Atomi Financial Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$1.6B
Signature - Title
Jeffrey A. Smith - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Atomi Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atomi Financial Group, Inc. reported 908 stock holdings with total value $1.6B as of Q3 2024. Top holdings included AAPL, COIN, IVV, VEA, and INTF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 908 $1.6B +$276M -$79M +$197M AAPL, COIN, IVV, VEA, INTF 13F-HR 10/8/2024, 10:12 AM
Q2 2024 791 $1.35B +$359M -$79.6M +$280M COIN, AAPL, META, IVV, MSFT 13F-HR 7/26/2024, 09:57 AM
Q1 2024 728 $1.08B +$356M -$77.1M +$279M COIN, AAPL, META, IVV, MSFT 13F-HR 5/7/2024, 03:35 PM
Q4 2023 601 $723M +$417M -$23.7M +$393M COIN, AAPL, META, MSFT, VEA 13F-HR 2/8/2024, 08:54 AM
Q3 2023 348 $299M +$113M -$24.5M +$88.6M AAPL, IVV, MSFT, QUAL, META 13F-HR 11/9/2023, 03:22 PM
Q2 2023 275 $219M +$51.7M -$21M +$30.7M AAPL, MSFT, IVV, JPM, JNJ 13F-HR 8/3/2023, 02:42 PM
Q1 2023 224 $179M $0 $0 AAPL, IVV, MSFT, JPM, JNJ 13F-HR 6/7/2023, 12:20 PM