Atomi Financial Group
Latest statistics and disclosures from Atomi Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COIN, AAPL, META, MSFT, VEA, and represent 20.83% of Atomi Financial Group's stock portfolio.
- Added to shares of these 10 stocks: COIN (+$71M), VEA (+$12M), META (+$12M), VB (+$11M), VWO (+$11M), AAPL (+$10M), SCHB (+$9.5M), SPY (+$9.4M), MSFT (+$6.6M), SCHG (+$6.5M).
- Started 285 new stock positions in PGR, BLDR, VIV, RACE, SPHD, SCHF, IDXX, CB, VTEB, TFC.
- Reduced shares in these 10 stocks: AMD, LIT, BIL, REMX, IJS, XLV, KWEB, XLE, PKW, SPYG.
- Sold out of its positions in ACVA, ATHXQ, BHIL, BSTZ, FDL, RDVY, First Tr Dynamic Europe Eqt, GNL, ARGT, LIT.
- Atomi Financial Group was a net buyer of stock by $393M.
- Atomi Financial Group has $723M in assets under management (AUM), dropping by 141.35%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Atomi Financial Group
Atomi Financial Group holds 601 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Atomi Financial Group has 601 total positions. Only the first 250 positions are shown.
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- Download the Atomi Financial Group December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 9.8 | $71M | NEW | 406k | 173.92 |
|
| Apple (AAPL) | 5.1 | $37M | +39% | 191k | 192.53 |
|
| Meta Platforms Cl A (META) | 2.3 | $17M | +215% | 48k | 353.96 |
|
| Microsoft Corporation (MSFT) | 1.9 | $14M | +90% | 37k | 376.04 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $13M | +1320% | 262k | 47.90 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $12M | +313% | 26k | 475.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $12M | +7% | 26k | 477.63 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $11M | +1768% | 272k | 41.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $11M | NEW | 50k | 213.33 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.3 | $9.5M | NEW | 171k | 55.67 |
|
| Amazon (AMZN) | 1.0 | $7.4M | +159% | 49k | 151.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $7.3M | +132% | 18k | 409.52 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $7.1M | +1003% | 86k | 82.96 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $7.0M | +88% | 14k | 495.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $6.7M | +32% | 39k | 170.10 |
|
| Roblox Corp Cl A (RBLX) | 0.9 | $6.3M | NEW | 137k | 45.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $6.2M | +13% | 42k | 147.14 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $6.2M | NEW | 89k | 70.10 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $5.7M | NEW | 447k | 12.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.5M | +339% | 39k | 140.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $5.5M | +190% | 73k | 75.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.4M | +690% | 50k | 108.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.2M | +235% | 15k | 356.66 |
|
| Johnson & Johnson (JNJ) | 0.7 | $4.8M | +27% | 31k | 156.74 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $4.7M | +44% | 7.8k | 596.57 |
|
| Broadcom (AVGO) | 0.6 | $4.6M | +36% | 4.2k | 1116.24 |
|
| Boeing Company (BA) | 0.6 | $4.5M | 17k | 260.66 |
|
|
| Zscaler Incorporated (ZS) | 0.6 | $4.4M | +4% | 20k | 221.56 |
|
| Equinix (EQIX) | 0.6 | $4.3M | NEW | 5.4k | 805.45 |
|
| Intel Corporation (INTC) | 0.6 | $4.0M | +776% | 80k | 50.25 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $3.9M | +14% | 76k | 51.99 |
|
| Thor Low Volatility Etf Low Volatility (THLV) | 0.5 | $3.9M | +23% | 154k | 25.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.8M | +190% | 27k | 139.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $3.7M | +126% | 37k | 99.25 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.7M | +359% | 16k | 237.23 |
|
| Tesla Motors (TSLA) | 0.5 | $3.6M | +111% | 15k | 248.51 |
|
| Chevron Corporation (CVX) | 0.5 | $3.5M | +55% | 23k | 149.16 |
|
| Caterpillar (CAT) | 0.5 | $3.4M | +8% | 12k | 295.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $3.3M | +294% | 66k | 50.58 |
|
| General Electric Com New (GE) | 0.5 | $3.3M | +19% | 26k | 127.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.3M | +36% | 7.7k | 426.51 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.4 | $3.2M | -7% | 67k | 48.03 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $3.2M | +26% | 33k | 96.85 |
|
| Oracle Corporation (ORCL) | 0.4 | $3.2M | +15% | 30k | 105.43 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $3.2M | +15% | 26k | 122.75 |
|
| International Business Machines (IBM) | 0.4 | $3.1M | +20% | 19k | 163.55 |
|
| Booking Holdings (BKNG) | 0.4 | $3.1M | +10% | 860.00 | 3547.92 |
|
| Linde SHS (LIN) | 0.4 | $3.0M | +13% | 7.3k | 410.69 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.0M | +25% | 89k | 33.67 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.0M | NEW | 59k | 51.05 |
|
| UnitedHealth (UNH) | 0.4 | $3.0M | +50% | 5.6k | 526.48 |
|
