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
$70.5B
$1.34 Billion 0.07% of portfolio
28,019
Q4 2024 Added 16.56%
$81.5B
$1.4 Billion 0.07% of portfolio
11,095
Q4 2024 Added 44.94%
$155B
$1.4 Billion 0.07% of portfolio
5,362
Q4 2024 Reduced 0.48%
$91.2B
$1.4 Billion 0.07% of portfolio
6,928
Q4 2024 Added 11.01%
$21.9B
$1.35 Billion 0.07% of portfolio
33,315
Q4 2024 New
$113B
$1.32 Billion 0.07% of portfolio
4,778
Q4 2024 Added 6.18%
$252B
$1.45 Billion 0.07% of portfolio
24,425
Q4 2024 Added 12.35%
$202B
$1.18 Billion 0.06% of portfolio
9,830
Q4 2024 Added 9.23%
$85.7B
$1.13 Billion 0.06% of portfolio
6,167
Q4 2024 Reduced 9.44%
$145B
$1.22 Billion 0.06% of portfolio
5,089
Q4 2024 Added 5.69%
$126B
$1.12 Billion 0.06% of portfolio
3,811
Q4 2024 Added 20.22%
$214B
$1.23 Billion 0.06% of portfolio
18,707
Q4 2024 Reduced 32.79%
$88.5B
$1.21 Billion 0.06% of portfolio
28,601
Q4 2024 Added 10.75%
-
$1.1 Billion 0.06% of portfolio
-
Q4 2024 Reduced 5.09%
$154B
$1.2 Billion 0.06% of portfolio
102,012
Q4 2024 Added 9.5%
$149B
$1.13 Billion 0.06% of portfolio
15,202
Q4 2024 Added 19.28%
$102B
$1.21 Billion 0.06% of portfolio
40,535
Q4 2024 Added 20.87%
$78.2B
$1.17 Billion 0.06% of portfolio
4,618
Q4 2024 Added 15.65%
$67.5B
$1.27 Billion 0.06% of portfolio
12,238
Q4 2024 Reduced 2.01%
$95.6B
$1.28 Billion 0.06% of portfolio
28,232
Q4 2024 Added 14.91%
$43.4B
$1.15 Billion 0.06% of portfolio
11,438
Q4 2024 Added 14.56%
$205B
$1.22 Billion 0.06% of portfolio
2,337
Q4 2024 Added 71.46%
$79.5B
$1.1 Billion 0.06% of portfolio
5,346
Q4 2024 Added 9.24%
$103B
$1.1 Billion 0.06% of portfolio
36,260
Q4 2024 Added 22.55%
$25.3B
$1.09 Billion 0.06% of portfolio
1,896
Q4 2024 Added 15.4%
$23.9B
$1.12 Billion 0.06% of portfolio
-
Q4 2024 Added 17.69%
$76.8B
$1.18 Billion 0.06% of portfolio
6,621
Q4 2024 Added 14.69%
$148B
$1.19 Billion 0.06% of portfolio
31,675
Q4 2024 Reduced 5.5%
$0
$1.03 Billion 0.05% of portfolio
66,025
Q4 2024 Added 136.65%
$247B
$999 Million 0.05% of portfolio
2,841
Q4 2024 Added 23.41%
$48.1B
$960 Million 0.05% of portfolio
11,294
Q4 2024 Added 21.72%
$67.9B
$948 Million 0.05% of portfolio
17,511
Q4 2024 Added 42.35%
$14.5B
$1.06 Billion 0.05% of portfolio
14,268
Q4 2024 Added 2.38%
$56.7B
$1.05 Billion 0.05% of portfolio
6,102
Q4 2024 Added 6.51%
$20.1B
$1.01 Billion 0.05% of portfolio
5,722
Q4 2024 Added 9.24%
$25.6B
$900 Million 0.05% of portfolio
10,257
Q4 2024 Added 7.38%
$94.3B
$918 Million 0.05% of portfolio
17,551
Q4 2024 Added 51.75%
$143B
$965 Million 0.05% of portfolio
2,277
Q4 2024 Added 34.18%
$42.4B
$935 Million 0.05% of portfolio
6,541
Q4 2024 Added 70.69%
$16.9B
$1.05 Billion 0.05% of portfolio
6,161
Q4 2024 Added 3.93%
$48.6B
$1.07 Billion 0.05% of portfolio
7,665
Q4 2024 Added 7.44%
$89.9B
$968 Million 0.05% of portfolio
11,339
Q4 2024 Added 10.83%
$81B
$896 Million 0.05% of portfolio
9,485
Q4 2024 Added 16.25%
$198B
$897 Million 0.05% of portfolio
5,896
Q4 2024 Reduced 7.12%
$90.2B
$953 Million 0.05% of portfolio
26,244
Q4 2024 Added 12.33%
$128B
$1.02 Billion 0.05% of portfolio
10,321
Q4 2024 Reduced 9.15%
$48B
$910 Million 0.05% of portfolio
22,181
Q4 2024 Added 10.72%
$102B
$1.04 Billion 0.05% of portfolio
72,066
Q4 2024 Added 14.13%
$80.6B
$1.08 Billion 0.05% of portfolio
6,651
Q4 2024 Added 10.39%

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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