Atala Financial Inc Top Holdings and 13F Report (2025) About Atala Financial IncInvestment ActivityAtala Financial Inc has $142.46 million in total holdings as of December 31, 2024.Atala Financial Inc owns shares of 476 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $5,736,546Alphabet $5,656,114Deere & Company $4,561,978International Business Machines $4,516,847Apple $4,383,101 Sector AllocationMap of 500 Largest Holdings ofAtala Financial Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$5,736,54619,7944.0%ETFGOOGLAlphabet$5,656,11429,8794.0%Computer and TechnologyDEDeere & Company$4,561,97810,7673.2%Industrial ProductsIBMInternational Business Machines$4,516,84720,5473.2%Computer and TechnologyAAPLApple$4,383,10117,5033.1%Computer and TechnologyACNAccenture$4,090,61411,6282.9%Computer and TechnologyMSFTMicrosoft$3,911,5399,2802.7%Computer and TechnologyNVDANVIDIA$3,883,53328,9192.7%Computer and TechnologyMARMarriott International$3,846,02513,7882.7%Consumer DiscretionaryORCLOracle$3,322,80219,9402.3%Computer and TechnologyRBLXRoblox$2,899,42250,1112.0%Consumer DiscretionaryAMZNAmazon.com$2,685,11412,2391.9%Retail/WholesaleMUCBlackRock MuniHoldings California Quality Fund$2,672,275251,3901.9%FinanceWMTWalmart$2,415,95926,7401.7%Retail/WholesaleQCOMQUALCOMM$2,331,64415,1781.6%Computer and TechnologyTJXTJX Companies$2,215,29318,3371.6%Retail/WholesaleDISWalt Disney$2,071,55518,6041.5%Consumer DiscretionarySHOPShopify$2,058,12319,3561.4%Computer and TechnologyCRMSalesforce$1,947,4795,8251.4%Computer and TechnologyKOCoca-Cola$1,909,95030,6771.3%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$1,829,24218,9501.3%ETFWIWWestern Asset Inflation-Linked Opportunities & Income Fund$1,806,110218,3931.3%Financial ServicesNZFNuveen Municipal Credit Income Fund$1,771,794145,5871.2%Financial ServicesHDHome Depot$1,768,7384,5471.2%Retail/WholesaleGOOGAlphabet$1,739,6699,1351.2%Computer and TechnologyGEHCGE HealthCare Technologies$1,692,83121,6531.2%MedicalTMUST-Mobile US$1,683,2877,6261.2%Computer and TechnologyNACNuveen California Quality Municipal Income Fund$1,617,304143,2511.1%Financial ServicesPYPLPayPal$1,584,26618,5621.1%Computer and TechnologyBFKBlackRock Municipal Income Trust$1,484,620150,5701.0%Financial ServicesMETAMeta Platforms$1,409,4402,4071.0%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,381,25314,2501.0%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,330,235108,5020.9%Financial ServicesIWFiShares Russell 1000 Growth ETF$1,285,4583,2010.9%ETFIWRiShares Russell Mid-Cap ETF$1,216,39713,7600.9%ETFTSLATesla$1,207,4822,9900.8%Auto/Tires/TrucksIWViShares Russell 3000 ETF$1,159,5133,4690.8%ETFAVGOBroadcom$1,153,8684,9770.8%Computer and TechnologyCOSTCostco Wholesale$1,082,1151,1810.8%Retail/WholesaleBLACKROCK CALIF MUN INCOME T$1,067,95495,3530.7%SH BEN INTONONON$1,067,03019,4820.7%Retail/WholesaleNXTNextracker$1,001,36127,4120.7%Oils/EnergyMYDBlackRock MuniYield Fund$936,81490,1650.7%FinanceVVisa$917,7802,9040.6%Business ServicesEDREndeavor Group$907,41029,0000.6%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$862,56518,0380.6%ETFMELIMercadoLibre$858,7235050.6%Retail/WholesaleVOVanguard Mid-Cap ETF$840,9903,1840.6%ETFMUEBlackRock MuniHoldings Quality Fund II$799,88079,9880.6%Financial ServicesJPMJPMorgan Chase & Co.$742,3823,0970.5%FinanceMVTBlackRock MuniVest Fund II$737,44569,9000.5%FinanceAXONAxon Enterprise$725,0701,2200.5%AerospaceVHTVanguard Health Care ETF$712,8692,8100.5%ETFFOXAFOX$704,41014,5000.5%Consumer DiscretionaryMAMastercard$677,6961,2870.5%Business ServicesAXPAmerican Express$603,0772,0320.4%FinanceLIILennox International$590,4129690.4%ConstructionLLYEli Lilly and Company$575,1407450.4%MedicalVBVanguard Small-Cap ETF$555,0472,3100.4%ETFWFCWells Fargo & Company$551,5957,8530.4%FinanceUNHUnitedHealth Group$542,2821,0720.4%MedicalFICOFair Isaac$511,6692570.4%Computer and TechnologyIAUiShares Gold Trust$506,24010,2250.4%FinanceRTXRTX$498,6374,3090.4%AerospaceIWDiShares Russell 1000 Value ETF$495,5932,6770.3%ETFKYNKayne Anderson Energy Infrastructure Fund$479,18037,7010.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$469,8455,4850.3%ETFMMCMarsh & McLennan Companies$467,7272,2020.3%FinanceMMUWestern Asset Managed Municipals Fund$462,52945,3460.3%FinanceBMYBristol-Myers Squibb$441,3947,8040.3%MedicalOBDCBlue Owl Capital$415,70827,4940.3%FinanceADBEAdobe$408,2169180.3%Computer and TechnologyNADNuveen Quality Municipal Income Fund$408,10035,0000.3%Financial ServicesUNPUnion Pacific$404,7711,7750.3%TransportationMRKMerck & Co., Inc.$398,3184,0040.3%MedicalMUIBlackRock Municipal Income Fund$397,31832,7820.3%Financial ServicesSPOTSpotify Technology$387,8788670.3%Business ServicesMIOPioneer Municipal High Income Opportunities Fund$380,00632,0410.3%LHXL3Harris Technologies$375,7701,7870.3%AerospaceNFLXNetflix$366,3334110.3%Consumer DiscretionaryPAAPlains All American Pipeline$364,64121,3490.3%Oils/EnergyFDXFedEx$361,7901,2860.3%TransportationHALHalliburton$358,33713,1790.3%Oils/EnergyJNJJohnson & Johnson$352,8732,4400.2%MedicalMHDBlackRock MuniHoldings Fund$349,02629,9080.2%Financial ServicesTMOThermo Fisher Scientific$342,3116580.2%MedicalPANWPalo Alto Networks$342,0851,8800.2%Computer and TechnologyPOCTInnovator U.S. Equity Power Buffer ETF - October$332,7148,4090.2%ETFADMArcher-Daniels-Midland$332,1186,5740.2%Consumer StaplesCVXChevron$325,3112,2460.2%Oils/EnergyAVDEAvantis International Equity ETF$322,1315,2490.2%ETFMCOMoody's$316,6856690.2%FinancePGProcter & Gamble$312,8351,8660.2%Consumer StaplesKIOKKR Income Opportunities Fund$311,35323,2700.2%Financial ServicesXOMExxon Mobil$310,5552,8870.2%Oils/EnergyBACBank of America$297,8936,7780.2%FinanceLINDE PLC NEW$290,9766950.2%SHSPEPPepsiCo$288,4581,8970.2%Consumer StaplesAVTAvnet$281,6915,3840.2%Computer and TechnologyIOOiShares Global 100 ETF$279,7382,7760.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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