Atomi Financial Group
Latest statistics and disclosures from Atomi Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, COIN, IVV, INTF, VEA, and represent 15.55% of Atomi Financial Group's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$29M), SCHV (+$24M), GOOG (+$15M), AAPL (+$15M), VOO (+$13M), QQQ (+$12M), SCHB (+$12M), INTF (+$11M), SCHF (+$11M), MSFT (+$10M).
- Started 134 new stock positions in QFIN, VOT, GBIL, FPE, IBTF, DDLS, SJNK, CRS, IXC, GLAD.
- Reduced shares in these 10 stocks: UPST, CALF, Arista Networks, OZ, NEE, IWY, , Ishares Ibonds Dec 2024 Term T, TLTW, .
- Sold out of its positions in Advent Conv & Income, ALLY, Arista Networks, GYLD, BCS, GOLD, OZ, BBY, BlackRock, BDJ.
- Atomi Financial Group was a net buyer of stock by $413M.
- Atomi Financial Group has $1.9B in assets under management (AUM), dropping by 21.19%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Atomi Financial Group
Atomi Financial Group holds 964 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Atomi Financial Group has 964 total positions. Only the first 250 positions are shown.
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- Download the Atomi Financial Group December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $81M | +21% | 324k | 250.42 |
|
| Coinbase Global Com Cl A (COIN) | 4.1 | $80M | 324k | 248.30 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $57M | +18% | 97k | 588.68 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.3 | $44M | +33% | 1.5M | 28.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.0 | $39M | +11% | 812k | 47.82 |
|
| Meta Platforms Cl A (META) | 2.0 | $39M | +6% | 66k | 585.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $38M | +64% | 197k | 190.44 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.9 | $37M | +28% | 620k | 60.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $37M | +351% | 1.3M | 27.87 |
|
| Microsoft Corporation (MSFT) | 1.9 | $36M | +38% | 86k | 421.50 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.8 | $35M | +215% | 1.4M | 26.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $30M | +72% | 56k | 538.81 |
|
| Amazon (AMZN) | 1.5 | $29M | +34% | 130k | 219.39 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $26M | +43% | 44k | 586.09 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $24M | +31% | 334k | 71.91 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.2 | $24M | +57% | 1.1M | 22.45 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $24M | +13% | 98k | 240.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $23M | +46% | 123k | 189.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $22M | +120% | 43k | 511.23 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $21M | +10% | 218k | 96.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $21M | +13% | 468k | 44.04 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $20M | +20% | 541k | 37.26 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.0 | $20M | +52% | 434k | 45.20 |
|
| Oklo Com Cl A (OKLO) | 1.0 | $19M | +76% | 908k | 21.23 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $19M | +36% | 344k | 55.45 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $18M | +148% | 963k | 18.50 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $16M | +10% | 103k | 159.52 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $16M | +325% | 694k | 22.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $15M | +12% | 62k | 239.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $14M | +4% | 32k | 453.27 |
|
| Tesla Motors (TSLA) | 0.7 | $13M | +29% | 32k | 403.88 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $13M | +20% | 227k | 56.48 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.7 | $13M | +33% | 186k | 68.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $12M | +122% | 30k | 410.44 |
|
| Broadcom (AVGO) | 0.6 | $12M | +15% | 50k | 231.84 |
|
| Thor Finl Technologies Tr Equal Weight Low (THLV) | 0.6 | $11M | +34% | 406k | 27.51 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $10M | +37% | 204k | 50.13 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.5 | $10M | +44% | 153k | 65.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $9.6M | +480% | 57k | 169.30 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $9.3M | +7% | 10k | 916.28 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.5 | $9.2M | +54% | 393k | 23.28 |
|
| Caterpillar (CAT) | 0.4 | $8.4M | +3% | 23k | 362.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $8.4M | +77% | 91k | 91.68 |
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.4 | $8.2M | +50% | 233k | 35.30 |
|
| Roblox Corp Cl A (RBLX) | 0.4 | $8.0M | 138k | 57.86 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.4 | $7.9M | +44% | 168k | 47.01 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $7.9M | +16% | 40k | 197.49 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.4 | $7.7M | 134k | 57.31 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $7.5M | +16% | 146k | 51.51 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $7.3M | +18% | 141k | 51.70 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $7.2M | +49% | 83k | 87.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $7.2M | +31% | 95k | 75.61 |
