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Size ($ in 1000's)
At 12/31/2023: $722,551
At 09/30/2023: $299,498
Atomi Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atomi Financial Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Atomi Financial Group Inc. top holdings by largest position size, as per the latest 13f filing made by Atomi Financial Group Inc..
In the Atomi Financial Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Atomi Financial Group Inc. in that top holding, then the share count change between reporting periods, and finally the Atomi Financial Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| COINBASE GLOBAL INC |
405,601 |
+405,601 |
$70,542 | | COIN | 405,601 | +405,601 | $70,542 | | APPLE INC |
190,610 |
+54,078 |
$36,698 | | AAPL | 190,610 | +54,078 | $36,698 | | META PLATFORMS INC |
47,653 |
+32,528 |
$16,867 | | META | 47,653 | +32,528 | $16,867 | | MICROSOFT CORP |
36,986 |
+17,592 |
$13,908 | | MSFT | 36,986 | +17,592 | $13,908 | | VANGUARD TAX MANAGED FDS (VEA) |
262,298 |
+243,833 |
$12,564 | | VEA | 262,298 | +243,833 | $12,564 | | SPDR S&P 500 ETF TR (SPY) |
25,972 |
+19,689 |
$12,345 | | SPY | 25,972 | +19,689 | $12,345 | | ISHARES TR (IVV) |
25,792 |
+1,889 |
$12,319 | | IVV | 25,792 | +1,889 | $12,319 | | VANGUARD INTL EQUITY INDEX F (VWO) |
272,347 |
+257,768 |
$11,193 | | VWO | 272,347 | +257,768 | $11,193 | | VANGUARD INDEX FDS (VB) |
49,891 |
+49,891 |
$10,643 | | VB | 49,891 | +49,891 | $10,643 | | SCHWAB STRATEGIC TR |
170,989 |
+170,989 |
$9,519 | | SCHB | 170,989 | +170,989 | $9,519 | | AMAZON COM INC |
48,652 |
+29,884 |
$7,392 | | AMZN | 48,652 | +29,884 | $7,392 | | INVESCO QQQ TR |
17,939 |
+10,211 |
$7,346 | | QQQ | 17,939 | +10,211 | $7,346 | | SCHWAB STRATEGIC TR |
85,586 |
+77,827 |
$7,100 | | SCHG | 85,586 | +77,827 | $7,100 | | NVIDIA CORPORATION |
14,156 |
+6,652 |
$7,010 | | NVDA | 14,156 | +6,652 | $7,010 | | JPMORGAN CHASE & CO |
39,328 |
+9,683 |
$6,690 | | JPM | 39,328 | +9,683 | $6,690 | | ROBLOX CORP |
136,792 |
+136,792 |
$6,254 | | RBLX | 136,792 | +136,792 | $6,254 | | ISHARES TR (QUAL) |
42,311 |
+5,020 |
$6,226 | | QUAL | 42,311 | +5,020 | $6,226 | | SCHWAB STRATEGIC TR |
88,654 |
+88,654 |
$6,215 | | SCHV | 88,654 | +88,654 | $6,215 | | ROBINHOOD MKTS INC |
447,285 |
+447,285 |
$5,698 | | HOOD | 447,285 | +447,285 | $5,698 | | ALPHABET INC |
39,314 |
+30,371 |
$5,541 | | GOOG | 39,314 | +30,371 | $5,541 | | ISHARES TR (EFA) |
72,627 |
+47,614 |
$5,472 | | EFA | 72,627 | +47,614 | $5,472 | | ISHARES TR (IJR) |
49,758 |
+43,467 |
$5,386 | | IJR | 49,758 | +43,467 | $5,386 |  BERKSHIRE HATHAWAY INC DEL |
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$5,236 | | BRK.B | 14,680 | +10,305 | $5,236 | | JOHNSON & JOHNSON |
30,768 |
+6,672 |
$4,823 | | JNJ | 30,768 | +6,672 | $4,823 | | ADOBE INC |
7,799 |
+2,393 |
$4,653 | | ADBE | 7,799 | +2,393 | $4,653 | | BROADCOM INC |
4,151 |
+1,100 |
$4,634 | | AVGO | 4,151 | +1,100 | $4,634 | | BOEING CO |
17,359 |
-2 |
$4,525 | | BA | 17,359 | -2 | $4,525 | | ZSCALER INC |
19,905 |
+854 |
$4,410 | | ZS | 19,905 | +854 | $4,410 | | EQUINIX INC |
5,389 |
+5,389 |
$4,341 | | EQIX | 5,389 | +5,389 | $4,341 | | INTEL CORP |
79,828 |
+70,720 |
$4,011 | | INTC | 79,828 | +70,720 | $4,011 | | PACER FDS TR |
75,504 |
+9,666 |
$3,925 | | COWZ | 75,504 | +9,666 | $3,925 | | THOR LOW VOLATILITY ETF (THLV) |
153,462 |
+29,263 |
$3,901 | | THLV | 153,462 | +29,263 | $3,901 | | ALPHABET INC |
27,364 |
+17,932 |
$3,822 | | GOOGL | 27,364 | +17,932 | $3,822 | | ISHARES TR (AGG) |
37,435 |
+20,872 |
$3,715 | | AGG | 37,435 | +20,872 | $3,715 | | VANGUARD INDEX FDS (VTI) |
15,638 |
+12,232 |
$3,710 | | VTI | 15,638 | +12,232 | $3,710 | | TESLA INC |
14,637 |
+7,724 |
$3,637 | | TSLA | 14,637 | +7,724 | $3,637 | | CHEVRON CORP NEW |
23,198 |
+8,327 |
$3,460 | | CVX | 23,198 | +8,327 | $3,460 | | CATERPILLAR INC |
11,583 |
+881 |
$3,425 | | CAT | 11,583 | +881 | $3,425 | | ISHARES INC (IEMG) |
66,209 |
+49,435 |
$3,349 | | IEMG | 66,209 | +49,435 | $3,349 | | GENERAL ELECTRIC CO |
25,918 |
+4,223 |
$3,308 | | GE | 25,918 | +4,223 | $3,308 | | MASTERCARD INCORPORATED |
7,695 |
+2,057 |
$3,282 | | MA | 7,695 | +2,057 | $3,282 | | PACER FDS TR |
66,534 |
-5,288 |
$3,196 | | CALF | 66,534 | -5,288 | $3,196 | | ISHARES TR (EFG) |
32,818 |
+6,875 |
$3,178 | | EFG | 32,818 | +6,875 | $3,178 | | ORACLE CORP |
30,142 |
+4,068 |
$3,178 | | ORCL | 30,142 | +4,068 | $3,178 | | ISHARES TR (IYW) |
25,729 |
+3,392 |
$3,158 | | IYW | 25,729 | +3,392 | $3,158 | | INTERNATIONAL BUSINESS MACHS |
18,926 |
+3,228 |
$3,095 | | IBM | 18,926 | +3,228 | $3,095 | | BOOKING HOLDINGS INC |
860 |
+83 |
$3,051 | | BKNG | 860 | +83 | $3,051 | | LINDE PLC |
7,331 |
+875 |
$3,011 | | LIN | 7,331 | +875 | $3,011 | | BANK AMERICA CORP |
89,207 |
+18,044 |
$3,004 | | BAC | 89,207 | +18,044 | $3,004 | | VANGUARD MUN BD FDS (VTEB) |
58,806 |
+58,806 |
$3,002 | | VTEB | 58,806 | +58,806 | $3,002 |
See Full List: All Stocks Held By Atomi Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atomi Financial Group Inc.
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