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
$71.9B
$1.38 Billion 0.06% of portfolio
23,158
Q1 2025 Added 32.25%
$0
$1.4 Billion 0.06% of portfolio
37,954
Q1 2025 Reduced 7.63%
$62.1B
$991 Million 0.05% of portfolio
11,397
Q1 2025 Added 10.73%
$125B
$1.17 Billion 0.05% of portfolio
5,797
Q1 2025 Added 21.86%
$39.9B
$1.17 Billion 0.05% of portfolio
26,603
Q1 2025 Added 19.94%
$143B
$1.11 Billion 0.05% of portfolio
164,982
Q1 2025 Added 29.41%
$131B
$1.09 Billion 0.05% of portfolio
22,380
Q1 2025 Added 44.42%
Blackrock ETF Trust Ii
-
$1.19 Billion 0.05% of portfolio
-
Q1 2025 Added 28.72%
$149B
$1.06 Billion 0.05% of portfolio
10,495
Q1 2025 Added 8.97%
$36.5B
$1.16 Billion 0.05% of portfolio
4,780
Q1 2025 Added 16.47%
$22B
$1.03 Billion 0.05% of portfolio
5,006
Q1 2025 Added 12.7%
$99.6B
$1.09 Billion 0.05% of portfolio
4,103
Q1 2025 Added 10.15%
$120B
$1.03 Billion 0.05% of portfolio
9,783
Q1 2025 Reduced 5.21%
$23.9B
$1.12 Billion 0.05% of portfolio
-
Q1 2025 Added 5.37%
$47.3B
$1.1 Billion 0.05% of portfolio
8,647
Q1 2025 Added 12.81%
$60.7B
$1.01 Billion 0.05% of portfolio
42,368
Q1 2025 Added 113.87%
$0
$1.07 Billion 0.05% of portfolio
74,853
Q1 2025 Added 9.35%
$0
$1.07 Billion 0.05% of portfolio
6,663
Q1 2025 Added 40.33%
$0
$1.12 Billion 0.05% of portfolio
29,542
Q1 2025 Added 106.8%
-
$1.07 Billion 0.05% of portfolio
-
Q1 2025 Reduced 1.35%
$0
$1.05 Billion 0.05% of portfolio
66,025
Q4 2024 Added 136.65%
$79.1B
$1.19 Billion 0.05% of portfolio
4,787
Q1 2025 Added 3.66%
$0
$1.04 Billion 0.05% of portfolio
43,751
Q1 2025 Added 71.98%
$0
$1.08 Billion 0.05% of portfolio
11,626
Q1 2025 Added 118.7%
$0
$1.15 Billion 0.05% of portfolio
17,347
Q1 2025 Added 255.54%
$0
$998 Million 0.05% of portfolio
6,518
Q1 2025 Added 13.0%
$0
$1.15 Billion 0.05% of portfolio
4,488
Q1 2025 Added 457.52%
$0
$1.12 Billion 0.05% of portfolio
14,342
Q1 2025 Added 53.08%
$0
$1.07 Billion 0.05% of portfolio
14,919
Q1 2025 Added 8.17%
$0
$1.09 Billion 0.05% of portfolio
9,777
Q1 2025 Reduced 7.98%
$0
$1.11 Billion 0.05% of portfolio
23,280
Q1 2025 Reduced 20.25%
$0
$1.1 Billion 0.05% of portfolio
19,222
Q1 2025 Added 0.07%
$131B
$1.17 Billion 0.05% of portfolio
1,727
Q1 2025 Added 28.21%
$124B
$1.19 Billion 0.05% of portfolio
2,672
Q1 2025 Reduced 11.99%
$61.8B
$1.07 Billion 0.05% of portfolio
17,430
Q1 2025 Added 16.71%
$119B
$1.18 Billion 0.05% of portfolio
13,119
Q1 2025 Added 24.85%
$129B
$1.07 Billion 0.05% of portfolio
12,301
Q1 2025 Added 42.06%
$0
$1.07 Billion 0.05% of portfolio
81,882
Q1 2025 Reduced 16.92%
$36.5B
$1.21 Billion 0.05% of portfolio
12,147
Q1 2025 Added 6.2%
$187B
$1.16 Billion 0.05% of portfolio
7,744
Q1 2025 Added 31.34%
$142B
$1.12 Billion 0.05% of portfolio
44,228
Q1 2025 Added 32.87%
$173B
$1.1 Billion 0.05% of portfolio
7,146
Q1 2025 Added 47.68%
$103B
$1.17 Billion 0.05% of portfolio
23,197
Q1 2025 Reduced 17.83%
$96.9B
$1.18 Billion 0.05% of portfolio
19,613
Q1 2025 Added 58.39%
$169B
$1.2 Billion 0.05% of portfolio
15,346
Q1 2025 Added 0.95%
$53.2B
$1.11 Billion 0.05% of portfolio
6,667
Q1 2025 Added 9.26%
$139B
$1.07 Billion 0.05% of portfolio
1,938
Q1 2025 Added 9.18%
$148B
$1.07 Billion 0.05% of portfolio
2,878
Q1 2025 Added 14.52%
$20B
$1.18 Billion 0.05% of portfolio
32,511
Q1 2025 Reduced 2.41%

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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