Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024

Atomi Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.98 Trillion distributed in 971 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.1B, Coinbase Global, Inc. with a value of $80.4B, Ishares Core S&P 500 ETF with a value of $57B, Ishares Tr with a value of $44.2B, and Vanguard Ftse Developed Market with a value of $38.8B.

Examining the 13F form we can see an increase of $379B in the current position value, from $1.6T to 1.98T.

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 $1.98 Trillion
ETFs: $975 Billion
Technology: $345 Billion
Financial Services: $154 Billion
Communication Services: $134 Billion
Consumer Cyclical: $86.8 Billion
Industrials: $62.5 Billion
Healthcare: $54.2 Billion
Consumer Defensive: $35 Billion
Other: $76.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.44 Billion 0.17% of portfolio
5,534
Q4 2024 Added 26.06%
$154B
$3.34 Billion 0.17% of portfolio
29,953
Q4 2024 Added 18.32%
$0
$3.21 Billion 0.16% of portfolio
28,034
Q4 2024 Added 2.48%
$94.9B
$3.16 Billion 0.16% of portfolio
17,837
Q4 2024 Reduced 1.21%
$0
$3.11 Billion 0.16% of portfolio
15,714
Q4 2024 Added 218.03%
$0
$3.13 Billion 0.16% of portfolio
54,709
Q4 2024 Added 24.39%
$304B
$3.07 Billion 0.16% of portfolio
12,486
Q4 2024 Added 38.87%
$0
$3.14 Billion 0.16% of portfolio
133,665
Q4 2024 Added 22.07%
$0
$3.11 Billion 0.16% of portfolio
79,337
Q4 2024 Added 33.81%
$194B
$2.91 Billion 0.15% of portfolio
127,800
Q4 2024 Added 8.0%
$0
$2.9 Billion 0.15% of portfolio
41,268
Q4 2024 Added 54.75%
$0
$2.89 Billion 0.15% of portfolio
31,581
Q4 2024 Added 62.53%
$92.5B
$2.91 Billion 0.15% of portfolio
16,901
Q4 2024 Added 2.51%
$0
$2.85 Billion 0.14% of portfolio
31,967
Q4 2024 Added 5.54%
$0
$2.85 Billion 0.14% of portfolio
30,731
Q4 2024 Reduced 1.65%
$149B
$2.77 Billion 0.14% of portfolio
32,146
Q4 2024 Added 4.8%
$363B
$2.82 Billion 0.14% of portfolio
16,903
Q4 2024 Added 15.94%
$0
$2.75 Billion 0.14% of portfolio
14,057
Q4 2024 Added 30.99%
Arista Networks Inc
-
$2.66 Billion 0.13% of portfolio
-
Q4 2024 New
$317B
$2.58 Billion 0.13% of portfolio
14,495
Q4 2024 Added 17.15%
$162B
$2.37 Billion 0.12% of portfolio
2,233
Q4 2024 Added 12.49%
$267B
$2.28 Billion 0.12% of portfolio
3,291
Q4 2024 Added 36.05%
$50.9B
$2.44 Billion 0.12% of portfolio
13,419
Q4 2024 Added 151.15%
$133B
$2.43 Billion 0.12% of portfolio
33,877
Q4 2024 Reduced 45.75%
$0
$2.4 Billion 0.12% of portfolio
31,109
Q4 2024 Added 17.65%
$137B
$2.34 Billion 0.12% of portfolio
10,248
Q4 2024 Reduced 0.94%
$0
$2.44 Billion 0.12% of portfolio
13,940
Q4 2024 Reduced 10.35%
$239B
$2.18 Billion 0.11% of portfolio
30,976
Q4 2024 Added 19.81%
$0
$2.19 Billion 0.11% of portfolio
26,680
Q4 2024 Reduced 6.77%
$0
$2.26 Billion 0.11% of portfolio
17,537
Q4 2024 Added 14.24%
Proshares Tr
-
$2.25 Billion 0.11% of portfolio
-
Q4 2024 Added 3.7%
$145B
$2.12 Billion 0.11% of portfolio
35,105
Q4 2024 Added 14.43%
$153B
$2.25 Billion 0.11% of portfolio
18,664
Q4 2024 Added 83.65%
$224B
$2.24 Billion 0.11% of portfolio
19,846
Q4 2024 Added 20.65%
$98.5B
$2.26 Billion 0.11% of portfolio
21,211
Q4 2024 Added 36.36%
$0
$2.15 Billion 0.11% of portfolio
31,123
Q4 2024 Reduced 1.81%
$0
$2.04 Billion 0.1% of portfolio
15,882
Q4 2024 Reduced 4.26%
$135B
$2.06 Billion 0.1% of portfolio
9,121
Q4 2024 Added 11.75%
$302B
$1.91 Billion 0.1% of portfolio
22,489
Q4 2024 Added 12.19%
$186B
$1.96 Billion 0.1% of portfolio
49,059
Q4 2024 Added 0.96%
$185B
$1.91 Billion 0.1% of portfolio
15,220
Q4 2024 Added 18.05%
$204B
$2.01 Billion 0.1% of portfolio
40,592
Q4 2024 Added 22.63%
$103B
$2.06 Billion 0.1% of portfolio
1,212
Q4 2024 Added 22.05%
$4.26B
$2.05 Billion 0.1% of portfolio
81,895
Q4 2024 Added 18.2%
$0
$1.89 Billion 0.1% of portfolio
4,711
Q4 2024 Added 84.96%
$0
$1.94 Billion 0.1% of portfolio
79,946
Q4 2024 Added 141.86%
$122B
$2.06 Billion 0.1% of portfolio
29,305
Q4 2024 Added 12.84%
$0
$2.05 Billion 0.1% of portfolio
18,620
Q4 2024 Reduced 16.22%
$182B
$1.98 Billion 0.1% of portfolio
26,183
Q4 2024 Reduced 14.04%

Summary

  • Portfolio
  • No. of Stocks 971
  • Current Value $1.98 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 597 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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