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
$6.76B
$202 Million 0.01% of portfolio
2,347
Q4 2024 Reduced 2.13%
Annaly Capital Management In
-
$229 Million 0.01% of portfolio
-
Q4 2024 Reduced 22.19%
$11.9B
$245 Million 0.01% of portfolio
729
Q4 2024 New
$0
$286 Million 0.01% of portfolio
5,052
Q4 2024 Added 34.18%
$58.5B
$240 Million 0.01% of portfolio
1,056
Q4 2024 Added 25.27%
$18.7B
$285 Million 0.01% of portfolio
4,874
Q4 2024 Reduced 3.14%
$4.78B
$275 Million 0.01% of portfolio
3,245
Q4 2024 New
$11.8B
$235 Million 0.01% of portfolio
3,581
Q4 2024 Reduced 35.96%
$10.2B
$261 Million 0.01% of portfolio
1,224
Q4 2024 Added 0.74%
Bitwise Bitcoin ETF Tr
-
$222 Million 0.01% of portfolio
-
Q4 2024 New
$0
$228 Million 0.01% of portfolio
23,250
Q4 2024 Added 1.09%
$19.2B
$280 Million 0.01% of portfolio
2,415
Q4 2024 Added 6.62%
$0
$258 Million 0.01% of portfolio
5,695
Q4 2024 Added 12.97%
$0
$251 Million 0.01% of portfolio
12,498
Q4 2024 Reduced 7.58%
$0
$277 Million 0.01% of portfolio
3,550
Q4 2024 Reduced 27.03%
$0
$263 Million 0.01% of portfolio
1,821
Q4 2024 New
$4.94B
$280 Million 0.01% of portfolio
1,719
Q4 2024 Added 2.69%
$10.9B
$257 Million 0.01% of portfolio
951
Q4 2024 Reduced 6.21%
Mackenzie Rlty Cap Inc
-
$225 Million 0.01% of portfolio
-
Q4 2024 New
$6.86B
$296 Million 0.01% of portfolio
7,030
Q4 2024 Added 11.18%
$25.8B
$130 Million 0.01% of portfolio
15,336
Q4 2024 Reduced 40.11%
$26.5B
$208 Million 0.01% of portfolio
1,173
Q4 2024 New
$14.9B
$291 Million 0.01% of portfolio
1,836
Q4 2024 New
$8.42B
$165 Million 0.01% of portfolio
12,241
Q4 2024 Added 10.78%
Arm Holdings PLC
-
$270 Million 0.01% of portfolio
-
Q4 2024 New
$3.47B
$293 Million 0.01% of portfolio
55,116
Q4 2024 Added 1.25%
$17.1B
$216 Million 0.01% of portfolio
864
Q4 2024 New
$27.2B
$277 Million 0.01% of portfolio
4,695
Q4 2024 Added 11.89%
$28.8B
$292 Million 0.01% of portfolio
1,326
Q4 2024 Added 10.04%
$31.4B
$255 Million 0.01% of portfolio
3,026
Q4 2024 Added 45.76%
$0
$115 Million 0.01% of portfolio
13,151
Q4 2024 Added 2.67%
$5.28B
$190 Million 0.01% of portfolio
29,178
Q4 2024 Added 3.17%
$24.3B
$229 Million 0.01% of portfolio
1,229
Q4 2024 New
$24.4B
$225 Million 0.01% of portfolio
2,996
Q4 2024 Reduced 39.25%
$0
$276 Million 0.01% of portfolio
8,264
Q4 2024 Added 4.57%
$0
$234 Million 0.01% of portfolio
6,177
Q4 2024 New
$12.4B
$118 Million 0.01% of portfolio
10,938
Q4 2024 Added 0.28%
$2.91B
$219 Million 0.01% of portfolio
3,240
Q4 2024 Added 2.73%
Serve Robotics Inc
-
$209 Million 0.01% of portfolio
-
Q4 2024 New
$0
$243 Million 0.01% of portfolio
54,592
Q4 2024 Added 1.2%
$0
$214 Million 0.01% of portfolio
21,724
Q4 2024 Reduced 6.25%
$0
$290 Million 0.01% of portfolio
2,198
Q4 2024 Reduced 46.42%
$12.3B
$279 Million 0.01% of portfolio
5,791
Q4 2024 Added 6.9%
$0
$217 Million 0.01% of portfolio
965
Q4 2024 New
$32.9B
$274 Million 0.01% of portfolio
565
Q4 2024 Added 23.63%
$14.3B
$253 Million 0.01% of portfolio
9,225
Q4 2024 Added 4.95%
$39.7B
$192 Million 0.01% of portfolio
19,430
Q4 2024 Reduced 35.46%
$38.1B
$239 Million 0.01% of portfolio
2,800
Q4 2024 Added 13.54%
Smurfit Westrock PLC
-
$231 Million 0.01% of portfolio
-
Q4 2024 Reduced 15.31%

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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