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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.2B
$219 Million 0.01% of portfolio
4,066
Q3 2024 New
$15.9B
$219 Million 0.01% of portfolio
582
Q3 2024 Added 10.02%
$15.3B
$236 Million 0.01% of portfolio
1,302
Q3 2024 New
$11.7B
$176 Million 0.01% of portfolio
10,662
Q3 2024 New
$28.9B
$232 Million 0.01% of portfolio
2,872
Q3 2024 Reduced 20.11%
$49.6B
$220 Million 0.01% of portfolio
736
Q3 2024 New
$14.1B
$133 Million 0.01% of portfolio
11,954
Q3 2024 New
$10.2B
$128 Million 0.01% of portfolio
11,368
Q3 2024 New
$23.9B
$231 Million 0.01% of portfolio
5,625
Q3 2024 New
$14.5B
$233 Million 0.01% of portfolio
32,264
Q3 2024 Added 41.34%
$21.6B
$209 Million 0.01% of portfolio
2,437
Q3 2024 New
$40.6B
$217 Million 0.01% of portfolio
4,798
Q3 2024 New
$37.7B
$230 Million 0.01% of portfolio
892
Q3 2024 Reduced 10.08%
$15.3B
$218 Million 0.01% of portfolio
1,710
Q3 2024 New
$12.2B
$223 Million 0.01% of portfolio
879
Q3 2024 New
$64B
$203 Million 0.01% of portfolio
843
Q3 2024 Reduced 18.55%
$19.5B
$227 Million 0.01% of portfolio
2,756
Q3 2024 New
$15.7B
$210 Million 0.01% of portfolio
1,264
Q3 2024 New
$14.8B
$194 Million 0.01% of portfolio
18,873
Q3 2024 Added 30.59%
$19.9B
$220 Million 0.01% of portfolio
1,672
Q3 2024 Reduced 4.68%
$13B
$211 Million 0.01% of portfolio
22,546
Q3 2024 Reduced 15.22%
$28.9B
$219 Million 0.01% of portfolio
2,076
Q3 2024 New
$23.8B
$206 Million 0.01% of portfolio
6,300
Q3 2024 New
$11.3B
$106 Million 0.01% of portfolio
13,632
Q3 2024 Added 14.29%
$13.9B
$201 Million 0.01% of portfolio
7,663
Q3 2024 New
$17.2B
$232 Million 0.01% of portfolio
1,838
Q3 2024 New
$40.5B
$193 Million 0.01% of portfolio
13,707
Q3 2024 Reduced 14.28%
$13.3B
$122 Million 0.01% of portfolio
12,161
Q3 2024 New
$14.8B
$227 Million 0.01% of portfolio
4,824
Q3 2024 Reduced 4.13%
$15.2B
$223 Million 0.01% of portfolio
3,755
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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