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
$17.7B
$373 Million 0.02% of portfolio
5,716
Q4 2024 Added 18.49%
$45.3B
$316 Million 0.02% of portfolio
5,318
Q4 2024 Reduced 5.64%
$4.34B
$342 Million 0.02% of portfolio
4,315
Q4 2024 Added 9.49%
$41.4B
$374 Million 0.02% of portfolio
28,233
Q4 2024 Reduced 17.39%
$0
$301 Million 0.02% of portfolio
38,806
Q4 2024 Added 10.25%
$52.2B
$432 Million 0.02% of portfolio
613
Q4 2024 Added 9.07%
$52.1B
$486 Million 0.02% of portfolio
13,622
Q4 2024 Added 1.17%
$5.05B
$380 Million 0.02% of portfolio
5,028
Q4 2024 Added 5.01%
$24.7B
$347 Million 0.02% of portfolio
10,685
Q4 2024 Added 13.43%
-
$302 Million 0.02% of portfolio
-
Q4 2024 Reduced 7.48%
$31.2B
$392 Million 0.02% of portfolio
1,372
Q4 2024 Added 23.6%
$13.2B
$315 Million 0.02% of portfolio
25,299
Q4 2024 Added 25.89%
$32.7B
$382 Million 0.02% of portfolio
3,358
Q4 2024 Added 9.42%
$0
$300 Million 0.02% of portfolio
12,592
Q4 2024 Added 50.73%
$16.2B
$386 Million 0.02% of portfolio
3,837
Q4 2024 Added 6.94%
$58.4B
$415 Million 0.02% of portfolio
10,823
Q4 2024 Reduced 7.93%
$37.5B
$356 Million 0.02% of portfolio
1,879
Q4 2024 Added 26.7%
$70.1B
$325 Million 0.02% of portfolio
2,357
Q4 2024 Added 12.78%
$4.6B
$485 Million 0.02% of portfolio
8,956
Q4 2024 Reduced 9.32%
$52.2B
$344 Million 0.02% of portfolio
1,331
Q4 2024 New
$10.5B
$341 Million 0.02% of portfolio
308
Q4 2024 New
$74.7B
$438 Million 0.02% of portfolio
615
Q4 2024 Added 6.96%
$17.8B
$494 Million 0.02% of portfolio
15,031
Q4 2024 Reduced 15.73%
$25.1B
$324 Million 0.02% of portfolio
40,252
Q4 2024 Added 19.05%
$5.45B
$348 Million 0.02% of portfolio
3,454
Q4 2024 New
$25.1B
$449 Million 0.02% of portfolio
4,124
Q4 2024 Reduced 17.19%
$37.7B
$476 Million 0.02% of portfolio
4,574
Q4 2024 Added 10.08%
$37.4B
$407 Million 0.02% of portfolio
3,030
Q4 2024 New
$45.4B
$427 Million 0.02% of portfolio
1,552
Q4 2024 Added 27.95%
$1.65B
$375 Million 0.02% of portfolio
19,291
Q4 2024 Added 24.77%
$15.2B
$335 Million 0.02% of portfolio
2,660
Q4 2024 Reduced 9.28%
$12.7B
$480 Million 0.02% of portfolio
13,156
Q4 2024 Added 12.84%
$19.7B
$370 Million 0.02% of portfolio
1,643
Q4 2024 Added 3.27%
$12.2B
$327 Million 0.02% of portfolio
21,220
Q4 2024 Reduced 60.9%
$3.42B
$309 Million 0.02% of portfolio
1,875
Q4 2024 Added 9.46%
$88.9B
$361 Million 0.02% of portfolio
1,307
Q4 2024 Reduced 17.8%
$43.9B
$366 Million 0.02% of portfolio
3,091
Q4 2024 Reduced 3.44%
$3.25B
$308 Million 0.02% of portfolio
1,065
Q4 2024 New
$44.9B
$482 Million 0.02% of portfolio
8,940
Q4 2024 Reduced 7.36%
$14.8B
$436 Million 0.02% of portfolio
7,089
Q4 2024 Added 13.51%
$20.1B
$364 Million 0.02% of portfolio
6,335
Q4 2024 Reduced 1.25%
$65.3B
$394 Million 0.02% of portfolio
1,400
Q4 2024 Added 18.24%
$15.9B
$338 Million 0.02% of portfolio
6,012
Q4 2024 Reduced 3.61%
$49.6B
$389 Million 0.02% of portfolio
4,815
Q4 2024 Added 15.69%
$30.1B
$447 Million 0.02% of portfolio
10,571
Q4 2024 Added 8.58%
$11.7B
$300 Million 0.02% of portfolio
14,883
Q4 2024 Added 19.97%
$0
$469 Million 0.02% of portfolio
22,656
Q4 2024 Added 6.42%
$28.5B
$373 Million 0.02% of portfolio
1,986
Q4 2024 Added 20.36%
$14.3B
$409 Million 0.02% of portfolio
4,272
Q4 2024 Added 11.45%

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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