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
COF
Capital One Financial Corp

Financial Services
848
+ 14.69%
$145.19 - $192.01 $123K - $163K
6.62K $1.18B
SGOL
Abrdn Gold ETF Trust

ETFs
12.6K
+ 18.2%
$24.46 - $26.62 $308K - $336K
81.9K $2.05B
T
At&T Inc.

Communication Services
9.47K
+ 8.0%
$21.22 - $23.88 $201K - $226K
128K $2.91B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.79K
+ 14.32%
$55.73 - $66.16 $211K - $251K
30.3K $1.82B
SCHW
Schwab Charles Corp

Financial Services
2.46K
+ 19.28%
$63.31 - $82.85 $156K - $204K
15.2K $1.13B
BMO
Bank Of Montreal

Financial Services
2.8K
+ 71.67%
$89.75 - $103.39 $251K - $290K
6.71K $651M
BR
Broadridge Financial Solutions, Inc.

Technology
1.17K
+ 39.69%
$209.64 - $236.44 $244K - $276K
4.1K $928M
CVX
Chevron Corp

Energy
2.54K
+ 8.51%
$141.15 - $162.53 $358K - $412K
32.3K $4.68B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.33K
+ 39.4%
N/A
18.8K $1.19B
CSCO
Cisco Systems, Inc.

Technology
2.69K
+ 12.35%
$52.45 - $60.02 $141K - $161K
24.4K $1.45B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.46K
+ 33.45%
$72.18 - $81.41 $250K - $281K
13.8K $1.04B
HDB
Hdfc Bank LTD

Financial Services
4.15K
+ 30.61%
$59.45 - $68.01 $247K - $282K
17.7K $1.13B
IBKR
Interactive Brokers Group, Inc.

Financial Services
484
+ 9.24%
$138.3 - $192.95 $66.9K - $93.4K
5.72K $1.01B
SLV
I Shares Silver Trust

ETFs
11.4K
+ 94.16%
$26.33 - $31.74 $299K - $361K
23.4K $617M
SCHR
Schwab Intermediate Term Us Tr

ETFs
46.9K
+ 141.86%
$24.19 - $50.58 $1.13M - $2.37M
79.9K $1.94B
ASML
Asml Holding Nv

Technology
872
+ 36.05%
$658.43 - $872.27 $574K - $761K
3.29K $2.28B
FTNT
Fortinet, Inc.

Technology
1.33K
+ 16.25%
$76.49 - $99.21 $101K - $132K
9.49K $896M
WSO
Watsco Inc

Industrials
592
+ 60.84%
$466.57 - $568.78 $276K - $337K
1.57K $742M
TWLO
Twilio Inc

Communication Services
237
+ 4.31%
$63.73 - $114.96 $15.1K - $27.2K
5.73K $620M
GILD
Gilead Sciences, Inc.

Healthcare
2.23K
+ 36.69%
$83.95 - $97.9 $187K - $218K
8.31K $768M
TM
Toyota Motor Corp

Consumer Cyclical
707
+ 9.53%
$169.2 - $199.52 $120K - $141K
8.13K $1.58B
DE
Deere & CO

Industrials
580
+ 34.18%
$389.45 - $466.0 $226K - $270K
2.28K $965M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.05K
+ 76.04%
$70.1 - $76.53 $284K - $310K
9.37K $663M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
12.2K
+ 24.67%
$20.6 - $20.71 $252K - $253K
61.8K $1.28B
CME
Cme Group Inc.

Financial Services
947
+ 34.09%
$221.17 - $246.02 $209K - $233K
3.73K $865M
PH
Parker Hannifin Corp

Industrials
391
+ 53.27%
$621.74 - $709.46 $243K - $277K
1.13K $715M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.96K
+ 69.85%
$121.89 - $135.52 $239K - $266K
4.77K $596M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.85K
+ 9.5%
$9.95 - $12.23 $88.1K - $108K
102K $1.2B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.92K
+ 14.13%
$12.27 - $15.41 $109K - $137K
72.1K $1.04B
FAST
Fastenal CO

Industrials
3.32K
+ 64.09%
$69.99 - $84.35 $232K - $280K
8.5K $611M
USB
Us Bancorp \De\

Financial Services
3.98K
+ 16.56%
$43.98 - $53.66 $175K - $214K
28K $1.34B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.07K
+ 39.26%
$79.93 - $88.06 $326K - $359K
14.5K $1.16B
DOCU
Docusign, Inc.

Technology
1.24K
+ 26.7%
$61.42 - $106.99 $75.9K - $132K
5.86K $527M
OKE
Oneok Inc

Energy
1.45K
+ 14.56%
$92.28 - $117.05 $134K - $170K
11.4K $1.15B
ADP
Automatic Data Processing Inc

Industrials
641
+ 20.22%
$280.08 - $307.97 $180K - $197K
3.81K $1.12B
CDNS
Cadence Design Systems Inc

Technology
685
+ 65.49%
$249.1 - $324.54 $171K - $222K
1.73K $520M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.35K
+ 71.15%
$45.38 - $46.88 $243K - $251K
12.9K $587M
CEG
Constellation Energy Corp

Utilities
1.3K
+ 83.7%
$224.28 - $285.52 $291K - $371K
2.85K $638M
BRO
Brown & Brown, Inc.

Financial Services
2.3K
+ 38.43%
$100.93 - $113.42 $233K - $261K
8.3K $847M
Brookfield Asset Managmt LTD
3.28K
+ 53.47%
N/A
9.41K $510M
TJX
Tjx Companies Inc

Consumer Cyclical
1.57K
+ 17.21%
$112.15 - $127.2 $176K - $200K
10.7K $1.29B
SCHA
Schwab Strategic Tr Us Small C

ETFs
110K
+ 107.45%
$25.33 - $51.16 $2.78M - $5.62M
212K $5.48B
FISV
Fiserv Inc

Technology
452
+ 9.24%
N/A
5.35K $1.1B
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.9K
+ 16.44%
$13.54 - $14.25 $188K - $198K
98.6K $1.38B
SPOT
Spotify Technology S.A.

Communication Services
204
+ 12.99%
$362.95 - $502.38 $74K - $102K
1.78K $794M
AON
Aon PLC

Financial Services
550
+ 43.44%
$344.14 - $393.31 $189K - $216K
1.82K $652M
EMR
Emerson Electric CO

Industrials
958
+ 15.09%
$108.13 - $134.33 $104K - $129K
7.31K $906M
IBN
Icici Bank LTD

Financial Services
7K
+ 20.87%
$28.69 - $31.9 $201K - $223K
40.5K $1.21B
NYF
Ishares New York Muni Bond ETF

ETFs
4.13K
+ 35.09%
$52.85 - $54.34 $218K - $225K
15.9K $847M
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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