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, VEA, INTF, and represent 15.11% of Atomi Financial Group's stock portfolio.
- Added to shares of these 10 stocks: EMXC (+$15M), IVV (+$15M), INTF (+$13M), VEA (+$11M), LRGF (+$9.8M), SCHV (+$7.3M), VOO (+$7.0M), BND (+$7.0M), AVGO (+$6.6M), SCHG.
- Started 151 new stock positions in XPO, Innovator Etfs Trust, PWZ, SE, NDSN, SQQQ, AWK, GEN, ICLR, HRI.
- Reduced shares in these 10 stocks: XC (-$11M), IJS, IJT, QCOM, DYFI, COF, DLS, IUSB, BKNG, SGOV.
- Sold out of its positions in COR, AFT, ARM, BBDC, BFK, CELH, SID, DAL, FANG, DFAC.
- Atomi Financial Group was a net buyer of stock by $196M.
- Atomi Financial Group has $1.6B in assets under management (AUM), dropping by 18.41%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Atomi Financial Group
Atomi Financial Group holds 908 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Atomi Financial Group has 908 total positions. Only the first 250 positions are shown.
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- Download the Atomi Financial Group September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.9 | $62M | +5% | 266k | 233.00 |
|
| Coinbase Global Com Cl A (COIN) | 3.6 | $58M | 325k | 178.17 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $47M | +45% | 82k | 576.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $39M | +41% | 730k | 52.81 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.3 | $36M | +56% | 1.1M | 31.43 |
|
| Meta Platforms Cl A (META) | 2.2 | $35M | 62k | 572.44 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.2 | $35M | +26% | 431k | 80.37 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $30M | +18% | 291k | 104.18 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.8 | $28M | +53% | 483k | 58.77 |
|
| Microsoft Corporation (MSFT) | 1.7 | $27M | +3% | 63k | 430.30 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $23M | 189k | 121.44 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $21M | +25% | 87k | 237.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $20M | 198k | 101.27 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $20M | +17% | 120k | 167.19 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $20M | +8% | 411k | 47.85 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $19M | +58% | 253k | 75.11 |
|
| Amazon (AMZN) | 1.1 | $18M | +33% | 97k | 186.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $17M | 30k | 573.75 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $17M | +68% | 33k | 527.68 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $16M | -7% | 388k | 41.12 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.0 | $16M | +32% | 675k | 23.06 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $15M | NEW | 252k | 61.11 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $14M | +17% | 93k | 151.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $14M | +11% | 30k | 460.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $14M | 84k | 165.85 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $13M | -17% | 284k | 47.12 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $12M | +5% | 55k | 210.86 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $11M | +15% | 188k | 57.83 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $11M | 163k | 66.52 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $11M | 448k | 23.42 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $10M | +6% | 47k | 220.89 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.6 | $10M | +39% | 140k | 72.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $9.6M | -2% | 20k | 488.08 |
|
| Thor Finl Technologies Tr Low Volatility (THLV) | 0.5 | $8.7M | +13% | 302k | 28.94 |
|
| Caterpillar (CAT) | 0.5 | $8.7M | -4% | 22k | 391.13 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.4M | -9% | 9.4k | 886.56 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.5 | $8.2M | +21% | 133k | 61.57 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $7.6M | +24% | 149k | 51.12 |
|
| Broadcom (AVGO) | 0.5 | $7.5M | +772% | 44k | 172.50 |
|
| Johnson & Johnson (JNJ) | 0.4 | $7.2M | +10% | 44k | 162.06 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $6.7M | +46% | 126k | 53.72 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $6.7M | +3% | 60k | 112.98 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $6.7M | +10% | 106k | 63.47 |
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.4 | $6.7M | +14% | 154k | 43.29 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $6.6M | +14% | 57k | 117.22 |
|
| Tesla Motors (TSLA) | 0.4 | $6.5M | +4% | 25k | 261.60 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $6.3M | +2% | 119k | 52.66 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.4 | $6.1M | -33% | 254k | 23.94 |
|
| Roblox Corp Cl A (RBLX) | 0.4 | $6.0M | 137k | 44.26 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.0M | -3% | 72k | 83.63 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $5.9M | +15% | 34k | 173.67 |
