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
$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%
$141B
$1.22 Billion 0.08% of portfolio
4,815
Q3 2024 Added 4.45%
$83.7B
$1.3 Billion 0.08% of portfolio
6,241
Q3 2024 Added 1.31%
$106B
$1.28 Billion 0.08% of portfolio
13,120
Q3 2024 Added 27.66%
$0
$1.12 Billion 0.07% of portfolio
39,660
Q3 2024 Added 7.26%
$173B
$1.07 Billion 0.07% of portfolio
16,494
Q3 2024 Added 0.2%
$92B
$1.04 Billion 0.07% of portfolio
7,655
Q3 2024 Added 65.51%
$52.6B
$1.1 Billion 0.07% of portfolio
90,526
Q3 2024 Added 16.4%
$144B
$1.07 Billion 0.07% of portfolio
9,139
Q3 2024 Added 10.59%
$11B
$1.17 Billion 0.07% of portfolio
10,437
Q3 2024 Added 15.5%
$107B
$1.08 Billion 0.07% of portfolio
11,989
Q3 2024 Added 36.88%
$125B
$1.1 Billion 0.07% of portfolio
17,735
Q3 2024 Reduced 15.98%
$67.6B
$1.09 Billion 0.07% of portfolio
6,710
Q3 2024 Added 68.72%
$0
$1.13 Billion 0.07% of portfolio
15,914
Q3 2024 Added 35.28%
-
$1.18 Billion 0.07% of portfolio
-
Q3 2024 Reduced 0.02%
$0
$1.06 Billion 0.07% of portfolio
5,602
Q3 2024 Added 16.1%
$84.7B
$1.05 Billion 0.07% of portfolio
25,825
Q3 2024 Added 47.42%
$72B
$1.1 Billion 0.07% of portfolio
24,039
Q3 2024 Added 35.24%
$0
$1.12 Billion 0.07% of portfolio
18,029
Q3 2024 Added 21.87%
$87.4B
$1.17 Billion 0.07% of portfolio
24,569
Q3 2024 Added 2.77%
$58.9B
$1.1 Billion 0.07% of portfolio
60,468
Q3 2024 Added 63.56%
$211B
$1.08 Billion 0.07% of portfolio
6,348
Q3 2024 Added 0.78%
$188B
$1.09 Billion 0.07% of portfolio
8,999
Q3 2024 Reduced 36.19%
$245B
$1.16 Billion 0.07% of portfolio
21,740
Q3 2024 Added 34.81%
$78.8B
$1.05 Billion 0.07% of portfolio
3,993
Q3 2024 Reduced 4.79%
$0
$1.16 Billion 0.07% of portfolio
13,748
Q3 2024 Reduced 23.08%
$123B
$1.2 Billion 0.07% of portfolio
11,360
Q3 2024 Added 9.79%
$0
$1.12 Billion 0.07% of portfolio
49,396
Q3 2024 Added 50.24%
$0
$1.12 Billion 0.07% of portfolio
47,809
Q3 2024 Added 51.72%
$155B
$1.13 Billion 0.07% of portfolio
30,458
Q3 2024 Added 24.66%
$0
$1.15 Billion 0.07% of portfolio
7,463
Q3 2024 Reduced 0.69%
$72.1B
$1.08 Billion 0.07% of portfolio
9,364
Q3 2024 Added 3.24%
$60.6B
$1.18 Billion 0.07% of portfolio
8,233
Q3 2024 Reduced 26.17%
$77.1B
$1.18 Billion 0.07% of portfolio
6,025
Q3 2024 Added 16.18%
$0
$1.16 Billion 0.07% of portfolio
84,647
Q3 2024 Added 15.94%
$0
$1.04 Billion 0.07% of portfolio
35,841
Q3 2024 New
$122B
$1.15 Billion 0.07% of portfolio
19,932
Q3 2024 Added 26.61%
$0
$1.14 Billion 0.07% of portfolio
21,228
Q3 2024 Reduced 33.34%
$15.9B
$1.05 Billion 0.07% of portfolio
5,928
Q3 2024 Added 2.14%
$45.5B
$909 Million 0.06% of portfolio
291,387
Q3 2024 Added 89.79%
$106B
$1 Billion 0.06% of portfolio
33,537
Q3 2024 Added 22.32%
$13.4B
$890 Million 0.06% of portfolio
13,936
Q3 2024 Added 16.28%
$79B
$923 Million 0.06% of portfolio
1,963
Q3 2024 Added 89.48%
$91.4B
$890 Million 0.06% of portfolio
1,150
Q3 2024 Reduced 24.89%
$144B
$943 Million 0.06% of portfolio
4,669
Q3 2024 Reduced 5.79%
$0
$997 Million 0.06% of portfolio
43,863
Q3 2024 Added 10.4%
$0
$956 Million 0.06% of portfolio
2,547
Q3 2024 Reduced 17.41%
$0
$893 Million 0.06% of portfolio
8,295
Q3 2024 Reduced 25.23%

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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