|
| Bank of America Corporation (BAC) | 0.3 | $6.7M | +5% | 152k | 43.95 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $6.6M | +3% | 62k | 106.84 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $6.6M | +19% | 60k | 108.61 |
|
| Goldman Sachs (GS) | 0.3 | $6.5M | +2% | 11k | 572.60 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $6.5M | +759% | 24k | 269.70 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $6.4M | +27% | 24k | 264.13 |
|
| Netflix (NFLX) | 0.3 | $6.4M | +20% | 7.2k | 891.36 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $6.3M | +46% | 136k | 46.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.2M | +6% | 21k | 289.80 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $6.1M | +14% | 124k | 49.51 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $6.1M | +38% | 242k | 25.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $6.1M | +27% | 12k | 526.59 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $6.0M | +736% | 56k | 106.55 |
|
| Johnson & Johnson (JNJ) | 0.3 | $5.8M | -9% | 40k | 144.62 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $5.7M | +38% | 112k | 50.88 |
|
| Procter & Gamble Company (PG) | 0.3 | $5.7M | +13% | 34k | 167.65 |
|
| International Business Machines (IBM) | 0.3 | $5.5M | +8% | 25k | 219.83 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $5.5M | +107% | 212k | 25.86 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $5.4M | +48% | 31k | 178.08 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.3M | -12% | 50k | 107.57 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $5.2M | +25% | 38k | 135.37 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $5.1M | 55k | 92.45 |
|
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $5.1M | +9% | 102k | 49.82 |
|
| Visa Com Cl A (V) | 0.3 | $5.1M | +19% | 16k | 316.04 |
|
| salesforce (CRM) | 0.3 | $5.0M | +24% | 15k | 334.33 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.8M | +15% | 6.2k | 771.98 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $4.8M | +36% | 76k | 62.95 |
|
| Chevron Corporation (CVX) | 0.2 | $4.7M | +8% | 32k | 144.84 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $4.6M | 40k | 115.72 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $4.6M | +372% | 170k | 27.32 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.4M | +6% | 14k | 322.16 |
|
| Ge Aerospace Com New (GE) | 0.2 | $4.2M | 25k | 166.79 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $4.2M | +24% | 41k | 100.34 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $4.1M | -2% | 36k | 115.22 |
|
| Equinix (EQIX) | 0.2 | $4.1M | +23% | 4.3k | 942.98 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $3.9M | -7% | 65k | 60.90 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.8M | +176% | 16k | 232.52 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.7M | +15% | 76k | 49.05 |
|
| UnitedHealth (UNH) | 0.2 | $3.7M | +6% | 7.2k | 505.83 |
|
| Booking Holdings (BKNG) | 0.2 | $3.6M | +39% | 719.00 | 4969.35 |
|
| 3M Company (MMM) | 0.2 | $3.6M | 28k | 129.09 |
|
|
| General Motors Company (GM) | 0.2 | $3.6M | +607% | 67k | 53.27 |
|
| At&t (T) | 0.2 | $3.5M | +28% | 152k | 22.77 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $3.4M | +26% | 5.5k | 621.75 |
|
| Merck & Co (MRK) | 0.2 | $3.4M | +11% | 35k | 99.48 |
|
| Home Depot (HD) | 0.2 | $3.4M | +17% | 8.7k | 388.99 |
|
| Walt Disney Company (DIS) | 0.2 | $3.3M | +18% | 30k | 111.35 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $3.3M | +11% | 7.8k | 425.51 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $3.2M | +2% | 28k | 114.48 |
|
| Boeing Company (BA) | 0.2 | $3.2M | 18k | 177.00 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $3.1M | +22% | 134k | 23.47 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $3.1M | +24% | 55k | 57.28 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.1M | +218% | 16k | 198.18 |
|
| Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) | 0.2 | $3.1M | +33% | 79k | 39.16 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $3.1M | +38% | 13k | 246.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.9M | +2% | 17k | 172.42 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.9M | +54% | 41k | 70.28 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $2.9M | +62% | 32k | 91.43 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $2.8M | 31k | 92.73 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.8M | +5% | 32k | 89.08 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.8M | +15% | 17k | 166.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.8M | +4% | 32k | 86.02 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.8M | +30% | 14k | 195.82 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.7M | 53k | 52.22 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.7M | NEW | 24k | 110.53 |
|
