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
$24.4B
$959 Million 0.06% of portfolio
1,643
Q3 2024 Added 20.19%
$0
$992 Million 0.06% of portfolio
4,941
Q3 2024 Reduced 38.79%
$0
$992 Million 0.06% of portfolio
20,113
Q3 2024 New
$47.5B
$889 Million 0.06% of portfolio
8,664
Q3 2024 Added 26.89%
$78.1B
$896 Million 0.06% of portfolio
4,847
Q3 2024 Added 21.21%
$0
$916 Million 0.06% of portfolio
10,378
Q3 2024 Reduced 18.08%
$0
$897 Million 0.06% of portfolio
13,522
Q3 2024 Added 17.42%
$105B
$892 Million 0.06% of portfolio
1,917
Q3 2024 Added 75.87%
$0
$1.02 Billion 0.06% of portfolio
49,572
Q3 2024 Added 52.06%
$96.1B
$934 Million 0.06% of portfolio
14,757
Q3 2024 Added 122.28%
$102B
$956 Million 0.06% of portfolio
14,422
Q3 2024 Added 34.72%
$97.7B
$915 Million 0.06% of portfolio
29,587
Q3 2024 Added 6.12%
$144B
$948 Million 0.06% of portfolio
93,159
Q3 2024 Reduced 26.74%
$0
$952 Million 0.06% of portfolio
18,019
Q3 2024 Added 160.13%
$56.3B
$968 Million 0.06% of portfolio
5,729
Q3 2024 Added 15.11%
$38.4B
$1.01 Billion 0.06% of portfolio
11,295
Q3 2024 Added 5.52%
$45.1B
$910 Million 0.06% of portfolio
9,984
Q3 2024 New
ETF Ser Solutions
-
$990 Million 0.06% of portfolio
-
Q3 2024 Added 7.98%
$23.9B
$955 Million 0.06% of portfolio
-
Q3 2024 Added 7.56%
$277B
$1.01 Billion 0.06% of portfolio
4,870
Q3 2024 Added 32.91%
$96.3B
$994 Million 0.06% of portfolio
11,243
Q3 2024 Added 4.65%
$27.6B
$799 Million 0.05% of portfolio
9,552
Q3 2024 Added 5.72%
$30.1B
$765 Million 0.05% of portfolio
5,090
Q3 2024 Added 15.18%
$0
$772 Million 0.05% of portfolio
16,466
Q3 2024 Reduced 29.66%
$177B
$798 Million 0.05% of portfolio
4,696
Q3 2024 Reduced 79.61%
$0
$742 Million 0.05% of portfolio
2,817
Q3 2024 Added 0.28%
$46.1B
$745 Million 0.05% of portfolio
5,520
Q3 2024 Reduced 4.42%
$81.4B
$855 Million 0.05% of portfolio
23,363
Q3 2024 Added 44.66%
$30.1B
$780 Million 0.05% of portfolio
3,716
Q3 2024 Added 23.91%
$123B
$877 Million 0.05% of portfolio
3,170
Q3 2024 Added 4.14%
$0
$815 Million 0.05% of portfolio
21,657
Q3 2024 Reduced 13.4%
$43.4B
$756 Million 0.05% of portfolio
1,892
Q3 2024 New
$120B
$849 Million 0.05% of portfolio
13,563
Q3 2024 Added 76.49%
$3.83B
$804 Million 0.05% of portfolio
42,034
Q3 2024 Added 26.52%
$0
$743 Million 0.05% of portfolio
96,664
Q3 2024 Reduced 2.37%
$17.8B
$756 Million 0.05% of portfolio
17,837
Q3 2024 Added 25.51%
$0
$743 Million 0.05% of portfolio
5,799
Q3 2024 Reduced 2.69%
$0
$730 Million 0.05% of portfolio
6,717
Q3 2024 Added 34.47%
$0
$820 Million 0.05% of portfolio
36,999
Q3 2024 Added 12.11%
$54.2B
$762 Million 0.05% of portfolio
5,800
Q3 2024 Added 6.89%
$82.2B
$804 Million 0.05% of portfolio
55,782
Q3 2024 Added 6.73%
$0
$858 Million 0.05% of portfolio
7,171
Q3 2024 Added 15.23%
$123B
$862 Million 0.05% of portfolio
6,391
Q3 2024 Reduced 8.08%
$0
$783 Million 0.05% of portfolio
4,992
Q3 2024 Added 7.31%
$100B
$798 Million 0.05% of portfolio
10,231
Q3 2024 Added 13.43%
$30.4B
$815 Million 0.05% of portfolio
6,877
Q3 2024 Added 31.57%
$0
$812 Million 0.05% of portfolio
13,761
Q3 2024 Reduced 40.54%
$0
$819 Million 0.05% of portfolio
7,711
Q3 2024 Added 33.04%
$13.9B
$737 Million 0.05% of portfolio
14,058
Q3 2024 Reduced 0.33%

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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