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
Barclays PLC
-
$1.28 Billion 0.06% of portfolio
-
Q4 2024 New
$0
$1.03 Billion 0.05% of portfolio
66,025
Q4 2024 Added 136.65%
$244B
$999 Million 0.05% of portfolio
2,841
Q4 2024 Added 23.41%
$44.5B
$960 Million 0.05% of portfolio
11,294
Q4 2024 Added 21.72%
$69.4B
$948 Million 0.05% of portfolio
17,511
Q4 2024 Added 42.35%
$14.1B
$1.06 Billion 0.05% of portfolio
14,268
Q4 2024 Added 2.38%
Ishares Bitcoin Trust ETF
-
$990 Million 0.05% of portfolio
-
Q4 2024 Added 41.39%
$0
$1.08 Billion 0.05% of portfolio
7,865
Q4 2024 Added 5.39%
$60.6B
$1.05 Billion 0.05% of portfolio
6,102
Q4 2024 Added 6.51%
$0
$1 Billion 0.05% of portfolio
27,371
Q4 2024 New
$21.3B
$1.01 Billion 0.05% of portfolio
5,722
Q4 2024 Added 9.24%
$26.4B
$900 Million 0.05% of portfolio
10,257
Q4 2024 Added 7.38%
$95.5B
$918 Million 0.05% of portfolio
17,551
Q4 2024 Added 51.75%
$0
$953 Million 0.05% of portfolio
9,844
Q4 2024 Added 18.67%
$145B
$965 Million 0.05% of portfolio
2,277
Q4 2024 Added 34.18%
$38.1B
$935 Million 0.05% of portfolio
6,541
Q4 2024 Added 70.69%
$0
$914 Million 0.05% of portfolio
5,648
Q4 2024 New
$16.8B
$1.05 Billion 0.05% of portfolio
6,161
Q4 2024 Added 3.93%
$45.4B
$1.07 Billion 0.05% of portfolio
7,665
Q4 2024 Added 7.44%
$90.2B
$968 Million 0.05% of portfolio
11,339
Q4 2024 Added 10.83%
$88B
$896 Million 0.05% of portfolio
9,485
Q4 2024 Added 16.25%
$0
$957 Million 0.05% of portfolio
5,169
Q4 2024 Reduced 7.73%
$0
$915 Million 0.05% of portfolio
12,094
Q4 2024 Reduced 20.02%
$198B
$897 Million 0.05% of portfolio
5,896
Q4 2024 Reduced 7.12%
$0
$1.04 Billion 0.05% of portfolio
13,792
Q4 2024 Added 33.45%
$87.1B
$953 Million 0.05% of portfolio
26,244
Q4 2024 Added 12.33%
Maplebear Inc
-
$901 Million 0.05% of portfolio
-
Q4 2024 Reduced 29.2%
$123B
$1.02 Billion 0.05% of portfolio
10,321
Q4 2024 Reduced 9.15%
$46.5B
$910 Million 0.05% of portfolio
22,181
Q4 2024 Added 10.72%
$104B
$1.04 Billion 0.05% of portfolio
72,066
Q4 2024 Added 14.13%
$73.7B
$1.08 Billion 0.05% of portfolio
6,651
Q4 2024 Added 10.39%
$12.1B
$960 Million 0.05% of portfolio
10,516
Q4 2024 Added 0.76%
$78.3B
$1.03 Billion 0.05% of portfolio
5,352
Q4 2024 Added 10.42%
$0
$895 Million 0.05% of portfolio
34,982
Q4 2024 Added 32.8%
$0
$897 Million 0.05% of portfolio
5,768
Q4 2024 Added 15.54%
$72.9B
$906 Million 0.05% of portfolio
7,307
Q4 2024 Added 15.09%
$37.1B
$928 Million 0.05% of portfolio
4,104
Q4 2024 Added 39.69%
$0
$1.02 Billion 0.05% of portfolio
68,452
Q4 2024 Added 96.63%
$0
$1.07 Billion 0.05% of portfolio
17,541
Q4 2024 Added 73.33%
$0
$1.02 Billion 0.05% of portfolio
105,467
Q4 2024 Added 341.4%
$110B
$1.01 Billion 0.05% of portfolio
4,757
Q4 2024 Added 117.81%
$146B
$905 Million 0.05% of portfolio
2,513
Q4 2024 Added 20.18%
$0
$815 Million 0.04% of portfolio
37,603
Q4 2024 Added 1.63%
$88.2B
$865 Million 0.04% of portfolio
3,725
Q4 2024 Added 34.09%
$6.7B
$759 Million 0.04% of portfolio
12,333
Q4 2024 Reduced 79.01%
$0
$818 Million 0.04% of portfolio
10,586
Q4 2024 Reduced 6.74%
$55.4B
$721 Million 0.04% of portfolio
6,597
Q4 2024 Added 19.17%
$16.1B
$742 Million 0.04% of portfolio
1,565
Q4 2024 Added 60.84%
$64.4B
$759 Million 0.04% of portfolio
5,774
Q4 2024 Added 1.92%

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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