| Merck & Co (MRK) | 0.4 | $3.0M | +17% | 27k | 109.02 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.9M | +32% | 9.4k | 310.88 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $2.9M | +29% | 100k | 28.88 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $2.8M | NEW | 57k | 49.14 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.8M | +101% | 36k | 76.13 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.6M | NEW | 71k | 36.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.6M | NEW | 25k | 104.00 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $2.6M | +210% | 25k | 103.45 |
|
| Visa Com Cl A (V) | 0.3 | $2.4M | +73% | 9.2k | 260.36 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | +120% | 24k | 99.98 |
|
| Upstart Hldgs (UPST) | 0.3 | $2.4M | NEW | 59k | 40.86 |
|
| Neos Etf Trust Neos Enh Inm Cas (CSHI) | 0.3 | $2.4M | +44% | 47k | 49.92 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.3M | +16% | 30k | 78.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.3M | +329% | 5.3k | 436.80 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $2.3M | +12% | 24k | 94.08 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.2M | +55% | 15k | 146.54 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | +79% | 3.7k | 582.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.1M | +73% | 11k | 191.17 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.1M | -30% | 21k | 103.07 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $2.1M | NEW | 38k | 54.29 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $2.1M | +22% | 25k | 84.87 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $2.1M | +19% | 40k | 52.10 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.1M | +43% | 11k | 192.48 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $2.0M | +562% | 23k | 88.36 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.0M | +70% | 3.0k | 660.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.0M | +42% | 28k | 70.35 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $2.0M | +24% | 78k | 25.07 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.9M | +27% | 7.9k | 245.63 |
|
| Abbvie (ABBV) | 0.3 | $1.9M | +42% | 12k | 154.97 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.3 | $1.9M | +50% | 69k | 27.47 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.9M | +9% | 19k | 99.79 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.9M | NEW | 5.0k | 376.87 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.8M | +138% | 11k | 170.41 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.3 | $1.8M | 57k | 32.18 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $1.8M | +12% | 26k | 67.57 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.8M | +63% | 32k | 54.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.8M | 22k | 82.04 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.8M | NEW | 34k | 51.27 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $1.7M | 35k | 50.62 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.7M | +30% | 9.9k | 175.22 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.7M | +25% | 16k | 107.49 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.7M | +26% | 30k | 55.90 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $1.7M | +283% | 11k | 146.31 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.6M | +14% | 3.4k | 484.04 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | -58% | 11k | 147.41 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.5M | +40% | 14k | 110.66 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.5M | +40% | 12k | 130.92 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $1.5M | +44% | 89k | 17.34 |
|
| Home Depot (HD) | 0.2 | $1.5M | +96% | 4.4k | 346.52 |
|
| Walt Disney Company (DIS) | 0.2 | $1.5M | +44% | 17k | 90.29 |
|
| Proshares Tr Short Qqq New (PSQ) | 0.2 | $1.5M | -26% | 157k | 9.48 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.5M | +28% | 43k | 34.01 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.5M | +243% | 1.9k | 757.11 |
|
| At&t (T) | 0.2 | $1.4M | +41% | 85k | 16.78 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $1.4M | NEW | 29k | 49.20 |
|
| Netflix (NFLX) | 0.2 | $1.4M | +158% | 2.9k | 486.89 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.4M | +85% | 22k | 63.33 |
|
| Uber Technologies (UBER) | 0.2 | $1.4M | NEW | 22k | 61.57 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $1.3M | -2% | 68k | 19.74 |
|
| Two Rds Shared Tr Anfield Diversif (DALT) | 0.2 | $1.3M | 153k | 8.61 |
|
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.2 | $1.3M | +28% | 59k | 22.42 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $1.3M | +44% | 23k | 56.26 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.3M | +88% | 8.1k | 157.65 |
|
| Shell Spon Ads (SHEL) | 0.2 | $1.3M | +400% | 19k | 65.80 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.2M | +3% | 23k | 53.82 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | +74% | 15k | 84.14 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | +10% | 6.8k | 179.96 |
