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
$38.9B
$853 Million 0.04% of portfolio
12,280
Q4 2024 Added 19.13%
$0
$731 Million 0.04% of portfolio
31,518
Q4 2024 Added 491.89%
$133B
$768 Million 0.04% of portfolio
8,312
Q4 2024 Added 36.69%
$73.2B
$715 Million 0.04% of portfolio
1,125
Q4 2024 Added 53.27%
$48B
$743 Million 0.04% of portfolio
17,120
Q4 2024 Added 9.21%
$0
$751 Million 0.04% of portfolio
20,259
Q4 2024 Reduced 3.61%
$0
$783 Million 0.04% of portfolio
40,306
Q4 2024 Added 33.01%
$117B
$757 Million 0.04% of portfolio
15,496
Q4 2024 Reduced 12.62%
$0
$757 Million 0.04% of portfolio
3,596
Q4 2024 Added 2.16%
$81.3B
$798 Million 0.04% of portfolio
2,331
Q4 2024 Added 48.0%
$0
$847 Million 0.04% of portfolio
15,908
Q4 2024 Added 35.09%
$62B
$749 Million 0.04% of portfolio
10,293
Q4 2024 Added 17.05%
$71.3B
$839 Million 0.04% of portfolio
38,263
Q4 2024 Added 1.74%
$92.4B
$728 Million 0.04% of portfolio
12,383
Q4 2024 Added 2.84%
$67.5B
$710 Million 0.04% of portfolio
5,634
Q4 2024 Added 12.23%
$18B
$747 Million 0.04% of portfolio
31,772
Q4 2024 Added 4.54%
$21.3B
$812 Million 0.04% of portfolio
4,442
Q4 2024 Added 12.91%
$0
$878 Million 0.04% of portfolio
4,748
Q4 2024 Reduced 0.29%
$0
$747 Million 0.04% of portfolio
98,082
Q4 2024 Added 1.47%
$0
$887 Million 0.04% of portfolio
10,035
Q4 2024 New
$62.7B
$719 Million 0.04% of portfolio
9,362
Q4 2024 Added 10.28%
$68.9B
$890 Million 0.04% of portfolio
2,749
Q4 2024 Added 17.68%
$130B
$809 Million 0.04% of portfolio
16,767
Q4 2024 Reduced 15.88%
$0
$859 Million 0.04% of portfolio
17,828
Q4 2024 Added 17.68%
$154B
$804 Million 0.04% of portfolio
1,615
Q4 2024 Added 35.15%
$124B
$887 Million 0.04% of portfolio
5,452
Q4 2024 Added 16.77%
$124B
$883 Million 0.04% of portfolio
33,287
Q4 2024 Reduced 21.55%
$60B
$695 Million 0.04% of portfolio
1,336
Q4 2024 Added 2.22%
$14.2B
$812 Million 0.04% of portfolio
14,150
Q4 2024 Added 0.65%
$0
$885 Million 0.04% of portfolio
11,624
Q4 2024 Reduced 15.45%
$94.9B
$849 Million 0.04% of portfolio
1,347
Q4 2024 Added 17.13%
$0
$801 Million 0.04% of portfolio
14,384
Q4 2024 New
$0
$770 Million 0.04% of portfolio
13,027
Q4 2024 Added 1.02%
$62.3B
$843 Million 0.04% of portfolio
6,045
Q4 2024 Reduced 9.91%
$0
$702 Million 0.04% of portfolio
17,445
Q4 2024 Reduced 57.63%
$177B
$777 Million 0.04% of portfolio
4,144
Q4 2024 Added 13.6%
$127B
$877 Million 0.04% of portfolio
2,179
Q4 2024 Added 13.67%
$54.3B
$723 Million 0.04% of portfolio
23,558
Q4 2024 Added 16.48%
$0
$701 Million 0.04% of portfolio
6,681
Q4 2024 Added 86.36%
$109B
$722 Million 0.04% of portfolio
12,768
Q4 2024 Added 77.95%
-
$804 Million 0.04% of portfolio
-
Q4 2024 Added 8.77%
$0
$883 Million 0.04% of portfolio
1,551
Q4 2024 Added 90.54%
$13.1B
$769 Million 0.04% of portfolio
44,843
Q4 2024 Added 8.13%
Brookfield Corp
-
$804 Million 0.04% of portfolio
-
Q4 2024 Added 15.47%
$34.1B
$847 Million 0.04% of portfolio
8,299
Q4 2024 Added 38.43%
$78.5B
$804 Million 0.04% of portfolio
1,893
Q4 2024 Reduced 3.57%
$42.6B
$733 Million 0.04% of portfolio
3,487
Q4 2024 Added 15.73%
$88.7B
$744 Million 0.04% of portfolio
5,031
Q4 2024 Added 9.8%
$31.4B
$762 Million 0.04% of portfolio
3,623
Q4 2024 Reduced 2.5%

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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