Atala Financial Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 473 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 $5.82B, International Business Machines Corp with a value of $5.11B, Deere & CO with a value of $5.06B, Alphabet Inc. with a value of $4.71B, and American Airlines Group Inc. with a value of $3.79B.
Examining the 13F form we can see an decrease of $5.16B in the current position value, from $142B to 137B.
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
$137 Billion
Technology: $28.6 Billion
Financial Services: $26.2 Billion
ETFs: $19.8 Billion
Communication Services: $16.3 Billion
Industrials: $14 Billion
Consumer Cyclical: $13.9 Billion
Consumer Defensive: $6.93 Billion
Healthcare: $3.98 Billion
Other: $3.29 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
