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
$3.77 Billion 0.17% of portfolio
8,983
Q1 2025 Added 15.33%
$281B
$3.81 Billion 0.17% of portfolio
7,272
Q1 2025 Added 0.34%
$0
$3.66 Billion 0.17% of portfolio
75,007
Q1 2025 Reduced 1.52%
$339B
$3.59 Billion 0.16% of portfolio
17,139
Q1 2025 Added 18.24%
$287B
$3.48 Billion 0.16% of portfolio
26,340
Q1 2025 Added 17.12%
$0
$3.49 Billion 0.16% of portfolio
92,203
Q1 2025 Added 16.22%
$0
$3.42 Billion 0.16% of portfolio
146,159
Q1 2025 Added 9.35%
$300B
$3.27 Billion 0.15% of portfolio
45,678
Q1 2025 Added 51.31%
$0
$3.38 Billion 0.15% of portfolio
65,579
Q1 2025 Added 355.92%
$379B
$3.29 Billion 0.15% of portfolio
8,966
Q1 2025 Added 3.35%
$250B
$3.25 Billion 0.15% of portfolio
56,674
Q1 2025 Added 39.62%
$293B
$3.35 Billion 0.15% of portfolio
39,670
Q1 2025 Added 51.51%
$352B
$3.36 Billion 0.15% of portfolio
12,508
Q1 2025 Added 0.18%
$137B
$3.1 Billion 0.14% of portfolio
18,149
Q1 2025 Added 1.75%
$0
$3.14 Billion 0.14% of portfolio
55,728
Q1 2025 Added 1.86%
$0
$2.97 Billion 0.14% of portfolio
35,926
Q1 2025 Added 34.66%
$0
$3.18 Billion 0.14% of portfolio
34,684
Q1 2025 Added 9.83%
$0
$3.07 Billion 0.14% of portfolio
26,592
Q1 2025 Reduced 5.14%
$0
$3.01 Billion 0.14% of portfolio
15,518
Q1 2025 Added 10.39%
$219B
$2.96 Billion 0.13% of portfolio
29,947
Q1 2025 Reduced 0.02%
$0
$2.77 Billion 0.13% of portfolio
27,730
Q1 2025 Added 181.69%
$0
$2.78 Billion 0.13% of portfolio
36,786
Q1 2025 Reduced 10.86%
$0
$2.78 Billion 0.13% of portfolio
26,388
Q1 2025 Reduced 53.05%
$0
$2.9 Billion 0.13% of portfolio
27,689
Q1 2025 Reduced 22.21%
$120B
$2.84 Billion 0.13% of portfolio
1,456
Q1 2025 Added 20.13%
$57.1B
$2.84 Billion 0.13% of portfolio
16,639
Q1 2025 Added 24.0%
$0
$2.81 Billion 0.13% of portfolio
67,054
Q1 2025 Added 31.83%
$256B
$2.82 Billion 0.13% of portfolio
38,493
Q1 2025 Added 54.65%
$186B
$2.95 Billion 0.13% of portfolio
40,499
Q1 2025 Added 15.37%
$0
$2.85 Billion 0.13% of portfolio
5,251
Q1 2025 Reduced 5.11%
$231B
$2.7 Billion 0.12% of portfolio
20,384
Q1 2025 Added 2.71%
$14.7B
$2.59 Billion 0.12% of portfolio
57,410
Q1 2025 Reduced 11.4%
$222B
$2.64 Billion 0.12% of portfolio
35,973
Q1 2025 Added 92.3%
$116B
$2.56 Billion 0.12% of portfolio
18,283
Q1 2025 Added 8.18%
$140B
$2.6 Billion 0.12% of portfolio
23,193
Q1 2025 Added 179.03%
$143B
$2.57 Billion 0.12% of portfolio
10,881
Q1 2025 Added 6.18%
$0
$2.6 Billion 0.12% of portfolio
29,490
Q1 2025 Reduced 4.04%
$0
$2.71 Billion 0.12% of portfolio
29,945
Q1 2025 Reduced 6.33%
$0
$2.52 Billion 0.11% of portfolio
48,528
Q1 2025 Added 172.2%
$320B
$2.37 Billion 0.11% of portfolio
3,582
Q1 2025 Added 8.84%
$4.61B
$2.49 Billion 0.11% of portfolio
83,592
Q1 2025 Added 2.07%
$0
$2.33 Billion 0.11% of portfolio
19,729
Q1 2025 Added 31.84%
$147B
$2.42 Billion 0.11% of portfolio
34,068
Q1 2025 Added 0.56%
$260B
$2.43 Billion 0.11% of portfolio
21,761
Q1 2025 Added 36.58%
$618B
$2.48 Billion 0.11% of portfolio
17,751
Q1 2025 Added 5.02%
$139B
$2.32 Billion 0.11% of portfolio
24,277
Q1 2025 Added 14.45%
$30.2B
$2.47 Billion 0.11% of portfolio
97,259
Q1 2025 Added 18.72%
$317B
$2.48 Billion 0.11% of portfolio
34,502
Q1 2025 Added 11.38%
$236B
$2.29 Billion 0.1% of portfolio
22,307
Q1 2025 Added 19.52%

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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