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
$0
$692 Million 0.04% of portfolio
11,351
Q3 2024 Reduced 2.11%
$77.1B
$567 Million 0.04% of portfolio
16,431
Q3 2024 Added 40.24%
$65.7B
$610 Million 0.04% of portfolio
8,489
Q3 2024 Added 30.24%
$0
$627 Million 0.04% of portfolio
21,017
Q3 2024 Reduced 4.02%
$0
$679 Million 0.04% of portfolio
103,362
Q3 2024 Added 1.39%
$56.4B
$688 Million 0.04% of portfolio
63,513
Q3 2024 Added 3.99%
$44.1B
$561 Million 0.04% of portfolio
17,684
Q3 2024 Added 7.36%
$84.2B
$613 Million 0.04% of portfolio
2,778
Q3 2024 Added 59.11%
$0
$627 Million 0.04% of portfolio
30,678
Q3 2024 Added 5.64%
$53.1B
$572 Million 0.04% of portfolio
2,077
Q3 2024 Added 95.57%
$0
$580 Million 0.04% of portfolio
4,555
Q3 2024 Reduced 4.93%
$89.6B
$683 Million 0.04% of portfolio
4,253
Q3 2024 Added 17.52%
$0
$589 Million 0.04% of portfolio
7,893
Q3 2024 Reduced 3.88%
$139B
$708 Million 0.04% of portfolio
1,697
Q3 2024 Added 25.89%
$0
$665 Million 0.04% of portfolio
9,139
Q3 2024 Reduced 4.7%
$80.6B
$633 Million 0.04% of portfolio
6,095
Q3 2024 Added 12.81%
$102B
$551 Million 0.03% of portfolio
1,590
Q3 2024 Added 9.66%
$77.7B
$538 Million 0.03% of portfolio
4,380
Q3 2024 Added 42.21%
$89.8B
$425 Million 0.03% of portfolio
859
Q3 2024 Reduced 29.18%
$57.7B
$479 Million 0.03% of portfolio
6,178
Q3 2024 Added 8.44%
$18.2B
$410 Million 0.03% of portfolio
6,660
Q3 2024 Added 23.36%
$59.3B
$527 Million 0.03% of portfolio
32,840
Q3 2024 Added 11.82%
$0
$501 Million 0.03% of portfolio
9,354
Q3 2024 Added 8.62%
$70B
$502 Million 0.03% of portfolio
6,090
Q3 2024 Added 44.42%
$14.8B
$481 Million 0.03% of portfolio
12,317
Q3 2024 Reduced 10.13%
$0
$420 Million 0.03% of portfolio
38,036
Q3 2024 Added 13.49%
$49.3B
$557 Million 0.03% of portfolio
11,716
Q3 2024 Added 63.75%
$0
$428 Million 0.03% of portfolio
49,278
Q3 2024 Added 0.26%
$0
$521 Million 0.03% of portfolio
8,596
Q3 2024 Added 28.61%
$40.4B
$408 Million 0.03% of portfolio
6,872
Q3 2024 Reduced 7.22%
$67B
$470 Million 0.03% of portfolio
8,626
Q3 2024 Added 41.57%
$9.91B
$543 Million 0.03% of portfolio
665
Q3 2024 Reduced 12.15%
$0
$462 Million 0.03% of portfolio
26,253
Q3 2024 Added 10.6%
-
$404 Million 0.03% of portfolio
-
Q3 2024 Added 7.91%
$20.9B
$439 Million 0.03% of portfolio
6,301
Q3 2024 Added 22.02%
$1.75B
$529 Million 0.03% of portfolio
15,461
Q3 2024 Added 21.96%
$0
$462 Million 0.03% of portfolio
17,026
Q3 2024 Reduced 14.87%
$18.6B
$453 Million 0.03% of portfolio
2,932
Q3 2024 Added 7.56%
$24B
$428 Million 0.03% of portfolio
273
Q3 2024 New
$93.5B
$440 Million 0.03% of portfolio
1,769
Q3 2024 Reduced 18.33%
$60.2B
$476 Million 0.03% of portfolio
245
Q3 2024 Added 13.43%
$60.5B
$455 Million 0.03% of portfolio
562
Q3 2024 Added 28.02%
$59.7B
$526 Million 0.03% of portfolio
167
Q3 2024 Added 81.52%
$22B
$437 Million 0.03% of portfolio
6,415
Q3 2024 Reduced 5.56%
$61.9B
$482 Million 0.03% of portfolio
115,399
Q3 2024 Added 4.02%
$0
$425 Million 0.03% of portfolio
12,699
Q3 2024 Reduced 13.71%
$0
$466 Million 0.03% of portfolio
4,833
Q3 2024 Reduced 5.31%
$53.2B
$433 Million 0.03% of portfolio
1,338
Q3 2024 Added 9.14%
$44.9B
$441 Million 0.03% of portfolio
3,832
Q3 2024 New

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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