Atala Financial Inc Reduced Holdings in Q1 2025

Atala Financial Inc

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-17.4K
- 99.31%
$209.68 - $247.1 $3.64M - $4.3M
120 $1.24M
NVDA
Nvidia Corp

Technology
-1.09K
- 3.77%
$106.98 - $149.43 $117K - $163K
27.8K $3.02B
ORCL
Oracle Corp

Technology
-100
- 0.5%
$139.81 - $186.47 $14K - $18.6K
19.8K $2.77B
TSLA
Tesla, Inc.

Consumer Cyclical
-167
- 5.59%
$222.15 - $428.22 $37.1K - $71.5K
2.82K $736M
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
-30.2K
- 94.13%
$11.75 - $12.34 $354K - $372K
1.88K $22.2M
MRK
Merck & Co., Inc.

Healthcare
-2.76K
- 68.83%
$83.01 - $101.02 $229K - $278K
1.25K $112M
DIS
Walt Disney CO

Communication Services
-173
- 0.93%
$96.87 - $114.0 $16.8K - $19.7K
18.4K $1.82B
SHOP
Shopify Inc.

Technology
-35
- 0.18%
$90.59 - $129.31 $3.17K - $4.53K
19.3K $1.85B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-214
- 6.69%
$360.07 - $417.26 $77.1K - $89.3K
2.99K $1.08B
AVUS
American Centy ETF Tr Avantis

ETFs
-600
- 4.21%
$90.7 - $101.57 $54.4K - $60.9K
13.7K $1.26B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-4.96K
- 78.88%
$25.2 - $68.74 $125K - $341K
1.33K $40.7M
IWV
Ishares Russell 3000 ETF

ETFs
-150
- 4.32%
$313.1 - $349.83 $47K - $52.5K
3.32K $1.05B
IOO
Ishares Tr Global 100 ETF

ETFs
-928
- 33.43%
$96.2 - $105.12 $89.3K - $97.6K
1.85K $178M
CPNG
Coupang, Inc.

Consumer Cyclical
-2.82K
- 77.53%
$21.34 - $25.52 $60.1K - $71.8K
816 $18.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-353
- 13.19%
$182.82 - $196.21 $64.5K - $69.3K
2.32K $437M
Ishares Ethereum Tr
-1.28K
- 48.32%
N/A
1.37K $19.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-937
- 24.72%
$56.51 - $62.98 $52.9K - $59K
2.85K $173M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-2.36K
- 1.64%
$11.17 - $11.61 $26.3K - $27.4K
141K $1.58B
IWN
Ishares Russell2000 Val ETF

ETFs
-78
- 4.76%
$149.27 - $169.4 $11.6K - $13.2K
1.56K $236M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-2.37K
- 6.27%
$11.96 - $13.56 $28.3K - $32.1K
35.3K $453M
BFK
Blackrock Municipal Income Trust

Financial Services
-3K
- 1.99%
$9.89 - $10.29 $29.7K - $30.9K
148K $1.46B
ETN
Eaton Corp PLC

Industrials
-52
- 39.39%
$271.83 - $371.23 $14.1K - $19.3K
80 $21.7M
AMD
Advanced Micro Devices Inc

Technology
-108
- 19.78%
$96.63 - $129.55 $10.4K - $14K
438 $45M
ORCC
Owl Rock Capital Corp

Financial Services
-401
- 1.46%
N/A
27.1K $398M
Ishares Bitcoin Trust ETF
-68
- 2.52%
N/A
2.63K $127M
TTD
Trade Desk, Inc.

Technology
-15
- 8.62%
$53.59 - $126.58 $804 - $1.9K
159 $8.78M
XLE
Energy Sector Spdr

ETFs
-570
- 10.39%
$85.7 - $93.96 $48.8K - $53.6K
4.92K $459M
COIN
Coinbase Global, Inc.

Technology
-10
- 9.09%
$172.23 - $301.3 $1.72K - $3.01K
100 $17.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-28
- 68.29%
$254.58 - $302.92 $7.13K - $8.48K
13 $3.32M
VNQ
Vanguard Specialized Funds Van

ETFs
-104
- 8.49%
$85.55 - $94.34 $8.9K - $9.81K
1.12K $101M
JNJ
Johnson & Johnson

Healthcare
-350
- 14.34%
$142.06 - $167.7 $49.7K - $58.7K
2.09K $347M
SRE
Sempra Energy

Utilities
-6
- 2.3%
$67.85 - $87.67 $407 - $526
255 $18.2M
POOL
Pool Corp

Industrials
-4
- 4.65%
$314.92 - $364.31 $1.26K - $1.46K
82 $26.1M
JPM
Jpmorgan Chase & CO

Financial Services
-9
- 0.29%
$225.19 - $279.95 $2.03K - $2.52K
3.09K $757M
VEA
Vanguard Ftse Developed Market

ETFs
-667
- 3.7%
$47.4 - $52.99 $31.6K - $35.3K
17.4K $884M
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 4.91%
$89.14 - $117.41 $8.91K - $11.7K
1.94K $217M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-3.7K
- 1.69%
$8.25 - $8.79 $30.5K - $32.5K
215K $1.89B
Nextracker Inc
-1.04K
- 3.8%
N/A
26.4K $1.11B
TMUS
T Mobile Us, Inc.

Communication Services
-140
- 1.84%
$211.3 - $272.83 $29.6K - $38.2K
7.49K $2B
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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