Atticus Wealth Management, LLC Portfolio Holdings

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

Atticus Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Million distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $78.2M, Ishares Russell 1000 Gr ETF with a value of $17.1M, Spdr Portfolio S&P 500 Value E with a value of $13.8M, Hartford Fds Total Return Bd E with a value of $11.5M, and Apple Inc. with a value of $10.4M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $294M to 281M.

Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Million
ETFs: $217 Million
Technology: $22.7 Million
Consumer Defensive: $10.8 Million
Financial Services: $5.97 Million
Consumer Cyclical: $5.79 Million
Healthcare: $5.01 Million
Communication Services: $4.96 Million
Industrials: $3.61 Million
Other: $5.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.2 Million 27.88% of portfolio
139,798
Q1 2025 Added 4.59%
$0
$17.1 Million 6.1% of portfolio
47,410
Q1 2025 Added 64.33%
$0
$13.8 Million 4.92% of portfolio
270,008
Q1 2025 Reduced 31.78%
$0
$11.5 Million 4.11% of portfolio
340,154
Q1 2025 Added 82.87%
$3.2T
$10.4 Million 3.7% of portfolio
46,728
Q1 2025 Reduced 1.71%
$0
$8.11 Million 2.89% of portfolio
30,495
Q1 2025 Reduced 8.81%
$0
$7.82 Million 2.79% of portfolio
104,698
Q1 2025 Added 1,308,625.0%
$0
$6.03 Million 2.15% of portfolio
65,874
Q1 2025 New
$3.25T
$5.62 Million 2.0% of portfolio
14,961
Q1 2025 Reduced 5.26%
$310B
$5.13 Million 1.83% of portfolio
71,690
Q1 2025 Reduced 4.14%
$106B
$4.53 Million 1.61% of portfolio
15,712
Q1 2025 Reduced 3.27%
$0
$4.23 Million 1.51% of portfolio
9,029
Q4 2024 Reduced 0.83%
$0
$3.84 Million 1.37% of portfolio
29,765
Q1 2025 Reduced 0.82%
$0
$3.73 Million 1.33% of portfolio
104,134
Q1 2025 Reduced 1.36%
$449B
$3.36 Million 1.2% of portfolio
3,557
Q1 2025 Added 2.89%
$0
$3.24 Million 1.16% of portfolio
40,370
Q1 2025 Reduced 3.98%
$0
$3.18 Million 1.13% of portfolio
12,363
Q1 2025 Reduced 5.48%
$0
$3.12 Million 1.11% of portfolio
17,103
Q1 2025 Added 1.08%
$0
$2.62 Million 0.93% of portfolio
65,615
Q1 2025 Reduced 2.37%
$0
$2.41 Million 0.86% of portfolio
23,034
Q1 2025 Added 460,580.0%
$1.9T
$2.4 Million 0.85% of portfolio
12,591
Q1 2025 Reduced 3.78%
$0
$2.22 Million 0.79% of portfolio
38,020
Q1 2025 Reduced 69.66%
$957B
$2.19 Million 0.78% of portfolio
14,171
Q1 2025 Reduced 0.39%
$0
$2.05 Million 0.73% of portfolio
10,274
Q1 2025 Reduced 71.65%
$0
$1.98 Million 0.71% of portfolio
17,963
Q1 2025 Reduced 13.11%
$0
$1.85 Million 0.66% of portfolio
22,627
Q1 2025 Reduced 7.13%
$284B
$1.76 Million 0.63% of portfolio
16,276
Q1 2025 Added 0.09%
$0
$1.74 Million 0.62% of portfolio
3,210
Q1 2025 Reduced 3.37%
$0
$1.58 Million 0.56% of portfolio
28,606
Q1 2025 Reduced 24.56%
$0
$1.51 Million 0.54% of portfolio
34,465
Q1 2025 Reduced 1.72%
$130B
$1.42 Million 0.51% of portfolio
20,100
Q1 2025 Reduced 5.21%
$0
$1.43 Million 0.51% of portfolio
7,246
Q1 2025 Reduced 10.88%
$781B
$1.36 Million 0.49% of portfolio
1,649
Q1 2025 Added 3.71%
$570B
$1.32 Million 0.47% of portfolio
3,753
Q1 2025 Reduced 1.7%
$0
$1.24 Million 0.44% of portfolio
34,596
Q1 2025 Added 33.32%
$0
$1.24 Million 0.44% of portfolio
8,459
Q1 2025 Reduced 19.97%
$370B
$1.2 Million 0.43% of portfolio
3,286
Q1 2025 Added 0.06%
$0
$1.16 Million 0.41% of portfolio
34,977
Q1 2025 Added 6.65%
$741B
$957,000 0.34% of portfolio
3,902
Q1 2025 Added 5.4%
$0
$891,000 0.32% of portfolio
5,160
Q1 2025 Reduced 4.9%
$0
$885,000 0.32% of portfolio
17,210
Q1 2025 Added 435.14%
$0
$889,000 0.32% of portfolio
7,570
Q1 2025 Reduced 9.36%
$0
$901,000 0.32% of portfolio
20,360
Q1 2025 New
$0
$856,000 0.31% of portfolio
9,224
Q1 2025 Reduced 3.83%
$505B
$864,000 0.31% of portfolio
927
Q1 2025 Added 16.6%
$376B
$839,000 0.3% of portfolio
4,927
Q1 2025 Reduced 3.03%
$232B
$839,000 0.3% of portfolio
2,688
Q1 2025 Added 13.18%
$1.25T
$820,000 0.29% of portfolio
1,424
Q1 2025 Added 3.94%
$0
$813,000 0.29% of portfolio
6,273
Q1 2025 Reduced 4.62%

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $281 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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