Atomi Financial Group, Inc. Incresed Positions in Q4 2024

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
974
+ 71.46%
$471.27 - $550.62 $459K - $536K
2.34K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
1.39K
+ 6.94%
$280.04 - $302.45 $388K - $419K
21.4K $6.19B
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
33.6K
+ 96.63%
$14.38 - $15.35 $484K - $516K
68.5K $1.02B
Ishares Bitcoin Trust ETF
5.46K
+ 41.39%
N/A
18.7K $990M
HSBC
Hsbc Holdings PLC

Financial Services
7.49K
+ 22.63%
$43.83 - $49.51 $328K - $371K
40.6K $2.01B
ADI
Analog Devices Inc

Technology
2.57K
+ 117.81%
$206.35 - $236.48 $531K - $608K
4.76K $1.01B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.2K
+ 22.07%
$23.29 - $23.93 $563K - $578K
134K $3.14B
DDOG
Datadog, Inc.

Technology
2.71K
+ 70.69%
$113.98 - $168.65 $309K - $457K
6.54K $935M
PG
Procter & Gamble CO

Consumer Defensive
3.9K
+ 13.0%
$161.05 - $179.7 $627K - $700K
33.8K $5.67B
NKE
Nike, Inc.

Consumer Cyclical
8.32K
+ 74.02%
$73.36 - $89.13 $611K - $742K
19.6K $1.48B
CSHI
Shp ETF Tr Neos Enhanced Incom
9.07K
+ 9.76%
N/A
102K $5.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
+ 4.77%
$442.29 - $483.08 $641K - $700K
31.8K $14.4B
C
Citigroup Inc

Financial Services
3.33K
+ 12.84%
$61.31 - $72.5 $204K - $242K
29.3K $2.06B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.01K
+ 224.15%
$89.81 - $104.0 $450K - $521K
7.25K $653M
PWZ
Invesco California Amt Free Mu

ETFs
17.4K
+ 215.87%
$24.49 - $25.25 $426K - $439K
25.4K $628M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
737
+ 90.54%
$563.99 - $620.12 $416K - $457K
1.55K $883M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.1K
+ 40.83%
$38.37 - $42.82 $501K - $559K
45K $1.73B
BNDX
Vanguard Total International B

ETFs
9.95K
+ 15.02%
$48.91 - $50.61 $487K - $503K
76.2K $3.74B
IBM
International Business Machines Corp

Technology
1.94K
+ 8.34%
$204.9 - $238.04 $398K - $463K
25.2K $5.55B
SONY
Sony Group Corp

Technology
68.1K
+ 491.12%
$17.53 - $96.8 $1.19M - $6.59M
81.9K $1.73B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.12K
+ 53.87%
$126.68 - $134.74 $396K - $421K
8.92K $1.14B
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.3K
+ 35.55%
$40.06 - $45.21 $534K - $603K
50.9K $2.07B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.28K
+ 34.81%
$61.68 - $67.87 $387K - $426K
24.3K $1.51B
BX
Blackstone Inc.

Financial Services
414
+ 2.51%
$148.45 - $199.05 $61.5K - $82.4K
16.9K $2.91B
WMB
Williams Companies, Inc.

Energy
5.21K
+ 42.35%
$46.37 - $59.74 $242K - $311K
17.5K $948M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.42K
+ 73.33%
$60.13 - $67.31 $446K - $500K
17.5K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
+ 17.39%
$385.02 - $431.37 $495K - $554K
8.68K $3.37B
Blackrock ETF Trust Ii
7.51K
+ 73.96%
N/A
17.7K $919M
HON
Honeywell International Inc

Industrials
959
+ 11.75%
$202.84 - $236.0 $195K - $226K
9.12K $2.06B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
833
+ 11.98%
$417.69 - $450.94 $348K - $376K
7.79K $3.31B
ABT
Abbott Laboratories

Healthcare
3.4K
+ 20.65%
$111.93 - $119.39 $380K - $406K
19.8K $2.24B
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.2K
+ 491.89%
$22.4 - $68.28 $587K - $1.79M
31.5K $731M
AXP
American Express CO

Financial Services
846
+ 18.44%
$267.35 - $305.57 $226K - $259K
5.44K $1.61B
MSCI
Msci Inc.

Financial Services
582
+ 113.67%
$569.09 - $635.99 $331K - $370K
1.09K $657M
TMUS
T Mobile Us, Inc.

Communication Services
1.3K
+ 26.76%
$206.1 - $246.94 $269K - $322K
6.17K $1.36B
CRWD
Crowd Strike Holdings, Inc.

Technology
756
+ 48.0%
$275.15 - $388.2 $208K - $293K
2.33K $798M
IWB
Ishares Tr Russell 1000 ETF

ETFs
797
+ 6.27%
$311.11 - $335.64 $248K - $268K
13.5K $4.35B
UPS
United Parcel Service Inc

Industrials
3.44K
+ 44.94%
$122.65 - $138.35 $422K - $476K
11.1K $1.4B
BMY
Bristol Myers Squibb CO

Healthcare
5.59K
+ 77.95%
$51.92 - $59.94 $290K - $335K
12.8K $722M
TTD
Trade Desk, Inc.

Technology
2.66K
+ 78.4%
$108.7 - $139.51 $289K - $371K
6.05K $711M
SQ
Block, Inc.

Technology
2.02K
+ 21.72%
$65.06 - $98.92 $131K - $199K
11.3K $960M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.1K
+ 86.36%
$100.18 - $109.1 $310K - $338K
6.68K $701M
ORCL
Oracle Corp

Technology
2.32K
+ 15.94%
$165.41 - $192.43 $384K - $447K
16.9K $2.82B
MO
Altria Group, Inc.

Consumer Defensive
5.99K
+ 51.75%
$49.06 - $57.74 $294K - $346K
17.6K $918M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.25K
+ 85.38%
$43.37 - $51.46 $271K - $321K
13.6K $653M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.67K
+ 17.65%
$77.02 - $78.58 $359K - $367K
31.1K $2.4B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.19K
+ 14.24%
$124.61 - $133.96 $272K - $293K
17.5K $2.26B
PAYX
Paychex Inc

Industrials
2.21K
+ 135.53%
$135.86 - $148.73 $300K - $328K
3.83K $537M
VEA
Vanguard Ftse Developed Market

ETFs
82.8K
+ 11.35%
$47.57 - $52.44 $3.94M - $4.34M
812K $38.8B
Activity Summary
Buys All Purchases 730 New Holdings 133 Increased Positions 597 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 2 Puts 5
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