Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.6 Trillion
  • Q3 2024

Atomi Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 908 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62B, Coinbase Global, Inc. with a value of $57.9B, Ishares Core S&P 500 ETF with a value of $47.2B, Vanguard Ftse Developed Market with a value of $38.5B, and Ishares Tr with a value of $36.1B.

Examining the 13F form we can see an increase of $249B in the current position value, from $1.35T to 1.6T.

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 $1.6 Trillion
ETFs: $781 Billion
Technology: $256 Billion
Financial Services: $126 Billion
Communication Services: $98.2 Billion
Consumer Cyclical: $61.4 Billion
Industrials: $60.1 Billion
Healthcare: $58.8 Billion
Consumer Defensive: $33.1 Billion
Other: $83.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$650 Million 0.04% of portfolio
6,793
Q3 2024 Reduced 1.45%
$0
$639 Million 0.04% of portfolio
7,863
Q3 2024 New
$0
$569 Million 0.04% of portfolio
16,435
Q3 2024 Added 9.33%
$0
$571 Million 0.04% of portfolio
6,000
Q1 2024 New
$0
$714 Million 0.04% of portfolio
15,150
Q3 2024 Added 9.45%
$0
$692 Million 0.04% of portfolio
11,351
Q3 2024 Reduced 2.11%
$0
$627 Million 0.04% of portfolio
21,017
Q3 2024 Reduced 4.02%
$0
$627 Million 0.04% of portfolio
30,678
Q3 2024 Added 5.64%
$0
$580 Million 0.04% of portfolio
4,555
Q3 2024 Reduced 4.93%
$0
$589 Million 0.04% of portfolio
7,893
Q3 2024 Reduced 3.88%
$0
$665 Million 0.04% of portfolio
9,139
Q3 2024 Reduced 4.7%
$0
$501 Million 0.03% of portfolio
9,354
Q3 2024 Added 8.62%
$0
$521 Million 0.03% of portfolio
8,596
Q3 2024 Added 28.61%
$0
$462 Million 0.03% of portfolio
17,026
Q3 2024 Reduced 14.87%
$0
$466 Million 0.03% of portfolio
4,833
Q3 2024 Reduced 5.31%
$0
$556 Million 0.03% of portfolio
4,102
Q3 2024 Reduced 6.13%
$0
$446 Million 0.03% of portfolio
16,652
Q3 2024 Added 3.15%
$0
$463 Million 0.03% of portfolio
814
Q3 2024 Added 14.17%
$0
$514 Million 0.03% of portfolio
9,552
Q3 2024 Reduced 2.48%
$0
$465 Million 0.03% of portfolio
10,211
Q3 2024 Reduced 8.78%
$0
$470 Million 0.03% of portfolio
21,508
Q3 2024 Added 124.07%
$0
$510 Million 0.03% of portfolio
24,125
Q3 2024 Added 40.29%
$0
$466 Million 0.03% of portfolio
4,630
Q3 2024 Reduced 79.8%
$0
$525 Million 0.03% of portfolio
15,909
Q3 2024 Reduced 48.16%
$0
$408 Million 0.03% of portfolio
3,751
Q2 2024 New
$0
$456 Million 0.03% of portfolio
3,377
Q3 2024 Reduced 0.12%
$0
$420 Million 0.03% of portfolio
2,412
Q3 2024 Reduced 3.09%
$0
$408 Million 0.03% of portfolio
5,322
Q3 2024 Added 3.2%
$0
$401 Million 0.03% of portfolio
5,462
Q3 2024 Added 0.94%
$0
$441 Million 0.03% of portfolio
8,168
Q3 2024 Added 8.52%
$0
$435 Million 0.03% of portfolio
15,395
Q3 2024 Added 6.54%
$0
$413 Million 0.03% of portfolio
7,862
Q3 2024 Reduced 59.73%
$0
$455 Million 0.03% of portfolio
3,800
Q2 2024 New
$0
$403 Million 0.03% of portfolio
3,997
Q3 2024 Reduced 15.53%
$0
$534 Million 0.03% of portfolio
18,567
Q3 2024 New
$0
$516 Million 0.03% of portfolio
14,039
Q3 2024 New
$0
$543 Million 0.03% of portfolio
4,971
Q3 2024 Added 0.59%
$0
$543 Million 0.03% of portfolio
1,574
Q3 2024 Added 0.96%
$0
$453 Million 0.03% of portfolio
5,786
Q3 2024 Added 40.27%
$0
$520 Million 0.03% of portfolio
5,815
Q3 2024 Reduced 2.5%
$0
$505 Million 0.03% of portfolio
2,640
Q3 2024 Reduced 12.52%
$0
$528 Million 0.03% of portfolio
12,353
Q3 2024 Added 5.47%
$0
$261 Million 0.02% of portfolio
5,206
Q3 2024 Reduced 4.93%
$0
$315 Million 0.02% of portfolio
3,903
Q3 2024 New
$0
$400 Million 0.02% of portfolio
4,816
Q3 2024 Reduced 3.1%
$0
$389 Million 0.02% of portfolio
14,417
Q3 2024 Reduced 61.22%
$0
$361 Million 0.02% of portfolio
5,325
Q3 2024 Reduced 0.41%
$0
$374 Million 0.02% of portfolio
4,415
Q3 2024 Reduced 0.16%
$0
$265 Million 0.02% of portfolio
2,211
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 908
  • Current Value $1.6 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 151 stocks
  • Additional Purchases 501 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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