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
$34.8B
$684 Million 0.03% of portfolio
8,631
Q1 2025 Added 45.67%
$40.4B
$682 Million 0.03% of portfolio
6,878
Q1 2025 Added 5.15%
$0
$677 Million 0.03% of portfolio
19,134
Q1 2025 New
$32.6B
$696 Million 0.03% of portfolio
7,632
Q1 2025 Added 13.76%
$15.3B
$582 Million 0.03% of portfolio
7,153
Q1 2025 Added 22.04%
Doubleline ETF Trust
-
$661 Million 0.03% of portfolio
-
Q1 2025 New
Doubleline ETF Trust
-
$578 Million 0.03% of portfolio
-
Q1 2025 New
$0
$594 Million 0.03% of portfolio
28,141
Q1 2025 Added 11.99%
$54B
$708 Million 0.03% of portfolio
38,085
Q1 2025 Added 19.27%
$71.8B
$553 Million 0.03% of portfolio
4,310
Q1 2025 Reduced 7.98%
$31.9B
$694 Million 0.03% of portfolio
2,848
Q1 2025 Added 12.26%
$20.1B
$552 Million 0.03% of portfolio
10,591
Q1 2025 Added 61.03%
-
$721 Million 0.03% of portfolio
-
Q1 2025 New
$89.2B
$562 Million 0.03% of portfolio
1,313
Q1 2025 Reduced 30.64%
$0
$570 Million 0.03% of portfolio
132,443
Q1 2025 Added 15.28%
$17.1B
$596 Million 0.03% of portfolio
10,538
Q1 2025 Added 18.18%
$66.3B
$577 Million 0.03% of portfolio
1,671
Q1 2025 Added 20.74%
Ge Vernova Inc
-
$651 Million 0.03% of portfolio
-
Q1 2025 Added 17.34%
$83.7B
$592 Million 0.03% of portfolio
2,172
Q1 2025 Added 32.84%
$75.8B
$642 Million 0.03% of portfolio
13,653
Q1 2025 Reduced 79.54%
Gladstone Capital Corp
-
$564 Million 0.03% of portfolio
-
Q1 2025 Added 14.62%
$0
$694 Million 0.03% of portfolio
18,271
Q1 2025 New
$21.6B
$608 Million 0.03% of portfolio
27,510
Q1 2025 Added 30.05%
$53.4B
$592 Million 0.03% of portfolio
599
Q1 2025 Added 10.31%
$18.7B
$613 Million 0.03% of portfolio
3,274
Q1 2025 Added 21.8%
$39.1B
$601 Million 0.03% of portfolio
4,854
Q1 2025 Added 0.43%
$75.5B
$590 Million 0.03% of portfolio
32,312
Q1 2025 Reduced 15.55%
$85.1B
$746 Million 0.03% of portfolio
38,087
Q1 2025 Added 35.84%
$95.7B
$715 Million 0.03% of portfolio
31,467
Q1 2025 Added 109.4%
$173M
$711 Million 0.03% of portfolio
9,954
Q1 2025 New
$0
$562 Million 0.03% of portfolio
11,183
Q4 2023 New
$0
$621 Million 0.03% of portfolio
31,857
Q1 2025 Reduced 20.96%
$0
$684 Million 0.03% of portfolio
45,625
Q1 2025 New
$18.2B
$726 Million 0.03% of portfolio
23,437
Q1 2025 Reduced 0.04%
$0
$707 Million 0.03% of portfolio
13,434
Q1 2025 Reduced 15.55%
$0
$618 Million 0.03% of portfolio
13,041
Q1 2025 New
$0
$731 Million 0.03% of portfolio
8,953
Q1 2025 Reduced 22.98%
$73.2B
$619 Million 0.03% of portfolio
7,732
Q1 2025 Added 10.93%
$17.1B
$708 Million 0.03% of portfolio
44,267
Q1 2025 Reduced 1.28%
$51.7B
$577 Million 0.03% of portfolio
8,531
Q1 2025 Added 28.0%
$50.2B
$622 Million 0.03% of portfolio
2,973
Q1 2025 Reduced 14.74%
$69.7B
$686 Million 0.03% of portfolio
179,678
Q1 2025 Added 13.96%
$57.6B
$761 Million 0.03% of portfolio
24,418
Q1 2025 Added 3.65%
$14.9B
$756 Million 0.03% of portfolio
10,867
Q1 2025 Reduced 1.41%
$92.7B
$660 Million 0.03% of portfolio
9,724
Q1 2025 Added 68.41%
$31.4B
$551 Million 0.03% of portfolio
9,410
Q1 2025 Added 0.95%
$92.2B
$567 Million 0.03% of portfolio
1,218
Q1 2025 Added 29.85%
$45.6B
$674 Million 0.03% of portfolio
1,191
Q1 2025 Added 8.87%
Natwest Group PLC
-
$575 Million 0.03% of portfolio
-
Q1 2025 Added 6.97%

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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