Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 3 | Q3 2023 | 10.6% |
ISHARES TR | 3 | Q3 2023 | 3.9% |
MICROSOFT CORP | 3 | Q3 2023 | 2.9% |
JPMORGAN CHASE & CO | 3 | Q3 2023 | 2.1% |
JOHNSON & JOHNSON | 3 | Q3 2023 | 2.0% |
BOEING CO | 3 | Q3 2023 | 1.9% |
PACER FDS TR | 3 | Q3 2023 | 1.7% |
ISHARES TR | 3 | Q3 2023 | 1.6% |
ZSCALER INC | 3 | Q3 2023 | 1.3% |
CATERPILLAR INC | 3 | Q3 2023 | 1.2% |
View Atomi Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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.