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
$216 Million 0.01% of portfolio
6,554
Q3 2024 New
$0
$212 Million 0.01% of portfolio
2,066
Q3 2024 New
$0
$213 Million 0.01% of portfolio
5,175
Q2 2024 New
$0
$215 Million 0.01% of portfolio
5,593
Q3 2024 Reduced 3.72%
$0
$205 Million 0.01% of portfolio
2,673
Q3 2024 New
$0
$221 Million 0.01% of portfolio
2,236
Q3 2024 Reduced 4.77%
$0
$169 Million 0.01% of portfolio
22,911
Q3 2024 New
$0
$236 Million 0.01% of portfolio
4,647
Q3 2024 Reduced 2.94%
$0
$216 Million 0.01% of portfolio
4,977
Q3 2024 Reduced 10.82%
$0
$201 Million 0.01% of portfolio
7,204
Q3 2024 New
$0
$216 Million 0.01% of portfolio
4,360
Q3 2024 Reduced 10.93%

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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