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
$12.1B
$393 Million 0.02% of portfolio
5,592
Q3 2024 New
Tidal Tr Ii
-
$363 Million 0.02% of portfolio
-
Q3 2024 Added 31.32%
Annaly Capital Management In
-
$323 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.77%
Thomson Reuters Corp.
-
$267 Million 0.02% of portfolio
-
Q3 2024 Added 0.97%
$57.3B
$372 Million 0.02% of portfolio
3,393
Q3 2024 Added 22.23%
$0
$265 Million 0.02% of portfolio
2,211
Q3 2024 New
$29.5B
$394 Million 0.02% of portfolio
6,591
Q3 2024 Added 3.29%
$0
$372 Million 0.02% of portfolio
7,822
Q3 2024 Reduced 7.84%
$0
$368 Million 0.02% of portfolio
1,498
Q3 2024 Reduced 24.95%
$20.9B
$358 Million 0.02% of portfolio
36,630
Q3 2024 Reduced 5.89%
$0
$332 Million 0.02% of portfolio
8,342
Q3 2024 New
$12.2B
$242 Million 0.02% of portfolio
1,215
Q3 2024 New
$45B
$338 Million 0.02% of portfolio
28,924
Q3 2024 Reduced 19.56%
$15.8B
$286 Million 0.02% of portfolio
4,651
Q3 2024 Added 20.09%
$32.9B
$271 Million 0.02% of portfolio
1,205
Q3 2024 Added 16.88%
$1.94B
$271 Million 0.02% of portfolio
23,357
Q3 2024 Reduced 4.4%
$5.86B
$295 Million 0.02% of portfolio
1,674
Q3 2024 Added 6.08%
$25.3B
$330 Million 0.02% of portfolio
124,188
Q3 2024 Added 38.27%
$63.7B
$353 Million 0.02% of portfolio
3,908
Q3 2024 Added 23.36%
$18.1B
$358 Million 0.02% of portfolio
5,496
Q3 2024 Added 25.39%
$0
$361 Million 0.02% of portfolio
5,730
Q3 2024 Added 0.23%
$0
$354 Million 0.02% of portfolio
4,510
Q3 2024 Added 9.79%
$0
$250 Million 0.02% of portfolio
23,894
Q3 2024 Added 12.69%
$0
$332 Million 0.02% of portfolio
1,827
Q3 2024 Added 29.3%
$11.8B
$272 Million 0.02% of portfolio
7,656
Q3 2024 Reduced 10.55%
$0
$359 Million 0.02% of portfolio
16,858
Q3 2024 Reduced 44.49%
$125B
$371 Million 0.02% of portfolio
7,175
Q3 2024 New
$0
$352 Million 0.02% of portfolio
7,517
Q3 2024 Reduced 4.32%
$0
$364 Million 0.02% of portfolio
3,585
Q3 2024 Added 7.59%
$0
$359 Million 0.02% of portfolio
4,326
Q3 2024 Reduced 69.26%
Brookfield Asset Managmt LTD
-
$290 Million 0.02% of portfolio
-
Q3 2024 New
$25.7B
$269 Million 0.02% of portfolio
4,196
Q3 2024 New
$0
$253 Million 0.02% of portfolio
8,217
Q3 2024 New
$46.3B
$325 Million 0.02% of portfolio
1,213
Q3 2024 Added 1.85%
$0
$240 Million 0.02% of portfolio
17,552
Q3 2024 Added 10.23%
$0
$263 Million 0.02% of portfolio
9,896
Q3 2024 New
$36.3B
$271 Million 0.02% of portfolio
3,064
Q3 2024 New
$0
$266 Million 0.02% of portfolio
13,523
Q3 2024 Added 5.62%
$18.8B
$306 Million 0.02% of portfolio
25,418
Q3 2024 Reduced 5.85%
$25.8B
$242 Million 0.02% of portfolio
49,741
Q3 2024 Added 26.57%
$27.3B
$256 Million 0.02% of portfolio
33,810
Q3 2024 Added 57.39%
$61.2B
$312 Million 0.02% of portfolio
664
Q3 2024 Added 6.58%
$25B
$253 Million 0.02% of portfolio
1,730
Q3 2024 New
$0
$375 Million 0.02% of portfolio
1,478
Q2 2024 Added 38.65%
$0
$386 Million 0.02% of portfolio
4,865
Q3 2024 Reduced 60.02%
$31.3B
$307 Million 0.02% of portfolio
1,999
Q3 2024 New
$0
$281 Million 0.02% of portfolio
3,352
Q3 2024 Reduced 36.8%
$84.7B
$364 Million 0.02% of portfolio
719
Q3 2024 Reduced 6.87%
$30.3B
$244 Million 0.02% of portfolio
4,882
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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