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
$177B
$1.11 Billion 0.05% of portfolio
6,200
Q1 2025 Added 49.61%
$23.4B
$1.19 Billion 0.05% of portfolio
2,043
Q1 2025 Added 7.75%
$69.9B
$995 Million 0.05% of portfolio
23,564
Q1 2025 Reduced 15.9%
$0
$1.13 Billion 0.05% of portfolio
19,007
Q1 2025 Reduced 31.03%
$0
$1.12 Billion 0.05% of portfolio
13,556
Q1 2025 Reduced 6.2%
$0
$1.02 Billion 0.05% of portfolio
10,366
Q1 2025 Added 55.16%
$9.7B
$1.18 Billion 0.05% of portfolio
19,075
Q1 2025 Added 57.27%
$12.3B
$1.13 Billion 0.05% of portfolio
16,440
Q1 2025 Added 15.22%
$72.9B
$1.19 Billion 0.05% of portfolio
7,248
Q1 2025 Added 8.98%
$176B
$850 Million 0.04% of portfolio
2,725
Q1 2025 Reduced 4.08%
$54.4B
$927 Million 0.04% of portfolio
8,552
Q1 2025 Added 25.03%
$54B
$922 Million 0.04% of portfolio
8,434
Q1 2025 Added 15.14%
$59.6B
$903 Million 0.04% of portfolio
13,773
Q1 2025 Added 12.16%
$137B
$910 Million 0.04% of portfolio
14,784
Q1 2025 Added 82.54%
$74.4B
$985 Million 0.04% of portfolio
2,468
Q1 2025 Added 35.9%
$170B
$816 Million 0.04% of portfolio
5,626
Q1 2025 Added 3.19%
$91.4B
$970 Million 0.04% of portfolio
71,211
Q1 2025 Added 16.43%
$5.27B
$817 Million 0.04% of portfolio
25,262
Q1 2025 Added 32.93%
$98.4B
$801 Million 0.04% of portfolio
23,704
Q1 2025 Added 47.26%
$101B
$855 Million 0.04% of portfolio
14,023
Q1 2025 Added 9.83%
$11.2B
$907 Million 0.04% of portfolio
16,023
Q1 2025 Added 13.24%
$102B
$849 Million 0.04% of portfolio
2,407
Q1 2025 Added 3.26%
$86.9B
$947 Million 0.04% of portfolio
5,181
Q1 2025 Added 37.14%
$37.5B
$878 Million 0.04% of portfolio
11,755
Q1 2025 Added 0.84%
Ea Series Trust
-
$801 Million 0.04% of portfolio
-
Q1 2025 New
$9.47B
$915 Million 0.04% of portfolio
10,384
Q1 2025 Reduced 1.26%
$82.7B
$814 Million 0.04% of portfolio
7,426
Q1 2025 Added 1.63%
$25.8B
$929 Million 0.04% of portfolio
11,977
Q1 2025 Added 40.91%
$0
$849 Million 0.04% of portfolio
18,593
Q1 2025 New
Gsk PLC
-
$974 Million 0.04% of portfolio
-
Q1 2025 Added 86.46%
$76.6B
$909 Million 0.04% of portfolio
7,010
Q1 2025 Added 6.26%
$0
$975 Million 0.04% of portfolio
27,338
Q1 2025 Reduced 0.12%
$5.41B
$958 Million 0.04% of portfolio
5,784
Q1 2025 Added 1.08%
$102B
$862 Million 0.04% of portfolio
4,999
Q1 2025 Added 15.74%
$0
$825 Million 0.04% of portfolio
38,123
Q1 2025 Added 1.38%
Ishares Bitcoin Trust ETF
-
$984 Million 0.04% of portfolio
-
Q1 2025 Added 12.66%
$0
$876 Million 0.04% of portfolio
4,655
Q1 2025 Reduced 9.94%
$0
$822 Million 0.04% of portfolio
8,165
Q1 2025 Added 27.04%
$0
$839 Million 0.04% of portfolio
16,695
Q1 2025 Added 32.19%
$0
$890 Million 0.04% of portfolio
7,431
Q1 2025 Added 55.92%
$0
$821 Million 0.04% of portfolio
12,923
Q1 2025 Reduced 26.33%
$0
$940 Million 0.04% of portfolio
18,575
Q1 2025 Added 155.68%
$0
$822 Million 0.04% of portfolio
18,188
Q1 2025 New
$120B
$970 Million 0.04% of portfolio
8,393
Q1 2025 Added 66.83%
Lam Research Corp
-
$981 Million 0.04% of portfolio
-
Q1 2025 Added 49.14%
Maplebear Inc
-
$871 Million 0.04% of portfolio
-
Q1 2025 Added 0.37%
$87.6B
$859 Million 0.04% of portfolio
5,895
Q1 2025 Reduced 2.48%
$27.2B
$804 Million 0.04% of portfolio
430
Q1 2025 Added 17.81%
$106B
$929 Million 0.04% of portfolio
3,808
Q1 2025 Added 15.71%

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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