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
$44.3B
$388 Million 0.02% of portfolio
3,201
Q3 2024 Added 0.53%
$67.6B
$309 Million 0.02% of portfolio
1,341
Q3 2024 Added 6.18%
$27.9B
$264 Million 0.02% of portfolio
12,910
Q3 2024 Added 5.18%
$16.9B
$351 Million 0.02% of portfolio
3,588
Q3 2024 Added 14.6%
Cooper Cos Inc
-
$270 Million 0.02% of portfolio
-
Q3 2024 New
$13.1B
$258 Million 0.02% of portfolio
1,236
Q3 2024 Added 10.16%
$51.2B
$277 Million 0.02% of portfolio
1,709
Q3 2024 Added 9.9%
$0
$263 Million 0.02% of portfolio
3,887
Q3 2024 Reduced 12.67%
$0
$309 Million 0.02% of portfolio
4,766
Q3 2024 Added 0.85%
$14.2B
$343 Million 0.02% of portfolio
12,076
Q3 2024 Reduced 1.77%
$0
$327 Million 0.02% of portfolio
10,283
Q3 2024 Reduced 6.84%
$17.6B
$292 Million 0.02% of portfolio
2,823
Q3 2024 New
$0
$295 Million 0.02% of portfolio
3,070
Q3 2024 Reduced 66.91%
$47.7B
$281 Million 0.02% of portfolio
2,002
Q3 2024 Reduced 0.55%
$56.1B
$267 Million 0.02% of portfolio
1,112
Q3 2024 Reduced 54.98%
$18.7B
$287 Million 0.02% of portfolio
4,626
Q3 2024 Added 21.39%
$75.2B
$386 Million 0.02% of portfolio
335
Q3 2024 Added 9.12%
$0
$399 Million 0.02% of portfolio
6,370
Q3 2024 Reduced 2.02%
$0
$326 Million 0.02% of portfolio
5,240
Q3 2024 Reduced 0.38%
$25.3B
$322 Million 0.02% of portfolio
2,776
Q3 2024 Added 23.87%
$15.3B
$205 Million 0.01% of portfolio
1,908
Q3 2024 New
$0
$180 Million 0.01% of portfolio
26,427
Q3 2024 Added 19.79%
$0
$238 Million 0.01% of portfolio
1,087
Q3 2024 Reduced 2.07%
$0
$238 Million 0.01% of portfolio
2,541
Q3 2024 New
$5.08B
$209 Million 0.01% of portfolio
4,016
Q3 2024 New
$45B
$238 Million 0.01% of portfolio
22,518
Q3 2024 Added 48.26%
$0
$208 Million 0.01% of portfolio
4,527
Q3 2024 Reduced 4.73%
$10.3B
$221 Million 0.01% of portfolio
1,289
Q3 2024 Added 1.18%
$640M
$184 Million 0.01% of portfolio
11,348
Q3 2024 Added 2.47%
$10.8B
$129 Million 0.01% of portfolio
10,588
Q3 2024 New
$0
$232 Million 0.01% of portfolio
3,765
Q3 2024 Reduced 3.21%
$0
$184 Million 0.01% of portfolio
13,667
Q3 2024 Reduced 61.18%
$38.5B
$232 Million 0.01% of portfolio
457
Q3 2024 New
$10.3B
$227 Million 0.01% of portfolio
2,398
Q3 2024 Reduced 0.29%
$2.32B
$191 Million 0.01% of portfolio
12,829
Q3 2024 Reduced 24.03%
Vanguard Calif Tax Free Fds
-
$202 Million 0.01% of portfolio
-
Q3 2024 New
$0
$210 Million 0.01% of portfolio
2,927
Q3 2024 New
$0
$202 Million 0.01% of portfolio
8,054
Q3 2024 New
$0
$221 Million 0.01% of portfolio
15,051
Q3 2024 Reduced 0.01%
$21.2B
$238 Million 0.01% of portfolio
1,759
Q3 2024 Reduced 8.39%
$0
$238 Million 0.01% of portfolio
5,041
Q3 2024 New
America Movil Sab De Cv
-
$182 Million 0.01% of portfolio
-
Q3 2024 Reduced 24.13%
$0
$237 Million 0.01% of portfolio
20,213
Q3 2024 Reduced 0.29%
$0
$218 Million 0.01% of portfolio
4,207
Q3 2024 New
$12.2B
$98.3 Million 0.01% of portfolio
10,908
Q3 2024 Reduced 9.49%
$86.8B
$233 Million 0.01% of portfolio
572
Q3 2024 New
$8.31B
$236 Million 0.01% of portfolio
2,641
Q3 2024 New
$0
$216 Million 0.01% of portfolio
6,554
Q3 2024 New
$0
$212 Million 0.01% of portfolio
2,066
Q3 2024 New

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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