$179 Million is the total value of Atomi Financial Group, Inc.'s 224 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-06-07
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.