Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $267 Million
- Q2 2024
Atticus Wealth Management, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Million distributed in 535 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 $71.2M, Spdr Portfolio S&P 500 Value E with a value of $18.8M, Ishares Tr with a value of $10.7M, Apple Inc. with a value of $10.1M, and Ishares Russell 1000 Gr ETF with a value of $9.91M.
Examining the 13F form we can see an decrease of $4.2M in the current position value, from $271M to 267M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $202 Million
Technology: $24.1 Million
Consumer Defensive: $10 Million
Healthcare: $6.05 Million
Consumer Cyclical: $5.44 Million
Communication Services: $5.34 Million
Financial Services: $5.12 Million
Industrials: $3.73 Million
Other: $5.08 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 535
- Current Value $267 Million
- Prior Value $271 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 37 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks