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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.4B
$268 Million 0.02% of portfolio
2,169
Q3 2024 Added 18.07%
$13B
$356 Million 0.02% of portfolio
4,419
Q3 2024 New
$8.44B
$249 Million 0.02% of portfolio
6,323
Q3 2024 New
$36.7B
$270 Million 0.02% of portfolio
1,483
Q3 2024 Added 7.39%
$18.8B
$298 Million 0.02% of portfolio
1,131
Q3 2024 Added 6.1%
$32.7B
$305 Million 0.02% of portfolio
3,069
Q3 2024 Reduced 12.16%
$34.2B
$298 Million 0.02% of portfolio
1,110
Q3 2024 Reduced 4.64%
$67.7B
$248 Million 0.02% of portfolio
2,090
Q3 2024 New
$85.1B
$284 Million 0.02% of portfolio
1,046
Q3 2024 Reduced 13.12%
$15.8B
$293 Million 0.02% of portfolio
27,398
Q3 2024 Added 18.83%
$42B
$264 Million 0.02% of portfolio
3,419
Q3 2024 New
$16.6B
$362 Million 0.02% of portfolio
4,077
Q3 2024 Added 7.23%
Sila Realty Trust Inc
-
$313 Million 0.02% of portfolio
-
Q3 2024 Reduced 8.95%
$5.08B
$280 Million 0.02% of portfolio
24,711
Q3 2024 Added 6.38%
$13.2B
$318 Million 0.02% of portfolio
2,879
Q3 2024 Added 15.02%
$8.21B
$265 Million 0.02% of portfolio
1,713
Q3 2024 Reduced 1.15%
$5.31B
$281 Million 0.02% of portfolio
26,867
Q3 2024 Added 10.26%
$32B
$285 Million 0.02% of portfolio
2,964
Q3 2024 New
$24.4B
$312 Million 0.02% of portfolio
1,295
Q3 2024 New
$8.6B
$241 Million 0.02% of portfolio
6,733
Q3 2024 New
$0
$261 Million 0.02% of portfolio
5,206
Q3 2024 Reduced 4.93%
$62.7B
$276 Million 0.02% of portfolio
852
Q3 2024 New
$10.1B
$361 Million 0.02% of portfolio
1,832
Q3 2024 Reduced 4.28%
Celestica Inc
-
$340 Million 0.02% of portfolio
-
Q3 2024 Reduced 2.03%
$23B
$307 Million 0.02% of portfolio
1,497
Q3 2024 Reduced 4.47%
$0
$315 Million 0.02% of portfolio
3,903
Q3 2024 New
-
$350 Million 0.02% of portfolio
-
Q3 2024 Reduced 96.79%
$28.2B
$386 Million 0.02% of portfolio
20,907
Q3 2024 Reduced 29.68%
$13.4B
$279 Million 0.02% of portfolio
3,606
Q3 2024 Added 27.33%
$0
$400 Million 0.02% of portfolio
4,816
Q3 2024 Reduced 3.1%
$9.14B
$259 Million 0.02% of portfolio
5,492
Q3 2024 Added 15.91%
$4.83B
$337 Million 0.02% of portfolio
5,449
Q3 2024 Added 1.4%
$358M
$297 Million 0.02% of portfolio
16,673
Q3 2023 Reduced 5.66%
$21.6B
$288 Million 0.02% of portfolio
1,654
Q3 2024 New
$0
$389 Million 0.02% of portfolio
14,417
Q3 2024 Reduced 61.22%
$4.53B
$328 Million 0.02% of portfolio
4,788
Q3 2024 Added 4.95%
$29.8B
$257 Million 0.02% of portfolio
6,476
Q3 2024 Reduced 24.96%
$19B
$329 Million 0.02% of portfolio
7,317
Q3 2024 New
$23.2B
$341 Million 0.02% of portfolio
946
Q3 2024 New
$0
$361 Million 0.02% of portfolio
5,325
Q3 2024 Reduced 0.41%
$24B
$283 Million 0.02% of portfolio
1,251
Q3 2024 Added 17.91%
$0
$374 Million 0.02% of portfolio
4,415
Q3 2024 Reduced 0.16%
$68.5B
$280 Million 0.02% of portfolio
196
Q3 2024 New
$31B
$363 Million 0.02% of portfolio
18,262
Q3 2024 New
$17.1B
$285 Million 0.02% of portfolio
5,032
Q3 2024 Added 45.56%
$19.9B
$300 Million 0.02% of portfolio
2,902
Q3 2024 New
$96.3B
$305 Million 0.02% of portfolio
2,336
Q3 2024 New
$14B
$330 Million 0.02% of portfolio
11,659
Q3 2024 New
$9.93B
$249 Million 0.02% of portfolio
8,702
Q3 2024 Reduced 13.32%

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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