Atala Financial Inc Portfolio Holdings
Atala Financial Inc
- $142 Billion
- Q4 2024
Atala Financial Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 476 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $5.74B, Alphabet Inc. with a value of $5.66B, Deere & CO with a value of $4.56B, International Business Machines Corp with a value of $4.52B, and Apple Inc. with a value of $4.38B.
Examining the 13F form we can see an increase of $142B in the current position value.
Atala Financial Inc is based out at Calabasas, CA
Below you can find more details about Atala Financial Inc portfolio as well as his latest detailed transactions.
Portfolio value
$142 Billion
Technology: $34.8 Billion
Financial Services: $24.6 Billion
ETFs: $20.2 Billion
Communication Services: $18.1 Billion
Consumer Cyclical: $14.8 Billion
Industrials: $10.3 Billion
Consumer Defensive: $6.77 Billion
Healthcare: $4.18 Billion
Other: $3.11 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 476
- Current Value $142 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 475 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks