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
$0
$500 Million 0.03% of portfolio
16,051
Q4 2024 Added 4.26%
$0
$679 Million 0.03% of portfolio
2,888
Q4 2024 Reduced 73.06%
$53.3B
$498 Million 0.03% of portfolio
2,319
Q4 2024 Added 24.34%
$35.4B
$499 Million 0.03% of portfolio
4,278
Q4 2024 Reduced 15.95%
$0
$575 Million 0.03% of portfolio
11,434
Q4 2024 Added 45.43%
$0
$586 Million 0.03% of portfolio
10,065
Q4 2024 Reduced 26.86%
$0
$628 Million 0.03% of portfolio
12,630
Q4 2024 Reduced 1.07%
$0
$660 Million 0.03% of portfolio
6,392
Q4 2024 Reduced 2.1%
$0
$577 Million 0.03% of portfolio
1,575
Q4 2024 Added 0.06%
$81B
$520 Million 0.03% of portfolio
1,731
Q4 2024 Added 65.49%
$21.5B
$605 Million 0.03% of portfolio
10,641
Q4 2024 Reduced 7.66%
$20.6B
$653 Million 0.03% of portfolio
13,564
Q4 2024 Added 85.38%
$82.8B
$535 Million 0.03% of portfolio
451
Q4 2024 Added 34.63%
$93.4B
$583 Million 0.03% of portfolio
45,332
Q4 2024 Reduced 18.73%
Celestica Inc
-
$603 Million 0.03% of portfolio
-
Q4 2024 Reduced 1.77%
$0
$610 Million 0.03% of portfolio
8,914
Q4 2024 New
$0
$521 Million 0.03% of portfolio
29,408
Q4 2024 Added 5.7%
$0
$592 Million 0.03% of portfolio
10,702
Q4 2024 Added 8.95%
$51.9B
$572 Million 0.03% of portfolio
543
Q4 2024 Added 24.54%
$68.1B
$651 Million 0.03% of portfolio
6,709
Q4 2024 Added 71.67%
$101B
$581 Million 0.03% of portfolio
127,484
Q4 2024 Reduced 16.09%
$0
$527 Million 0.03% of portfolio
2,797
Q4 2024 Added 5.95%
$0
$563 Million 0.03% of portfolio
18,522
Q4 2024 Reduced 0.24%
$0
$540 Million 0.03% of portfolio
14,285
Q4 2024 Added 1.75%
$0
$498 Million 0.03% of portfolio
4,883
Q4 2024 Reduced 1.77%
$0
$555 Million 0.03% of portfolio
7,206
Q4 2024 Reduced 8.7%
-
$499 Million 0.03% of portfolio
-
Q4 2024 New
$0
$513 Million 0.03% of portfolio
4,302
Q4 2024 Reduced 5.55%
$76.2B
$594 Million 0.03% of portfolio
61,161
Q4 2024 Reduced 3.7%
$12.2B
$682 Million 0.03% of portfolio
8,538
Q4 2024 Added 10.83%
$0
$691 Million 0.03% of portfolio
31,557
Q4 2024 Added 5.48%
$86.4B
$652 Million 0.03% of portfolio
14,529
Q4 2024 Reduced 28.72%
$84.2B
$658 Million 0.03% of portfolio
1,781
Q4 2024 Added 4.46%
$173B
$539 Million 0.03% of portfolio
9,891
Q4 2024 Reduced 40.03%
$0
$592 Million 0.03% of portfolio
24,283
Q4 2024 Added 105.02%
Gladstone Capital Corp
-
$510 Million 0.03% of portfolio
-
Q4 2024 New
$21.4B
$545 Million 0.03% of portfolio
6,677
Q4 2024 Added 5.97%
Victory Portfolios Ii
-
$541 Million 0.03% of portfolio
-
Q4 2024 New
Ge Vernova Inc
-
$598 Million 0.03% of portfolio
-
Q4 2024 Added 14.71%
$17.5B
$527 Million 0.03% of portfolio
5,861
Q4 2024 Added 26.7%
$0
$614 Million 0.03% of portfolio
10,480
Q4 2024 Added 3.79%
$0
$597 Million 0.03% of portfolio
23,654
Q4 2024 New
$65.6B
$580 Million 0.03% of portfolio
181
Q4 2024 Added 8.38%
$0
$561 Million 0.03% of portfolio
4,249
Q4 2024 Added 4.91%
ETF Ser Solutions
-
$496 Million 0.03% of portfolio
-
Q4 2024 Reduced 50.87%
$0
$537 Million 0.03% of portfolio
9,811
Q4 2024 Reduced 10.66%
$30.5B
$646 Million 0.03% of portfolio
2,537
Q4 2024 Added 4.75%
$75.8B
$574 Million 0.03% of portfolio
4,684
Q4 2024 Added 6.94%
$61.7B
$626 Million 0.03% of portfolio
31,933
Q4 2024 Reduced 2.76%

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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