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
-
$363 Million 0.02% of portfolio
-
Q4 2024 Added 26.6%
$10.6B
$305 Million 0.02% of portfolio
3,602
Q4 2024 Added 9.65%
$6.42B
$327 Million 0.02% of portfolio
6,026
Q4 2024 Added 9.72%
$0
$483 Million 0.02% of portfolio
8,407
Q4 2024 Added 46.72%
$35.5B
$375 Million 0.02% of portfolio
2,040
Q4 2024 Added 2.05%
$30.9B
$490 Million 0.02% of portfolio
9,321
Q4 2024 Added 13.96%
$93.6B
$345 Million 0.02% of portfolio
5,774
Q4 2024 Reduced 35.11%
$20B
$494 Million 0.02% of portfolio
1,330
Q4 2024 Added 40.59%
$29.7B
$330 Million 0.02% of portfolio
3,366
Q4 2024 Added 9.86%
$1.6B
$389 Million 0.02% of portfolio
3,966
Q4 2024 Added 43.23%
$0
$384 Million 0.02% of portfolio
1,478
Q2 2024 Added 38.65%
$36.4B
$416 Million 0.02% of portfolio
5,438
Q4 2024 Added 5.0%
Summit Midstream Corporation
-
$329 Million 0.02% of portfolio
-
Q3 2024 New
$80.2B
$444 Million 0.02% of portfolio
938
Q4 2024 Added 54.28%
$15.4B
$330 Million 0.02% of portfolio
4,525
Q4 2024 Added 20.51%
$0
$422 Million 0.02% of portfolio
7,890
Q4 2024 Reduced 43.89%
Natwest Group PLC
-
$459 Million 0.02% of portfolio
-
Q4 2024 Added 12.62%
$50.8B
$316 Million 0.02% of portfolio
5,318
Q4 2024 Reduced 5.64%
$4.19B
$342 Million 0.02% of portfolio
4,315
Q4 2024 Added 9.49%
$44.5B
$374 Million 0.02% of portfolio
28,233
Q4 2024 Reduced 17.39%
$0
$340 Million 0.02% of portfolio
6,640
Q4 2024 Reduced 63.15%
$0
$301 Million 0.02% of portfolio
38,806
Q4 2024 Added 10.25%
$0
$398 Million 0.02% of portfolio
20,381
Q4 2024 Added 20.9%
$0
$393 Million 0.02% of portfolio
4,524
Q4 2024 New
$41.4B
$432 Million 0.02% of portfolio
613
Q4 2024 Added 9.07%
$45.7B
$486 Million 0.02% of portfolio
13,622
Q4 2024 Added 1.17%
$4.38B
$380 Million 0.02% of portfolio
5,028
Q4 2024 Added 5.01%
$26.1B
$347 Million 0.02% of portfolio
10,685
Q4 2024 Added 13.43%
$0
$396 Million 0.02% of portfolio
5,269
Q4 2024 Added 35.0%
-
$302 Million 0.02% of portfolio
-
Q4 2024 Reduced 7.48%
$26.9B
$392 Million 0.02% of portfolio
1,372
Q4 2024 Added 23.6%
$0
$329 Million 0.02% of portfolio
1,733
Q4 2024 Reduced 5.15%
$0
$356 Million 0.02% of portfolio
4,156
Q4 2024 New
$9.25B
$315 Million 0.02% of portfolio
25,299
Q4 2024 Added 25.89%
$0
$349 Million 0.02% of portfolio
7,222
Q4 2024 New
Tortoise Capital Series Trus
-
$316 Million 0.02% of portfolio
-
Q4 2024 New
$32.7B
$382 Million 0.02% of portfolio
3,358
Q4 2024 Added 9.42%
$0
$300 Million 0.02% of portfolio
12,592
Q4 2024 Added 50.73%
$0
$328 Million 0.02% of portfolio
7,250
Q4 2024 New
$13.6B
$386 Million 0.02% of portfolio
3,837
Q4 2024 Added 6.94%
$48.1B
$415 Million 0.02% of portfolio
10,823
Q4 2024 Reduced 7.93%
Tidal Tr Ii
-
$374 Million 0.02% of portfolio
-
Q4 2024 Added 5.52%
$0
$376 Million 0.02% of portfolio
5,540
Q4 2024 Added 1.43%
$0
$346 Million 0.02% of portfolio
1,363
Q4 2024 New
$72.5B
$299 Million 0.02% of portfolio
236
Q4 2024 Added 20.41%
$0
$404 Million 0.02% of portfolio
8,029
Q4 2024 Added 54.23%
$31.5B
$356 Million 0.02% of portfolio
1,879
Q4 2024 Added 26.7%
$46.9B
$325 Million 0.02% of portfolio
2,357
Q4 2024 Added 12.78%
$0
$444 Million 0.02% of portfolio
14,558
Q4 2024 Reduced 8.49%

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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