Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 6 | Q2 2024 | 10.6% |
ISHARES TR | 6 | Q2 2024 | 3.9% |
MICROSOFT CORP | 6 | Q2 2024 | 2.9% |
META PLATFORMS INC | 6 | Q2 2024 | 2.3% |
JPMORGAN CHASE & CO. | 6 | Q2 2024 | 2.1% |
SPDR S&P 500 ETF TR | 6 | Q2 2024 | 1.7% |
JOHNSON & JOHNSON | 6 | Q2 2024 | 2.0% |
VANGUARD TAX-MANAGED FDS | 6 | Q2 2024 | 1.9% |
BOEING CO | 6 | Q2 2024 | 1.9% |
NVIDIA CORPORATION | 6 | Q2 2024 | 1.8% |
View Atomi Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
13F-HR | 2024-05-07 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-03 |
13F-HR | 2023-06-07 |
View Atomi Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.