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
$15.3B
$459 Million 0.02% of portfolio
5,110
Q1 2025 Added 19.62%
$0
$511 Million 0.02% of portfolio
27,214
Q1 2025 Added 17.46%
$0
$377 Million 0.02% of portfolio
46,361
Q1 2025 Added 1.6%
$0
$441 Million 0.02% of portfolio
53,492
Q1 2025 Added 1.37%
$42.2B
$478 Million 0.02% of portfolio
7,053
Q1 2025 Added 10.79%
$83.5B
$513 Million 0.02% of portfolio
1,178
Q1 2025 Added 79.3%
$17.2B
$486 Million 0.02% of portfolio
5,686
Q1 2025 Added 71.73%
$9.78B
$453 Million 0.02% of portfolio
11,466
Q1 2025 Added 27.78%
$15.6B
$452 Million 0.02% of portfolio
6,558
Q1 2025 Reduced 7.49%
$22.5B
$370 Million 0.02% of portfolio
5,956
Q1 2025 Reduced 5.98%
$42.7B
$368 Million 0.02% of portfolio
7,991
Q1 2025 New
$10.4B
$340 Million 0.02% of portfolio
3,056
Q1 2025 Added 19.8%
$38.5B
$479 Million 0.02% of portfolio
260
Q1 2025 Added 0.78%
$0
$494 Million 0.02% of portfolio
12,365
Q1 2025 Added 1.0%
$0
$523 Million 0.02% of portfolio
8,778
Q1 2025 Reduced 1.38%
$0
$537 Million 0.02% of portfolio
7,865
Q1 2025 Reduced 12.19%
$0
$517 Million 0.02% of portfolio
26,785
Q1 2025 Added 18.22%
$0
$422 Million 0.02% of portfolio
6,701
Q1 2025 Reduced 0.59%
$0
$440 Million 0.02% of portfolio
11,724
Q1 2025 Added 6.39%
$24.1B
$349 Million 0.02% of portfolio
10,551
Q1 2025 Added 1.33%
$35.9B
$428 Million 0.02% of portfolio
4,387
Q1 2025 Added 56.68%
$44B
$400 Million 0.02% of portfolio
39,845
Q1 2025 Added 105.07%
$0
$477 Million 0.02% of portfolio
22,772
Q1 2025 Reduced 2.72%
$12.2B
$348 Million 0.02% of portfolio
6,836
Q1 2025 Added 18.05%
$0
$401 Million 0.02% of portfolio
4,969
Q1 2025 New
$0
$419 Million 0.02% of portfolio
11,926
Q1 2025 Added 14.07%
$0
$433 Million 0.02% of portfolio
11,463
Q1 2025 New
$4.43B
$426 Million 0.02% of portfolio
5,813
Q1 2025 Added 13.54%
$26.3B
$418 Million 0.02% of portfolio
2,322
Q1 2025 Added 8.81%
$2.16B
$469 Million 0.02% of portfolio
3,972
Q1 2025 Added 14.73%
$4.11B
$360 Million 0.02% of portfolio
4,774
Q1 2025 Added 0.1%
$0
$430 Million 0.02% of portfolio
27,591
Q1 2025 Added 1.4%
$47.3B
$347 Million 0.02% of portfolio
33,764
Q1 2025 Reduced 0.33%
$8.64B
$364 Million 0.02% of portfolio
24,642
Q1 2025 Added 15.77%
$8.46B
$416 Million 0.02% of portfolio
4,711
Q1 2025 Added 32.59%
$10.2B
$381 Million 0.02% of portfolio
18,828
Q1 2025 Added 8.34%
$46.1B
$334 Million 0.02% of portfolio
2,090
Q1 2025 New
$73.6B
$375 Million 0.02% of portfolio
1,647
Q1 2025 Reduced 1.2%
$51.7B
$426 Million 0.02% of portfolio
15,691
Q1 2025 Added 81.74%
$43.2B
$461 Million 0.02% of portfolio
1,097
Q1 2025 Added 26.97%
$0
$391 Million 0.02% of portfolio
14,205
Q1 2025 Reduced 32.13%
Innovator Etfs Trust
-
$395 Million 0.02% of portfolio
-
Q1 2025 Added 13.75%
$18.1B
$476 Million 0.02% of portfolio
8,932
Q1 2025 Added 0.65%
$0
$353 Million 0.02% of portfolio
5,629
Q1 2025 New
$0
$469 Million 0.02% of portfolio
22,240
Q1 2025 Added 1.64%
$0
$496 Million 0.02% of portfolio
7,234
Q1 2025 Added 26.91%
$0
$437 Million 0.02% of portfolio
7,487
Q1 2025 Added 13.89%
$0
$340 Million 0.02% of portfolio
3,745
Q1 2025 Added 6.27%
$0
$341 Million 0.02% of portfolio
5,460
Q1 2025 Added 15.83%

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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