Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025

Atomi Financial Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.19 Trillion distributed in 1038 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8B, Ishares Core S&P 500 ETF with a value of $62.8B, Coinbase Global, Inc. with a value of $57.5B, Ishares Tr with a value of $53.3B, and Vanguard Ftse Developed Market with a value of $46.6B.

Examining the 13F form we can see an increase of $215B in the current position value, from $1.98T to 2.19T.

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 $2.19 Trillion
Technology: $307 Billion
Financial Services: $179 Billion
Communication Services: $135 Billion
Consumer Cyclical: $86 Billion
Healthcare: $70.7 Billion
Industrials: $63 Billion
Consumer Defensive: $40.7 Billion
Energy: $37.3 Billion
Other: $64.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$550 Million 0.03% of portfolio
-
Q1 2025 Reduced 32.19%
$87.5B
$614 Million 0.03% of portfolio
5,963
Q1 2025 Added 51.46%
$46B
$624 Million 0.03% of portfolio
12,923
Q1 2025 Added 44.15%
$80.6B
$560 Million 0.03% of portfolio
1,095
Q1 2025 Added 12.54%
$36.2B
$610 Million 0.03% of portfolio
5,067
Q1 2025 Added 18.44%
$2.45B
$720 Million 0.03% of portfolio
48,383
Q1 2025 Added 21.88%
$32.7B
$581 Million 0.03% of portfolio
5,963
Q1 2025 Added 30.37%
$85.4B
$675 Million 0.03% of portfolio
10,342
Q1 2025 Reduced 8.79%
$80.2B
$722 Million 0.03% of portfolio
50,315
Q1 2025 Added 10.99%
$60.2B
$677 Million 0.03% of portfolio
5,481
Q1 2025 Added 7.01%
$0
$553 Million 0.03% of portfolio
27,937
Q1 2025 Added 0.38%
$98.3B
$635 Million 0.03% of portfolio
5,678
Q1 2025 Added 12.93%
$0
$717 Million 0.03% of portfolio
12,888
Q1 2025 Added 27.21%
$22.9B
$657 Million 0.03% of portfolio
30,232
Q1 2025 Reduced 4.85%
$88.9B
$652 Million 0.03% of portfolio
3,173
Q1 2025 Added 13.08%
$0
$756 Million 0.03% of portfolio
34,244
Q1 2025 Added 8.65%
$0
$590 Million 0.03% of portfolio
23,938
Q1 2025 Reduced 1.42%
$0
$614 Million 0.03% of portfolio
6,367
Q1 2025 New
$0
$562 Million 0.03% of portfolio
6,018
Q1 2025 Added 44.8%
$12.6B
$739 Million 0.03% of portfolio
9,212
Q1 2025 Added 7.89%
$0
$604 Million 0.03% of portfolio
10,673
Q1 2025 Added 1.84%
-
$680 Million 0.03% of portfolio
-
Q1 2025 New
$0
$643 Million 0.03% of portfolio
14,267
Q1 2025 Added 10.9%
$0
$639 Million 0.03% of portfolio
22,004
Q1 2025 New
$0
$673 Million 0.03% of portfolio
3,868
Q1 2025 Added 2.33%
$0
$570 Million 0.03% of portfolio
4,200
Q1 2025 Reduced 1.15%
$1.86B
$617 Million 0.03% of portfolio
8,081
Q1 2025 Added 103.76%
$45.8B
$649 Million 0.03% of portfolio
43,670
Q1 2025 Added 54.68%
$38.9B
$600 Million 0.03% of portfolio
2,893
Q1 2025 Added 41.81%
$48.3B
$652 Million 0.03% of portfolio
13,806
Q1 2025 Added 2.13%
$91B
$575 Million 0.03% of portfolio
1,746
Q1 2025 Added 33.59%
$104B
$752 Million 0.03% of portfolio
2,233
Q1 2025 Added 25.38%
$59.7B
$623 Million 0.03% of portfolio
15,145
Q1 2025 Reduced 11.54%
$21.9B
$622 Million 0.03% of portfolio
6,354
Q1 2025 Added 10.83%
$6.31B
$585 Million 0.03% of portfolio
12,707
Q1 2025 Added 3.03%
$44.6B
$717 Million 0.03% of portfolio
71,837
Q1 2025 Added 209.72%
$55.8B
$626 Million 0.03% of portfolio
4,739
Q1 2025 Reduced 6.31%
$0
$564 Million 0.03% of portfolio
1,686
Q1 2025 Added 7.05%
$0
$585 Million 0.03% of portfolio
9,963
Q1 2025 Reduced 1.01%
$0
$748 Million 0.03% of portfolio
8,064
Q1 2025 Added 26.16%
$0
$587 Million 0.03% of portfolio
9,446
Q1 2025 Added 0.04%
$47.5B
$576 Million 0.03% of portfolio
1,937
Q1 2025 Added 24.81%
Victory Portfolios Ii
-
$621 Million 0.03% of portfolio
-
Q1 2025 Added 14.21%
$17.8B
$554 Million 0.03% of portfolio
1,502
Q1 2025 Added 12.93%
$33.5B
$575 Million 0.03% of portfolio
5,281
Q1 2025 Added 6.11%
$19.9B
$654 Million 0.03% of portfolio
12,553
Q1 2025 Reduced 7.45%
$0
$456 Million 0.02% of portfolio
21,253
Q1 2025 Added 18.71%
$0
$368 Million 0.02% of portfolio
22,668
Q1 2025 Reduced 9.04%
$1.09B
$394 Million 0.02% of portfolio
4,310
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,038
  • Current Value $2.19 Trillion
  • Prior Value $1.98 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 152 stocks
  • Additional Purchases 629 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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