Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.6 Trillion
  • Q3 2024

Atomi Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 908 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62B, Coinbase Global, Inc. with a value of $57.9B, Ishares Core S&P 500 ETF with a value of $47.2B, Vanguard Ftse Developed Market with a value of $38.5B, and Ishares Tr with a value of $36.1B.

Examining the 13F form we can see an increase of $249B in the current position value, from $1.35T to 1.6T.

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 $1.6 Trillion
ETFs: $781 Billion
Technology: $256 Billion
Financial Services: $126 Billion
Communication Services: $98.2 Billion
Consumer Cyclical: $61.4 Billion
Industrials: $60.1 Billion
Healthcare: $58.8 Billion
Consumer Defensive: $33.1 Billion
Other: $83.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.7B
$579 Million 0.04% of portfolio
1,571
Q3 2024 Added 23.31%
$2.58B
$566 Million 0.04% of portfolio
96,795
Q3 2024 Reduced 5.89%
$54.2B
$709 Million 0.04% of portfolio
17,725
Q3 2024 Added 5.68%
$18.3B
$695 Million 0.04% of portfolio
41,471
Q3 2024 Added 22.05%
$136B
$598 Million 0.04% of portfolio
4,582
Q3 2024 Added 28.35%
$61.3B
$598 Million 0.04% of portfolio
20,225
Q3 2024 Added 4.31%
$47.5B
$717 Million 0.04% of portfolio
3,013
Q3 2024 Reduced 0.07%
$88.3B
$655 Million 0.04% of portfolio
8,898
Q3 2024 Added 47.91%
$63.6B
$670 Million 0.04% of portfolio
15,676
Q3 2024 Added 29.4%
$0
$692 Million 0.04% of portfolio
26,341
Q3 2024 Added 16.92%
$0
$640 Million 0.04% of portfolio
11,776
Q3 2024 Reduced 6.4%
$0
$573 Million 0.04% of portfolio
28,277
Q3 2024 Added 5.25%
$0
$672 Million 0.04% of portfolio
10,375
Q3 2024 Added 127.22%
$0
$605 Million 0.04% of portfolio
9,823
Q3 2024 Reduced 40.85%
$0
$630 Million 0.04% of portfolio
6,529
Q3 2024 Reduced 0.76%
$0
$583 Million 0.04% of portfolio
19,967
Q3 2024 Reduced 2.66%
$0
$628 Million 0.04% of portfolio
10,918
Q3 2024 Reduced 26.5%
$0
$630 Million 0.04% of portfolio
10,097
Q3 2024 Added 51.77%
$0
$653 Million 0.04% of portfolio
58,226
Q3 2024 Reduced 1.7%
$49.5B
$584 Million 0.04% of portfolio
42,798
Q3 2024 Added 6.46%
$0
$650 Million 0.04% of portfolio
6,793
Q3 2024 Reduced 1.45%
Gsk PLC
-
$644 Million 0.04% of portfolio
-
Q3 2024 Added 10.76%
$0
$639 Million 0.04% of portfolio
7,863
Q3 2024 New
$43.1B
$646 Million 0.04% of portfolio
3,444
Q3 2024 Added 16.67%
$62.5B
$717 Million 0.04% of portfolio
14,357
Q3 2024 Added 15.74%
Brookfield Corp
-
$644 Million 0.04% of portfolio
-
Q3 2024 Added 32.95%
$31.6B
$621 Million 0.04% of portfolio
5,995
Q3 2024 New
$27.9B
$562 Million 0.04% of portfolio
2,900
Q3 2024 Added 6.62%
$54.8B
$718 Million 0.04% of portfolio
5,665
Q3 2024 Added 2.93%
$73.6B
$614 Million 0.04% of portfolio
2,062
Q3 2024 Reduced 8.23%
$77.4B
$666 Million 0.04% of portfolio
2,203
Q3 2024 Added 2.85%
$0
$569 Million 0.04% of portfolio
16,435
Q3 2024 Added 9.33%
$0
$626 Million 0.04% of portfolio
29,918
Q3 2024 Reduced 38.66%
$38.4B
$566 Million 0.04% of portfolio
4,809
Q3 2024 Added 14.77%
$40.2B
$569 Million 0.04% of portfolio
17,142
Q3 2024 Reduced 0.52%
$35.6B
$632 Million 0.04% of portfolio
2,938
Q3 2024 New
$32B
$601 Million 0.04% of portfolio
10,998
Q3 2024 Added 10.08%
$0
$571 Million 0.04% of portfolio
6,000
Q1 2024 New
$44.2B
$672 Million 0.04% of portfolio
10,308
Q3 2024 Reduced 0.67%
$102B
$590 Million 0.04% of portfolio
11,566
Q3 2024 Added 32.71%
$76.9B
$694 Million 0.04% of portfolio
6,349
Q3 2024 Added 0.79%
$73.2B
$633 Million 0.04% of portfolio
8,159
Q3 2024 Reduced 0.92%
$0
$714 Million 0.04% of portfolio
15,150
Q3 2024 Added 9.45%
$57.8B
$644 Million 0.04% of portfolio
8,794
Q3 2024 Reduced 0.34%
$48.9B
$623 Million 0.04% of portfolio
9,279
Q3 2024 Added 6.77%
Ea Series Trust
-
$686 Million 0.04% of portfolio
-
Q3 2024 New
$129B
$693 Million 0.04% of portfolio
8,266
Q3 2024 Added 13.72%
$31B
$712 Million 0.04% of portfolio
2,422
Q3 2024 Added 5.44%
Canadian Pacific Kansas City
-
$566 Million 0.04% of portfolio
-
Q3 2024 Added 57.67%

Summary

  • Portfolio
  • No. of Stocks 908
  • Current Value $1.6 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 151 stocks
  • Additional Purchases 501 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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