Atomi Financial Group
Latest statistics and disclosures from Atomi Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, META, IVV, MSFT, VEA, and represent 12.00% of Atomi Financial Group's stock portfolio.
- Added to shares of these 10 stocks: SCHF (+$15M), INTF (+$12M), IUSB (+$11M), LRGF (+$9.6M), IVV (+$8.5M), Invesco Qqq Trust Series 1 other (+$8.4M), SCHV (+$8.0M), BSV (+$7.3M), NFLT (+$6.8M), Idx Dynamic Fixed Income Etf (+$6.6M).
- Started 171 new stock positions in IEF, NEM, BMO, ZM, BNDI, VXF, MET, IBKR, DD, EVRG.
- Reduced shares in these 10 stocks: QQQ (-$7.3M), ZS, QUAL, COIN, INTC, ORCL, EFG, ADBE, XSOE, .
- Sold out of its positions in ARKX, AGI, BIDU, BDX, BILL, BOE, Blackrock Kelso Capital, FPE, FBRT, GEHC.
- Atomi Financial Group was a net buyer of stock by $297M.
- Atomi Financial Group has $1.0B in assets under management (AUM), dropping by 39.98%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Atomi Financial Group
Atomi Financial Group holds 728 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Atomi Financial Group has 728 total positions. Only the first 250 positions are shown.
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- Download the Atomi Financial Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $37M | +13% | 216k | 171.48 |
|
| Meta Platforms Cl A (META) | 2.3 | $23M | 48k | 485.58 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $22M | +62% | 42k | 525.73 |
|
| Microsoft Corporation (MSFT) | 2.1 | $21M | +33% | 49k | 420.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $18M | +38% | 363k | 50.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $18M | +555% | 465k | 39.02 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $16M | +35% | 370k | 41.77 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $15M | +118% | 194k | 75.98 |
|
| Coinbase Global Com Cl A Call Option (COIN) | 1.4 | $14M | -19% | 327k | 43.27 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $14M | +10% | 16k | 903.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $14M | +2% | 27k | 523.07 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.3 | $14M | +70% | 146k | 92.72 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 1.3 | $13M | +1211% | 444k | 29.84 |
|
| Amazon (AMZN) | 1.2 | $12M | +40% | 68k | 180.38 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $11M | -3% | 48k | 228.59 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.1 | $11M | NEW | 239k | 45.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $11M | +81% | 71k | 152.26 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $10M | -3% | 166k | 61.05 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.9 | $9.6M | NEW | 179k | 53.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $9.0M | +14% | 45k | 200.30 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $8.9M | 445k | 20.13 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $8.7M | +40% | 21k | 420.52 |
|
| Invesco Qqq Tr Unit Ser 1 | 0.8 | $8.4M | NEW | 19k | 444.01 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.8 | $8.1M | +515% | 361k | 22.43 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $8.0M | +1089% | 104k | 76.67 |
|
| Caterpillar (CAT) | 0.8 | $7.9M | +85% | 22k | 366.42 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $7.6M | +118% | 56k | 135.06 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $6.8M | +715% | 32k | 210.30 |
|
| Etf Opportunities Trust Idx Dynamic Fixe | 0.6 | $6.6M | NEW | 264k | 24.90 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $6.4M | +3153% | 110k | 58.55 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $6.2M | +41% | 107k | 58.11 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $6.0M | +173% | 8.2k | 732.60 |
|
| Johnson & Johnson (JNJ) | 0.6 | $5.9M | +20% | 37k | 158.19 |
|
| Wisdomtree Tr Emerging Mkt Exc (XC) | 0.6 | $5.8M | NEW | 189k | 30.69 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $5.7M | +170% | 56k | 102.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $5.5M | +117% | 12k | 480.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.5M | -5% | 69k | 79.86 |
|
| Broadcom (AVGO) | 0.5 | $5.3M | -3% | 4.0k | 1325.55 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $5.3M | +1049% | 102k | 52.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.3M | +27% | 35k | 150.93 |
|
| Roblox Corp Cl A (RBLX) | 0.5 | $5.2M | 137k | 38.18 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $5.1M | +38% | 11k | 481.57 |
|
| Thor Low Volatility Etf Low Volatility (THLV) | 0.5 | $5.0M | +18% | 183k | 27.27 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.5 | $4.8M | +151% | 66k | 73.27 |
|
| General Electric Com New (GE) | 0.5 | $4.8M | +4% | 27k | 175.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.5M | +10% | 17k | 259.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.4M | +37% | 13k | 344.20 |
|
| Chevron Corporation (CVX) | 0.4 | $4.4M | +19% | 28k | 157.74 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $4.3M | +43% | 84k | 50.60 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $4.3M | +434% | 33k | 130.73 |
