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
$102B
$1.7 Billion 0.08% of portfolio
109,707
Q1 2025 Added 52.23%
$73B
$1.67 Billion 0.08% of portfolio
15,215
Q1 2025 Added 37.13%
$64.9B
$1.45 Billion 0.07% of portfolio
13,009
Q1 2025 Added 6.3%
$103B
$1.46 Billion 0.07% of portfolio
6,693
Q1 2025 Added 8.53%
$53.3B
$1.58 Billion 0.07% of portfolio
3,005
Q1 2025 Added 11.63%
$73.9B
$1.5 Billion 0.07% of portfolio
97,881
Q1 2025 New
$116B
$1.43 Billion 0.07% of portfolio
4,732
Q1 2025 Reduced 0.96%
$84.5B
$1.51 Billion 0.07% of portfolio
22,223
Q1 2025 Added 52.96%
$144B
$1.45 Billion 0.07% of portfolio
7,078
Q1 2025 Added 2.7%
$153B
$1.49 Billion 0.07% of portfolio
3,184
Q1 2025 Added 39.83%
$79.5B
$1.48 Billion 0.07% of portfolio
6,717
Q1 2025 Added 25.65%
$0
$1.5 Billion 0.07% of portfolio
15,992
Q1 2025 Reduced 13.81%
$0
$1.59 Billion 0.07% of portfolio
15,098
Q1 2025 Added 9.74%
$63.7B
$1.58 Billion 0.07% of portfolio
55,552
Q1 2025 Reduced 20.59%
$91B
$1.43 Billion 0.07% of portfolio
22,573
Q1 2025 Added 15.37%
$145B
$1.53 Billion 0.07% of portfolio
5,422
Q1 2025 Added 6.54%
$0
$1.61 Billion 0.07% of portfolio
44,166
Q1 2025 Added 8.21%
$143B
$1.45 Billion 0.07% of portfolio
11,897
Q1 2025 Added 11.06%
$104B
$1.23 Billion 0.06% of portfolio
20,425
Q1 2025 Added 16.38%
$240B
$1.39 Billion 0.06% of portfolio
5,151
Q1 2025 Reduced 5.23%
$126B
$1.42 Billion 0.06% of portfolio
4,642
Q1 2025 Added 21.81%
$115B
$1.21 Billion 0.06% of portfolio
29,200
Q1 2025 Added 11.26%
$30.5B
$1.22 Billion 0.06% of portfolio
9,815
Q1 2025 Added 18.27%
$84.8B
$1.3 Billion 0.06% of portfolio
7,246
Q1 2025 Added 9.44%
$1.52B
$1.41 Billion 0.06% of portfolio
28,163
Q1 2025 Reduced 6.94%
$157B
$1.4 Billion 0.06% of portfolio
38,026
Q1 2025 Added 20.05%
$144B
$1.36 Billion 0.06% of portfolio
5,015
Q1 2025 Added 10.0%
$91.5B
$1.29 Billion 0.06% of portfolio
29,135
Q1 2025 Added 1.87%
$81.2B
$1.21 Billion 0.06% of portfolio
12,554
Q1 2025 Added 32.36%
$0
$1.38 Billion 0.06% of portfolio
83,210
Q1 2025 Added 4.05%
$140B
$1.22 Billion 0.06% of portfolio
18,435
Q1 2025 Added 4.06%
$116B
$1.32 Billion 0.06% of portfolio
41,762
Q1 2025 Added 3.03%
$0
$1.22 Billion 0.06% of portfolio
59,086
Q1 2025 Reduced 4.4%
$0
$1.24 Billion 0.06% of portfolio
55,220
Q1 2025 Added 5.53%
$0
$1.3 Billion 0.06% of portfolio
11,140
Q1 2025 Added 17.23%
$0
$1.26 Billion 0.06% of portfolio
13,612
Q1 2025 Added 14.86%
$0
$1.28 Billion 0.06% of portfolio
15,028
Q1 2025 Added 49.76%
$0
$1.31 Billion 0.06% of portfolio
22,467
Q1 2025 Reduced 7.56%
$0
$1.22 Billion 0.06% of portfolio
28,632
Q1 2025 Reduced 34.94%
$0
$1.34 Billion 0.06% of portfolio
19,418
Q1 2025 Reduced 1.18%
$48.1B
$1.27 Billion 0.06% of portfolio
30,849
Q1 2025 Added 34.32%
$183B
$1.41 Billion 0.06% of portfolio
12,518
Q1 2025 Reduced 13.41%
$122B
$1.28 Billion 0.06% of portfolio
23,011
Q1 2025 Added 37.24%
$0
$1.21 Billion 0.06% of portfolio
24,360
Q1 2025 Added 237.3%
$0
$1.31 Billion 0.06% of portfolio
113,205
Q1 2025 Added 7.34%
$114B
$1.22 Billion 0.06% of portfolio
39,965
Q1 2025 Added 10.22%
$0
$1.29 Billion 0.06% of portfolio
10,028
Q1 2025 Added 12.38%
$0
$1.32 Billion 0.06% of portfolio
20,565
Q1 2025 Added 9.1%
$121B
$1.38 Billion 0.06% of portfolio
2,843
Q1 2025 Added 30.47%

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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