Atomi-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RCS",
  "VSGX",
  null,
  "HYT",
  null,
  "PINS",
  "SE",
  "INSM",
  "HOOD",
  "FLEX",
  "ARGX",
  "GDX",
  null,
  "POOL",
  null,
  null,
  "MORN",
  "NTR",
  "AGI.TO",
  "NLY",
  "AES",
  "AR",
  null,
  "EBR",
  "QTWO",
  "NXE",
  null,
  "PCG",
  "RF",
  "FTI",
  "ALSN",
  "PPLT",
  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  "JLL",
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  null,
  "AXP",
  "GDXJ",
  "ASAN",
  "AU",
  null,
  "AFRM",
  "AIG",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  "AWP",
  null,
  null,
  null,
  null,
  null,
  "AM",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CLS",
  null,
  "AVEM",
  "BRO",
  "KMX",
  "CP.TO",
  "ARCC",
  "YMM",
  "CII",
  "SAN",
  "BIDU",
  "WRB",
  "BST",
  null,
  null,
  "BSX",
  "HRB",
  "CSQ",
  null,
  "SBS",
  "EMO",
  null,
  "CRS",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "PWP",
  "EOI",
  null,
  "D",
  "DT",
  "ETY",
  null,
  null,
  "ESS",
  "PUK",
  "ERJ",
  "EBAY",
  "PDI",
  null,
  "RL",
  "PHT",
  null,
  null,
  "WTRG",
  "EQH",
  null,
  "SERV",
  null,
  "EOG",
  "QFIN",
  "EXPE",
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  "FFIV",
  "PNR",
  "FFA",
  null,
  "XFLT",
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  "FERG",
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  null,
  null,
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  "IBKR",
  null,
  "ECC",
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  "SMC",
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  null,
  null,
  "AOD",
  null,
  "GILD",
  "AVK",
  "GIS",
  "HLT",
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  "BSTZ",
  "HON",
  "HD",
  null,
  "IBN",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
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  "EU",
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  null,
  "FFC",
  "UNP",
  "QCOM",
  null,
  "GLPI",
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  "FSCO",
  "GLAD",
  "ISRG",
  null,
  "HSBC",
  "HUBS",
  "PDT",
  "EMXC",
  "GOF",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "INVZ",
  null,
  "ING",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  null,
  "META",
  "KEP",
  null,
  null,
  null,
  null,
  null,
  "BEEP",
  "HEFA",
  "IQI",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "SWK",
  "SSRM",
  null,
  "SUZ",
  "UGP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RA",
  null,
  "JLS",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  null,
  "KGC",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  "SCD",
  null,
  null,
  "L",
  null,
  null,
  null,
  "EXG",
  null,
  null,
  "GGT",
  "MPC",
  null,
  "MMC",
  null,
  null,
  "PWR",
  "MRVL",
  null,
  "MA",
  null,
  null,
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  null,
  "EQIX",
  "EXC",
  "EVRG",
  null,
  "FICO",
  "FHN",
  "FIS",
  null,
  "FYBR",
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  "GE",
  "GPC",
  null,
  null,
  "HQY",
  "GWRE",
  "NI",
  "HMY",
  "HIG",
  "HES",
  "NVS",
  "NU",
  "IBRX",
  "OXY",
  null,
  "ODFL",
  "ORLY",
  "IX",
  "EMN",
  "ADM",
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  "BX",
  "AMP",
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  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "EOS",
  "DASH",
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  null,
  null,
  "DOC",
  null,
  null,
  "REG",
  "EEM",
  "IWF",
  null,
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  "PYPL",
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  "PNC",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "BXSL",
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  null,
  null,
  null,
  "MKC",
  "MPW",
  "NRO",
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "REGN",
  null,
  "RELY",
  null,
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "PNFP",
  "MET",
  "VXF",
  "AGNC",
  "MKZR",
  "VV",
  "RCL",
  "SNEX",
  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "ALC",