|
| Equinix (EQIX) | 0.4 | $4.2M | -4% | 5.1k | 825.33 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $4.2M | NEW | 83k | 50.77 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.2M | -23% | 38k | 110.52 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | +48% | 36k | 116.24 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.4 | $4.1M | +345% | 64k | 65.21 |
|
| Bank of America Corporation (BAC) | 0.4 | $4.0M | +19% | 107k | 37.92 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $4.0M | +103% | 46k | 86.48 |
|
| Linde SHS (LIN) | 0.4 | $4.0M | +16% | 8.5k | 464.30 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $4.0M | +177% | 64k | 61.66 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $3.9M | +1143% | 54k | 72.63 |
|
| International Business Machines (IBM) | 0.4 | $3.8M | +5% | 20k | 190.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.8M | +12% | 28k | 136.05 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.7M | +50% | 23k | 162.25 |
|
| Merck & Co (MRK) | 0.4 | $3.7M | +3% | 28k | 131.95 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.7M | +28% | 4.7k | 777.89 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $3.6M | +60% | 39k | 92.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $3.6M | +12% | 28k | 128.40 |
|
| Capital One Financial (COF) | 0.3 | $3.5M | +949% | 24k | 148.89 |
|
| Boeing Company (BA) | 0.3 | $3.5M | +5% | 18k | 192.99 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $3.5M | +189% | 72k | 49.24 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $3.5M | +66% | 130k | 27.00 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $3.5M | +48% | 70k | 49.80 |
|
| Tesla Motors (TSLA) | 0.3 | $3.5M | +35% | 20k | 175.80 |
|
| Booking Holdings (BKNG) | 0.3 | $3.4M | +9% | 938.00 | 3627.66 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.3M | -8% | 34k | 97.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.3M | -52% | 20k | 164.35 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $3.3M | NEW | 56k | 59.24 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $3.2M | +1254% | 77k | 42.01 |
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.3 | $3.2M | NEW | 81k | 39.75 |
|
| Netflix (NFLX) | 0.3 | $3.1M | +74% | 5.0k | 607.33 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $3.1M | -6% | 62k | 49.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.0M | -10% | 59k | 51.60 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $3.0M | +68% | 58k | 51.06 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $2.9M | +285% | 60k | 49.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.9M | 36k | 80.63 |
|
|
| UnitedHealth (UNH) | 0.3 | $2.9M | +4% | 5.9k | 494.72 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $2.9M | +50% | 15k | 195.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.7M | +494% | 24k | 115.30 |
|
| Visa Com Cl A (V) | 0.3 | $2.7M | +5% | 9.8k | 279.08 |
|
| Walt Disney Company (DIS) | 0.3 | $2.7M | +31% | 22k | 122.36 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $2.6M | +24% | 71k | 37.26 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $2.5M | NEW | 60k | 42.55 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.2 | $2.5M | +198% | 54k | 46.72 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.5M | +33% | 25k | 100.54 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $2.5M | +1468% | 182k | 13.87 |
|
| Proshares Tr Short Qqq New (PSQ) | 0.2 | $2.4M | +74% | 274k | 8.76 |
|
| salesforce (CRM) | 0.2 | $2.4M | +98% | 7.9k | 301.17 |
|
| Abbvie (ABBV) | 0.2 | $2.4M | +6% | 13k | 182.10 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.4M | +20% | 13k | 180.48 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $2.4M | +13% | 44k | 53.80 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $2.3M | +304% | 54k | 43.36 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.3M | +381% | 39k | 60.17 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.3M | NEW | 20k | 116.84 |
|
| Home Depot (HD) | 0.2 | $2.3M | +33% | 5.9k | 383.58 |
|
| Uber Technologies (UBER) | 0.2 | $2.3M | +32% | 29k | 76.99 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.2M | +20% | 2.3k | 970.26 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.2M | 24k | 89.90 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $2.2M | +107% | 24k | 91.80 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.1M | -6% | 10k | 205.72 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.1M | +754% | 7.4k | 288.03 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.1M | +7% | 5.3k | 397.74 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.0M | +4% | 8.3k | 245.94 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.2 | $2.0M | NEW | 97k | 20.50 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.0M | +11% | 38k | 51.28 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.0M | -22% | 23k | 83.58 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.9M | +6% | 32k | 61.53 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.2 | $1.9M | 57k | 34.20 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $1.9M | NEW | 45k | 42.14 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $1.9M | +58% | 33k | 57.54 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.9M | +4% | 23k | 81.78 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.8M | +548% | 36k | 51.60 |