|
| Bank of America Corporation (BAC) | 0.4 | $5.7M | +11% | 144k | 39.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.7M | +14% | 20k | 283.16 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.4 | $5.6M | +49% | 117k | 48.06 |
|
| Goldman Sachs (GS) | 0.3 | $5.5M | -8% | 11k | 495.11 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $5.5M | -46% | 51k | 107.66 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $5.4M | +405% | 55k | 98.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $5.4M | +10% | 55k | 98.12 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $5.4M | +5% | 108k | 49.70 |
|
| Nextera Energy (NEE) | 0.3 | $5.3M | +158% | 63k | 84.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $5.3M | +4% | 102k | 51.50 |
|
| Procter & Gamble Company (PG) | 0.3 | $5.2M | 30k | 173.20 |
|
|
| International Business Machines (IBM) | 0.3 | $5.1M | +7% | 23k | 221.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $5.1M | +3% | 13k | 383.94 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $5.0M | +101% | 19k | 263.82 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $4.9M | 52k | 95.81 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $4.8M | +173% | 40k | 121.16 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.8M | +2% | 5.4k | 885.88 |
|
| Ge Aerospace Com New (GE) | 0.3 | $4.8M | -9% | 25k | 188.58 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $4.6M | +18% | 93k | 49.80 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $4.5M | +3% | 175k | 25.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.5M | +51% | 9.1k | 493.82 |
|
| Chevron Corporation (CVX) | 0.3 | $4.4M | -4% | 30k | 147.27 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $4.4M | +7% | 93k | 46.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $4.3M | +5% | 37k | 116.96 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $4.3M | -42% | 31k | 139.49 |
|
| Netflix (NFLX) | 0.3 | $4.2M | +10% | 6.0k | 709.26 |
|
| Oklo Com Cl A (OKLO) | 0.3 | $4.2M | NEW | 516k | 8.09 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.1M | +4% | 51k | 80.75 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $4.1M | +6% | 81k | 51.04 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.0M | 13k | 314.39 |
|
|
| UnitedHealth (UNH) | 0.2 | $4.0M | -3% | 6.8k | 584.70 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $3.8M | -43% | 55k | 69.05 |
|
| 3M Company (MMM) | 0.2 | $3.8M | +430% | 28k | 136.70 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $3.7M | -5% | 21k | 179.30 |
|
| Visa Com Cl A (V) | 0.2 | $3.7M | +5% | 13k | 274.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $3.7M | -6% | 31k | 119.07 |
|
| Merck & Co (MRK) | 0.2 | $3.5M | -3% | 31k | 113.56 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $3.4M | 27k | 125.96 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $3.3M | +15% | 33k | 100.69 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.3M | +24% | 66k | 50.28 |
|
| salesforce (CRM) | 0.2 | $3.3M | +27% | 12k | 273.71 |
|
| Equinix (EQIX) | 0.2 | $3.1M | +24% | 3.5k | 887.58 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.0M | 36k | 84.53 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $3.0M | 31k | 96.95 |
|
|
| Home Depot (HD) | 0.2 | $3.0M | +8% | 7.4k | 405.21 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.0M | -4% | 52k | 57.41 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.0M | -7% | 30k | 97.42 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.9M | +8% | 7.0k | 423.10 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $2.8M | -2% | 70k | 40.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.8M | +91% | 16k | 179.16 |
|
| Boeing Company (BA) | 0.2 | $2.7M | -2% | 18k | 152.04 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.2 | $2.7M | 58k | 46.52 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $2.6M | +48% | 110k | 24.05 |
|
| At&t (T) | 0.2 | $2.6M | +11% | 118k | 22.00 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.6M | 4.4k | 586.56 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $2.6M | +22% | 44k | 58.11 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.5M | +11% | 10k | 246.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.5M | +9% | 17k | 153.13 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.5M | -2% | 15k | 170.40 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.5M | +2% | 22k | 110.63 |
|
| Abbvie (ABBV) | 0.2 | $2.4M | +4% | 12k | 197.49 |
|
| Walt Disney Company (DIS) | 0.2 | $2.4M | 25k | 96.19 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.4M | -4% | 29k | 83.15 |
|
| Danaher Corporation (DHR) | 0.1 | $2.4M | +66% | 8.5k | 278.01 |
|
| Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) | 0.1 | $2.4M | NEW | 59k | 39.81 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.4M | -22% | 11k | 220.05 |
|
