Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025

Atomi Financial Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.19 Trillion distributed in 1038 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8B, Ishares Core S&P 500 ETF with a value of $62.8B, Coinbase Global, Inc. with a value of $57.5B, Ishares Tr with a value of $53.3B, and Vanguard Ftse Developed Market with a value of $46.6B.

Examining the 13F form we can see an increase of $215B in the current position value, from $1.98T to 2.19T.

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 $2.19 Trillion
Technology: $307 Billion
Financial Services: $179 Billion
Communication Services: $135 Billion
Consumer Cyclical: $86 Billion
Healthcare: $70.7 Billion
Industrials: $63 Billion
Consumer Defensive: $40.7 Billion
Energy: $37.3 Billion
Other: $64.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$74.8 Billion 3.41% of portfolio
336,537
Q1 2025 Added 3.87%
$58.2B
$57.5 Billion 2.62% of portfolio
333,650
Q1 2025 Added 3.03%
$1.62T
$42.5 Billion 1.94% of portfolio
73,706
Q1 2025 Added 11.8%
$3.81T
$31.6 Billion 1.44% of portfolio
84,100
Q1 2025 Reduced 2.63%
$1.12T
$29.3 Billion 1.33% of portfolio
187,302
Q1 2025 Reduced 4.82%
$2.28T
$27.3 Billion 1.24% of portfolio
143,364
Q1 2025 Added 9.97%
$431B
$26.8 Billion 1.22% of portfolio
247,734
Q1 2025 Added 3.17%
$88.1B
$22.5 Billion 1.02% of portfolio
540,128
Q1 2025 Reduced 0.14%
$631B
$21.1 Billion 0.96% of portfolio
39,559
Q1 2025 Added 24.41%
$0
$20.9 Billion 0.95% of portfolio
964,827
Q1 2025 Added 6.21%
$1.07T
$19 Billion 0.87% of portfolio
122,826
Q1 2025 Added 0.06%
$850B
$15.4 Billion 0.7% of portfolio
62,665
Q1 2025 Added 1.41%
-
$11.6 Billion 0.53% of portfolio
-
Q1 2025 Added 6.01%
$422B
$9.82 Billion 0.45% of portfolio
10,379
Q1 2025 Added 2.77%
$426B
$8.14 Billion 0.37% of portfolio
49,109
Q1 2025 Added 21.93%
$66.6B
$8.07 Billion 0.37% of portfolio
138,489
Q1 2025 Added 0.62%
$567B
$7.59 Billion 0.35% of portfolio
8,141
Q1 2025 Added 13.69%
$530B
$7.22 Billion 0.33% of portfolio
13,176
Q1 2025 Added 13.79%
$253B
$6.95 Billion 0.32% of portfolio
27,930
Q1 2025 Added 10.68%
$724B
$6.72 Billion 0.31% of portfolio
8,143
Q1 2025 Added 30.52%
$465B
$6.7 Billion 0.31% of portfolio
56,325
Q1 2025 Added 13.31%
$116B
$6.58 Billion 0.3% of portfolio
39,283
Q1 2025 Reduced 21.88%
$192B
$6.43 Billion 0.29% of portfolio
227,488
Q1 2025 Added 78.0%
$572B
$6.31 Billion 0.29% of portfolio
17,992
Q1 2025 Added 12.59%
$377B
$6.1 Billion 0.28% of portfolio
146,111
Q1 2025 Reduced 3.78%
$296B
$6.12 Billion 0.28% of portfolio
36,588
Q1 2025 Added 13.14%
$241B
$6.13 Billion 0.28% of portfolio
11,229
Q1 2025 Reduced 1.72%
-
$5.65 Billion 0.26% of portfolio
-
Q1 2025 Added 11.46%
$369B
$5.72 Billion 0.26% of portfolio
33,592
Q1 2025 Reduced 0.76%
$223B
$5.39 Billion 0.25% of portfolio
40,694
Q1 2025 Added 1.39%
$1.27T
$5.51 Billion 0.25% of portfolio
33,213
Q1 2025 Reduced 16.61%
$258B
$5.43 Billion 0.25% of portfolio
61,894
Q1 2025 Reduced 1.98%
$221B
$5.12 Billion 0.23% of portfolio
15,535
Q1 2025 Reduced 33.02%
$260B
$4.71 Billion 0.21% of portfolio
17,540
Q1 2025 Added 17.84%
$282B
$4.14 Billion 0.19% of portfolio
15,509
Q1 2025 Added 151.24%
$87.9B
$3.9 Billion 0.18% of portfolio
26,589
Q1 2025 Reduced 3.69%
$79.1B
$3.78 Billion 0.17% of portfolio
45,123
Q1 2025 Added 381.98%
$226B
$3.83 Billion 0.17% of portfolio
831
Q1 2025 Added 15.58%
$70.6B
$3.66 Billion 0.17% of portfolio
4,493
Q1 2025 Added 3.53%
$269B
$3.81 Billion 0.17% of portfolio
7,272
Q1 2025 Added 0.34%
$338B
$3.59 Billion 0.16% of portfolio
17,139
Q1 2025 Added 18.24%
$311B
$3.48 Billion 0.16% of portfolio
26,340
Q1 2025 Added 17.12%
$305B
$3.27 Billion 0.15% of portfolio
45,678
Q1 2025 Added 51.31%
$368B
$3.29 Billion 0.15% of portfolio
8,966
Q1 2025 Added 3.35%
$253B
$3.25 Billion 0.15% of portfolio
56,674
Q1 2025 Added 39.62%
$302B
$3.35 Billion 0.15% of portfolio
39,670
Q1 2025 Added 51.51%
$361B
$3.36 Billion 0.15% of portfolio
12,508
Q1 2025 Added 0.18%
$138B
$3.1 Billion 0.14% of portfolio
18,149
Q1 2025 Added 1.75%
$207B
$3.16 Billion 0.14% of portfolio
35,246
Q1 2025 Added 2.11%

Summary

  • Portfolio
  • No. of Stocks 1,038
  • Current Value $2.19 Trillion
  • Prior Value $1.98 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 152 stocks
  • Additional Purchases 629 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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