Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $1.6 Trillion
  • Q3 2024

Atomi Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 908 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62B, Coinbase Global, Inc. with a value of $57.9B, Ishares Core S&P 500 ETF with a value of $47.2B, Vanguard Ftse Developed Market with a value of $38.5B, and Ishares Tr with a value of $36.1B.

Examining the 13F form we can see an increase of $249B in the current position value, from $1.35T to 1.6T.

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 $1.6 Trillion
ETFs: $781 Billion
Technology: $256 Billion
Financial Services: $126 Billion
Communication Services: $98.2 Billion
Consumer Cyclical: $61.4 Billion
Industrials: $60.1 Billion
Healthcare: $58.8 Billion
Consumer Defensive: $33.1 Billion
Other: $83.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.33 Billion 0.21% of portfolio
66,217
Q3 2024 Added 24.12%
$0
$3.03 Billion 0.19% of portfolio
31,245
Q3 2024 Added 1.79%
$0
$3.03 Billion 0.19% of portfolio
35,888
Q3 2024 Added 0.17%
$0
$2.99 Billion 0.19% of portfolio
51,998
Q3 2024 Reduced 4.72%
$0
$2.95 Billion 0.18% of portfolio
30,288
Q3 2024 Reduced 8.0%
$0
$2.94 Billion 0.18% of portfolio
6,956
Q3 2024 Added 8.23%
$0
$2.69 Billion 0.17% of portfolio
57,744
Q3 2024 Added 1.16%
$0
$2.79 Billion 0.17% of portfolio
15,549
Q3 2024 Added 91.09%
$0
$2.56 Billion 0.16% of portfolio
43,983
Q3 2024 Added 22.95%
$0
$2.63 Billion 0.16% of portfolio
109,499
Q3 2024 Added 48.52%
$0
$2.57 Billion 0.16% of portfolio
4,390
Q3 2024 Added 0.64%
$0
$2.46 Billion 0.15% of portfolio
22,224
Q3 2024 Added 2.69%
$0
$2.38 Billion 0.15% of portfolio
28,616
Q3 2024 Reduced 4.01%
$0
$2.36 Billion 0.15% of portfolio
10,722
Q3 2024 Reduced 22.75%
$0
$2.36 Billion 0.15% of portfolio
59,290
Q3 2024 New
$0
$2.32 Billion 0.15% of portfolio
53,487
Q3 2024 Added 3.22%
$0
$2.08 Billion 0.13% of portfolio
26,668
Q3 2024 Added 11.33%
$0
$2.08 Billion 0.13% of portfolio
16,588
Q3 2024 Added 39.9%
$0
$2.03 Billion 0.13% of portfolio
56,505
Q2 2023 New
$0
$2.14 Billion 0.13% of portfolio
31,697
Q3 2024 Reduced 2.8%
$0
$2.13 Billion 0.13% of portfolio
10,731
Q3 2024 Added 2.33%
$0
$1.94 Billion 0.12% of portfolio
15,351
Q3 2024 Added 3.16%
$0
$1.86 Billion 0.12% of portfolio
49,632
Q3 2024 Reduced 2.31%
$0
$1.8 Billion 0.11% of portfolio
28,633
Q3 2024 Added 2.25%
$3.62B
$1.74 Billion 0.11% of portfolio
69,286
Q3 2024 Added 22.44%
$0
$1.78 Billion 0.11% of portfolio
19,431
Q3 2024 Reduced 6.52%
$0
$1.71 Billion 0.11% of portfolio
9,786
Q3 2024 Added 13.99%
$0
$1.82 Billion 0.11% of portfolio
30,140
Q3 2024 Reduced 27.15%
$0
$1.55 Billion 0.1% of portfolio
16,923
Q3 2024 Reduced 12.42%
$0
$1.54 Billion 0.1% of portfolio
14,395
Q3 2024 Added 111.82%
$0
$1.68 Billion 0.1% of portfolio
37,523
Q3 2024 Added 226.03%
$0
$1.64 Billion 0.1% of portfolio
41,170
Q3 2024 Added 7.47%
$0
$1.67 Billion 0.1% of portfolio
33,054
Q3 2024 Added 12.3%
$83.3B
$1.5 Billion 0.09% of portfolio
6,157
Q3 2024 Reduced 17.49%
$0
$1.42 Billion 0.09% of portfolio
23,832
Q3 2024 Reduced 20.24%
$0
$1.45 Billion 0.09% of portfolio
80,464
Q3 2024 Reduced 6.26%
$0
$1.32 Billion 0.08% of portfolio
31,969
Q3 2024 Added 1.54%
$0
$1.27 Billion 0.08% of portfolio
53,011
Q3 2024 Added 55.1%
$0
$1.22 Billion 0.08% of portfolio
15,122
Q3 2024 Added 53.37%
$0
$1.34 Billion 0.08% of portfolio
5,930
Q3 2024 Reduced 0.12%
$0
$1.32 Billion 0.08% of portfolio
56,949
Q3 2024 Added 40.84%
$0
$1.33 Billion 0.08% of portfolio
12,063
Q3 2024 Added 4.42%
$0
$1.12 Billion 0.07% of portfolio
39,660
Q3 2024 Added 7.26%
$0
$1.13 Billion 0.07% of portfolio
15,914
Q3 2024 Added 35.28%
$0
$1.07 Billion 0.07% of portfolio
9,058
Q3 2024 Added 30.48%
$0
$1.06 Billion 0.07% of portfolio
5,602
Q3 2024 Added 16.1%
$0
$1.12 Billion 0.07% of portfolio
18,029
Q3 2024 Added 21.87%
$0
$1.16 Billion 0.07% of portfolio
13,748
Q3 2024 Reduced 23.08%
$0
$1.12 Billion 0.07% of portfolio
49,396
Q3 2024 Added 50.24%

Summary

  • Portfolio
  • No. of Stocks 908
  • Current Value $1.6 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 151 stocks
  • Additional Purchases 501 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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