| Upstart Hldgs (UPST) | 0.1 | $2.4M | 59k | 40.01 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $2.3M | +3% | 54k | 43.42 |
|
| Uber Technologies (UBER) | 0.1 | $2.3M | -5% | 31k | 75.16 |
|
| Proshares Tr Short Qqq (PSQ) | 0.1 | $2.3M | +4% | 58k | 39.44 |
|
| Arista Networks (ANET) | 0.1 | $2.2M | +31% | 5.8k | 383.82 |
|
| Verizon Communications (VZ) | 0.1 | $2.2M | +12% | 49k | 44.91 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.2M | +27% | 28k | 77.91 |
|
| Booking Holdings (BKNG) | 0.1 | $2.2M | -56% | 514.00 | 4214.99 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.1M | -2% | 32k | 67.51 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.1M | +57% | 20k | 106.12 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +2% | 11k | 198.06 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $2.1M | +15% | 31k | 69.02 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $2.1M | +31% | 18k | 115.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.1M | 4.0k | 517.81 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.1M | +39% | 17k | 125.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | +11% | 27k | 78.05 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.1M | -15% | 26k | 78.69 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.1M | +19% | 9.0k | 229.11 |
|
| MercadoLibre (MELI) | 0.1 | $2.0M | +234% | 993.00 | 2052.98 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $2.0M | 57k | 35.86 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.0M | -20% | 2.4k | 833.22 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.9M | +3% | 15k | 126.18 |
|
| Coca-Cola Company (KO) | 0.1 | $1.9M | +11% | 27k | 71.86 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | +28% | 16k | 114.01 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.9M | -2% | 50k | 37.56 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.8M | +14% | 4.8k | 381.70 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.8M | +99% | 5.3k | 341.82 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.8M | -27% | 30k | 60.42 |
|
| Southern Company (SO) | 0.1 | $1.8M | +6% | 20k | 90.18 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.8M | +2% | 29k | 62.69 |
|
| Lowe's Companies (LOW) | 0.1 | $1.8M | +53% | 6.6k | 270.85 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.8M | -6% | 19k | 91.81 |
|
| Servicenow (NOW) | 0.1 | $1.8M | 2.0k | 894.54 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $1.8M | -7% | 27k | 65.95 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | +81% | 2.8k | 618.67 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.7M | +22% | 69k | 25.13 |
|
| Amgen (AMGN) | 0.1 | $1.7M | +4% | 5.4k | 322.18 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.7M | +13% | 9.8k | 174.57 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $1.7M | 23k | 73.00 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $1.7M | +23% | 26k | 64.96 |
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| Honeywell International (HON) | 0.1 | $1.7M | -3% | 8.2k | 206.70 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.7M | +226% | 38k | 44.67 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $1.7M | +12% | 33k | 50.60 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.7M | -13% | 10k | 164.09 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | +45% | 2.8k | 584.51 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $1.6M | +7% | 41k | 39.74 |
|
| Citigroup Com New (C) | 0.1 | $1.6M | -7% | 26k | 62.60 |
|
| Rbc Cad (RY) | 0.1 | $1.6M | +28% | 13k | 124.73 |
|
| American Tower Reit (AMT) | 0.1 | $1.6M | +29% | 6.8k | 232.58 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.5M | -12% | 17k | 91.31 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.5M | +111% | 14k | 106.76 |
|
| Ecolab (ECL) | 0.1 | $1.5M | +3% | 6.0k | 255.32 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | +15% | 27k | 57.62 |
|
| BlackRock (BLK) | 0.1 | $1.5M | +28% | 1.6k | 949.51 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.5M | -17% | 6.2k | 243.07 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.5M | +21% | 33k | 45.19 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.5M | -8% | 26k | 56.49 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.5M | -6% | 81k | 18.04 |
|
| Kinder Morgan (KMI) | 0.1 | $1.4M | +8% | 65k | 22.09 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | +2% | 12k | 115.30 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.4M | -20% | 24k | 59.51 |
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| Intuit (INTU) | 0.1 | $1.4M | 2.3k | 620.88 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | +26% | 34k | 41.77 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.4M | +8% | 13k | 111.80 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.4M | +21% | 4.5k | 304.54 |
|
| D.R. Horton (DHI) | 0.1 | $1.4M | +242% | 7.1k | 190.77 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | 13k | 104.24 |
|
|
