolio
-
Q1 2025 New
$1.16B
$30.2 Million 0.0% of portfolio
10,024
Q1 2025 New
$186M
$10.7 Million 0.0% of portfolio
16,396
Q1 2025 New
Mackenzie Rlty Cap Inc
-
$93.3 Million 0.0% of portfolio
-
Q1 2025 Reduced 12.8%
Mobile Infrastructure Corp
-
$110 Million 0.0% of portfolio
-
Q1 2025 Reduced 1.36%
$3.24B
$45.9 Million 0.0% of portfolio
10,227
Q1 2025 New
$0
$101 Million 0.0% of portfolio
12,709
Q1 2025 New
Serve Robotics Inc
-
$89 Million 0.0% of portfolio
-
Q4 2024 New
$11.7B
$110 Million 0.0% of portfolio
11,789
Q1 2025 Reduced 23.4%
$3.28B
$64.1 Million 0.0% of portfolio
20,817
Q1 2025 Added 5.58%

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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