Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.6 Trillion
  • Q3 2024

Atomi Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 908 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62B, Coinbase Global, Inc. with a value of $57.9B, Ishares Core S&P 500 ETF with a value of $47.2B, Vanguard Ftse Developed Market with a value of $38.5B, and Ishares Tr with a value of $36.1B.

Examining the 13F form we can see an increase of $249B in the current position value, from $1.35T to 1.6T.

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 $1.6 Trillion
ETFs: $781 Billion
Technology: $256 Billion
Financial Services: $126 Billion
Communication Services: $98.2 Billion
Consumer Cyclical: $61.4 Billion
Industrials: $60.1 Billion
Healthcare: $58.8 Billion
Consumer Defensive: $33.1 Billion
Other: $83.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$814 Million 0.05% of portfolio
2,302
Q3 2024 Added 39.01%
$79.5B
$879 Million 0.05% of portfolio
4,894
Q3 2024 Added 18.18%
Fidelity Wise Origin Bitcoin
-
$781 Million 0.05% of portfolio
-
Q3 2024 New
$0
$729 Million 0.05% of portfolio
14,062
Q3 2024 Reduced 8.88%
$23B
$810 Million 0.05% of portfolio
3,934
Q3 2024 Added 370.57%
$147B
$755 Million 0.05% of portfolio
2,091
Q3 2024 Added 2.3%
$18.2B
$877 Million 0.05% of portfolio
10,443
Q3 2024 Added 0.85%
$0
$764 Million 0.05% of portfolio
12,896
Q3 2024 Added 8.25%
$0
$831 Million 0.05% of portfolio
4,762
Q3 2024 Added 36.92%
$115B
$732 Million 0.05% of portfolio
3,280
Q3 2024 Added 15.21%
$96.6B
$798 Million 0.05% of portfolio
63,146
Q3 2024 Added 7.71%
$17.5B
$730 Million 0.05% of portfolio
5,238
Q3 2024 Added 1.18%
$150B
$826 Million 0.05% of portfolio
12,745
Q3 2024 Reduced 2.84%
$0
$739 Million 0.05% of portfolio
15,999
Q3 2024 Added 7.19%
$0
$845 Million 0.05% of portfolio
22,568
Q3 2024 Added 9.72%
$97.2B
$838 Million 0.05% of portfolio
37,608
Q3 2024 Added 69.38%
$43.6B
$724 Million 0.05% of portfolio
20,034
Q3 2024 Added 29.45%
$33.5B
$863 Million 0.05% of portfolio
16,137
Q3 2024 Added 67.05%
$77.4B
$775 Million 0.05% of portfolio
151,930
Q3 2024 Added 1.6%
-
$771 Million 0.05% of portfolio
-
Q3 2024 Added 1.32%
$0
$754 Million 0.05% of portfolio
10,335
Q3 2024 Added 73.49%
$101B
$857 Million 0.05% of portfolio
12,041
Q3 2024 Reduced 18.8%
$73.5B
$864 Million 0.05% of portfolio
5,773
Q3 2024 Reduced 77.52%
$59.6B
$727 Million 0.05% of portfolio
1,307
Q3 2024 Added 0.38%
$0
$566 Million 0.04% of portfolio
11,183
Q4 2023 New
$0
$696 Million 0.04% of portfolio
7,681
Q3 2024 Reduced 6.49%
$0
$588 Million 0.04% of portfolio
11,844
Q3 2024 Reduced 6.35%
$15B
$589 Million 0.04% of portfolio
1,563
Q3 2024 Added 8.17%
$107B
$570 Million 0.04% of portfolio
4,517
Q3 2024 Added 31.38%
$13.9B
$608 Million 0.04% of portfolio
7,704
Q3 2024 Added 2.26%
$25.5B
$709 Million 0.04% of portfolio
30,393
Q3 2024 Added 16.01%
$192B
$669 Million 0.04% of portfolio
1,363
Q3 2024 Added 15.02%
$71.1B
$562 Million 0.04% of portfolio
12,301
Q3 2024 Added 34.0%
$170B
$617 Million 0.04% of portfolio
1,195
Q3 2024 Added 13.59%
$80.7B
$605 Million 0.04% of portfolio
575
Q3 2024 Added 4.93%
$0
$593 Million 0.04% of portfolio
30,303
Q3 2024 Added 148.65%
$30.9B
$715 Million 0.04% of portfolio
4,980
Q3 2024 Added 11.24%
$0
$707 Million 0.04% of portfolio
3,520
Q3 2024 Reduced 21.55%
$0
$585 Million 0.04% of portfolio
10,400
Q3 2024 Added 5.39%
$64.4B
$643 Million 0.04% of portfolio
5,020
Q3 2024 Added 15.3%
$0
$657 Million 0.04% of portfolio
2,041
Q3 2024 Reduced 2.11%
$0
$685 Million 0.04% of portfolio
10,120
Q3 2024 Added 16.95%
$0
$601 Million 0.04% of portfolio
10,982
Q3 2024 Reduced 2.58%
$26.7B
$712 Million 0.04% of portfolio
11,524
Q3 2024 Added 19.15%
$61.8B
$572 Million 0.04% of portfolio
2,442
Q3 2024 Added 25.42%
$111B
$707 Million 0.04% of portfolio
6,819
Q3 2024 Reduced 36.78%
$0
$575 Million 0.04% of portfolio
4,050
Q3 2024 Reduced 2.13%
$97.1B
$663 Million 0.04% of portfolio
1,705
Q3 2024 Added 0.35%
$0
$701 Million 0.04% of portfolio
11,981
Q3 2024 Added 3.67%

Summary

  • Portfolio
  • No. of Stocks 908
  • Current Value $1.6 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 151 stocks
  • Additional Purchases 501 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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