Atomi Financial Group, Inc. Reduced Holdings in Q2 2025

Atomi Financial Group, Inc.

  • $2.65 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.4K
- 30.59%
$496.48 - $617.85 $6.64M - $8.26M
30.3K $18.7B
TMUS
T Mobile Us, Inc.

Communication Services
-10.7K
- 69.1%
$220.99 - $268.54 $2.37M - $2.88M
4.79K $1.14B
RTX
Raytheon Technologies Corp

Industrials
-22.7K
- 55.88%
$113.75 - $148.48 $2.59M - $3.38M
18K $2.62B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-46.8K
- 16.1%
$36.25 - $42.28 $1.7M - $1.98M
244K $10.3B
UNH
Unitedhealth Group Inc

Healthcare
-161
- 2.21%
$274.35 - $599.47 $44.2K - $96.5K
7.11K $2.22B
VBR
Vanguard Small Cap Value ETF

ETFs
-9.72K
- 14.53%
$162.76 - $195.77 $1.58M - $1.9M
57.2K $11.2B
PG
Procter & Gamble CO

Consumer Defensive
-5.66K
- 16.84%
$157.66 - $172.39 $892K - $975K
27.9K $4.45B
CVX
Chevron Corp

Energy
-2.63K
- 7.19%
$133.73 - $168.51 $352K - $443K
34K $4.86B
XOM
Exxon Mobil Corp

Energy
-5.39K
- 9.56%
$99.93 - $119.04 $538K - $641K
50.9K $5.49B
JNJ
Johnson & Johnson

Healthcare
-3.44K
- 7.0%
$146.36 - $159.82 $503K - $549K
45.7K $6.98B
AZN
Astrazeneca PLC

Healthcare
-12.1K
- 33.52%
$64.87 - $75.0 $782K - $904K
23.9K $1.67B
FISV
Fiserv Inc

Technology
-3.47K
- 51.62%
N/A
3.25K $560M
GS
Goldman Sachs Group Inc

Financial Services
-3.77K
- 33.53%
$462.22 - $707.75 $1.74M - $2.66M
7.46K $5.28B
ABBV
Abb Vie Inc.

Healthcare
-2.19K
- 12.75%
$170.16 - $206.27 $372K - $451K
15K $2.78B
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-11K
- 66.66%
$60.29 - $71.77 $661K - $787K
5.48K $384M
SHEL
Shell PLC

Energy
-8.91K
- 23.15%
$59.75 - $73.05 $533K - $651K
29.6K $2.08B
RIO
Rio Tinto PLC

Basic Materials
-12K
- 61.08%
$52.32 - $62.75 $627K - $752K
7.63K $445M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.8K
- 6.84%
$99.37 - $134.05 $179K - $242K
24.5K $2.78B
JD
Jd.Com, Inc.

Consumer Cyclical
-12K
- 38.74%
$31.44 - $41.32 $376K - $494K
18.9K $617M
CPRT
Copart Inc

Consumer Cyclical
-10.1K
- 62.75%
$47.72 - $63.84 $480K - $642K
5.97K $293M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.7K
- 55.44%
$51.14 - $57.0 $545K - $607K
8.57K $487M
IWM
Ishares Russell 2000 ETF

ETFs
-6K
- 13.96%
$174.82 - $215.79 $1.05M - $1.3M
37K $7.99B
VBK
Vanguard Small Cap Growth ETF

ETFs
-6.09K
- 13.86%
$219.76 - $276.94 $1.34M - $1.69M
37.8K $10.5B
BXSL
Blackstone Secured Lending Fund

Financial Services
-17.3K
- 68.61%
$26.88 - $32.74 $466K - $567K
7.93K $244M
TM
Toyota Motor Corp

Consumer Cyclical
-3.02K
- 26.7%
$158.63 - $195.39 $479K - $590K
8.29K $1.43B
MRK
Merck & Co., Inc.

Healthcare
-2.13K
- 6.05%
$73.47 - $87.12 $157K - $186K
33.1K $2.62B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-32.2K
- 29.34%
$12.23 - $15.46 $394K - $498K
77.5K $1.17B
IDEV
Ishares Core Msci Intl Develop

ETFs
-8.71K
- 44.86%
$61.79 - $76.67 $538K - $668K
10.7K $814M
SNY
Sanofi

Healthcare
-7.18K
- 31.21%
$47.62 - $55.44 $342K - $398K
15.8K $765M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.68K
- 18.22%
$320.42 - $424.58 $2.14M - $2.84M
30K $12.7B
BMY
Bristol Myers Squibb CO

Healthcare
-6.33K
- 45.15%
$44.12 - $59.6 $279K - $377K
7.69K $356M
SLV
I Shares Silver Trust

ETFs
-16.3K
- 69.55%
$27.08 - $33.74 $441K - $550K
7.14K $234M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.45K
- 43.56%
$52.31 - $63.72 $442K - $539K
11K $698M
PEP
Pepsico Inc

Consumer Defensive
-2.4K
- 30.99%
$128.02 - $151.37 $307K - $363K
5.34K $706M
VTV
Vanguard Value ETF

ETFs
-5.65K
- 4.13%
$153.67 - $176.74 $868K - $998K
131K $23.2B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-15.7K
- 52.37%
$28.21 - $28.85 $443K - $453K
14.3K $411M
DFIV
Dimensional ETF Tr

ETFs
-31.2K
- 11.63%
$34.67 - $43.21 $1.08M - $1.35M
237K $10.1B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.88K
- 41.91%
$224.16 - $285.86 $422K - $538K
2.61K $745M
EMN
Eastman Chemical CO

Basic Materials
-3.42K
- 32.9%
$72.7 - $88.29 $248K - $302K
6.97K $520M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-8.63K
- 60.5%
$43.63 - $45.4 $377K - $392K
5.64K $252M
PDD
Pinduoduo Inc.

Consumer Cyclical
-2.66K
- 33.09%
$88.35 - $122.19 $235K - $326K
5.39K $564M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.83K
- 9.94%
$45.07 - $52.57 $217K - $254K
43.7K $2.14B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 0.85%
$390.26 - $489.06 $13.3K - $16.6K
3.96K $1.6B
BKR
Baker Hughes CO

Energy
-6.05K
- 22.73%
$35.0 - $44.92 $212K - $272K
20.6K $788M
BP
Bp PLC

Energy
-9.67K
- 40.81%
$26.11 - $33.81 $253K - $327K
14K $420M
CRH.L
Crh PLC

Basic Materials
-4.58K
- 35.86%
N/A
8.19K $752M
ROP
Roper Technologies Inc

Industrials
-580
- 36.09%
$519.19 - $590.78 $301K - $343K
1.03K $582M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.35K
- 41.51%
$141.87 - $164.49 $334K - $387K
3.32K $545M
VV
Vanguard Large Cap ETF

ETFs
-3.41K
- 15.79%
$228.25 - $285.3 $777K - $972K
18.2K $5.18B
Activity Summary
Buys All Purchases 716 New Holdings 144 Increased Positions 572 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 2 Puts 1
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