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
$0
$2.69 Billion 0.17% of portfolio
57,744
Q3 2024 Added 1.16%
$0
$2.79 Billion 0.17% of portfolio
15,549
Q3 2024 Added 91.09%
$89.9B
$2.75 Billion 0.17% of portfolio
18,055
Q3 2024 Reduced 2.27%
$0
$2.56 Billion 0.16% of portfolio
43,983
Q3 2024 Added 22.95%
$136B
$2.52 Billion 0.16% of portfolio
16,487
Q3 2024 Added 9.31%
$0
$2.63 Billion 0.16% of portfolio
109,499
Q3 2024 Added 48.52%
$165B
$2.6 Billion 0.16% of portfolio
118,332
Q3 2024 Added 11.66%
$0
$2.57 Billion 0.16% of portfolio
4,390
Q3 2024 Added 0.64%
$513B
$2.48 Billion 0.16% of portfolio
14,579
Q3 2024 Reduced 2.75%
$151B
$2.55 Billion 0.16% of portfolio
10,345
Q3 2024 Added 12.0%
$210B
$2.44 Billion 0.15% of portfolio
25,315
Q3 2024 Added 0.05%
$0
$2.46 Billion 0.15% of portfolio
22,224
Q3 2024 Added 2.69%
$0
$2.38 Billion 0.15% of portfolio
28,616
Q3 2024 Reduced 4.01%
$0
$2.36 Billion 0.15% of portfolio
10,722
Q3 2024 Reduced 22.75%
$320B
$2.44 Billion 0.15% of portfolio
12,373
Q3 2024 Added 4.35%
$0
$2.36 Billion 0.15% of portfolio
59,290
Q3 2024 New
$6.39B
$2.35 Billion 0.15% of portfolio
58,743
Q3 2024 Reduced 0.45%
$0
$2.32 Billion 0.15% of portfolio
53,487
Q3 2024 Added 3.22%
Proshares Tr
-
$2.29 Billion 0.14% of portfolio
-
Q3 2024 Added 4.33%
$125B
$2.22 Billion 0.14% of portfolio
5,783
Q3 2024 Added 31.25%
$142B
$2.31 Billion 0.14% of portfolio
30,679
Q3 2024 Reduced 5.81%
$207B
$2.17 Billion 0.14% of portfolio
514
Q3 2024 Reduced 56.4%
$206B
$2.17 Billion 0.14% of portfolio
27,835
Q3 2024 Added 27.67%
$186B
$2.18 Billion 0.14% of portfolio
48,594
Q3 2024 Added 12.83%
$0
$2.08 Billion 0.13% of portfolio
26,442
Q3 2024 Reduced 15.98%
$242M
$2.12 Billion 0.13% of portfolio
30,786
Q3 2024 Added 15.21%
$0
$2.08 Billion 0.13% of portfolio
26,668
Q3 2024 Added 11.33%
$267B
$2.02 Billion 0.13% of portfolio
2,419
Q3 2024 Reduced 20.06%
$0
$2.08 Billion 0.13% of portfolio
16,588
Q3 2024 Added 39.9%
$0
$2.03 Billion 0.13% of portfolio
56,505
Q2 2023 New
$226B
$2.13 Billion 0.13% of portfolio
20,046
Q3 2024 Added 57.54%
$275B
$2.06 Billion 0.13% of portfolio
8,991
Q3 2024 Added 19.96%
$244B
$2.09 Billion 0.13% of portfolio
4,043
Q3 2024 Reduced 0.47%
$106B
$2.04 Billion 0.13% of portfolio
993
Q3 2024 Added 234.34%
$223B
$2.12 Billion 0.13% of portfolio
18,391
Q3 2024 Added 31.35%
$0
$2.14 Billion 0.13% of portfolio
31,697
Q3 2024 Reduced 2.8%
$0
$2.13 Billion 0.13% of portfolio
10,731
Q3 2024 Added 2.33%
$0
$1.94 Billion 0.12% of portfolio
15,351
Q3 2024 Added 3.16%
$279B
$1.91 Billion 0.12% of portfolio
26,522
Q3 2024 Added 11.23%
$207B
$1.88 Billion 0.12% of portfolio
16,449
Q3 2024 Added 28.84%
$103B
$1.85 Billion 0.12% of portfolio
4,836
Q3 2024 Added 14.57%
$0
$1.86 Billion 0.12% of portfolio
49,632
Q3 2024 Reduced 2.31%
$10.3B
$1.7 Billion 0.11% of portfolio
23,248
Q3 2024 Added 1.37%
$155B
$1.69 Billion 0.11% of portfolio
8,162
Q3 2024 Reduced 3.57%
$0
$1.8 Billion 0.11% of portfolio
28,633
Q3 2024 Added 2.25%
$3.64B
$1.74 Billion 0.11% of portfolio
69,286
Q3 2024 Added 22.44%
$170B
$1.78 Billion 0.11% of portfolio
6,590
Q3 2024 Added 53.65%
$119B
$1.83 Billion 0.11% of portfolio
5,343
Q3 2024 Added 99.07%
$201B
$1.75 Billion 0.11% of portfolio
2,829
Q3 2024 Added 81.35%

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
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email