|
| Opendoor Technologies (OPEN) | 0.2 | $1.2M | NEW | 272k | 4.48 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $1.2M | NEW | 21k | 57.94 |
|
| Philip Morris International (PM) | 0.2 | $1.2M | +36% | 13k | 94.08 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | +32% | 15k | 78.96 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.2M | NEW | 25k | 47.24 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.2M | +426% | 7.7k | 149.50 |
|
| Servicenow (NOW) | 0.2 | $1.1M | +48% | 1.6k | 706.49 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.1M | +147% | 3.7k | 296.49 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $1.1M | +258% | 67k | 15.97 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.0M | +10% | 32k | 32.81 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.0M | +25% | 30k | 35.41 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.0M | -52% | 12k | 91.39 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.0M | +198% | 14k | 77.51 |
|
| salesforce (CRM) | 0.1 | $1.0M | +30% | 4.0k | 263.13 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $1.0M | -2% | 31k | 33.16 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.0M | -10% | 6.2k | 168.55 |
|
| Verizon Communications (VZ) | 0.1 | $1.0M | +74% | 27k | 37.70 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $964k | +372% | 5.3k | 183.38 |
|
| Citigroup Com New (C) | 0.1 | $962k | +51% | 19k | 51.44 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $962k | NEW | 14k | 68.31 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $958k | +8% | 75k | 12.83 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $950k | NEW | 34k | 28.03 |
|
| Copart (CPRT) | 0.1 | $940k | +221% | 19k | 49.00 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $940k | NEW | 14k | 67.38 |
|
| Arista Networks (ANET) | 0.1 | $940k | NEW | 4.0k | 235.51 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $935k | +7% | 12k | 79.34 |
|
| Goldman Sachs (GS) | 0.1 | $927k | +110% | 2.4k | 385.81 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $911k | +72% | 14k | 63.85 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $910k | NEW | 29k | 30.99 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $906k | +239% | 19k | 46.63 |
|
| American Tower Reit (AMT) | 0.1 | $903k | +95% | 4.2k | 215.88 |
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $891k | -3% | 9.4k | 94.80 |
|
| Palo Alto Networks (PANW) | 0.1 | $891k | +38% | 3.0k | 294.87 |
|
| Intuit (INTU) | 0.1 | $883k | +72% | 1.4k | 625.00 |
|
| Nutanix Cl A (NTNX) | 0.1 | $878k | NEW | 18k | 47.69 |
|
| Nike CL B (NKE) | 0.1 | $872k | +187% | 8.0k | 108.57 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $865k | NEW | 8.6k | 100.97 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $865k | 15k | 57.70 |
|
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.1 | $860k | NEW | 9.6k | 89.35 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $856k | +71% | 43k | 20.03 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $852k | NEW | 5.5k | 154.59 |
|
| Ishares Tr High Yld Bd Fctr (HYDB) | 0.1 | $836k | +39% | 18k | 46.20 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $835k | -17% | 30k | 27.58 |
|
| Proshares Tr Pshs Short Dow30 (DOG) | 0.1 | $834k | +169% | 28k | 29.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $833k | +33% | 2.7k | 303.22 |
|
| Ubs Group SHS (UBS) | 0.1 | $830k | +149% | 27k | 30.90 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $822k | +192% | 96k | 8.61 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $821k | 6.6k | 124.98 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $812k | +195% | 1.8k | 453.20 |
|
| AFLAC Incorporated (AFL) | 0.1 | $809k | +55% | 9.8k | 82.50 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $799k | -47% | 9.5k | 83.84 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $792k | NEW | 3.9k | 200.72 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $779k | -10% | 16k | 50.23 |
|
| Medtronic SHS (MDT) | 0.1 | $776k | +66% | 9.4k | 82.38 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $767k | +18% | 16k | 49.36 |
|
| Shopify Cl A (SHOP) | 0.1 | $765k | NEW | 9.8k | 77.90 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $763k | NEW | 48k | 15.86 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $762k | +81% | 6.1k | 125.14 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $750k | NEW | 10k | 74.46 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $749k | -15% | 4.7k | 157.80 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $744k | +272% | 9.6k | 77.25 |
|
| ConocoPhillips (COP) | 0.1 | $743k | +188% | 6.4k | 116.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $743k | -4% | 2.7k | 277.15 |
|
| Doordash Cl A (DASH) | 0.1 | $733k | NEW | 7.4k | 98.89 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.1 | $719k | +32% | 16k | 45.76 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $716k | +19% | 4.3k | 165.27 |
|