| Abbvie (ABBV) | 0.1 | $2.6M | +17% | 15k | 177.70 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.4M | -10% | 14k | 175.23 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.4M | +151% | 13k | 181.96 |
|
| Nextera Energy (NEE) | 0.1 | $2.4M | -45% | 34k | 71.69 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.4M | +17% | 31k | 77.27 |
|
| Servicenow (NOW) | 0.1 | $2.4M | +12% | 2.2k | 1060.28 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.3M | 10k | 228.05 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.3M | +36% | 3.3k | 693.09 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.3M | +14% | 18k | 128.82 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.3M | +36% | 21k | 106.33 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.3M | +83% | 19k | 120.79 |
|
| Proshares Tr Short Qqq (PSQ) | 0.1 | $2.3M | +3% | 60k | 37.40 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.2M | +20% | 20k | 113.11 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.2M | -6% | 27k | 81.98 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.1M | 31k | 68.94 |
|
|
| Uber Technologies (UBER) | 0.1 | $2.1M | +14% | 35k | 60.32 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.1M | +35% | 51k | 40.67 |
|
| Citigroup Com New (C) | 0.1 | $2.1M | +12% | 29k | 70.39 |
|
| MercadoLibre (MELI) | 0.1 | $2.1M | +22% | 1.2k | 1700.35 |
|
| Honeywell International (HON) | 0.1 | $2.1M | +11% | 9.1k | 225.89 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $2.1M | +18% | 82k | 25.05 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.1M | -16% | 19k | 110.11 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.0M | -4% | 16k | 128.62 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.0M | +22% | 41k | 49.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.0M | -14% | 26k | 75.63 |
|
| Verizon Communications (VZ) | 0.1 | $2.0M | 49k | 39.99 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $1.9M | +141% | 80k | 24.29 |
|
| Kinder Morgan (KMI) | 0.1 | $1.9M | +7% | 70k | 27.40 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.9M | +18% | 15k | 125.72 |
|
| Blackrock (BLK) | 0.1 | $1.9M | NEW | 1.9k | 1025.19 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.9M | +12% | 23k | 84.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | +84% | 4.7k | 401.58 |
|
| Coca-Cola Company (KO) | 0.1 | $1.9M | +13% | 30k | 62.26 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.9M | -17% | 44k | 42.61 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.8M | +14% | 30k | 60.30 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.8M | +227% | 47k | 38.08 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.8M | +8% | 5.3k | 339.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.8M | +412% | 9.2k | 190.87 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.8M | 29k | 61.34 |
|
|
| Rbc Cad (RY) | 0.1 | $1.7M | +12% | 15k | 120.51 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.1 | $1.7M | NEW | 35k | 49.37 |
|
| Lowe's Companies (LOW) | 0.1 | $1.7M | +6% | 7.0k | 246.81 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.7M | +491% | 82k | 21.16 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.7M | +108% | 15k | 115.55 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.7M | +40% | 45k | 38.37 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $1.7M | +6% | 25k | 69.04 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | -5% | 3.8k | 444.63 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.7M | +344% | 19k | 87.90 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.7M | +192% | 32k | 52.47 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.7M | +935% | 60k | 27.71 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $1.7M | NEW | 71k | 23.32 |
|
| Southern Company (SO) | 0.1 | $1.7M | 20k | 82.32 |
|
|
| Marvell Technology (MRVL) | 0.1 | $1.6M | -16% | 15k | 110.45 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.6M | +9% | 19k | 88.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.6M | +10% | 6.8k | 242.13 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.6M | +10% | 29k | 56.70 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.6M | NEW | 5.8k | 280.05 |
|
| American Express Company (AXP) | 0.1 | $1.6M | +18% | 5.4k | 296.77 |
|
| Axon Enterprise (AXON) | 0.1 | $1.6M | +42% | 2.7k | 594.32 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.6M | -8% | 28k | 58.00 |
|
| Intuit (INTU) | 0.1 | $1.6M | +11% | 2.5k | 628.42 |
|
| Danaher Corporation (DHR) | 0.1 | $1.6M | -19% | 6.9k | 229.56 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.6M | +9% | 8.1k | 194.60 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.6M | +20% | 5.4k | 289.90 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.6M | -6% | 25k | 62.65 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.6M | -13% | 16k | 97.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | +34% | 24k | 62.31 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.5M | +13% | 4.6k | 331.89 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.1 | $1.5M | NEW | 45k | 33.37 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.5M | NEW | 16k | 93.33 |
