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
$0
$7.54 Billion 0.38% of portfolio
146,302
Q4 2024 Added 16.57%
$0
$7.26 Billion 0.37% of portfolio
140,471
Q4 2024 Added 18.08%
$0
$7.19 Billion 0.36% of portfolio
95,053
Q4 2024 Added 31.78%
$0
$7.21 Billion 0.36% of portfolio
82,506
Q4 2024 Added 49.67%
$377B
$6.67 Billion 0.34% of portfolio
151,844
Q4 2024 Added 5.53%
$0
$6.53 Billion 0.33% of portfolio
24,222
Q4 2024 Added 759.85%
$225B
$6.54 Billion 0.33% of portfolio
11,426
Q4 2024 Added 2.71%
$0
$6.56 Billion 0.33% of portfolio
60,388
Q4 2024 Added 19.05%
$0
$6.59 Billion 0.33% of portfolio
61,697
Q4 2024 Added 3.66%
$0
$6.29 Billion 0.32% of portfolio
135,903
Q4 2024 Added 46.06%
$0
$6.43 Billion 0.32% of portfolio
24,327
Q4 2024 Added 27.47%
$471B
$6.38 Billion 0.32% of portfolio
7,161
Q4 2024 Added 20.05%
$46.2B
$6.14 Billion 0.31% of portfolio
123,965
Q4 2024 Added 14.52%
$0
$6.19 Billion 0.31% of portfolio
21,357
Q4 2024 Added 6.94%
$0
$6.13 Billion 0.31% of portfolio
242,082
Q4 2024 Added 38.08%
$539B
$6.1 Billion 0.31% of portfolio
11,579
Q4 2024 Added 27.78%
$408B
$5.82 Billion 0.29% of portfolio
40,277
Q4 2024 Reduced 9.31%
$386B
$5.67 Billion 0.29% of portfolio
33,849
Q4 2024 Added 13.0%
$0
$5.7 Billion 0.29% of portfolio
111,953
Q4 2024 Added 38.46%
$282B
$5.71 Billion 0.29% of portfolio
63,145
Q4 2024 Added 22.88%
$234B
$5.55 Billion 0.28% of portfolio
25,235
Q4 2024 Added 8.34%
$0
$5.48 Billion 0.28% of portfolio
211,947
Q4 2024 Added 107.45%
$451B
$5.35 Billion 0.27% of portfolio
49,709
Q4 2024 Reduced 12.27%
$0
$5.44 Billion 0.27% of portfolio
30,565
Q4 2024 Added 48.84%
$0
$5.1 Billion 0.26% of portfolio
55,128
Q4 2024 Added 0.27%
-
$5.08 Billion 0.26% of portfolio
-
Q4 2024 Added 9.76%
$578B
$5.05 Billion 0.26% of portfolio
15,980
Q4 2024 Added 19.7%
$0
$5.2 Billion 0.26% of portfolio
38,380
Q4 2024 Added 25.54%
$327B
$4.98 Billion 0.25% of portfolio
14,884
Q4 2024 Added 24.04%
$0
$4.75 Billion 0.24% of portfolio
75,460
Q4 2024 Added 36.4%
$304B
$4.68 Billion 0.24% of portfolio
32,339
Q4 2024 Added 8.51%
$802B
$4.82 Billion 0.24% of portfolio
6,239
Q4 2024 Added 15.67%
$0
$4.64 Billion 0.23% of portfolio
169,673
Q4 2024 Added 372.78%
$180B
$4.64 Billion 0.23% of portfolio
40,138
Q4 2024 Added 0.92%
$0
$4.35 Billion 0.22% of portfolio
13,511
Q4 2024 Added 6.27%
$85B
$4.09 Billion 0.21% of portfolio
4,340
Q4 2024 Added 23.86%
$0
$4.1 Billion 0.21% of portfolio
35,593
Q4 2024 Reduced 2.85%
$228B
$4.18 Billion 0.21% of portfolio
25,032
Q4 2024 Reduced 1.18%
$0
$4.15 Billion 0.21% of portfolio
41,393
Q4 2024 Added 24.46%
$18.6B
$3.95 Billion 0.2% of portfolio
64,796
Q4 2024 Reduced 7.03%
$0
$3.81 Billion 0.19% of portfolio
16,399
Q4 2024 Added 176.54%
$490B
$3.67 Billion 0.19% of portfolio
7,247
Q4 2024 Added 6.34%
$0
$3.74 Billion 0.19% of portfolio
76,164
Q4 2024 Added 15.02%
$68.7B
$3.55 Billion 0.18% of portfolio
66,726
Q4 2024 Added 607.14%
$82.1B
$3.56 Billion 0.18% of portfolio
27,608
Q4 2024 Reduced 0.44%
$200B
$3.57 Billion 0.18% of portfolio
719
Q4 2024 Added 39.88%
$419B
$3.37 Billion 0.17% of portfolio
8,675
Q4 2024 Added 17.39%
$210B
$3.43 Billion 0.17% of portfolio
34,517
Q4 2024 Added 11.28%
$0
$3.31 Billion 0.17% of portfolio
7,789
Q4 2024 Added 11.98%

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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