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
$3.58T
$81.1 Billion 4.1% of portfolio
324,005
Q4 2024 Added 21.69%
$42.3B
$80.4 Billion 4.06% of portfolio
323,838
Q4 2024 Reduced 0.4%
$0
$57 Billion 2.88% of portfolio
96,753
Q4 2024 Added 18.21%
$0
$44.2 Billion 2.23% of portfolio
1,537,960
Q4 2024 Added 33.92%
$0
$38.8 Billion 1.96% of portfolio
812,254
Q4 2024 Added 11.35%
$1.46T
$38.6 Billion 1.95% of portfolio
65,925
Q4 2024 Added 6.67%
$0
$37.4 Billion 1.89% of portfolio
620,387
Q4 2024 Added 28.54%
$1.23T
$37.5 Billion 1.89% of portfolio
196,792
Q4 2024 Added 64.65%
$0
$36.6 Billion 1.85% of portfolio
1,313,437
Q4 2024 Added 351.28%
$3.31T
$36.4 Billion 1.84% of portfolio
86,370
Q4 2024 Added 38.19%
$0
$35.4 Billion 1.79% of portfolio
1,357,798
Q4 2024 Added 215.39%
$355B
$32.2 Billion 1.63% of portfolio
240,111
Q4 2024 Added 26.94%
$0
$30.2 Billion 1.53% of portfolio
56,114
Q4 2024 Added 72.39%
$2.39T
$28.6 Billion 1.44% of portfolio
130,364
Q4 2024 Added 34.04%
$0
$25.5 Billion 1.29% of portfolio
43,478
Q4 2024 Added 43.69%
$0
$24 Billion 1.21% of portfolio
333,634
Q4 2024 Added 31.68%
$0
$23.6 Billion 1.19% of portfolio
98,014
Q4 2024 Added 13.31%
$1.2T
$23.2 Billion 1.17% of portfolio
122,756
Q4 2024 Added 46.93%
$0
$21.1 Billion 1.07% of portfolio
218,013
Q4 2024 Added 10.41%
$0
$20.6 Billion 1.04% of portfolio
467,536
Q4 2024 Added 13.83%
$42.7B
$20.2 Billion 1.02% of portfolio
540,910
Q4 2024 Added 20.66%
$0
$19.6 Billion 0.99% of portfolio
433,764
Q4 2024 Added 52.77%
$0
$19.3 Billion 0.97% of portfolio
908,390
Q4 2024 Added 76.18%
$0
$19.1 Billion 0.96% of portfolio
343,617
Q4 2024 Added 36.35%
$0
$17.8 Billion 0.9% of portfolio
963,163
Q4 2024 Added 148.47%
$0
$16.4 Billion 0.83% of portfolio
102,841
Q4 2024 Added 10.76%
$0
$15.8 Billion 0.8% of portfolio
694,178
Q4 2024 Added 325.03%
$777B
$14.8 Billion 0.75% of portfolio
61,791
Q4 2024 Added 12.72%
$603B
$14.4 Billion 0.73% of portfolio
31,797
Q4 2024 Added 4.77%
$1.28T
$13 Billion 0.66% of portfolio
32,114
Q4 2024 Added 29.31%
$0
$12.8 Billion 0.65% of portfolio
227,157
Q4 2024 Added 20.68%
$0
$12.7 Billion 0.64% of portfolio
24,767
Q4 2024 Added 26.07%
$0
$12.8 Billion 0.64% of portfolio
186,331
Q4 2024 Added 33.45%
$0
$12.2 Billion 0.61% of portfolio
29,626
Q4 2024 Added 122.45%
$99.1B
$11.7 Billion 0.59% of portfolio
50,287
Q4 2024 Added 15.59%
-
$11.2 Billion 0.56% of portfolio
-
Q4 2024 Added 34.35%
$0
$10.4 Billion 0.53% of portfolio
47,044
Q4 2024 Added 1.14%
$0
$10.2 Billion 0.52% of portfolio
204,136
Q4 2024 Added 37.2%
$0
$10.1 Billion 0.51% of portfolio
153,152
Q4 2024 Added 44.66%
$0
$9.61 Billion 0.49% of portfolio
56,785
Q4 2024 Added 480.27%
$416B
$9.25 Billion 0.47% of portfolio
10,099
Q4 2024 Added 7.06%
ETF Opportunities Trust
-
$9.16 Billion 0.46% of portfolio
-
Q4 2024 Added 54.9%
$215B
$8.41 Billion 0.43% of portfolio
23,193
Q4 2024 Added 3.9%
$0
$8.38 Billion 0.42% of portfolio
91,403
Q4 2024 Added 77.48%
$0
$8.21 Billion 0.41% of portfolio
232,644
Q4 2024 Added 50.71%
$0
$7.9 Billion 0.4% of portfolio
168,089
Q4 2024 Added 44.04%
$1.15T
$7.87 Billion 0.4% of portfolio
39,830
Q4 2024 Added 16.81%
$36.6B
$7.96 Billion 0.4% of portfolio
137,642
Q4 2024 Added 0.72%
$0
$7.67 Billion 0.39% of portfolio
133,841
Q4 2024 Added 0.66%

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
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email