| Phillips 66 (PSX) | 0.1 | $715k | NEW | 5.4k | 133.13 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $713k | NEW | 15k | 48.38 |
|
| Deere & Company (DE) | 0.1 | $711k | +55% | 1.8k | 399.87 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $710k | NEW | 12k | 57.86 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 0.1 | $704k | 26k | 26.71 |
|
|
| Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $703k | 28k | 25.20 |
|
|
| Pepsi (PEP) | 0.1 | $701k | +86% | 4.1k | 169.86 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $700k | NEW | 16k | 43.85 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $695k | +178% | 7.5k | 93.16 |
|
| Applied Materials (AMAT) | 0.1 | $694k | +148% | 4.3k | 162.06 |
|
| Wells Fargo & Company (WFC) | 0.1 | $682k | NEW | 14k | 49.22 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $682k | NEW | 10k | 67.35 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 0.1 | $682k | 34k | 19.99 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $679k | NEW | 7.2k | 94.69 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $675k | 8.8k | 77.02 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $672k | +42% | 3.4k | 197.39 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $671k | NEW | 4.9k | 136.14 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $660k | -33% | 18k | 37.60 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $658k | NEW | 6.9k | 95.11 |
|
| Kinder Morgan (KMI) | 0.1 | $658k | +15% | 37k | 17.64 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $657k | NEW | 6.0k | 110.12 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $655k | NEW | 4.4k | 148.36 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $653k | NEW | 8.4k | 77.39 |
|
| Paccar (PCAR) | 0.1 | $651k | +120% | 6.7k | 97.65 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $648k | +31% | 9.4k | 68.80 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $641k | NEW | 6.5k | 98.88 |
|
| Coca-Cola Company (KO) | 0.1 | $640k | NEW | 11k | 58.93 |
|
| Abbott Laboratories (ABT) | 0.1 | $639k | +134% | 5.8k | 110.07 |
|
| Nextera Energy (NEE) | 0.1 | $635k | +55% | 11k | 60.74 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.1 | $631k | -10% | 64k | 9.91 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $630k | NEW | 76k | 8.33 |
|
| Danaher Corporation (DHR) | 0.1 | $630k | NEW | 2.7k | 231.34 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $629k | -6% | 12k | 52.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $628k | +7% | 2.7k | 232.63 |
|
| Honeywell International (HON) | 0.1 | $626k | +107% | 3.0k | 209.71 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.1 | $623k | +62% | 115k | 5.42 |
|
| BlackRock (BLK) | 0.1 | $615k | +20% | 758.00 | 811.46 |
|
| CRH Ord (CRH) | 0.1 | $609k | +78% | 8.8k | 69.16 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $608k | NEW | 15k | 40.54 |
|
| Cooper Standard Holdings (CPS) | 0.1 | $607k | +22% | 31k | 19.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $606k | +53% | 5.4k | 111.64 |
|
| Kla Corp Com New (KLAC) | 0.1 | $599k | +49% | 1.0k | 581.30 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $596k | +16% | 2.7k | 218.15 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $595k | NEW | 5.5k | 108.42 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $594k | +138% | 6.1k | 97.04 |
|
| Block Cl A (SQ) | 0.1 | $594k | NEW | 7.7k | 77.35 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $591k | NEW | 1.9k | 311.91 |
|
| Starbucks Corporation (SBUX) | 0.1 | $590k | +112% | 6.1k | 96.01 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $589k | NEW | 21k | 28.78 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $588k | -56% | 4.3k | 136.39 |
|
| Medical Properties Trust (MPW) | 0.1 | $583k | -9% | 119k | 4.91 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $578k | NEW | 5.1k | 114.00 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $577k | +50% | 1.1k | 530.83 |
|
| Southern Company (SO) | 0.1 | $567k | +95% | 8.1k | 70.12 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $562k | NEW | 3.1k | 178.82 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $561k | 13k | 42.52 |
|
|
| Roper Industries (ROP) | 0.1 | $557k | NEW | 1.0k | 545.05 |
|
| Bill Com Holdings Ord (BILL) | 0.1 | $553k | NEW | 6.8k | 81.59 |
|
| Equifax (EFX) | 0.1 | $552k | +29% | 2.2k | 247.34 |
|
| Icici Bank Adr (IBN) | 0.1 | $546k | NEW | 23k | 23.84 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 0.1 | $544k | 16k | 33.57 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $540k | +64% | 13k | 40.27 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $539k | NEW | 13k | 40.06 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $537k | +44% | 15k | 36.35 |
|
| Morgan Stanley Com New (MS) | 0.1 | $537k | +91% | 5.8k | 93.25 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $535k | NEW | 6.3k | 85.55 |
|
Past Filings by Atomi Financial Group
SEC 13F filings are viewable for Atomi Financial Group going back to 2023
- 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