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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$81.1 Billion 4.1% of portfolio
324,005
Q4 2024 Added 21.69%
$26B
$80.4 Billion 4.06% of portfolio
323,838
Q4 2024 Reduced 0.4%
$1.37T
$38.6 Billion 1.95% of portfolio
65,925
Q4 2024 Added 6.67%
$1.02T
$37.5 Billion 1.89% of portfolio
196,792
Q4 2024 Added 64.65%
$2.9T
$36.4 Billion 1.84% of portfolio
86,370
Q4 2024 Added 38.19%
$303B
$32.2 Billion 1.63% of portfolio
240,111
Q4 2024 Added 26.94%
$2.02T
$28.6 Billion 1.44% of portfolio
130,364
Q4 2024 Added 34.04%
$988B
$23.2 Billion 1.17% of portfolio
122,756
Q4 2024 Added 46.93%
$32.8B
$20.2 Billion 1.02% of portfolio
540,910
Q4 2024 Added 20.66%
$0
$19.3 Billion 0.97% of portfolio
908,390
Q4 2024 Added 76.18%
$682B
$14.8 Billion 0.75% of portfolio
61,791
Q4 2024 Added 12.72%
$670B
$14.4 Billion 0.73% of portfolio
31,797
Q4 2024 Added 4.77%
$789B
$13 Billion 0.66% of portfolio
32,114
Q4 2024 Added 29.31%
$79.2B
$11.7 Billion 0.59% of portfolio
50,287
Q4 2024 Added 15.59%
-
$11.2 Billion 0.56% of portfolio
-
Q4 2024 Added 34.35%
$400B
$9.25 Billion 0.47% of portfolio
10,099
Q4 2024 Added 7.06%
$903B
$7.87 Billion 0.4% of portfolio
39,830
Q4 2024 Added 16.81%
$30.8B
$7.96 Billion 0.4% of portfolio
137,642
Q4 2024 Added 0.72%
$328B
$6.67 Billion 0.34% of portfolio
151,844
Q4 2024 Added 5.53%
$185B
$6.54 Billion 0.33% of portfolio
11,426
Q4 2024 Added 2.71%
$409B
$6.38 Billion 0.32% of portfolio
7,161
Q4 2024 Added 20.05%
$503B
$6.1 Billion 0.31% of portfolio
11,579
Q4 2024 Added 27.78%
$426B
$5.82 Billion 0.29% of portfolio
40,277
Q4 2024 Reduced 9.31%
$398B
$5.67 Billion 0.29% of portfolio
33,849
Q4 2024 Added 13.0%
$232B
$5.71 Billion 0.29% of portfolio
63,145
Q4 2024 Added 22.88%
$223B
$5.55 Billion 0.28% of portfolio
25,235
Q4 2024 Added 8.34%
$466B
$5.35 Billion 0.27% of portfolio
49,709
Q4 2024 Reduced 12.27%
-
$5.08 Billion 0.26% of portfolio
-
Q4 2024 Added 9.76%
$542B
$5.05 Billion 0.26% of portfolio
15,980
Q4 2024 Added 19.7%
$279B
$4.98 Billion 0.25% of portfolio
14,884
Q4 2024 Added 24.04%
$307B
$4.68 Billion 0.24% of portfolio
32,339
Q4 2024 Added 8.51%
$773B
$4.82 Billion 0.24% of portfolio
6,239
Q4 2024 Added 15.67%
$191B
$4.64 Billion 0.23% of portfolio
40,138
Q4 2024 Added 0.92%
$76.3B
$4.09 Billion 0.21% of portfolio
4,340
Q4 2024 Added 23.86%
$215B
$4.18 Billion 0.21% of portfolio
25,032
Q4 2024 Reduced 1.18%
$11.5B
$3.95 Billion 0.2% of portfolio
64,796
Q4 2024 Reduced 7.03%
$457B
$3.67 Billion 0.19% of portfolio
7,247
Q4 2024 Added 6.34%
$68.7B
$3.55 Billion 0.18% of portfolio
66,726
Q4 2024 Added 607.14%
$83.1B
$3.56 Billion 0.18% of portfolio
27,608
Q4 2024 Reduced 0.44%
$177B
$3.57 Billion 0.18% of portfolio
719
Q4 2024 Added 39.88%
$360B
$3.37 Billion 0.17% of portfolio
8,675
Q4 2024 Added 17.39%
$240B
$3.43 Billion 0.17% of portfolio
34,517
Q4 2024 Added 11.28%
$180B
$3.34 Billion 0.17% of portfolio
29,953
Q4 2024 Added 18.32%
$96.4B
$3.16 Billion 0.16% of portfolio
17,837
Q4 2024 Reduced 1.21%
$309B
$3.07 Billion 0.16% of portfolio
12,486
Q4 2024 Added 38.87%
$189B
$2.91 Billion 0.15% of portfolio
127,800
Q4 2024 Added 8.0%
$99.9B
$2.91 Billion 0.15% of portfolio
16,901
Q4 2024 Added 2.51%
$174B
$2.77 Billion 0.14% of portfolio
32,146
Q4 2024 Added 4.8%
$402B
$2.82 Billion 0.14% of portfolio
16,903
Q4 2024 Added 15.94%

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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