Atomi Financial Group, Inc.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,022
Total Value: 2059925810
Accession Number: 0001172661-25-001834
Form Type: 13F-HR
CIK: 0001978879
Manager Name: Atomi Financial Group, Inc.

Data Enrichment

75% identified

769 identified253 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,022 positions • $2,059,925.81K total value

1,022 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 4 of 52

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Broadcom Inc.

AVGO|11135F101

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Value:$6.6M

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T|00206R102

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46429B655

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PROCTER & GAMBLE Co

PG|742718109

Shares:33.6K

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78433H501

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464287887

IJT|464287887

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922908637

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

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Value:$5.4M

Walmart Inc.

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808524797

SCHD|808524797

Shares:186.0K

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CATERPILLAR INC

CAT|149123101

Shares:15.5K

Value:$5.1M

Instrument	Shares		Other Manager	Value
Broadcom Inc.(AVGOcusip11135F101)	39.3K	QoQ -21.88% (-11.0K) YoY +877.18% (+35.3K)	All Managers (Combined)	$6.6M	QoQ -43.58% (-$5.1M) YoY +23.42% (+$1.2M)
(EFAcusip464287465)	79.8K	QoQ -16.01% (-15.2K) YoY +16.23% (+11.2K)	All Managers (Combined)	$6.5M	QoQ -9.22% (-$662.6K) YoY +18.95% (+$1.0M)
At&T Inc.(Tcusip00206R102)	227.5K	QoQ +824.74% (+202.9K) YoY +123.89% (+125.9K)	All Managers (Combined)	$6.4M	QoQ +62166.19% (+$6.4M) YoY +259.76% (+$4.6M)
Visa Inc.(Vcusip92826C839)	18.0K	QoQ +12.59% (+2.0K) YoY +83.83% (+8.2K)	All Managers (Combined)	$6.3M	QoQ +24.85% (+$1.3M) YoY +130.86% (+$3.6M)
(cusip464287879)✕	64.3K	QoQ +6.52% (-3.9K) YoY +15.79% (+8.8K)	All Managers (Combined)	$6.3M	QoQ -4.39% (-$287.9K) YoY +9.84% (+$562.2K)
Goldman Sachs Group Inc(GScusip38141G104)	11.2K	QoQ -1.72% (-197) YoY +155.55% (+6.8K)	All Managers (Combined)	$6.1M	QoQ -6.24% (-$408.6K) YoY +234.22% (+$4.3M)
Chevron Corp(CVXcusip166764100)	36.6K	QoQ +13.13% (+4.2K) YoY +31.62% (+8.8K)	All Managers (Combined)	$6.1M	QoQ +30.67% (+$1.4M) YoY +39.59% (+$1.7M)
Bank Of America Corp /De/(BACcusip060505104)	146.1K	QoQ -3.77% (-5.7K) YoY +36.93% (+39.4K)	All Managers (Combined)	$6.1M	QoQ -8.63% (-$576.3K) YoY +50.69% (+$2.1M)
(cusip46429B655)✕	119.2K	QoQ +6.50% (+7.3K) YoY +105.28% (+61.1K)	All Managers (Combined)	$6.1M	QoQ +6.85% (+$390.7K) YoY +105.24% (+$3.1M)
(cusip97717W760)✕	86.9K	QoQ +15.21% (+11.5K) YoY +36.83% (+23.4K)	All Managers (Combined)	$5.7M	QoQ +20.80% (+$988.1K) YoY +38.49% (+$1.6M)
Procter & Gamble Co(PGcusip742718109)	33.6K	QoQ -0.75% (-257) YoY +46.60% (+10.7K)	All Managers (Combined)	$5.7M	QoQ +0.88% (-$50.1K) YoY +53.98% (+$2.0M)
(cusip78433H501)✕	113.7K	QoQ +11.45% (+11.7K) YoY +61.89% (+43.5K)	All Managers (Combined)	$5.6M	QoQ +11.03% (+$561.0K) YoY +61.34% (+$2.1M)
(IJTcusip464287887)	44.6K	QoQ +16.14% (+6.2K) YoY +36.90% (+12.0K)	All Managers (Combined)	$5.5M	QoQ +6.82% (+$354.5K) YoY +30.38% (+$1.3M)
(VVcusip922908637)	21.6K	QoQ -10.94% (-2.7K) YoY +667.88% (+18.8K)	All Managers (Combined)	$5.5M	QoQ -15.13% (-$988.5K) YoY +723.20% (+$4.9M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	33.2K	QoQ -16.61% (-6.6K) YoY +19.27% (+5.4K)	All Managers (Combined)	$5.5M	QoQ -29.90% (-$2.4M) YoY +45.53% (+$1.7M)
(cusip464287242)✕	50.1K	QoQ -18.75% (-11.6K) YoY +354.04% (+39.1K)	All Managers (Combined)	$5.4M	QoQ -17.34% (-$1.1M) YoY +353.10% (+$4.2M)
Walmart Inc.(WMTcusip931142103)	61.9K	QoQ -1.98% (-1.3K) YoY +59.51% (+23.1K)	All Managers (Combined)	$5.4M	QoQ -4.75% (-$271.5K) YoY +132.73% (+$3.1M)
Rtx Corp(RTXcusip75513E101)	40.7K	QoQ +1.38% (+556) YoY +164.71% (+25.3K)	All Managers (Combined)	$5.4M	QoQ +16.05% (+$745.5K) YoY +259.50% (+$3.9M)
(SCHDcusip808524797)	186.0K	QoQ +9.64% (+16.4K) YoY +413.49% (+149.8K)	All Managers (Combined)	$5.2M	QoQ +12.21% (+$566.1K) YoY +78.06% (+$2.3M)
Caterpillar Inc(CATcusip149123101)	15.5K	QoQ -33.01% (-7.7K) YoY -27.68% (-5.9K)	All Managers (Combined)	$5.1M	QoQ -39.10% (-$3.3M) YoY -34.91% (-$2.7M)