Atticus Wealth Management, LLC Purchases in Q3 2024

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
354K
New
$33.29 - $35.33 $11.8M - $12.5M
354K $12.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.02K
+ 1.54%
$517.38 - $573.86 $1.04M - $1.16M
133K $76.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.9K
+ 2.82%
$48.51 - $52.86 $527K - $575K
397K $21M
KO
Coca Cola CO

Consumer Defensive
3.39K
+ 4.53%
$62.69 - $73.01 $212K - $247K
78.3K $5.63M
SPIB
Spdr Portfolio Intermediate Te

ETFs
22.6K
+ 137.99%
$32.36 - $33.78 $730K - $762K
38.9K $1.31M
IWM
Ishares Russell 2000 ETF

ETFs
432
+ 1.23%
$200.87 - $224.6 $86.8K - $97K
35.6K $7.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
+ 4.21%
$332.02 - $382.76 $380K - $439K
28.3K $10.6M
GLD
Spdr Gold Trust

ETFs
1.08K
+ 7.15%
$215.56 - $246.98 $233K - $267K
16.2K $3.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.61K
+ 3.06%
$57.32 - $62.65 $207K - $226K
122K $7.59M
NEE
Nextera Energy Inc

Utilities
2.81K
+ 15.27%
$69.9 - $84.97 $196K - $239K
21.2K $1.79M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
7.41K
New
$42.76 - $45.16 $317K - $335K
7.41K $331K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
474
+ 1.69%
$117.9 - $128.2 $55.9K - $60.8K
28.5K $3.66M
MCD
Mcdonalds Corp

Consumer Cyclical
494
+ 20.0%
$245.82 - $304.51 $121K - $150K
2.96K $902K
XLF
Financial Sector Spdr

ETFs
3.3K
+ 29.75%
$40.84 - $45.74 $135K - $151K
14.4K $651K
META
Meta Platforms, Inc.

Communication Services
187
+ 15.98%
$453.41 - $572.44 $84.8K - $107K
1.36K $776K
EFA
Ishares Tr Msci Eafe ETF

ETFs
581
+ 2.52%
$75.32 - $84.37 $43.8K - $49K
23.6K $1.98M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 1.08%
$801.83 - $917.05 $29.7K - $33.9K
3.48K $3.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
150
+ 1.68%
$434.77 - $502.96 $65.2K - $75.4K
9.11K $4.44M
EEM
Ishares Msci Emerging Markets

ETFs
829
+ 2.46%
$40.42 - $46.7 $33.5K - $38.7K
34.5K $1.58M
IWS
Ishares Russell Midcap Value E

ETFs
715
+ 23.52%
$119.52 - $132.25 $85.5K - $94.6K
3.76K $496K
ABBV
Abb Vie Inc.

Healthcare
60
+ 1.62%
$163.84 - $199.33 $9.83K - $12K
3.77K $745K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
614
+ 1.69%
$56.04 - $62.99 $34.4K - $38.7K
37K $2.26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
875
New
$95.1 - $106.76 $83.2K - $93.4K
875 $93K
PSA
Public Storage

Real Estate
124
+ 20.06%
$283.13 - $365.01 $35.1K - $45.3K
742 $269K
XLV
Select Sector Spdr Fund Health

ETFs
31
+ 0.29%
$143.3 - $157.24 $4.44K - $4.87K
10.6K $1.63M
XLU
Utilities Sector Spdr

ETFs
557
+ 18.65%
$67.67 - $80.78 $37.7K - $45K
3.54K $286K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
29
+ 0.56%
$125.95 - $142.04 $3.65K - $4.12K
5.19K $736K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
582
New
$127.29 - $141.5 $74.1K - $82.4K
582 $81K
VIG
Vanguard Dividend Appreciation

ETFs
465
+ 2.79%
$182.15 - $182.15 $84.7K - $84.7K
17.1K $3.12M
VTV
Vanguard Value ETF

ETFs
3
+ 0.06%
$159.75 - $174.57 $479 - $524
5.42K $946K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 4.06%
$488.01 - $604.18 $15.1K - $18.7K
794 $464K
JPM
Jpmorgan Chase & CO

Financial Services
217
+ 6.42%
$194.9 - $224.8 $42.3K - $48.8K
3.6K $757K
PEG
Public Service Enterprise Group Inc

Utilities
74
+ 1.7%
$73.58 - $89.21 $5.44K - $6.6K
4.43K $394K
QUAL
Ishares Msci Usa Quality Facto

ETFs
106
+ 1.82%
$162.64 - $179.3 $17.2K - $19K
5.92K $1.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.2K
New
$44.07 - $50.57 $52.8K - $60.5K
1.2K $60K
CWB
Spdr Bloomberg Convertible Sec

ETFs
744
New
$71.19 - $76.59 $53K - $57K
744 $56K
TSCO
Tractor Supply CO

Consumer Cyclical
141
+ 23.34%
$251.95 - $290.93 $35.5K - $41K
745 $216K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.34%
$163.98 - $182.92 $2.13K - $2.38K
3.84K $698K
VBR
Vanguard Small Cap Value ETF

ETFs
22
+ 0.84%
$179.99 - $201.6 $3.96K - $4.44K
2.65K $532K
O
Realty Income Corp

Real Estate
18
+ 0.4%
$52.36 - $63.42 $942 - $1.14K
4.54K $288K
ITOT
Ishares Core S&P Total U.S. St

ETFs
246
+ 10.27%
$113.41 - $125.62 $27.9K - $30.9K
2.64K $331K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
925
+ 175.52%
$42.59 - $60.56 $39.4K - $56K
1.45K $73K
UBER
Uber Technologies, Inc

Technology
505
+ 38.91%
$58.48 - $77.47 $29.5K - $39.1K
1.8K $135K
DFS
Discover Financial Services

Financial Services
257
New
$123.41 - $144.72 $31.7K - $37.2K
257 $36K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
700
New
$41.17 - $54.85 $28.8K - $38.4K
700 $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
430
New
$77.02 - $85.06 $33.1K - $36.6K
430 $36K
GOGL
Golden Ocean Group LTD

Industrials
2.51K
New
$11.06 - $14.12 $27.7K - $35.4K
2.51K $33K
KBR
Kbr, Inc.

Industrials
500
New
$60.85 - $69.36 $30.4K - $34.7K
500 $32K
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 9.63%
$416.14 - $494.01 $12.9K - $15.3K
353 $173K
Activity Summary
Buys All Purchases 143 New Holdings 31 Increased Positions 112 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 1 Puts 0
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