|
| Nike CL B (NKE) | 0.1 | $1.5M | +74% | 20k | 75.67 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.5M | +3% | 15k | 99.55 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | +7% | 3.0k | 485.90 |
|
| Ecolab (ECL) | 0.1 | $1.5M | +4% | 6.3k | 234.32 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.5M | 80k | 18.22 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.5M | +78% | 14k | 105.48 |
|
| Cisco Systems (CSCO) | 0.1 | $1.4M | +12% | 24k | 59.20 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | +7% | 13k | 107.74 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $1.4M | -27% | 41k | 34.38 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $1.4M | +7% | 61k | 23.07 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.4M | +44% | 11k | 126.11 |
|
| Waste Management (WM) | 0.1 | $1.4M | +11% | 6.9k | 201.79 |
|
| Amgen (AMGN) | 0.1 | $1.4M | 5.4k | 260.65 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.4M | -17% | 41k | 34.13 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $1.4M | +16% | 99k | 13.99 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $1.4M | NEW | 29k | 46.79 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -7% | 2.6k | 520.32 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.4M | +26% | 6.2k | 220.72 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.4M | +13% | 15k | 91.25 |
|
| Teck Resources CL B (TECK) | 0.1 | $1.4M | NEW | 33k | 40.53 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.3M | +16% | 28k | 47.83 |
|
| Chubb (CB) | 0.1 | $1.3M | +6% | 4.8k | 276.33 |
|
| TJX Companies (TJX) | 0.1 | $1.3M | +17% | 11k | 120.81 |
|
| Linde SHS (LIN) | 0.1 | $1.3M | +9% | 3.1k | 418.74 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.3M | +14% | 28k | 45.42 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.3M | +24% | 62k | 20.65 |
|
| Barclays Adr | 0.1 | $1.3M | NEW | 96k | 13.29 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.3M | +23% | 20k | 64.47 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.3M | -2% | 12k | 103.44 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | -32% | 19k | 65.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | +71% | 2.3k | 521.89 |
|
| Progressive Corporation (PGR) | 0.1 | $1.2M | +5% | 5.1k | 239.60 |
|
| Enbridge (ENB) | 0.1 | $1.2M | +10% | 29k | 42.43 |
|
| Icici Bank Adr (IBN) | 0.1 | $1.2M | +20% | 41k | 29.86 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $1.2M | +8% | 52k | 23.27 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | +74% | 12k | 101.53 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.2M | +9% | 102k | 11.72 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $1.2M | +39% | 19k | 63.15 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -5% | 32k | 37.53 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.2M | +21% | 25k | 48.42 |
|
| Philip Morris International (PM) | 0.1 | $1.2M | +9% | 9.8k | 120.35 |
|
| Capital One Financial (COF) | 0.1 | $1.2M | +14% | 6.6k | 178.31 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $1.2M | +5% | 52k | 22.40 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.2M | +113% | 45k | 25.83 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.2M | +15% | 4.6k | 253.54 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.2M | +39% | 15k | 79.99 |
|
| Oneok (OKE) | 0.1 | $1.1M | +14% | 11k | 100.40 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | +53% | 8.9k | 127.58 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.1M | -11% | 11k | 106.55 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.1M | +30% | 18k | 63.86 |
|
| American Tower Reit (AMT) | 0.1 | $1.1M | -9% | 6.2k | 183.41 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +19% | 15k | 74.01 |
|
| CRH Ord (CRH) | 0.1 | $1.1M | +17% | 12k | 92.52 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | +20% | 3.8k | 292.74 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | -19% | 19k | 57.53 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $1.1M | -5% | 46k | 24.24 |
|
| Ubs Group SHS (UBS) | 0.1 | $1.1M | +22% | 36k | 30.32 |
|
| Fiserv (FI) | 0.1 | $1.1M | +9% | 5.3k | 205.42 |
|
| Tyler Technologies (TYL) | 0.1 | $1.1M | +15% | 1.9k | 576.64 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.1M | NEW | 9.5k | 114.73 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.1M | +10% | 6.7k | 162.93 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.1M | +5% | 7.9k | 137.57 |
|
| D.R. Horton (DHI) | 0.1 | $1.1M | +7% | 7.7k | 139.82 |
|
Past Filings by Atomi Financial Group
SEC 13F filings are viewable for Atomi Financial Group going back to 2023
- Atomi Financial Group 2024 Q4 filed Jan. 17, 2025
- Atomi Financial Group 2024 Q3 filed Oct. 8, 2024
- Atomi Financial Group 2024 Q2 filed July 26, 2024
- Atomi Financial Group 2024 Q1 filed May 7, 2024
- Atomi Financial Group 2023 Q4 filed Feb. 8, 2024
- Atomi Financial Group 2023 Q3 filed Nov. 9, 2023
- Atomi Financial Group 2023 Q2 filed Aug. 3, 2023
- Atomi Financial Group 2023 Q1 filed June 7, 2023