Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024

Atomi Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.98 Trillion distributed in 971 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.1B, Coinbase Global, Inc. with a value of $80.4B, Ishares Core S&P 500 ETF with a value of $57B, Ishares Tr with a value of $44.2B, and Vanguard Ftse Developed Market with a value of $38.8B.

Examining the 13F form we can see an increase of $379B in the current position value, from $1.6T to 1.98T.

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 $1.98 Trillion
ETFs: $975 Billion
Technology: $345 Billion
Financial Services: $154 Billion
Communication Services: $134 Billion
Consumer Cyclical: $86.8 Billion
Industrials: $62.5 Billion
Healthcare: $54.2 Billion
Consumer Defensive: $35 Billion
Other: $76.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.6B
$420 Million 0.02% of portfolio
789
Q4 2024 Added 18.83%
$127B
$406 Million 0.02% of portfolio
8,099
Q4 2024 Reduced 43.84%
$12.3B
$325 Million 0.02% of portfolio
9,261
Q4 2024 Added 6.42%
$86B
$303 Million 0.02% of portfolio
1,834
Q4 2024 New
$25.3B
$340 Million 0.02% of portfolio
6,732
Q4 2024 Added 2.14%
$34B
$339 Million 0.02% of portfolio
551
Q4 2024 New
$0
$471 Million 0.02% of portfolio
8,304
Q4 2024 Added 6.16%
$12.4B
$320 Million 0.02% of portfolio
3,095
Q4 2024 Added 7.5%
Cambria ETF Tr
-
$343 Million 0.02% of portfolio
-
Q4 2024 Reduced 16.18%
$35B
$489 Million 0.02% of portfolio
15,856
Q4 2024 Reduced 7.5%
$38.2B
$416 Million 0.02% of portfolio
4,659
Q4 2024 Added 7.15%
$41B
$299 Million 0.02% of portfolio
6,295
Q4 2024 Added 31.2%
$44.4B
$336 Million 0.02% of portfolio
5,898
Q4 2024 Added 37.07%
$31.9B
$424 Million 0.02% of portfolio
5,925
Q4 2024 Reduced 9.58%
$62.2B
$466 Million 0.02% of portfolio
14,443
Q4 2024 Reduced 12.1%
$0
$352 Million 0.02% of portfolio
16,114
Q4 2024 New
$61B
$495 Million 0.02% of portfolio
3,891
Q4 2024 Added 35.95%
$43.2B
$373 Million 0.02% of portfolio
2,103
Q4 2024 Added 23.05%
$0
$345 Million 0.02% of portfolio
5,408
Q4 2024 Added 3.21%
$0
$317 Million 0.02% of portfolio
4,867
Q4 2024 Added 2.12%
Coherent Corp
-
$435 Million 0.02% of portfolio
-
Q4 2024 New
$39.6B
$298 Million 0.02% of portfolio
3,876
Q4 2024 Added 13.37%
Canadian Pacific Kansas City
-
$340 Million 0.02% of portfolio
-
Q4 2024 Reduced 29.02%
$0
$374 Million 0.02% of portfolio
15,141
Q4 2024 Added 5.02%
$55.3B
$366 Million 0.02% of portfolio
5,365
Q4 2024 Reduced 2.95%
$15.7B
$367 Million 0.02% of portfolio
1,805
Q4 2024 Added 9.13%
$22.8B
$317 Million 0.02% of portfolio
1,621
Q4 2024 Added 8.28%
$0
$483 Million 0.02% of portfolio
100,318
Q4 2024 Reduced 2.94%
$41.7B
$464 Million 0.02% of portfolio
3,533
Q4 2024 Added 9.38%
$8.51B
$298 Million 0.02% of portfolio
1,614
Q4 2024 Reduced 11.9%
$58.4B
$354 Million 0.02% of portfolio
1,033
Q4 2024 Added 21.24%
$303M
$351 Million 0.02% of portfolio
16,673
Q3 2023 Reduced 5.66%
$33.7B
$319 Million 0.02% of portfolio
2,966
Q4 2024 Added 3.27%
$0
$313 Million 0.02% of portfolio
10,718
Q4 2024 Added 4.23%
$0
$328 Million 0.02% of portfolio
7,804
Q4 2024 New
$63.1B
$429 Million 0.02% of portfolio
157,662
Q4 2024 Reduced 45.89%
$29.4B
$400 Million 0.02% of portfolio
2,932
Q4 2024 Reduced 14.87%
$25.4B
$479 Million 0.02% of portfolio
4,559
Q4 2024 Added 6.62%
$30.8B
$406 Million 0.02% of portfolio
2,158
Q4 2024 Added 52.62%
$46.8B
$408 Million 0.02% of portfolio
6,665
Q4 2024 Added 27.41%
$0
$465 Million 0.02% of portfolio
4,213
Q4 2024 Added 12.32%
$0
$303 Million 0.02% of portfolio
3,082
Q4 2024 Added 49.18%
$0
$327 Million 0.02% of portfolio
4,879
Q4 2024 Added 0.87%
$29.8B
$379 Million 0.02% of portfolio
734
Q4 2024 Added 5.92%
$0
$368 Million 0.02% of portfolio
3,933
Q4 2024 Reduced 1.6%
$0
$468 Million 0.02% of portfolio
21,881
Q4 2024 Added 1.73%
$39.5B
$330 Million 0.02% of portfolio
862
Q4 2024 New
$20.8B
$367 Million 0.02% of portfolio
4,331
Q4 2024 Added 5.35%
$0
$382 Million 0.02% of portfolio
5,700
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 971
  • Current Value $1.98 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 597 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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