|
| Goldman Sachs (GS) | 0.2 | $1.8M | +82% | 4.4k | 417.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.8M | -7% | 9.9k | 182.61 |
|
| Verizon Communications (VZ) | 0.2 | $1.8M | +58% | 43k | 41.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.8M | -13% | 24k | 74.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.8M | +165% | 7.2k | 249.87 |
|
| At&t (T) | 0.2 | $1.8M | +19% | 102k | 17.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | -54% | 3.5k | 504.62 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | +9% | 13k | 131.37 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.7M | +7% | 47k | 35.84 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.6M | -12% | 28k | 57.86 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.6M | -57% | 13k | 125.61 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.2 | $1.6M | -12% | 60k | 26.70 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.6M | -10% | 3.0k | 524.42 |
|
| Toyota Motor Corp Ads (TM) | 0.2 | $1.6M | +19% | 6.3k | 251.68 |
|
| Upstart Hldgs (UPST) | 0.2 | $1.6M | 59k | 26.89 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | +5% | 15k | 97.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.5M | -32% | 7.2k | 208.26 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.5M | +24% | 19k | 79.76 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.5M | +13% | 22k | 67.04 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.4M | +10% | 7.5k | 191.89 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $1.4M | -51% | 49k | 29.46 |
|
| Doordash Cl A (DASH) | 0.1 | $1.4M | +39% | 10k | 137.72 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $1.4M | 29k | 49.22 |
|
|
| Citigroup Com New (C) | 0.1 | $1.4M | +18% | 22k | 63.24 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.4M | -13% | 77k | 17.91 |
|
| Two Rds Shared Tr Anfield Diversif (DALT) | 0.1 | $1.4M | 151k | 9.03 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.4M | 24k | 58.06 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.4M | NEW | 17k | 79.91 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $1.3M | -7% | 63k | 21.24 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.3M | +102% | 3.8k | 347.34 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $1.3M | +16% | 37k | 36.03 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $1.3M | 11k | 116.25 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +87% | 30k | 43.35 |
|
| Servicenow (NOW) | 0.1 | $1.3M | +6% | 1.7k | 762.40 |
|
| Intel Corporation (INTC) | 0.1 | $1.3M | -63% | 29k | 44.17 |
|
| Nextera Energy (NEE) | 0.1 | $1.3M | +89% | 20k | 63.91 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $1.3M | +16% | 6.4k | 195.03 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.2M | +95% | 8.4k | 147.72 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.2M | +15% | 34k | 36.19 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.2M | -63% | 12k | 103.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | -2% | 7.5k | 162.87 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.2M | -27% | 11k | 107.41 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.2M | -21% | 11k | 108.92 |
|
| Honeywell International (HON) | 0.1 | $1.2M | +95% | 5.8k | 205.25 |
|
| Arista Networks (ANET) | 0.1 | $1.2M | +2% | 4.1k | 289.98 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | +77% | 19k | 61.18 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | +76% | 10k | 113.66 |
|
| Southern Company (SO) | 0.1 | $1.2M | +100% | 16k | 71.74 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.1M | +16% | 111k | 10.23 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $1.1M | +93% | 19k | 60.89 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | +7% | 3.9k | 281.96 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | +85% | 11k | 96.71 |
|
| Philip Morris International (PM) | 0.1 | $1.1M | -7% | 12k | 91.62 |
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| Intuit (INTU) | 0.1 | $1.1M | +16% | 1.7k | 649.83 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +32% | 18k | 57.96 |
|
| Amgen (AMGN) | 0.1 | $1.1M | +115% | 3.7k | 284.30 |
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| Pfizer (PFE) | 0.1 | $1.0M | +103% | 37k | 27.75 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.0M | +8% | 15k | 68.83 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.0M | +7% | 13k | 81.53 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | +11% | 3.1k | 337.10 |
|
| Waste Management (WM) | 0.1 | $995k | +102% | 4.7k | 213.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $987k | +22% | 5.8k | 169.36 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $985k | +2% | 9.6k | 102.11 |
