Atomi Financial Group, Inc. Purchases in Q1 2025

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
351K
+ 75.04%
$42.5 - $46.71 $14.9M - $16.4M
818K $37B
VUG
Vanguard Growth ETF

ETFs
45.2K
+ 152.73%
$369.1 - $427.61 $16.7M - $19.3M
74.9K $27.8B
VTV
Vanguard Value ETF

ETFs
79.9K
+ 140.64%
$167.73 - $179.21 $13.4M - $14.3M
137K $23.6B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
291K
New
$39.96 - $43.3 $11.6M - $12.6M
291K $12B
IWF
Ishares Russell 1000 Gr ETF

ETFs
32K
+ 678.28%
$360.07 - $417.26 $11.5M - $13.3M
36.7K $13.2B
DFIV
Dimensional ETF Tr

ETFs
268K
New
$35.33 - $40.77 $9.47M - $10.9M
268K $10.5B
VBK
Vanguard Small Cap Growth ETF

ETFs
38.2K
+ 660.43%
$247.97 - $296.33 $9.46M - $11.3M
43.9K $11.1B
VBR
Vanguard Small Cap Value ETF

ETFs
51.2K
+ 325.94%
$183.02 - $207.75 $9.37M - $10.6M
66.9K $12.5B
INTF
Ishares Tr

ETFs
192K
+ 12.45%
$28.43 - $31.96 $5.44M - $6.12M
1.73M $53.3B
VEA
Vanguard Ftse Developed Market

ETFs
104K
+ 12.77%
$47.4 - $52.99 $4.92M - $5.5M
916K $46.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.76K
+ 24.41%
$442.66 - $534.52 $3.44M - $4.15M
39.6K $21.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.4K
+ 25.61%
$507.05 - $563.67 $7.29M - $8.1M
70.5K $36.2B
IVV
Ishares Core S&P 500 ETF

ETFs
15K
+ 15.55%
$554.06 - $615.85 $8.33M - $9.26M
112K $62.8B
SCHC
Schwab Strategic Tr Intl Small

ETFs
121K
+ 1867.31%
$33.57 - $37.22 $4.06M - $4.5M
127K $4.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
136K
+ 10.04%
$25.77 - $27.6 $3.51M - $3.76M
1.49M $39.7B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
180K
+ 16.86%
$22.31 - $22.79 $4.01M - $4.09M
1.24M $28.1B
IFRA
Ishares Tr

ETFs
90.9K
+ 66.91%
$44.8 - $49.25 $4.07M - $4.48M
227K $10.2B
META
Meta Platforms, Inc.

Communication Services
7.78K
+ 11.8%
$576.36 - $736.67 $4.48M - $5.73M
73.7K $42.5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
69.3K
+ 20.17%
$54.25 - $57.64 $3.76M - $4M
413K $22.7B
T
At&T Inc.

Communication Services
99.7K
+ 78.0%
$21.56 - $28.28 $2.15M - $2.82M
227K $6.43B
BK
Bank Of New York Mellon Corp

Financial Services
35.8K
+ 381.98%
$75.42 - $88.95 $2.7M - $3.18M
45.1K $3.78B
LRGF
Ishares Tr

ETFs
77K
+ 12.4%
$56.95 - $63.95 $4.38M - $4.92M
697K $40.4B
TMUS
T Mobile Us, Inc.

Communication Services
9.34K
+ 151.24%
$211.3 - $272.83 $1.97M - $2.55M
15.5K $4.14B
INDS
Pacer Fds Tr Benchmark Indl

ETFs
60.5K
+ 26.01%
$34.17 - $38.11 $2.07M - $2.31M
293K $10.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
51.2K
+ 355.92%
$50.44 - $58.1 $2.58M - $2.97M
65.6K $3.38B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
42.4K
+ 9.77%
$44.72 - $46.25 $1.9M - $1.96M
476K $21.9B
JNJ
Johnson & Johnson

Healthcare
8.83K
+ 21.93%
$142.06 - $167.7 $1.25M - $1.48M
49.1K $8.14B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43.2K
+ 21.15%
$49.25 - $50.66 $2.13M - $2.19M
247K $12.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.46K
+ 26.07%
$468.34 - $539.52 $3.02M - $3.48M
31.2K $14.6B
LLY
Eli Lilly & CO

Healthcare
1.9K
+ 30.52%
$725.72 - $929.72 $1.38M - $1.77M
8.14K $6.72B
GILD
Gilead Sciences, Inc.

Healthcare
14.9K
+ 179.03%
$89.14 - $117.41 $1.33M - $1.75M
23.2K $2.6B
EFG
Msci Eafe Growth ETF

ETFs
17.9K
+ 181.69%
$96.1 - $106.37 $1.72M - $1.9M
27.7K $2.77B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.2K
+ 18.45%
$85.29 - $92.57 $1.3M - $1.41M
97.7K $8.9B
ETF Opportunities Trust
75.2K
+ 19.1%
N/A
469K $10.8B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.7K
+ 172.2%
$48.65 - $53.06 $1.49M - $1.63M
48.5K $2.52B
ALCC
Alt C Acquisition Corp.

Financial Services
56.4K
+ 6.21%
N/A
965K $20.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.85K
+ 17.12%
$80.53 - $147.57 $310K - $568K
26.3K $3.48B
BCS
Barclays PLC

Financial Services
97.9K
New
$12.69 - $16.25 $1.24M - $1.59M
97.9K $1.5B
CVX
Chevron Corp

Energy
4.25K
+ 13.14%
$146.71 - $167.97 $623K - $714K
36.6K $6.12B
AZN
Astrazeneca PLC

Healthcare
17.3K
+ 92.3%
$65.37 - $77.96 $1.13M - $1.35M
36K $2.64B
IBM
International Business Machines Corp

Technology
2.7K
+ 10.68%
$217.4 - $264.74 $586K - $713K
27.9K $6.95B
KO
Coca Cola CO

Consumer Defensive
15.5K
+ 51.31%
$60.81 - $72.32 $942K - $1.12M
45.7K $3.27B
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 51.51%
$64.98 - $124.62 $876K - $1.68M
39.7K $3.35B
XOM
Exxon Mobil Corp

Energy
6.62K
+ 13.31%
$105.44 - $118.93 $698K - $787K
56.3K $6.7B
SHEL
Shell PLC

Energy
13.6K
+ 54.65%
$62.84 - $73.29 $855K - $997K
38.5K $2.82B
V
Visa Inc.

Financial Services
2.01K
+ 12.59%
$306.92 - $362.71 $618K - $730K
18K $6.31B
HSBC
Hsbc Holdings PLC

Financial Services
16.1K
+ 39.62%
$48.68 - $61.58 $783K - $990K
56.7K $3.25B
XLK
Technology Sector Spdr

ETFs
8.1K
+ 49.4%
$206.38 - $242.18 $1.67M - $1.96M
24.5K $5.06B
NFLX
Netflix Inc

Communication Services
980
+ 13.69%
$828.4 - $1058.6 $812K - $1.04M
8.14K $7.59B
Activity Summary
Buys All Purchases 781 New Holdings 152 Increased Positions 629 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 4 Puts 12
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