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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.12 Billion 0.07% of portfolio
47,809
Q3 2024 Added 51.72%
$0
$1.15 Billion 0.07% of portfolio
7,463
Q3 2024 Reduced 0.69%
$0
$1.04 Billion 0.07% of portfolio
35,841
Q3 2024 New
$0
$1.14 Billion 0.07% of portfolio
21,228
Q3 2024 Reduced 33.34%
$0
$997 Million 0.06% of portfolio
43,863
Q3 2024 Added 10.4%
$0
$956 Million 0.06% of portfolio
2,547
Q3 2024 Reduced 17.41%
$0
$893 Million 0.06% of portfolio
8,295
Q3 2024 Reduced 25.23%
$0
$992 Million 0.06% of portfolio
4,941
Q3 2024 Reduced 38.79%
$0
$992 Million 0.06% of portfolio
20,113
Q3 2024 New
$0
$916 Million 0.06% of portfolio
10,378
Q3 2024 Reduced 18.08%
$0
$897 Million 0.06% of portfolio
13,522
Q3 2024 Added 17.42%
$0
$1.02 Billion 0.06% of portfolio
49,572
Q3 2024 Added 52.06%
$0
$952 Million 0.06% of portfolio
18,019
Q3 2024 Added 160.13%
$0
$991 Million 0.06% of portfolio
45,493
Q3 2024 Added 11.58%
$0
$772 Million 0.05% of portfolio
16,466
Q3 2024 Reduced 29.66%
$0
$742 Million 0.05% of portfolio
2,817
Q3 2024 Added 0.28%
$0
$743 Million 0.05% of portfolio
5,799
Q3 2024 Reduced 2.69%
$0
$730 Million 0.05% of portfolio
6,717
Q3 2024 Added 34.47%
$0
$820 Million 0.05% of portfolio
36,999
Q3 2024 Added 12.11%
$0
$858 Million 0.05% of portfolio
7,171
Q3 2024 Added 15.23%
$0
$783 Million 0.05% of portfolio
4,992
Q3 2024 Added 7.31%
$0
$812 Million 0.05% of portfolio
13,761
Q3 2024 Reduced 40.54%
$0
$819 Million 0.05% of portfolio
7,711
Q3 2024 Added 33.04%
$0
$729 Million 0.05% of portfolio
14,062
Q3 2024 Reduced 8.88%
$0
$764 Million 0.05% of portfolio
12,896
Q3 2024 Added 8.25%
$0
$831 Million 0.05% of portfolio
4,762
Q3 2024 Added 36.92%
$0
$739 Million 0.05% of portfolio
15,999
Q3 2024 Added 7.19%
$0
$845 Million 0.05% of portfolio
22,568
Q3 2024 Added 9.72%
$0
$754 Million 0.05% of portfolio
10,335
Q3 2024 Added 73.49%
$0
$566 Million 0.04% of portfolio
11,183
Q4 2023 New
$0
$696 Million 0.04% of portfolio
7,681
Q3 2024 Reduced 6.49%
$0
$588 Million 0.04% of portfolio
11,844
Q3 2024 Reduced 6.35%
$0
$593 Million 0.04% of portfolio
30,303
Q3 2024 Added 148.65%
$0
$707 Million 0.04% of portfolio
3,520
Q3 2024 Reduced 21.55%
$0
$585 Million 0.04% of portfolio
10,400
Q3 2024 Added 5.39%
$0
$657 Million 0.04% of portfolio
2,041
Q3 2024 Reduced 2.11%
$0
$685 Million 0.04% of portfolio
10,120
Q3 2024 Added 16.95%
$0
$601 Million 0.04% of portfolio
10,982
Q3 2024 Reduced 2.58%
$0
$575 Million 0.04% of portfolio
4,050
Q3 2024 Reduced 2.13%
$0
$701 Million 0.04% of portfolio
11,981
Q3 2024 Added 3.67%
$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
$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
$644 Million 0.04% of portfolio
12,767
Q3 2024 Reduced 51.36%
$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%

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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