Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $343 Million
- Q2 2025
Atticus Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $343 Million distributed in 679 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 $91.8M, Ishares Russell 1000 Gr ETF with a value of $22.9M, Spdr Portfolio S&P 500 Value E with a value of $14.3M, Hartford Fds Total Return Bd E with a value of $11.9M, and Apple Inc. with a value of $10.3M.
Examining the 13F form we can see an increase of $62.1M in the current position value, from $281M to 343M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$343 Million
ETFs: $249 Million
Technology: $33.3 Million
Consumer Defensive: $11.8 Million
Financial Services: $11 Million
Consumer Cyclical: $9.07 Million
Communication Services: $7.23 Million
Healthcare: $6.29 Million
Industrials: $5.83 Million
Other: $8.82 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 679
- Current Value $343 Million
- Prior Value $281 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 187 stocks
- Additional Purchases 218 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks