Atomi Financial Group, Inc. Reduced Holdings in Q1 2025

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-9.49K
- 4.82%
$156.06 - $207.71 $1.48M - $1.97M
187K $29.3B
AVGO
Broadcom Inc.

Technology
-11K
- 21.88%
$167.43 - $244.7 $1.84M - $2.69M
39.3K $6.58B
MSFT
Microsoft Corp

Technology
-2.27K
- 2.63%
$375.39 - $447.2 $852K - $1.02M
84.1K $31.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-709
- 2.21%
$222.15 - $428.22 $158K - $304K
31.4K $8.14B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-148K
- 21.28%
$21.23 - $23.75 $3.14M - $3.51M
546K $11.8B
CAT
Caterpillar Inc

Industrials
-7.66K
- 33.02%
$326.75 - $407.63 $2.5M - $3.12M
15.5K $5.12B
MUB
Ishares National Muni Bond ETF

ETFs
-29.8K
- 53.05%
$104.71 - $107.69 $3.12M - $3.21M
26.4K $2.78B
GM
General Motors CO

Consumer Cyclical
-53.1K
- 79.54%
$45.22 - $54.92 $2.4M - $2.91M
13.7K $642M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-6.62K
- 16.61%
$165.25 - $224.62 $1.09M - $1.49M
33.2K $5.51B
GE
General Electric CO

Industrials
-14.5K
- 57.84%
$168.59 - $212.13 $2.44M - $3.07M
10.6K $2.11B
IWM
Ishares Russell 2000 ETF

ETFs
-4.04K
- 8.58%
$198.1 - $229.79 $800K - $927K
43K $8.58B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-150K
- 15.53%
$18.36 - $20.51 $2.75M - $3.07M
814K $16.1B
AFRM
Affirm Holdings, Inc.

Technology
-7.39K
- 11.4%
$43.7 - $80.98 $323K - $598K
57.4K $2.59B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.9K
- 22.21%
$102.49 - $119.96 $810K - $948K
27.7K $2.9B
SPYG
Spdr Portfolio

ETFs
-12.5K
- 65.25%
$80.05 - $92.39 $1M - $1.16M
6.68K $537M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-11.6K
- 18.75%
$105.1 - $109.61 $1.22M - $1.27M
50.1K $5.45B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14.6K
- 6.69%
$95.85 - $99.25 $1.4M - $1.45M
203K $20.1B
VV
Vanguard Large Cap ETF

ETFs
-2.65K
- 10.95%
$253.32 - $282.66 $672K - $750K
21.6K $5.54B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-13.2K
- 6.24%
$23.16 - $27.04 $306K - $357K
199K $4.66B
NVO
Novo Nordisk A S

Healthcare
-1.98K
- 6.15%
$69.3 - $90.95 $137K - $180K
30.2K $2.09B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.2K
- 16.02%
$74.85 - $84.89 $1.14M - $1.29M
79.8K $6.52B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-15.4K
- 34.94%
$42.38 - $43.28 $652K - $666K
28.6K $1.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.38K
- 24.28%
$169.43 - $182.84 $573K - $619K
10.6K $1.83B
VGT
Vanguard Information Technolog

ETFs
-283
- 5.11%
$542.38 - $646.34 $153K - $183K
5.25K $2.85B
BAC
Bank Of America Corp

Financial Services
-5.73K
- 3.78%
$39.61 - $47.74 $227K - $274K
146K $6.1B
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-64.7K
- 65.97%
$5.74 - $7.6 $371K - $492K
33.4K $209M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.4K
- 19.36%
$120.24 - $134.3 $408K - $456K
14.1K $1.72B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.37K
- 65.85%
$192.82 - $222.1 $457K - $526K
1.23K $237M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.58K
- 5.18%
$168.16 - $186.21 $266K - $295K
29K $4.95B
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.55K
- 31.03%
$57.44 - $59.4 $491K - $508K
19K $1.13B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-18.1K
- 39.94%
$25.69 - $26.89 $466K - $487K
27.2K $733M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.1K
- 6.94%
$47.79 - $59.89 $100K - $126K
28.2K $1.41B
GS
Goldman Sachs Group Inc

Financial Services
-197
- 1.72%
$524.81 - $672.19 $103K - $132K
11.2K $6.13B
SQ
Block, Inc.

Technology
-948
- 8.39%
$54.04 - $92.95 $51.2K - $88.1K
10.3K $562M
TTD
Trade Desk, Inc.

Technology
-282
- 4.66%
$53.59 - $126.58 $15.1K - $35.7K
5.77K $316M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-9.25K
- 53.04%
$38.36 - $41.43 $355K - $383K
8.19K $317M
DIS
Walt Disney CO

Communication Services
-6
- 0.02%
$96.87 - $114.0 $581 - $684
29.9K $2.96B
SRE
Sempra Energy

Utilities
-2.71K
- 26.37%
$67.85 - $87.67 $184K - $237K
7.55K $539M
USB
Us Bancorp \De\

Financial Services
-4.46K
- 15.9%
$40.92 - $50.9 $182K - $227K
23.6K $995M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-6.68K
- 58.46%
$49.67 - $51.43 $332K - $344K
4.75K $243M
KMI
Kinder Morgan, Inc.

Energy
-14.4K
- 20.59%
$26.1 - $31.22 $376K - $450K
55.6K $1.58B
RY
Royal Bank Of Canada

Financial Services
-1.94K
- 13.41%
$108.81 - $123.4 $211K - $239K
12.5K $1.41B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-8.22K
- 46.14%
$38.22 - $41.19 $314K - $339K
9.6K $388M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-16.7K
- 16.92%
$12.94 - $14.29 $216K - $238K
81.9K $1.07B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-997
- 8.79%
$65.15 - $91.81 $65K - $91.5K
10.3K $675M
LMT
Lockheed Martin Corp

Industrials
-364
- 11.99%
$423.19 - $506.29 $154K - $184K
2.67K $1.19B
APP
App Lovin Corp

Technology
-418
- 15.21%
$238.08 - $510.13 $99.5K - $213K
2.33K $618M
WMT
Walmart Inc.

Consumer Defensive
-1.25K
- 1.98%
$84.5 - $105.05 $106K - $131K
61.9K $5.43B
FIW
First Trust Water ETF

ETFs
-2.59K
- 53.06%
$99.48 - $106.74 $258K - $277K
2.29K $231M
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
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