Atomi Financial Group, Inc. Incresed Positions in Q1 2025

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.04%
$58.01 - $64.46 $232 - $258
9.45K $587M
WWD
Woodward, Inc.

Industrials
45
+ 3.32%
$171.38 - $195.22 $7.71K - $8.78K
1.4K $255M
Innovator Etfs Trust
1.89K
+ 13.75%
N/A
15.6K $395M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
4.05K
+ 17.46%
$18.72 - $21.24 $75.7K - $85.9K
27.2K $511M
AIZ
Assurant, Inc.

Financial Services
160
+ 13.07%
$198.92 - $218.67 $31.8K - $35K
1.38K $290M
FTV
Fortive Corp

Technology
467
+ 15.59%
$71.82 - $82.98 $33.5K - $38.8K
3.46K $253M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.45K
+ 8.34%
N/A
18.8K $381M
RS
Reliance Steel & Aluminum CO

Basic Materials
32
+ 3.26%
$266.61 - $302.66 $8.53K - $9.69K
1.02K $293M
DHI
Horton D R Inc

Consumer Cyclical
982
+ 12.81%
$125.29 - $147.65 $123K - $145K
8.65K $1.1B
DOV
Dover Corp

Industrials
291
+ 14.65%
$174.65 - $206.43 $50.8K - $60.1K
2.28K $400M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
600
+ 5.95%
$25.81 - $28.52 $15.5K - $17.1K
10.7K $295M
PKI
Perkinelmer Inc

Healthcare
346
+ 18.59%
N/A
2.21K $234M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.73K
+ 8.65%
$21.75 - $24.28 $59.3K - $66.2K
34.2K $756M
D
Dominion Energy, Inc

Utilities
95
+ 1.06%
$52.85 - $57.43 $5.02K - $5.46K
9.04K $507M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.13K
+ 8.17%
$69.69 - $79.99 $78.5K - $90.1K
14.9K $1.07B
EXPE
Expedia Group, Inc.

Consumer Cyclical
276
+ 22.46%
$157.11 - $206.52 $43.4K - $57K
1.51K $253M
AGNC
Agnc Investment Corp.

Real Estate
1.55K
+ 6.58%
$9.12 - $10.54 $14.1K - $16.3K
25.1K $241M
TRP
Tc Energy Corp

Energy
288
+ 2.13%
$44.29 - $49.27 $12.8K - $14.2K
13.8K $652M
KEP
Korea Electric Power Corp

Utilities
2.07K
+ 14.71%
$6.68 - $8.18 $13.8K - $16.9K
16.1K $119M
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.04%
$28.88 - $32.4 $116 - $130
10.7K $335M
PNFP
Pinnacle Financial Partners Inc

Financial Services
358
+ 18.53%
$99.42 - $126.15 $35.6K - $45.2K
2.29K $243M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
110
+ 17.89%
$634.14 - $744.83 $69.8K - $81.9K
725 $460M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
746
+ 15.83%
$61.55 - $71.27 $45.9K - $53.2K
5.46K $341M
IQI
Invesco Quality Municipal Income Trust

Financial Services
2.55K
+ 11.75%
$9.59 - $10.1 $24.5K - $25.8K
24.3K $235M
MEDP
Medpace Holdings, Inc.

Healthcare
164
+ 15.38%
$304.69 - $360.97 $50K - $59.2K
1.23K $375M
LOW
Lowes Companies Inc

Consumer Cyclical
498
+ 7.08%
$222.66 - $268.42 $111K - $134K
7.53K $1.76B
GWW
W.W. Grainger, Inc.

Industrials
56
+ 10.31%
$953.54 - $1132.42 $53.4K - $63.4K
599 $592M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2
+ 0.06%
$61.25 - $72.83 $123 - $146
3.58K $253M
JLS
Nuveen Mortgage & Income Fund

Financial Services
524
+ 5.14%
$18.14 - $19.07 $9.51K - $9.99K
10.7K $201M
DGRO
Ishares Core Dividend Growth E

ETFs
82
+ 0.29%
$60.46 - $64.42 $4.96K - $5.28K
28.7K $1.77B
STAG
Stag Industrial, Inc.

Real Estate
39
+ 0.56%
$32.39 - $37.07 $1.26K - $1.45K
7.01K $253M
MSCI
Msci Inc.

Financial Services
97
+ 8.87%
$541.46 - $628.34 $52.5K - $60.9K
1.19K $674M
BCPC
Balchem Corp

Basic Materials
70
+ 4.07%
$154.22 - $176.16 $10.8K - $12.3K
1.79K $297M
ITW
Illinois Tool Works Inc

Industrials
169
+ 3.66%
$244.9 - $274.48 $41.4K - $46.4K
4.79K $1.19B
GGT
Gabelli Multimedia Trust Inc.

Financial Services
1.23K
+ 2.26%
$4.49 - $4.91 $5.53K - $6.05K
55.8K $258M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
381
+ 1.4%
$15.0 - $15.91 $5.72K - $6.06K
27.6K $430M
TRMD
Torm PLC

Energy
4.31K
+ 22.35%
$16.48 - $23.06 $71.1K - $99.4K
23.6K $389M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
483
+ 4.91%
$26.64 - $27.14 $12.9K - $13.1K
10.3K $276M
K
Kellogg CO

Consumer Defensive
94
+ 2.59%
$81.06 - $82.9 $7.62K - $7.79K
3.73K $307M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3
+ 0.05%
$41.61 - $44.72 $125 - $134
6.64K $288M
PNR
Pentair PLC

Industrials
722
+ 18.82%
$84.0 - $105.35 $60.6K - $76.1K
4.56K $399M
UGP
Ultrapar Holdings Inc

Energy
1.1K
+ 5.58%
$2.56 - $3.2 $2.82K - $3.52K
20.8K $64.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
485
+ 8.97%
$59.61 - $66.71 $28.9K - $32.4K
5.89K $356M
NIO
Nio Inc.

Consumer Cyclical
6.87K
+ 25.54%
$3.75 - $5.22 $25.7K - $35.8K
33.7K $129M
FHN
First Horizon Corp

Financial Services
1.13K
+ 7.59%
$17.7 - $22.43 $20K - $25.3K
16K $311M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
4.5K
+ 31.03%
$3.27 - $3.68 $14.7K - $16.6K
19K $62.7M
CMA
Comerica Inc

Financial Services
372
+ 9.3%
$56.11 - $68.38 $20.9K - $25.4K
4.37K $258M
PFN
Pimco Income Strategy Fund Ii

Financial Services
804
+ 1.58%
$7.41 - $7.64 $5.96K - $6.14K
51.8K $390M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
217
+ 2.99%
$34.06 - $36.44 $7.39K - $7.91K
7.48K $265M
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