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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25B
$271 Million 0.01% of portfolio
11,295
Q4 2024 New
$26B
$238 Million 0.01% of portfolio
1,370
Q4 2024 Added 9.51%
$0
$248 Million 0.01% of portfolio
20,455
Q4 2024 Added 9.66%
$12.7B
$271 Million 0.01% of portfolio
2,335
Q4 2024 Added 7.65%
$16.2B
$233 Million 0.01% of portfolio
6,329
Q4 2024 New
$69.7B
$271 Million 0.01% of portfolio
2,667
Q4 2024 Reduced 34.86%
$7.28B
$117 Million 0.01% of portfolio
26,881
Q4 2024 Added 39.09%
$15.9B
$127 Million 0.01% of portfolio
19,553
Q4 2024 Reduced 47.54%
$20.1B
$116 Million 0.01% of portfolio
20,019
Q4 2024 Added 0.66%
$9.74B
$111 Million 0.01% of portfolio
19,624
Q4 2024 Reduced 25.0%
$16.6B
$216 Million 0.01% of portfolio
2,535
Q4 2024 New
$0
$183 Million 0.01% of portfolio
10,187
Q4 2024 Reduced 1.94%
$0
$240 Million 0.01% of portfolio
23,945
Q4 2024 Reduced 58.88%
$44.6B
$206 Million 0.01% of portfolio
23,194
Q4 2024 Reduced 19.81%
$14.7B
$219 Million 0.01% of portfolio
23,652
Q4 2024 Added 4.91%
$23.2B
$285 Million 0.01% of portfolio
6,521
Q4 2024 Added 15.93%
$25.2B
$208 Million 0.01% of portfolio
1,991
Q4 2024 New
$33.1B
$239 Million 0.01% of portfolio
2,018
Q4 2024 New
$8.88B
$247 Million 0.01% of portfolio
4,000
Q4 2024 Added 9.71%
$14.1B
$282 Million 0.01% of portfolio
3,443
Q4 2024 Reduced 4.52%
$9.97B
$219 Million 0.01% of portfolio
1,293
Q4 2024 New
$0
$216 Million 0.01% of portfolio
7,986
Q4 2024 Reduced 2.4%
$17.9B
$262 Million 0.01% of portfolio
1,816
Q4 2024 Added 1.23%
$15.9B
$237 Million 0.01% of portfolio
598
Q4 2024 Added 2.75%
$17.9B
$281 Million 0.01% of portfolio
3,605
Q4 2024 Reduced 11.58%
$14.1B
$225 Million 0.01% of portfolio
19,832
Q4 2024 Added 65.9%
$30.1B
$287 Million 0.01% of portfolio
7,616
Q4 2024 Added 17.6%
$10.2B
$202 Million 0.01% of portfolio
566
Q4 2024 New
$33.8B
$255 Million 0.01% of portfolio
2,625
Q4 2024 New
$9.98B
$224 Million 0.01% of portfolio
2,071
Q4 2024 New
$3.01B
$283 Million 0.01% of portfolio
71,613
Q4 2024 Reduced 26.02%
$20.1B
$209 Million 0.01% of portfolio
58,903
Q4 2024 Added 196.86%
$14.5B
$285 Million 0.01% of portfolio
1,540
Q4 2024 Added 7.24%
$30.1B
$151 Million 0.01% of portfolio
81,547
Q4 2024 Added 13.76%
$5.73B
$229 Million 0.01% of portfolio
2,000
Q4 2024 New
$10B
$228 Million 0.01% of portfolio
2,725
Q4 2024 Added 2.83%
$15.6B
$267 Million 0.01% of portfolio
817
Q4 2024 Added 20.68%
$23.1B
$216 Million 0.01% of portfolio
1,734
Q4 2024 Added 0.23%
$19B
$207 Million 0.01% of portfolio
2,709
Q4 2024 Reduced 1.71%
$15.5B
$218 Million 0.01% of portfolio
3,692
Q4 2024 New
$0
$279 Million 0.01% of portfolio
59,447
Q4 2024 Added 6.75%
$0
$163 Million 0.01% of portfolio
19,431
Q4 2024 Added 15.76%
$0
$261 Million 0.01% of portfolio
22,212
Q4 2024 Added 9.89%
$16.6B
$258 Million 0.01% of portfolio
1,971
Q4 2024 Added 3.3%
$15B
$181 Million 0.01% of portfolio
15,346
Q4 2024 Added 44.94%
$37.5B
$278 Million 0.01% of portfolio
4,122
Q4 2024 New
$0
$166 Million 0.01% of portfolio
24,959
Q4 2024 Reduced 5.55%
$6.87B
$153 Million 0.01% of portfolio
11,874
Q4 2024 Reduced 46.3%
$5.78B
$217 Million 0.01% of portfolio
23,576
Q4 2024 Reduced 12.25%

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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