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
$336B
$2.58 Billion 0.13% of portfolio
14,495
Q4 2024 Added 17.15%
$204B
$2.37 Billion 0.12% of portfolio
2,233
Q4 2024 Added 12.49%
$291B
$2.28 Billion 0.12% of portfolio
3,291
Q4 2024 Added 36.05%
$54.9B
$2.44 Billion 0.12% of portfolio
13,419
Q4 2024 Added 151.15%
$137B
$2.43 Billion 0.12% of portfolio
33,877
Q4 2024 Reduced 45.75%
$150B
$2.34 Billion 0.12% of portfolio
10,248
Q4 2024 Reduced 0.94%
$302B
$2.18 Billion 0.11% of portfolio
30,976
Q4 2024 Added 19.81%
$138B
$2.12 Billion 0.11% of portfolio
35,105
Q4 2024 Added 14.43%
$193B
$2.25 Billion 0.11% of portfolio
18,664
Q4 2024 Added 83.65%
$226B
$2.24 Billion 0.11% of portfolio
19,846
Q4 2024 Added 20.65%
$142B
$2.26 Billion 0.11% of portfolio
21,211
Q4 2024 Added 36.36%
$150B
$2.06 Billion 0.1% of portfolio
9,121
Q4 2024 Added 11.75%
$271B
$1.91 Billion 0.1% of portfolio
22,489
Q4 2024 Added 12.19%
$167B
$1.96 Billion 0.1% of portfolio
49,059
Q4 2024 Added 0.96%
$232B
$1.91 Billion 0.1% of portfolio
15,220
Q4 2024 Added 18.05%
$207B
$2.01 Billion 0.1% of portfolio
40,592
Q4 2024 Added 22.63%
$152B
$2.06 Billion 0.1% of portfolio
29,305
Q4 2024 Added 12.84%
$204B
$1.98 Billion 0.1% of portfolio
26,183
Q4 2024 Reduced 14.04%
$61.8B
$1.92 Billion 0.1% of portfolio
69,953
Q4 2024 Added 7.89%
$165B
$1.74 Billion 0.09% of portfolio
14,456
Q4 2024 Added 12.42%
$92.7B
$1.79 Billion 0.09% of portfolio
5,267
Q4 2024 Added 8.91%
$271B
$1.88 Billion 0.09% of portfolio
30,189
Q4 2024 Added 13.83%
$27.9B
$1.73 Billion 0.09% of portfolio
81,923
Q4 2024 Added 491.12%
$11B
$1.71 Billion 0.09% of portfolio
24,774
Q4 2024 Added 6.56%
$52.1B
$1.79 Billion 0.09% of portfolio
47,021
Q4 2024 Added 227.51%
$1.64B
$1.82 Billion 0.09% of portfolio
30,264
Q4 2024 Added 14.32%
$205B
$1.71 Billion 0.09% of portfolio
3,838
Q4 2024 Reduced 5.07%
$160B
$1.74 Billion 0.09% of portfolio
7,032
Q4 2024 Added 6.71%
$157B
$1.58 Billion 0.08% of portfolio
6,892
Q4 2024 Reduced 19.16%
$213B
$1.57 Billion 0.08% of portfolio
5,399
Q4 2024 Added 20.0%
$90.6B
$1.66 Billion 0.08% of portfolio
20,196
Q4 2024 Added 0.1%
$237B
$1.56 Billion 0.08% of portfolio
24,891
Q4 2024 Reduced 6.29%
$145B
$1.64 Billion 0.08% of portfolio
28,860
Q4 2024 Added 10.63%
$167B
$1.59 Billion 0.08% of portfolio
2,532
Q4 2024 Added 11.3%
$125B
$1.51 Billion 0.08% of portfolio
4,559
Q4 2024 Added 13.21%
$257B
$1.58 Billion 0.08% of portfolio
8,128
Q4 2024 Added 9.53%
$47.1B
$1.6 Billion 0.08% of portfolio
2,692
Q4 2024 Added 42.28%
$93.5B
$1.65 Billion 0.08% of portfolio
14,934
Q4 2024 Reduced 16.88%
$236B
$1.61 Billion 0.08% of portfolio
5,435
Q4 2024 Added 18.44%
$227B
$1.55 Billion 0.08% of portfolio
15,933
Q4 2024 Reduced 13.37%
$145B
$1.29 Billion 0.07% of portfolio
10,712
Q4 2024 Added 17.21%
$295B
$1.36 Billion 0.07% of portfolio
6,173
Q4 2024 Added 26.76%
$127B
$1.36 Billion 0.07% of portfolio
14,861
Q4 2024 Added 13.27%
$86.6B
$1.43 Billion 0.07% of portfolio
13,292
Q4 2024 Added 7.39%
$119B
$1.48 Billion 0.07% of portfolio
3,036
Q4 2024 Added 7.62%
$96.6B
$1.48 Billion 0.07% of portfolio
19,565
Q4 2024 Added 74.02%
$70.9B
$1.47 Billion 0.07% of portfolio
6,288
Q4 2024 Added 4.87%
$227B
$1.36 Billion 0.07% of portfolio
2,619
Q4 2024 Reduced 7.42%
$0
$1.38 Billion 0.07% of portfolio
98,560
Q4 2024 Added 16.44%

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
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