Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024

Atomi Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.98 Trillion distributed in 971 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.1B, Coinbase Global, Inc. with a value of $80.4B, Ishares Core S&P 500 ETF with a value of $57B, Ishares Tr with a value of $44.2B, and Vanguard Ftse Developed Market with a value of $38.8B.

Examining the 13F form we can see an increase of $379B in the current position value, from $1.6T to 1.98T.

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 $1.98 Trillion
ETFs: $975 Billion
Technology: $345 Billion
Financial Services: $154 Billion
Communication Services: $134 Billion
Consumer Cyclical: $86.8 Billion
Industrials: $62.5 Billion
Healthcare: $54.2 Billion
Consumer Defensive: $35 Billion
Other: $76.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.08B
$194 Million 0.01% of portfolio
17,906
Q4 2024 Reduced 27.54%
$16.8B
$265 Million 0.01% of portfolio
983
Q3 2024 Reduced 3.63%
$15.3B
$208 Million 0.01% of portfolio
1,861
Q4 2024 Added 8.83%
$34.5B
$246 Million 0.01% of portfolio
1,076
Q4 2024 New
$478M
$286 Million 0.01% of portfolio
179,047
Q4 2024 Reduced 11.84%
$40.4B
$202 Million 0.01% of portfolio
2,393
Q4 2024 New
$558M
$199 Million 0.01% of portfolio
12,256
Q4 2024 Added 8.0%
$51.1B
$267 Million 0.01% of portfolio
890
Q4 2024 Added 8.4%
$19.4B
$279 Million 0.01% of portfolio
21,153
Q4 2024 Added 10.52%
$3.37B
$286 Million 0.01% of portfolio
12,675
Q3 2024 Added 2.26%
$10.4B
$254 Million 0.01% of portfolio
2,551
Q4 2024 New
$15.7B
$286 Million 0.01% of portfolio
1,562
Q4 2024 Added 19.97%
$26.8B
$234 Million 0.01% of portfolio
12,684
Q4 2024 New
$4.73B
$275 Million 0.01% of portfolio
2,588
Q4 2024 Reduced 6.77%
$28.7B
$141 Million 0.01% of portfolio
34,994
Q4 2024 Reduced 29.65%
$15.8B
$123 Million 0.01% of portfolio
16,283
Q4 2024 Reduced 13.72%
$12.6B
$229 Million 0.01% of portfolio
7,903
Q4 2024 Added 3.13%
$1.1B
$276 Million 0.01% of portfolio
8,274
Q4 2024 Reduced 4.86%
$22.6B
$288 Million 0.01% of portfolio
25,373
Q4 2024 Reduced 0.18%
$21.1B
$227 Million 0.01% of portfolio
5,645
Q4 2024 Reduced 48.67%
$10.4B
$279 Million 0.01% of portfolio
1,221
Q4 2024 Reduced 1.21%
$5.02B
$220 Million 0.01% of portfolio
7,657
Q4 2024 New
$43.4B
$208 Million 0.01% of portfolio
2,297
Q4 2024 Reduced 18.4%
$6.37B
$247 Million 0.01% of portfolio
3,584
Q4 2024 New
$11.5B
$279 Million 0.01% of portfolio
7,714
Q4 2024 Added 4.07%
$13B
$239 Million 0.01% of portfolio
675
Q4 2024 New
$40.2B
$271 Million 0.01% of portfolio
1,519
Q4 2024 New
$5.54B
$203 Million 0.01% of portfolio
3,831
Q4 2024 New
$15.3B
$216 Million 0.01% of portfolio
2,510
Q4 2024 Reduced 11.09%
$2.9B
$273 Million 0.01% of portfolio
1,345
Q4 2024 Added 6.49%
$113B
$222 Million 0.01% of portfolio
4,170
Q4 2024 Reduced 71.74%
$26.7B
$212 Million 0.01% of portfolio
3,503
Q4 2024 New
$28.1B
$294 Million 0.01% of portfolio
3,631
Q4 2024 Added 13.93%
$2.29B
$162 Million 0.01% of portfolio
10,271
Q4 2024 New
$5.88B
$236 Million 0.01% of portfolio
6,970
Q4 2024 Added 25.29%
$17.2B
$251 Million 0.01% of portfolio
3,311
Q4 2024 New
$18.1B
$205 Million 0.01% of portfolio
1,614
Q4 2024 New
$13.7B
$246 Million 0.01% of portfolio
1,201
Q4 2024 New
$25.9B
$266 Million 0.01% of portfolio
3,707
Q4 2024 Added 8.3%
$17.7B
$204 Million 0.01% of portfolio
715
Q4 2024 Added 3.62%
$7.73B
$249 Million 0.01% of portfolio
898
Q4 2024 Added 2.16%
$34.1B
$253 Million 0.01% of portfolio
12,525
Q4 2024 Added 2.3%
$101B
$243 Million 0.01% of portfolio
657
Q4 2024 Added 6.83%
$17.2B
$220 Million 0.01% of portfolio
1,929
Q4 2024 Added 4.95%
$30.3B
$145 Million 0.01% of portfolio
11,074
Q4 2024 Reduced 19.21%
$0
$122 Million 0.01% of portfolio
13,696
Q4 2024 Reduced 4.04%
$68.3B
$249 Million 0.01% of portfolio
512
Q4 2024 Reduced 28.79%
$40.8B
$217 Million 0.01% of portfolio
1,480
Q4 2024 New
$34.2B
$240 Million 0.01% of portfolio
4,043
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 971
  • Current Value $1.98 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 597 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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