Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $2.19 Trillion
  • Q1 2025

Atomi Financial Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.19 Trillion distributed in 1038 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8B, Ishares Core S&P 500 ETF with a value of $62.8B, Coinbase Global, Inc. with a value of $57.5B, Ishares Tr with a value of $53.3B, and Vanguard Ftse Developed Market with a value of $46.6B.

Examining the 13F form we can see an increase of $215B in the current position value, from $1.98T to 2.19T.

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 $2.19 Trillion
Technology: $307 Billion
Financial Services: $179 Billion
Communication Services: $135 Billion
Consumer Cyclical: $86 Billion
Healthcare: $70.7 Billion
Industrials: $63 Billion
Consumer Defensive: $40.7 Billion
Energy: $37.3 Billion
Other: $64.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$785 Million 0.04% of portfolio
1,166
Q1 2025 Added 8.77%
$70.9B
$822 Million 0.04% of portfolio
149,180
Q1 2025 Added 14.12%
$5.75B
$934 Million 0.04% of portfolio
652
Q1 2025 Added 44.57%
$13.2B
$829 Million 0.04% of portfolio
5,804
Q1 2025 Reduced 5.79%
$92.9B
$819 Million 0.04% of portfolio
1,348
Q1 2025 Added 19.82%
$51.6B
$792 Million 0.04% of portfolio
5,134
Q1 2025 Added 33.98%
$136B
$953 Million 0.04% of portfolio
8,051
Q1 2025 Added 18.78%
$79.2B
$831 Million 0.04% of portfolio
4,726
Q1 2025 Reduced 11.7%
$57.9B
$947 Million 0.04% of portfolio
1,607
Q1 2025 Added 20.28%
$171B
$926 Million 0.04% of portfolio
1,822
Q1 2025 Added 12.82%
$93.9B
$895 Million 0.04% of portfolio
6,859
Q1 2025 Added 124.89%
$0
$983 Million 0.04% of portfolio
12,468
Q1 2025 Added 3.09%
$74.6B
$870 Million 0.04% of portfolio
9,312
Q1 2025 Reduced 2.07%
$0
$920 Million 0.04% of portfolio
1,725
Q1 2025 Added 11.22%
$0
$858 Million 0.04% of portfolio
30,017
Q1 2025 New
$0
$769 Million 0.04% of portfolio
18,856
Q1 2025 Added 130.49%
$134B
$801 Million 0.04% of portfolio
13,371
Q1 2025 Added 220.65%
$173B
$907 Million 0.04% of portfolio
14,015
Q1 2025 Added 41.69%
$61.4B
$845 Million 0.04% of portfolio
3,196
Q1 2025 Added 14.76%
$0
$838 Million 0.04% of portfolio
11,900
Q1 2025 Added 33.5%
$0
$910 Million 0.04% of portfolio
5,671
Q1 2025 Added 0.41%
$0
$960 Million 0.04% of portfolio
19,229
Q1 2025 Reduced 21.57%
$0
$920 Million 0.04% of portfolio
11,657
Q1 2025 Added 228.37%
$38.8B
$946 Million 0.04% of portfolio
4,085
Q1 2025 Added 12.75%
$46.9B
$909 Million 0.04% of portfolio
4,657
Q1 2025 Added 33.63%
$15.7B
$875 Million 0.04% of portfolio
1,722
Q1 2025 Added 10.03%
$73B
$974 Million 0.04% of portfolio
6,359
Q1 2025 Added 12.87%
$65.1B
$740 Million 0.03% of portfolio
2,509
Q1 2025 Added 5.38%
$55.6B
$698 Million 0.03% of portfolio
5,839
Q1 2025 Added 1.13%
$42.6B
$650 Million 0.03% of portfolio
6,850
Q1 2025 Added 45.4%
$52.2B
$592 Million 0.03% of portfolio
2,859
Q1 2025 Added 4.12%
$0
$599 Million 0.03% of portfolio
18,265
Q1 2025 Added 13.79%
$0
$734 Million 0.03% of portfolio
12,206
Q1 2025 New
$0
$554 Million 0.03% of portfolio
6,000
Q1 2024 New
Anglogold Ashanti PLC
-
$557 Million 0.03% of portfolio
-
Q1 2025 Added 36.83%
$8.45B
$695 Million 0.03% of portfolio
38,603
Q1 2025 Added 14.25%
$106B
$618 Million 0.03% of portfolio
2,331
Q1 2025 Reduced 15.21%
$0
$656 Million 0.03% of portfolio
29,607
Q1 2025 Reduced 6.18%
$0
$664 Million 0.03% of portfolio
19,974
Q1 2025 Reduced 1.41%
$0
$685 Million 0.03% of portfolio
10,338
Q1 2025 Reduced 2.34%
$53.1B
$639 Million 0.03% of portfolio
2,441
Q1 2025 Added 12.02%
$77.1B
$738 Million 0.03% of portfolio
7,727
Q1 2025 Added 15.17%
$65.6B
$555 Million 0.03% of portfolio
11,704
Q1 2025 Added 5.77%
$0
$627 Million 0.03% of portfolio
12,855
Q1 2025 Added 30.72%
$30.3B
$562 Million 0.03% of portfolio
10,346
Q1 2025 Reduced 8.39%
Brookfield Corp
-
$707 Million 0.03% of portfolio
-
Q1 2025 Reduced 3.62%
$0
$551 Million 0.03% of portfolio
34,070
Q1 2025 Added 15.85%
$57.9B
$666 Million 0.03% of portfolio
2,877
Q1 2025 Added 24.06%
$72.8B
$642 Million 0.03% of portfolio
6,857
Q1 2025 Added 5.67%

Summary

  • Portfolio
  • No. of Stocks 1,038
  • Current Value $2.19 Trillion
  • Prior Value $1.98 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 152 stocks
  • Additional Purchases 629 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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