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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$594 Million 0.03% of portfolio
1,729
Q4 2024 Reduced 15.29%
$0
$587 Million 0.03% of portfolio
12,865
Q4 2024 Added 71.15%
$0
$624 Million 0.03% of portfolio
3,780
Q4 2024 New
$0
$653 Million 0.03% of portfolio
7,248
Q4 2024 Added 224.15%
$0
$548 Million 0.03% of portfolio
8,901
Q4 2024 Added 3.55%
$65.4B
$634 Million 0.03% of portfolio
3,778
Q4 2024 Reduced 54.11%
$0
$585 Million 0.03% of portfolio
8,957
Q4 2024 Reduced 1.99%
$47.8B
$629 Million 0.03% of portfolio
13,518
Q4 2024 Added 15.38%
$0
$508 Million 0.03% of portfolio
23,409
Q4 2024 Reduced 1.41%
$44.4B
$611 Million 0.03% of portfolio
8,500
Q4 2024 Added 64.09%
$46.6B
$514 Million 0.03% of portfolio
258
Q4 2024 Added 5.31%
$53.1B
$644 Million 0.03% of portfolio
2,179
Q4 2024 Added 4.91%
$0
$602 Million 0.03% of portfolio
25,128
Q4 2024 Added 3.27%
$44.2B
$603 Million 0.03% of portfolio
1,731
Q4 2024 Added 29.37%
$40.8B
$520 Million 0.03% of portfolio
7,575
Q4 2024 Added 10.23%
$0
$552 Million 0.03% of portfolio
54,538
Q4 2024 New
$103B
$532 Million 0.03% of portfolio
5,028
Q4 2024 Added 11.31%
$0
$499 Million 0.03% of portfolio
4,036
Q4 2024 New
$0
$559 Million 0.03% of portfolio
20,931
Q4 2024 New
$50.2B
$598 Million 0.03% of portfolio
3,485
Q4 2024 Added 39.12%
$17B
$620 Million 0.03% of portfolio
5,733
Q4 2024 Added 4.31%
$56.5B
$594 Million 0.03% of portfolio
11,065
Q4 2024 Added 28.27%
$78.2B
$590 Million 0.03% of portfolio
6,489
Q4 2024 Added 6.46%
$67.1B
$638 Million 0.03% of portfolio
2,851
Q4 2024 Added 83.7%
$8.58B
$510 Million 0.03% of portfolio
33,787
Q4 2024 Added 7.87%
$62B
$671 Million 0.03% of portfolio
2,785
Q4 2024 Added 14.05%
$96.3B
$644 Million 0.03% of portfolio
4,319
Q4 2024 Added 1.55%
$0
$628 Million 0.03% of portfolio
25,440
Q4 2024 Added 215.87%
$0
$609 Million 0.03% of portfolio
10,131
Q4 2024 Reduced 2.59%
$0
$505 Million 0.03% of portfolio
5,316
Q4 2024 Reduced 30.79%
$39.4B
$529 Million 0.03% of portfolio
4,833
Q4 2024 Added 0.5%
$52.4B
$647 Million 0.03% of portfolio
2,806
Q4 2024 Added 7.84%
$0
$540 Million 0.03% of portfolio
11,183
Q4 2023 New
$67.6B
$351 Million 0.02% of portfolio
3,937
Q4 2024 Added 25.82%
$3.94B
$389 Million 0.02% of portfolio
5,491
Q4 2024 Added 0.77%
$0
$368 Million 0.02% of portfolio
8,181
Q4 2024 Reduced 19.88%
$0
$451 Million 0.02% of portfolio
16,993
Q4 2024 Added 2.05%
$0
$411 Million 0.02% of portfolio
4,716
Q4 2024 New
$38.3B
$334 Million 0.02% of portfolio
8,965
Q4 2024 Reduced 44.44%
$0
$310 Million 0.02% of portfolio
4,881
Q4 2024 New
$13B
$325 Million 0.02% of portfolio
5,963
Q4 2024 Reduced 24.75%
$78.8B
$456 Million 0.02% of portfolio
973
Q4 2024 Added 12.23%
$14.7B
$332 Million 0.02% of portfolio
4,928
Q4 2024 Added 5.96%
$23.9B
$370 Million 0.02% of portfolio
5,689
Q4 2024 Added 16.53%
$34.4B
$468 Million 0.02% of portfolio
4,977
Q4 2024 Added 67.91%
$0
$316 Million 0.02% of portfolio
2,691
Q4 2024 Added 21.71%
$0
$380 Million 0.02% of portfolio
50,975
Q4 2024 Added 6.52%
$48B
$402 Million 0.02% of portfolio
2,975
Q4 2024 Reduced 15.67%
$36.5B
$392 Million 0.02% of portfolio
37,809
Q4 2024 Reduced 11.66%

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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