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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11T
$62 Billion 3.88% of portfolio
266,264
Q3 2024 Added 5.49%
$37.7B
$57.9 Billion 3.62% of portfolio
325,154
Q3 2024 Added 2.29%
$0
$47.2 Billion 2.95% of portfolio
81,849
Q3 2024 Added 45.43%
$0
$38.5 Billion 2.41% of portfolio
729,465
Q3 2024 Added 41.52%
$0
$36.1 Billion 2.26% of portfolio
1,148,379
Q3 2024 Added 56.22%
$1.36T
$35.4 Billion 2.21% of portfolio
61,803
Q3 2024 Added 1.04%
$0
$34.6 Billion 2.16% of portfolio
430,514
Q3 2024 Added 26.9%
$0
$30.3 Billion 1.89% of portfolio
291,049
Q3 2024 Added 18.83%
$0
$28.4 Billion 1.77% of portfolio
482,654
Q3 2024 Added 53.06%
$3.21T
$26.9 Billion 1.68% of portfolio
62,502
Q3 2024 Added 3.82%
$341B
$23 Billion 1.44% of portfolio
189,152
Q3 2024 Reduced 1.62%
$0
$20.5 Billion 1.28% of portfolio
86,502
Q3 2024 Added 25.9%
$1.18T
$20 Billion 1.25% of portfolio
119,523
Q3 2024 Added 17.49%
$0
$20 Billion 1.25% of portfolio
197,459
Q3 2024 Reduced 1.71%
$0
$19.7 Billion 1.23% of portfolio
410,747
Q3 2024 Added 8.69%
$0
$19 Billion 1.19% of portfolio
253,374
Q3 2024 Added 58.01%
$0
$17.4 Billion 1.08% of portfolio
30,258
Q3 2024 Added 1.33%
$0
$17.2 Billion 1.07% of portfolio
32,551
Q3 2024 Added 68.89%
$0
$15.9 Billion 1.0% of portfolio
387,632
Q3 2024 Reduced 7.35%
$0
$15.6 Billion 0.97% of portfolio
674,953
Q3 2024 Added 32.12%
$0
$15.4 Billion 0.96% of portfolio
252,004
Q3 2024 New
$0
$14.1 Billion 0.88% of portfolio
92,854
Q3 2024 Added 17.81%
$595B
$14 Billion 0.87% of portfolio
30,348
Q3 2024 Added 11.58%
$1.17T
$13.9 Billion 0.87% of portfolio
83,548
Q3 2024 Added 1.34%
$0
$13.4 Billion 0.84% of portfolio
283,932
Q3 2024 Reduced 17.51%
$708B
$11.6 Billion 0.72% of portfolio
54,816
Q3 2024 Added 5.79%
$0
$10.9 Billion 0.68% of portfolio
188,236
Q3 2024 Added 15.54%
$0
$10.9 Billion 0.68% of portfolio
163,325
Q3 2024 Added 0.24%
$32.6B
$10.5 Billion 0.66% of portfolio
448,297
Q3 2024 Added 0.06%
$0
$10.3 Billion 0.64% of portfolio
46,514
Q3 2024 Added 6.86%
$0
$10.1 Billion 0.63% of portfolio
139,629
Q3 2024 Added 39.03%
$0
$9.59 Billion 0.6% of portfolio
19,645
Q3 2024 Reduced 2.91%
$193B
$8.73 Billion 0.55% of portfolio
22,322
Q3 2024 Reduced 4.28%
-
$8.74 Billion 0.55% of portfolio
-
Q3 2024 Added 13.92%
$416B
$8.36 Billion 0.52% of portfolio
9,433
Q3 2024 Reduced 9.32%
$0
$8.19 Billion 0.51% of portfolio
132,967
Q3 2024 Added 21.26%
$0
$7.61 Billion 0.48% of portfolio
148,786
Q3 2024 Added 24.77%
$97.9B
$7.5 Billion 0.47% of portfolio
43,505
Q3 2024 Added 772.02%
$379B
$7.2 Billion 0.45% of portfolio
44,410
Q3 2024 Added 10.69%
$444B
$6.64 Billion 0.42% of portfolio
56,662
Q3 2024 Added 14.74%
$0
$6.68 Billion 0.42% of portfolio
154,368
Q3 2024 Added 14.43%
$0
$6.74 Billion 0.42% of portfolio
125,501
Q3 2024 Added 46.28%
$0
$6.72 Billion 0.42% of portfolio
59,520
Q3 2024 Added 3.21%
$0
$6.72 Billion 0.42% of portfolio
105,870
Q3 2024 Added 10.33%
$1.36T
$6.5 Billion 0.41% of portfolio
24,834
Q3 2024 Added 4.03%
$0
$6.26 Billion 0.39% of portfolio
118,961
Q3 2024 Added 2.26%
ETF Opportunities Trust
-
$6.08 Billion 0.38% of portfolio
-
Q3 2024 Reduced 33.22%
$32.4B
$6.05 Billion 0.38% of portfolio
136,658
Q3 2024 Added 0.28%
$0
$6.03 Billion 0.38% of portfolio
72,132
Q3 2024 Reduced 3.43%

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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