Atala Financial Inc Reduced Holdings in Q3 2025

Atala Financial Inc

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-57
- 0.49%
$232.56 - $304.78 $13.3K - $17.4K
11.6K $2.85B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-52.6K
- 66.93%
$11.55 - $12.56 $607K - $660K
26K $326M
BFK
Blackrock Municipal Income Trust

Financial Services
-38.9K
- 26.51%
$9.44 - $10.17 $367K - $395K
108K $1.08B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-911
- 41.37%
$196.15 - $217.83 $179K - $198K
1.29K $200M
MAR
Marriott International Inc

Consumer Cyclical
-98
- 0.71%
$255.35 - $282.87 $25K - $27.7K
13.7K $3.57B
LLY
Eli Lilly & CO

Healthcare
-221
- 29.66%
$625.65 - $812.69 $138K - $180K
524 $400M
FDX
Fedex Corp

Industrials
-786
- 35.96%
$217.1 - $243.2 $171K - $191K
1.4K $330M
UNP
Union Pacific Corp

Industrials
-308
- 17.35%
$214.91 - $237.16 $66.2K - $73K
1.47K $347M
VTV
Vanguard Value ETF

ETFs
-361
- 18.67%
$175.51 - $186.57 $63.4K - $67.4K
1.57K $293M
ORCC
Owl Rock Capital Corp

Financial Services
-431
- 1.73%
N/A
24.6K $314M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-4.88K
- 4.48%
$10.9 - $11.58 $53.1K - $56.5K
104K $1.2B
BMY
Bristol Myers Squibb CO

Healthcare
-212
- 2.72%
$43.31 - $48.98 $9.18K - $10.4K
7.59K $342M
TMUS
T Mobile Us, Inc.

Communication Services
-6
- 0.08%
$226.02 - $259.01 $1.36K - $1.55K
7.32K $1.75B
IOO
Ishares Tr Global 100 ETF

ETFs
-270
- 7.97%
$107.55 - $120.01 $29K - $32.4K
3.12K $374M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-118
- 10.95%
$404.94 - $499.99 $47.8K - $59K
960 $466M
ADM
Archer Daniels Midland CO

Consumer Defensive
-190
- 2.89%
$53.54 - $64.21 $10.2K - $12.2K
6.38K $381M
HAL
Halliburton CO

Energy
-219
- 1.66%
$20.5 - $25.11 $4.49K - $5.5K
13K $319M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-11.6K
- 77.07%
$9.82 - $10.43 $114K - $121K
3.44K $227M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 0.4%
$420.11 - $472.68 $5.04K - $5.67K
2.98K $1.39B
HD
Home Depot, Inc.

Consumer Cyclical
-72
- 1.61%
$357.4 - $423.42 $25.7K - $30.5K
4.4K $1.78B
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 0.45%
$293.94 - $444.72 $3.82K - $5.78K
2.87K $1.27B
AAPL
Apple Inc.

Technology
-43
- 0.33%
$202.38 - $256.87 $8.7K - $11K
13K $3.32B
NVDA
Nvidia Corp

Technology
-33
- 0.12%
$153.3 - $186.58 $5.06K - $6.16K
27.8K $5.18B
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Atala Financial Inc Portfolio

Follow Atala Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atala Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atala Financial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email