Atomi Financial Group, Inc.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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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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464287440

IEF|464287440

Shares:53.1K

Value:$5.1M

81369Y803

XLK|81369Y803

Shares:24.5K

Value:$5.1M

46432F339

QUAL|46432F339

Shares:29.0K

Value:$5.0M

Salesforce, Inc.

CRM|79466L302

Shares:17.5K

Value:$4.7M

808524607

SCHA|808524607

Shares:198.7K

Value:$4.7M

808524888

Shares:127.3K

Value:$4.6M

464287622

IWB|464287622

Shares:14.7K

Value:$4.5M

72201R833

Shares:44.5K

Value:$4.5M

T-Mobile US, Inc.

TMUS|872590104

Shares:15.5K

Value:$4.1M

3M CO

MMM|88579Y101

Shares:26.6K

Value:$3.9M

Booking Holdings Inc.

BKNG|09857L108

Shares:831

Value:$3.8M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.3K

Value:$3.8M

Bank of New York Mellon Corp

BK|064058100

Shares:45.1K

Value:$3.8M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:9.0K

Value:$3.8M

46434G103

IEMG|46434G103

Shares:68.5K

Value:$3.7M

EQUINIX INC

EQIX|29444U700

Shares:4.5K

Value:$3.7M

92203J407

BNDX|92203J407

Shares:75.0K

Value:$3.7M

AbbVie Inc.

ABBV|00287Y109

Shares:17.1K

Value:$3.6M

09789C887

Shares:92.2K

Value:$3.5M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:26.3K

Value:$3.5M

Instrument	Shares		Other Manager	Value
(IEFcusip464287440)	53.1K	QoQ -3.70% (-2.0K) YoY +746.78% (+46.8K)	All Managers (Combined)	$5.1M	QoQ -0.66% (-$33.9K) YoY +753.13% (+$4.5M)
(XLKcusip81369Y803)	24.5K	QoQ +49.39% (+8.1K) YoY +240.70% (+17.3K)	All Managers (Combined)	$5.1M	QoQ +32.66% (+$1.2M) YoY +237.78% (+$3.6M)
(QUALcusip46432F339)	29.0K	QoQ -5.18% (-1.6K) YoY +43.20% (+8.7K)	All Managers (Combined)	$5.0M	QoQ -9.01% (-$490.6K) YoY +48.90% (+$1.6M)
Salesforce, Inc.(CRMcusip79466L302)	17.5K	QoQ +17.84% (-2.7K) YoY +121.82% (+9.6K)	All Managers (Combined)	$4.7M	QoQ -5.40% (-$269.0K) YoY +97.66% (+$2.3M)
(SCHAcusip808524607)	198.7K	QoQ -6.23% (-13.2K) YoY +177.85% (+127.2K)	All Managers (Combined)	$4.7M	QoQ -15.04% (-$824.8K) YoY +32.21% (+$1.1M)
(cusip808524888)✕	127.3K	QoQ +1867.31% (+120.8K) YoY NEW(+127.3K)	All Managers (Combined)	$4.6M	QoQ +1956.24% (+$4.3M) YoY NEW(+$4.6M)
(IWBcusip464287622)	14.7K	QoQ +8.55% (+1.2K) YoY +97.69% (+7.2K)	All Managers (Combined)	$4.5M	QoQ +3.36% (+$146.3K) YoY +110.53% (+$2.4M)
(cusip72201R833)✕	44.5K	QoQ +7.41% (+3.1K) YoY +76.88% (+19.3K)	All Managers (Combined)	$4.5M	QoQ +7.71% (+$320.3K) YoY +77.02% (+$1.9M)
T-Mobile Us, Inc.(TMUScusip872590104)	15.5K	QoQ +151.23% (+9.3K) YoY +441.51% (+12.6K)	All Managers (Combined)	$4.1M	QoQ +203.59% (+$2.8M) YoY +784.88% (+$3.7M)
3m Co(MMMcusip88579Y101)	26.6K	QoQ -3.69% (-1.0K) YoY +398.10% (+21.3K)	All Managers (Combined)	$3.9M	QoQ +9.56% (-$340.9K) YoY +589.66% (+$3.3M)
Booking Holdings Inc.(BKNGcusip09857L108)	831	QoQ +15.57% (+112) YoY -11.40% (-107)	All Managers (Combined)	$3.8M	QoQ +7.14% (+$255.4K) YoY +12.50% (-$425.6K)
Unitedhealth Group Inc(UNHcusip91324P102)	7.3K	QoQ +0.34% (+25) YoY +23.29% (+1.4K)	All Managers (Combined)	$3.8M	QoQ +3.90% (+$143.1K) YoY +30.53% (+$891.0K)
Bank Of New York Mellon Corp(BKcusip064058100)	45.1K	QoQ +381.98% (+35.8K) YoY +739.96% (+39.8K)	All Managers (Combined)	$3.8M	QoQ +426.16% (+$3.1M) YoY +1122.70% (+$3.5M)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	9.0K	QoQ +15.32% (+1.2K) YoY +68.41% (+3.6K)	All Managers (Combined)	$3.8M	QoQ +13.80% (+$457.5K) YoY +77.78% (+$1.7M)
(IEMGcusip46434G103)	68.5K	QoQ +30.27% (+15.9K) YoY +16.15% (+9.5K)	All Managers (Combined)	$3.7M	QoQ +34.63% (+$951.6K) YoY +21.48% (+$654.2K)
Equinix Inc(EQIXcusip29444U700)	4.5K	QoQ +3.52% (-153) YoY -12.28% (-629)	All Managers (Combined)	$3.7M	QoQ -10.49% (-$429.5K) YoY -13.34% (-$564.3K)
(BNDXcusip92203J407)	75.0K	QoQ -1.51% (-1.2K) YoY +25.35% (+15.2K)	All Managers (Combined)	$3.7M	QoQ -1.98% (-$74.0K) YoY +24.40% (+$718.4K)
Abbvie Inc.(ABBVcusip00287Y109)	17.1K	QoQ +18.24% (+2.6K) YoY +31.36% (+4.1K)	All Managers (Combined)	$3.6M	QoQ +39.40% (+$1.0M) YoY +51.14% (+$1.2M)
(cusip09789C887)✕	92.2K	QoQ +16.21% (+12.9K) YoY NEW(+92.2K)	All Managers (Combined)	$3.5M	QoQ +12.30% (+$382.2K) YoY NEW(+$3.5M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	26.3K	QoQ +17.12% (+3.9K) YoY +113.40% (+14.0K)	All Managers (Combined)	$3.5M	QoQ +82.65% (+$1.6M) YoY +289.95% (+$2.6M)