| Linde SHS (LIN) | 0.1 | $1.3M | +16% | 2.8k | 476.94 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.3M | 5.9k | 225.75 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.3M | +40% | 14k | 96.57 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.3M | -3% | 4.0k | 331.47 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | +4% | 12k | 110.47 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.3M | +9% | 7.4k | 178.56 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.3M | 32k | 41.28 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $1.3M | +40% | 57k | 23.12 |
|
| Chubb (CB) | 0.1 | $1.3M | +6% | 4.5k | 288.40 |
|
| Marvell Technology (MRVL) | 0.1 | $1.3M | +34% | 18k | 72.12 |
|
| Waste Management (WM) | 0.1 | $1.3M | 6.2k | 207.60 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.3M | +11% | 20k | 62.88 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.3M | +27% | 13k | 97.49 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $1.3M | +55% | 53k | 24.00 |
|
| Maplebear (CART) | 0.1 | $1.3M | +55% | 31k | 40.74 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.2M | +39% | 16k | 80.14 |
|
| American Express Company (AXP) | 0.1 | $1.2M | +6% | 4.6k | 271.18 |
|
| Pfizer (PFE) | 0.1 | $1.2M | +12% | 42k | 28.94 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.1 | $1.2M | -13% | 45k | 27.00 |
|
| Progressive Corporation (PGR) | 0.1 | $1.2M | +4% | 4.8k | 253.76 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.2M | +53% | 15k | 80.78 |
|
| ConocoPhillips (COP) | 0.1 | $1.2M | +9% | 11k | 105.28 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $1.2M | 48k | 24.64 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $1.2M | +16% | 6.0k | 195.39 |
|
| Doordash Cl A (DASH) | 0.1 | $1.2M | -26% | 8.2k | 142.73 |
|
| Eastman Chemical Company (EMN) | 0.1 | $1.2M | +15% | 10k | 111.95 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.2M | +2% | 25k | 47.46 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $1.2M | +15% | 85k | 13.72 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.2M | -23% | 14k | 84.17 |
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | +34% | 22k | 53.22 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.1M | 7.5k | 154.01 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.1M | +26% | 20k | 57.63 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.1M | -33% | 21k | 53.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | +24% | 31k | 37.20 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.1M | +35% | 16k | 70.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +21% | 18k | 62.32 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $1.1M | +7% | 40k | 28.30 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $1.1M | +51% | 48k | 23.45 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $1.1M | +50% | 49k | 22.70 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.1M | -15% | 18k | 62.11 |
|
| Barclays Adr (BCS) | 0.1 | $1.1M | +16% | 91k | 12.15 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.1M | +35% | 24k | 45.73 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.1M | +63% | 61k | 18.16 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | +68% | 6.7k | 162.90 |
|
| Philip Morris International (PM) | 0.1 | $1.1M | -36% | 9.0k | 121.40 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $1.1M | +3% | 9.4k | 115.67 |
|
| Pepsi (PEP) | 0.1 | $1.1M | 6.3k | 170.06 |
|
|
| Medtronic SHS (MDT) | 0.1 | $1.1M | +36% | 12k | 90.03 |
|
| TJX Companies (TJX) | 0.1 | $1.1M | +10% | 9.1k | 117.54 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.1M | 17k | 64.62 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | +30% | 9.1k | 117.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | +16% | 5.6k | 189.79 |
|
| Enbridge (ENB) | 0.1 | $1.0M | +47% | 26k | 40.61 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.0M | -4% | 4.0k | 262.09 |
|
| Owens Corning (OC) | 0.1 | $1.0M | +2% | 5.9k | 176.52 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.0M | +65% | 7.7k | 136.34 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $1.0M | NEW | 36k | 29.07 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.0M | +52% | 50k | 20.65 |
|
| Dupont De Nemours (DD) | 0.1 | $1.0M | +5% | 11k | 89.11 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.0M | +32% | 4.9k | 206.37 |
|
| Icici Bank Adr (IBN) | 0.1 | $1.0M | +22% | 34k | 29.85 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $997k | +10% | 44k | 22.72 |
|
| Nike CL B (NKE) | 0.1 | $994k | +4% | 11k | 88.40 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $992k | -38% | 4.9k | 200.79 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $992k | NEW | 20k | 49.31 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 0.1 | $991k | +11% | 46k | 21.79 |
|
Past Filings by Atomi Financial Group
SEC 13F filings are viewable for Atomi Financial Group going back to 2023
- 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