  null,
  "TCPC",
  "PNW",
  "STAG",
  null,
  null,
  "VWO",
  "LKQ",
  "JBL",
  "VSS",
  "BXMX",
  null,
  null,
  "CHT",
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NGG",
  "PKX",
  null,
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  null,
  "LYG",
  null,
  "TTE",
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  null,
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  null,
  "TOST",
  "MMT",
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  null,
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  "IWO",
  "SU",
  "GMED",
  "GSHD",
  "IWN",
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  "GFI",
  null,
  "RMD",
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "GVA",
  "K",
  "TT",
  "VRSK",
  "VRT",
  "RLI",
  "MEDP",
  null,
  "RRC",
  "LECO",
  "MLI",
  "PEN",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "AEE",
  "GM",
  "VNO",
  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "SDY",
  "FI",
  "NTRA",
  "DOV",
  "WAB",
  "WSO",
  "IP",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  null,
  "WCN",
  "EFX",
  "AIZ",
  "NCLH",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "CTSO",
  "ES",
  "GOOD",
  null,
  null,
  null,
  null,
  null,
  "IDXX",
  "RACE",
  null,
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "CHY",
  null,
  null,
  "TTWO",
  "IVE",
  "HCA",
  "PFG",
  null,
  null,
  "OVV",
  "ESGD",
  null,
  "DKS",
  "LI",
  null,
  "TPL",
  null,
  null,
  null,
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "ABEV",
  null,
  null,
  "BEKE",
  "PDD",
  null,
  "ACM",
  "VEU",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  "VYMI",
  "VALE",
  null,
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VGLT",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VIPS",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WBS",
  "WFC",
  "WAL",
  "WELL",
  null,
  null,
  "WSM",
  "WIT",
  "WPM",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  "WF",
  null,
  "WPC",
  "XPEV",
  "XEL",
  "WDAY",
  "YPF",
  "ZG",
  "YUMC",
  "YUM",
  "Z",
  "ADC",
  null,
  null,
  "LNT",
  "UMC",
  null,
  "OC",
  "GRMN",
  "CART",
  null,
  "DNN",
  "FNF",
  "FOXA",
  "MTB",
  "CNQ",
  "GEN",
  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "ALRM",
  "SCHA",
  "JD",
  "MSCI",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "INFY",
  null,
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "MOH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "SO",
  "TAK",
  "TTD",
  "PPL",
  "TRP",
  "HQH",
  "OKTA",
  "OTIS",
  "PSX",
  "OPEN",
  "ROL",
  "TCOM",
  "CRM",
  "SNAP",
  "RVTY",
  "SHG",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  null,
  "SANM",
  "SYY",
  "DIA",
  "ORI",
  null,
  "SPOT",
  null,
  null,
  "LII",
  null,
  null,
  null,
  "ZION",
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "PAAS",
  "SPYV",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  null,
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "KMB",
  "LULU",
  "AUR",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  null,
  "BBVA",
  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BRBR",
  "BHP",
  "BBY",
  "BMRN",
  null,
  "BA",
  null,
  "BLND",
  "EAT",
  "BMY",
  "BBIO",
  "BTI",
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  "BR",
  "CHRW",
  "BXP",
  "BURL",
  null,
  "CM",
  "CNI",
  "CDNS",
  "CPT",
  "CVNA",
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  "CBOE",
  "CBRE",
  "IGR",
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  "CRL",
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  "LNG",
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  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "CIVB",
  "C",
  "KOF",
  "CME",
  null,
  "KO",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "BAP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CW",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFS",
  "DHC",
  "DLR",
  "DOCU",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: atomi-financial-group
Manager Name: Atomi-Financial-Group

