Atomi Financial Group, Inc.

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
1/17/2025
Form type
13F-HR
Num holdings
970
Total value ($000)
$1,979,627
Net value change ($000)
+379,295 (23.7%)
New positions
132
Sold out positions
77
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COIN 22,476 38.8%
AAPL 19,098 30.8%
GOOGL 17,494 87.5%
OKLO 15,114 362.4%
VOO 13,059 76.0%
AMZN 10,479 57.8%
IVV 9,745 20.6%
HOOD 9,655 92.0%
MSFT 9,510 35.4%
GOOGL 9,382 67.7%
Top Reduces (Value $000, Stocks/ETFs)
NEE -2,850 -54.0%
CALF -2,412 -89.8%
ANET -2,220 -100.0%
OZ -2,125 -100.0%
IWY -1,680 -71.2%
UPST -1,591 -67.7%
BLK -1,513 -100.0%
JNJ -1,372 -19.1%
XOM -1,295 -19.5%
iSHARES TRUST -1,272 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 646 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type