Atomi Financial Group, Inc. [Rocket]

Holdings

Atomi Financial Group, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
WisdomTree Trust	DDWM	Common	56,505	56,505	1,765,781,000	1,765,781,000	0.81		Hist	06/30/2023
PROSHARES TR MSCI EAFE DIVD	PSQ	Common	131,545	131,545	1,390,426,000	1,390,426,000	0.63		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	14,299	14,299	1,364,299,000	1,364,299,000	0.62		Hist	06/30/2023
Two Roads Shared Trust	DALT	Common	153,519	153,519	1,304,912,000	1,304,912,000	0.60		Hist	06/30/2023
iSHARES TRUST	MBB	Common	11,170	11,170	1,041,747,000	1,041,747,000	0.48		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JEPI	Common	17,500	17,500	968,272,000	968,272,000	0.44		Hist	06/30/2023
iSHARES TRUST	EFV	MSCI VAL IDX	16,301	16,301	797,792,000	797,792,000	0.36		Hist	06/30/2023
SELECT SECTOR SPDR TR RL EST SEL SEC	XLRE	STOCK	21,157	21,157	797,400,000	797,400,000	0.36		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	7,775	7,775	761,548,000	761,548,000	0.35		Hist	06/30/2023
GE HealthCare Technologies Inc.	GEHC	Common	9,276	9,276	753,582,000	753,582,000	0.34		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLY	Common	4,391	4,391	745,637,000	745,637,000	0.34		Hist	06/30/2023
NOKIA CORP	NOK	SPONSORED ADR	178,810	178,810	743,850,000	743,850,000	0.34		Hist	06/30/2023
Sprout Social, Inc.	SPT	Common	14,981	14,981	691,523,000	691,523,000	0.32		Hist	06/30/2023
Global X Funds	MLPA	Common	14,576	14,576	625,748,000	625,748,000	0.29		Hist	06/30/2023
Nuveen Dynamic Municipal Opportunities Fund	NDMO	COM	59,650	59,650	606,641,000	606,641,000	0.28		Hist	06/30/2023
iSHARES TRUST	IWD	ETF	3,646	3,646	575,471,000	575,471,000	0.26		Hist	06/30/2023
ProShares Trust II	UVXY	ULTRA VIX SHORT	31,007	31,007	573,319,000	573,319,000	0.26		Hist	06/30/2023
iSHARES TRUST	IWF	Common	2,081	2,081	572,712,000	572,712,000	0.26		Hist	06/30/2023
ACV Auctions Inc.	ACVA	Common	33,000	33,000	569,910,000	569,910,000	0.26		Hist	06/30/2023
ETFis Series Trust I	NFLT	Common	25,781	25,781	567,344,000	567,344,000	0.26		Hist	06/30/2023
Medtronic plc	MDT	COM	5,569	5,569	490,631,000	490,631,000	0.22	0.00	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	4,206	4,206	479,115,000	479,115,000	0.22	0.00	Hist	06/30/2023
JPS INDUSTRIES INC	JPST	Common	8,253	8,253	413,796,000	413,796,000	0.19		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	989	989	402,631,000	402,631,000	0.18		Hist	06/30/2023
WisdomTree Trust	USDU	Common	14,042	14,042	372,394,000	372,394,000	0.17		Hist	06/30/2023
Invesco Exchange-Traded Fund Trust II	PHB	Exchange Traded Fund	20,415	20,415	356,854,000	356,854,000	0.16		Hist	06/30/2023
Phillips Edison & Company, Inc.	PECO	Common	10,032	10,032	341,896,000	341,896,000	0.16		Hist	06/30/2023
Cooper-Standard Holdings Inc.	CPS	Common	22,984	22,984	327,752,000	327,752,000	0.15		Hist	06/30/2023
SOUTHERN CO	SO	Common	4,268	4,268	299,852,000	299,852,000	0.14		Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	3,286	3,286	273,888,000	273,888,000	0.12		Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	800	800	273,552,000	273,552,000	0.12		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	313	313	271,273,000	271,273,000	0.12		Hist	06/30/2023
INTEL CORP	INTC	Common	8,092	8,092	270,612,000	270,612,000	0.12		Hist	06/30/2023
iSHARES TRUST	BKF	Common	7,853	7,853	268,573,000	268,573,000	0.12		Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII	FPE	Common	16,750	16,750	267,499,000	267,499,000	0.12		Hist	06/30/2023
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