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
$0
$481 Million 0.02% of portfolio
23,168
Q4 2024 Added 5.98%
$0
$444 Million 0.02% of portfolio
52,768
Q4 2024 Added 7.08%
$0
$373 Million 0.02% of portfolio
45,629
Q4 2024 Added 4.96%
$36.8B
$394 Million 0.02% of portfolio
6,366
Q4 2024 Added 4.96%
$19.7B
$369 Million 0.02% of portfolio
4,620
Q4 2024 Added 5.96%
$21.2B
$299 Million 0.02% of portfolio
660
Q4 2024 Added 1.07%
$20B
$310 Million 0.02% of portfolio
6,577
Q4 2024 Added 3.28%
$9.29B
$326 Million 0.02% of portfolio
8,973
Q4 2024 Reduced 4.54%
$0
$484 Million 0.02% of portfolio
114,888
Q4 2024 Added 6.38%
$19B
$400 Million 0.02% of portfolio
10,413
Q4 2024 Added 6.44%
$3.78B
$418 Million 0.02% of portfolio
4,769
Q4 2024 Added 6.74%
$0
$415 Million 0.02% of portfolio
27,210
Q4 2024 Added 0.73%
$18.2B
$453 Million 0.02% of portfolio
2,688
Q4 2024 Added 22.18%
$44B
$323 Million 0.02% of portfolio
33,875
Q4 2024 Added 50.44%
$9.46B
$341 Million 0.02% of portfolio
3,553
Q4 2024 Added 39.83%
$10.2B
$352 Million 0.02% of portfolio
17,379
Q4 2024 Reduced 0.41%
$26.8B
$303 Million 0.02% of portfolio
14,192
Q4 2024 Added 9.93%
$70B
$412 Million 0.02% of portfolio
1,667
Q4 2024 Added 24.31%
$38.7B
$357 Million 0.02% of portfolio
864
Q4 2024 Added 28.38%
$2.23B
$371 Million 0.02% of portfolio
3,462
Q4 2024 Added 12.51%
$32.9B
$421 Million 0.02% of portfolio
2,134
Q4 2024 Added 14.67%
$16.7B
$433 Million 0.02% of portfolio
8,917
Q4 2024 Added 12.55%
-
$472 Million 0.02% of portfolio
-
Q4 2024 Added 6.45%
$65.7B
$393 Million 0.02% of portfolio
1,384
Q4 2024 Added 4.85%
$70.7B
$431 Million 0.02% of portfolio
1,635
Q4 2024 Reduced 25.78%
$35B
$302 Million 0.02% of portfolio
4,729
Q4 2024 Reduced 19.82%
$33.8B
$418 Million 0.02% of portfolio
5,374
Q4 2024 Added 36.53%
$30.5B
$470 Million 0.02% of portfolio
4,192
Q4 2024 Reduced 2.28%
$7.1B
$423 Million 0.02% of portfolio
5,120
Q4 2024 Added 41.91%
$62.7B
$439 Million 0.02% of portfolio
28,038
Q4 2024 Reduced 53.63%
$54.2B
$371 Million 0.02% of portfolio
2,139
Q4 2024 Added 6.84%
$10.6B
$302 Million 0.02% of portfolio
4,003
Q4 2024 New
$28.4B
$414 Million 0.02% of portfolio
3,635
Q4 2024 Added 6.72%
$0
$447 Million 0.02% of portfolio
41,585
Q4 2024 Added 9.33%
$0
$482 Million 0.02% of portfolio
13,190
Q4 2024 Reduced 10.91%
$97B
$476 Million 0.02% of portfolio
16,097
Q4 2024 Added 3.22%
$4.6B
$392 Million 0.02% of portfolio
14,302
Q4 2024 New
$8.33B
$304 Million 0.02% of portfolio
2,299
Q4 2024 New
$25.5B
$423 Million 0.02% of portfolio
2,962
Q4 2024 Added 2.14%
$17.8B
$363 Million 0.02% of portfolio
1,272
Q4 2024 Added 12.47%
$11.3B
$342 Million 0.02% of portfolio
4,601
Q4 2024 Added 4.12%
$21.2B
$409 Million 0.02% of portfolio
40,614
Q4 2024 Added 10.88%
$2.75B
$440 Million 0.02% of portfolio
21,719
Q4 2024 Reduced 7.01%
$0
$400 Million 0.02% of portfolio
24,920
Q4 2024 Added 7.23%
$44.9B
$400 Million 0.02% of portfolio
4,711
Q4 2024 Reduced 7.79%
$16.8B
$309 Million 0.02% of portfolio
1,484
Q4 2024 Reduced 24.29%
$57.1B
$420 Million 0.02% of portfolio
789
Q4 2024 Added 18.83%
$98.3B
$406 Million 0.02% of portfolio
8,099
Q4 2024 Reduced 43.84%
$11.6B
$325 Million 0.02% of portfolio
9,261
Q4 2024 Added 6.42%

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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