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
$90.5B
$1.82 Billion 0.11% of portfolio
20,175
Q3 2024 Added 6.86%
$146B
$1.69 Billion 0.11% of portfolio
26,086
Q3 2024 Added 23.6%
$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%
$218B
$1.78 Billion 0.11% of portfolio
1,985
Q3 2024 Reduced 1.59%
$220B
$1.75 Billion 0.11% of portfolio
26,562
Q3 2024 Reduced 7.45%
$140B
$1.74 Billion 0.11% of portfolio
5,388
Q3 2024 Added 4.2%
$202B
$1.67 Billion 0.1% of portfolio
10,163
Q3 2024 Reduced 13.34%
$67.8B
$1.53 Billion 0.1% of portfolio
5,996
Q3 2024 Added 3.06%
$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%
$84.7B
$1.58 Billion 0.1% of portfolio
6,810
Q3 2024 Added 29.71%
$0
$1.68 Billion 0.1% of portfolio
37,523
Q3 2024 Added 226.03%
$168B
$1.6 Billion 0.1% of portfolio
12,859
Q3 2024 Added 28.91%
$128B
$1.65 Billion 0.1% of portfolio
2,821
Q3 2024 Added 45.71%
$138B
$1.63 Billion 0.1% of portfolio
25,971
Q3 2024 Reduced 7.68%
$1.68B
$1.53 Billion 0.1% of portfolio
26,473
Q3 2024 Added 15.98%
$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%
$65.3B
$1.4 Billion 0.09% of portfolio
12,489
Q3 2024 Added 8.54%
$270B
$1.46 Billion 0.09% of portfolio
25,855
Q3 2024 Reduced 8.87%
$48.7B
$1.36 Billion 0.09% of portfolio
7,134
Q3 2024 Added 242.65%
$180B
$1.41 Billion 0.09% of portfolio
2,275
Q3 2024 Reduced 1.98%
$83.4B
$1.43 Billion 0.09% of portfolio
12,377
Q3 2024 Added 2.57%
$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%
$197B
$1.5 Billion 0.09% of portfolio
33,102
Q3 2024 Added 21.53%
$61.1B
$1.43 Billion 0.09% of portfolio
64,838
Q3 2024 Added 8.5%
$157B
$1.51 Billion 0.09% of portfolio
1,593
Q3 2024 Added 28.36%
$216B
$1.37 Billion 0.09% of portfolio
4,499
Q3 2024 Added 21.69%
$167B
$1.4 Billion 0.09% of portfolio
33,517
Q3 2024 Added 26.12%
$225B
$1.24 Billion 0.08% of portfolio
4,589
Q3 2024 Added 6.67%
$149B
$1.23 Billion 0.08% of portfolio
42,433
Q3 2024 Added 12.11%
$58.4B
$1.28 Billion 0.08% of portfolio
20,384
Q3 2024 Added 11.65%
$215B
$1.34 Billion 0.08% of portfolio
12,893
Q3 2024 Added 0.84%
$0
$1.32 Billion 0.08% of portfolio
31,969
Q3 2024 Added 1.54%
$133B
$1.33 Billion 0.08% of portfolio
4,027
Q3 2024 Reduced 3.03%
$129B
$1.25 Billion 0.08% of portfolio
15,555
Q3 2024 Added 39.58%
$0
$1.27 Billion 0.08% of portfolio
53,011
Q3 2024 Added 55.1%
-
$1.22 Billion 0.08% of portfolio
-
Q3 2024 Reduced 13.79%
$273B
$1.33 Billion 0.08% of portfolio
7,421
Q3 2024 Added 9.47%
$115B
$1.3 Billion 0.08% of portfolio
4,500
Q3 2024 Added 6.76%
Linde PLC
-
$1.34 Billion 0.08% of portfolio
-
Q3 2024 Added 16.85%
Maplebear Inc
-
$1.25 Billion 0.08% of portfolio
-
Q3 2024 Added 55.07%
$26.6B
$1.34 Billion 0.08% of portfolio
13,859
Q3 2024 Added 40.97%
$0
$1.22 Billion 0.08% of portfolio
15,122
Q3 2024 Added 53.37%
$96.9B
$1.3 Billion 0.08% of portfolio
17,966
Q3 2024 Added 34.68%
$0
$1.34 Billion 0.08% of portfolio
5,930
Q3 2024 Reduced 0.12%

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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