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 7 of 52

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Shell plc

SHEL|780259305

Shares:38.5K

Value:$2.8M

81369Y860

Shares:67.1K

Value:$2.8M

46432F842

IEFA|46432F842

Shares:36.8K

Value:$2.8M

464288414

MUB|464288414

Shares:26.4K

Value:$2.8M

464288885

EFG|464288885

Shares:27.7K

Value:$2.8M

922908553

VNQ|922908553

Shares:29.9K

Value:$2.7M

ABBOTT LABORATORIES

ABT|002824100

Shares:20.4K

Value:$2.7M

ASTRAZENECA PLC

AZN|046353108

Shares:36.0K

Value:$2.6M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:23.2K

Value:$2.6M

92189F643

Shares:29.5K

Value:$2.6M

Affirm Holdings, Inc.

AFRM|00827B106

Shares:57.4K

Value:$2.6M

UNION PACIFIC CORP

UNP|907818108

Shares:10.9K

Value:$2.6M

Blackstone Inc.

BX|09260D107

Shares:18.3K

Value:$2.6M

00162Q452

Shares:48.5K

Value:$2.5M

abrdn Gold ETF Trust

SGOL|00326A104

Shares:83.6K

Value:$2.5M

ORACLE CORP

ORCL|68389X105

Shares:17.8K

Value:$2.5M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:34.5K

Value:$2.5M

Sony Group Corp

SONY|835699307

Shares:97.3K

Value:$2.5M

NOVARTIS AG

NVS|66987V109

Shares:21.8K

Value:$2.4M

NEXTERA ENERGY INC

NEE|65339F101

Shares:34.1K

Value:$2.4M

Instrument	Shares		Other Manager	Value
Shell plc(SHELcusip780259305)	38.5K	QoQ +54.64% (+13.6K) YoY +76.25% (+16.7K)	All Managers (Combined)	$2.8M	QoQ +80.88% (+$1.3M) YoY +92.65% (+$1.4M)
(cusip81369Y860)✕	67.1K	QoQ +31.82% (+16.2K) YoY +553.03% (+56.8K)	All Managers (Combined)	$2.8M	QoQ +35.65% (+$737.6K) YoY +591.37% (+$2.4M)
(IEFAcusip46432F842)	36.8K	QoQ -10.86% (-4.5K) YoY +51.28% (+12.5K)	All Managers (Combined)	$2.8M	QoQ -4.04% (-$117.5K) YoY +54.19% (+$978.1K)
(MUBcusip464288414)	26.4K	QoQ -53.04% (-29.8K) YoY +377.43% (+20.9K)	All Managers (Combined)	$2.8M	QoQ -53.53% (-$3.2M) YoY +367.88% (+$2.2M)
(EFGcusip464288885)	27.7K	QoQ +181.69% (+17.9K) YoY +133.87% (+15.9K)	All Managers (Combined)	$2.8M	QoQ +190.93% (+$1.8M) YoY +125.33% (+$1.5M)
(VNQcusip922908553)	29.9K	QoQ -6.32% (-2.0K) YoY -34.86% (-16.0K)	All Managers (Combined)	$2.7M	QoQ -4.78% (-$136.4K) YoY -31.80% (-$1.3M)
ABBOTT LABORATORIES(ABTcusip002824100)	20.4K	QoQ +2.71% (+538) YoY +98.79% (+10.1K)	All Managers (Combined)	$2.7M	QoQ +20.45% (+$459.2K) YoY +132.00% (+$1.5M)
ASTRAZENECA PLC(AZNcusip046353108)	36.0K	QoQ +92.29% (+17.3K) YoY +151.64% (+21.7K)	All Managers (Combined)	$2.6M	QoQ +115.71% (+$1.4M) YoY +172.99% (+$1.7M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	23.2K	QoQ +179.03% (+14.9K) YoY +339.26% (+17.9K)	All Managers (Combined)	$2.6M	QoQ +238.48% (+$1.8M) YoY +571.94% (+$2.2M)
(cusip92189F643)✕	29.5K	QoQ -4.03% (-1.2K) YoY +20.65% (+5.0K)	All Managers (Combined)	$2.6M	QoQ -8.92% (-$254.4K) YoY +18.10% (+$397.8K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	57.4K	QoQ -11.39% (-7.4K) YoY -18.75% (-13.3K)	All Managers (Combined)	$2.6M	QoQ -34.25% (-$1.4M) YoY -1.46% (-$38.6K)
UNION PACIFIC CORP(UNPcusip907818108)	10.9K	QoQ +6.17% (+633) YoY +31.27% (+2.6K)	All Managers (Combined)	$2.6M	QoQ +9.98% (+$233.4K) YoY +26.08% (+$531.9K)
Blackstone Inc.(BXcusip09260D107)	18.3K	QoQ +8.17% (-1.4K) YoY +41.36% (+5.3K)	All Managers (Combined)	$2.6M	QoQ -12.30% (-$358.5K) YoY +50.41% (+$856.6K)
(cusip00162Q452)✕	48.5K	QoQ +172.20% (+30.7K) YoY +284.31% (+35.9K)	All Managers (Combined)	$2.5M	QoQ +193.56% (+$1.7M) YoY +320.58% (+$1.9M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	83.6K	QoQ +2.07% (+1.7K) YoY +31.86% (+20.2K)	All Managers (Combined)	$2.5M	QoQ +21.50% (+$441.2K) YoY +85.12% (+$1.1M)
ORACLE CORP(ORCLcusip68389X105)	17.8K	QoQ +5.01% (-848) YoY +38.71% (+5.0K)	All Managers (Combined)	$2.5M	QoQ -11.89% (-$335.0K) YoY +54.39% (+$874.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	34.5K	QoQ +11.38% (+3.5K) YoY +87.75% (+16.1K)	All Managers (Combined)	$2.5M	QoQ +13.84% (+$301.1K) YoY +132.55% (+$1.4M)
Sony Group Corp(SONYcusip835699307)	97.3K	QoQ +18.72% (+15.3K) YoY +1124.77% (+89.3K)	All Managers (Combined)	$2.5M	QoQ +42.45% (+$735.9K) YoY +262.68% (+$1.8M)
NOVARTIS AG(NVScusip66987V109)	21.8K	QoQ +36.57% (+5.8K) YoY +121.77% (+11.9K)	All Managers (Combined)	$2.4M	QoQ +56.46% (+$875.5K) YoY +155.60% (+$1.5M)
NEXTERA ENERGY INC(NEEcusip65339F101)	34.1K	QoQ +0.56% (-191) YoY +72.26% (+14.3K)	All Managers (Combined)	$2.4M	QoQ -0.55% (-$13.6K) YoY +91.07% (+$1.2M)