|
| Nike CL B (NKE) | 0.1 | $976k | +29% | 10k | 93.98 |
|
| Ubs Group SHS (UBS) | 0.1 | $974k | +18% | 32k | 30.72 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $969k | +41% | 14k | 67.75 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $949k | +14% | 9.8k | 96.73 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $948k | +5% | 80k | 11.93 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $945k | NEW | 325.00 | 2908.50 |
|
| Kinder Morgan (KMI) | 0.1 | $941k | +37% | 51k | 18.34 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $931k | +4% | 4.6k | 201.50 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $930k | +25% | 35k | 26.66 |
|
| Pepsi (PEP) | 0.1 | $929k | +28% | 5.3k | 175.02 |
|
| Etf Ser Solutions Netlease Corp (NETL) | 0.1 | $925k | NEW | 39k | 23.74 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $918k | 32k | 28.76 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $905k | +7% | 11k | 85.86 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $902k | 43k | 20.82 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $897k | +36% | 8.1k | 110.54 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $893k | -8% | 12k | 72.36 |
|
| Phillips 66 (PSX) | 0.1 | $891k | 5.5k | 163.33 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $889k | -3% | 29k | 30.33 |
|
| Medtronic SHS (MDT) | 0.1 | $886k | +7% | 10k | 87.15 |
|
| Paccar (PCAR) | 0.1 | $880k | +6% | 7.1k | 123.89 |
|
| Applied Materials (AMAT) | 0.1 | $877k | 4.3k | 206.24 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $874k | +15% | 11k | 77.17 |
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.1 | $870k | +2% | 9.8k | 88.48 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $866k | -60% | 16k | 54.40 |
|
| ConocoPhillips (COP) | 0.1 | $865k | +6% | 6.8k | 127.28 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $864k | +5% | 16k | 54.71 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $863k | NEW | 8.1k | 106.52 |
|
| Starbucks Corporation (SBUX) | 0.1 | $861k | +53% | 9.4k | 91.39 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $857k | +5% | 5.2k | 164.96 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $852k | +84% | 13k | 63.33 |
|
| Paypal Holdings (PYPL) | 0.1 | $847k | +87% | 13k | 66.99 |
|
| American Tower Reit (AMT) | 0.1 | $847k | +2% | 4.3k | 197.57 |
|
| BlackRock (BLK) | 0.1 | $839k | +32% | 1.0k | 833.32 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $831k | +2% | 1.8k | 454.78 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $828k | -26% | 4.5k | 182.71 |
|
| Copart (CPRT) | 0.1 | $822k | -26% | 14k | 57.92 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $816k | +29% | 1.4k | 581.25 |
|
| Ecolab (ECL) | 0.1 | $807k | NEW | 3.5k | 230.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $805k | +394% | 13k | 60.74 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 0.1 | $801k | +12% | 39k | 20.81 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 0.1 | $801k | +3% | 27k | 29.25 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $800k | -19% | 60k | 13.23 |
|
| CRH Ord (CRH) | 0.1 | $798k | +5% | 9.3k | 86.26 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $794k | +39% | 15k | 53.34 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $794k | 29k | 27.13 |
|
|
| Danaher Corporation (DHR) | 0.1 | $787k | +15% | 3.2k | 249.72 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $776k | 4.3k | 179.09 |
|
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.1 | $776k | 16k | 49.86 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $766k | +12% | 11k | 72.34 |
|
| Constellation Energy (CEG) | 0.1 | $766k | +8% | 4.1k | 184.84 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $764k | +68% | 31k | 24.48 |
|
| Eastman Chemical Company (EMN) | 0.1 | $758k | +98% | 7.6k | 100.22 |
|
| Illinois Tool Works (ITW) | 0.1 | $753k | +163% | 2.8k | 268.33 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $747k | -8% | 13k | 57.69 |
|
| Lowe's Companies (LOW) | 0.1 | $747k | +106% | 2.9k | 254.75 |
|
| Eaton Corp SHS (ETN) | 0.1 | $741k | +18% | 2.4k | 312.68 |
|
| Owens Corning (OC) | 0.1 | $729k | NEW | 4.4k | 166.80 |
|
| American Express Company (AXP) | 0.1 | $727k | +16% | 3.2k | 227.66 |
|
| Kla Corp Com New (KLAC) | 0.1 | $723k | 1.0k | 698.57 |
|
|
| Micron Technology (MU) | 0.1 | $718k | +17% | 6.1k | 117.89 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 0.1 | $713k | +22% | 20k | 35.96 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $707k | NEW | 8.5k | 82.92 |
|
| Fiserv (FI) | 0.1 | $700k | +15% | 4.4k | 159.83 |
|
| Valero Energy Corporation (VLO) | 0.1 | $691k | +150% | 4.0k | 170.69 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $688k | +22% | 9.9k | 69.77 |
|
| Block Cl A (SQ) | 0.1 | $688k | +5% | 8.1k | 84.58 |
|
Past Filings by Atomi Financial Group
SEC 13F filings are viewable for Atomi Financial Group going back to 2023
- 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