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
$70B
$796 Million 0.04% of portfolio
22,966
Q4 2024 Added 29.57%
$115B
$699 Million 0.04% of portfolio
3,291
Q4 2024 Added 0.34%
$111B
$729 Million 0.04% of portfolio
8,659
Q4 2024 Added 26.98%
$144B
$860 Million 0.04% of portfolio
9,631
Q4 2024 Added 16.51%
$25.6B
$773 Million 0.04% of portfolio
6,709
Q4 2024 Reduced 2.44%
$0
$705 Million 0.04% of portfolio
17,817
Q4 2024 Added 8.2%
$122B
$839 Million 0.04% of portfolio
10,508
Q4 2024 Reduced 12.35%
$16.2B
$800 Million 0.04% of portfolio
11,022
Q4 2024 Added 5.54%
$0
$693 Million 0.04% of portfolio
13,167
Q4 2024 Added 9.9%
$38.9B
$889 Million 0.04% of portfolio
11,657
Q4 2024 Added 3.2%
$113B
$794 Million 0.04% of portfolio
1,775
Q4 2024 Added 12.99%
$77B
$867 Million 0.04% of portfolio
9,509
Q4 2024 Added 1.55%
$24.6B
$711 Million 0.04% of portfolio
6,053
Q4 2024 Added 78.4%
$16.1B
$617 Million 0.03% of portfolio
23,447
Q4 2024 Added 94.16%
$54.4B
$676 Million 0.03% of portfolio
7,325
Q4 2024 Reduced 15.45%
$0
$582 Million 0.03% of portfolio
6,000
Q1 2024 New
$75B
$639 Million 0.03% of portfolio
130,726
Q4 2024 Added 13.28%
Lam Research Corp
-
$654 Million 0.03% of portfolio
-
Q4 2024 New
$51.6B
$620 Million 0.03% of portfolio
5,058
Q4 2024 Reduced 8.37%
$80.4B
$562 Million 0.03% of portfolio
2,016
Q4 2024 Added 13.96%
$0
$520 Million 0.03% of portfolio
10,531
Q4 2024 Added 12.58%
$12.8B
$563 Million 0.03% of portfolio
1,653
Q4 2024 Added 5.76%
$0
$510 Million 0.03% of portfolio
27,830
Q4 2024 Reduced 1.58%
$95.4B
$611 Million 0.03% of portfolio
1,072
Q4 2024 Added 24.8%
$70.8B
$528 Million 0.03% of portfolio
1,143
Q4 2024 Added 12.06%
$45.6B
$657 Million 0.03% of portfolio
1,094
Q4 2024 Added 113.67%
Brookfield Asset Managmt LTD
-
$510 Million 0.03% of portfolio
-
Q4 2024 Added 53.47%
$25B
$630 Million 0.03% of portfolio
365
Q4 2024 Added 33.7%
$0
$663 Million 0.03% of portfolio
9,369
Q4 2024 Added 76.04%
$5.43B
$614 Million 0.03% of portfolio
19,004
Q4 2024 Added 10.74%
$4.02B
$592 Million 0.03% of portfolio
39,698
Q4 2024 Reduced 5.56%
$0
$516 Million 0.03% of portfolio
9,384
Q4 2024 Reduced 1.76%
$62.1B
$584 Million 0.03% of portfolio
5,122
Q4 2024 Reduced 11.69%
$55.4B
$529 Million 0.03% of portfolio
2,746
Q4 2024 Added 10.5%
$13.6B
$550 Million 0.03% of portfolio
7,012
Q4 2024 Added 5.29%
$0
$503 Million 0.03% of portfolio
16,055
Q4 2024 Reduced 2.31%
$159B
$657 Million 0.03% of portfolio
6,778
Q4 2024 Added 6.06%
$0
$566 Million 0.03% of portfolio
12,242
Q4 2024 Reduced 0.9%
$51.4B
$595 Million 0.03% of portfolio
9,415
Q4 2024 Added 19.49%
$53.2B
$537 Million 0.03% of portfolio
3,832
Q4 2024 Added 135.53%
$8.84B
$631 Million 0.03% of portfolio
12,129
Q4 2024 New
$0
$596 Million 0.03% of portfolio
4,766
Q4 2024 Added 69.85%
$0
$504 Million 0.03% of portfolio
9,834
Q4 2024 Added 125.55%
$48B
$535 Million 0.03% of portfolio
6,840
Q4 2024 Added 13.32%
$0
$645 Million 0.03% of portfolio
6,427
Q4 2024 Added 38.81%
$0
$615 Million 0.03% of portfolio
6,144
Q4 2024 Added 5.66%
$65.2B
$691 Million 0.03% of portfolio
2,381
Q4 2024 Added 15.47%
$0
$556 Million 0.03% of portfolio
9,442
Q4 2024 Reduced 8.99%
$23.4B
$511 Million 0.03% of portfolio
20,523
Q4 2024 Reduced 1.84%

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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