Atticus Wealth Management, LLC Purchases in Q2 2025

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.72K
+ 6.24%
$496.48 - $617.85 $4.33M - $5.39M
149K $91.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.85K
+ 14.45%
$320.42 - $421.7 $2.19M - $2.89M
54.3K $22.9M
MSFT
Microsoft Corp

Technology
934
+ 6.24%
$354.56 - $497.45 $331K - $465K
15.9K $7.91M
AVGO
Broadcom Inc.

Technology
4.04K
+ 142.61%
$146.29 - $275.65 $591K - $1.11M
6.87K $1.89M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21.9K
+ 20.94%
$68.13 - $74.77 $1.49M - $1.64M
127K $9.22M
NVDA
Nvidia Corp

Technology
3.33K
+ 20.45%
$94.31 - $157.99 $314K - $526K
19.6K $3.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
764
+ 8.46%
$416.06 - $551.64 $318K - $421K
9.79K $5.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.23K
+ 10.98%
$82.17 - $99.96 $594K - $723K
73.1K $7.18M
ORCL
Oracle Corp

Technology
3.73K
+ 242.9%
$122.82 - $218.63 $458K - $816K
5.27K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
2.55K
+ 65.38%
$210.28 - $289.91 $536K - $740K
6.45K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
1.83K
+ 14.54%
$167.32 - $223.3 $306K - $409K
14.4K $3.16M
META
Meta Platforms, Inc.

Communication Services
436
+ 30.62%
$484.66 - $738.09 $211K - $322K
1.86K $1.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.95K
+ 185.53%
$152.93 - $181.74 $451K - $536K
4.54K $825K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
826
+ 91.47%
$456.74 - $568.03 $377K - $469K
1.73K $982K
MS
Morgan Stanley

Financial Services
3.27K
+ 384.94%
$99.83 - $140.86 $327K - $461K
4.12K $580K
VGT
Vanguard Information Technolog

ETFs
128
+ 3.99%
$470.37 - $663.28 $60.2K - $84.9K
3.34K $2.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.48K
+ 0.92%
$45.11 - $52.34 $112K - $130K
272K $14.3M
ARES
Ares Management Corp

Financial Services
2.72K
New
$118.04 - $175.83 $321K - $478K
2.72K $471K
CSCO
Cisco Systems, Inc.

Technology
6.73K
+ 1112.23%
$53.19 - $69.38 $358K - $467K
7.33K $508K
HD
Home Depot, Inc.

Consumer Cyclical
1.21K
+ 36.85%
$335.24 - $380.78 $406K - $461K
4.5K $1.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.28K
New
$79.56 - $82.92 $420K - $438K
5.28K $437K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.94K
+ 12.75%
$90.56 - $109.49 $266K - $321K
26K $2.84M
ORI
Old Republic International Corp

Financial Services
10.6K
New
$35.25 - $39.79 $374K - $422K
10.6K $407K
VZ
Verizon Communications Inc

Communication Services
9.18K
+ 3399.26%
$41.67 - $45.62 $382K - $419K
9.45K $408K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
6.03K
New
$52.11 - $64.98 $314K - $392K
6.03K $391K
HTRB
Hartford Fds Total Return Bd E

ETFs
12.7K
+ 3.72%
$33.14 - $34.12 $419K - $432K
353K $11.9M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
4.47K
+ 4.29%
$33.11 - $37.79 $148K - $169K
109K $4.1M
PEG
Public Service Enterprise Group Inc

Utilities
4.38K
+ 100.53%
$77.13 - $84.18 $337K - $368K
8.73K $734K
MDT
Medtronic PLC

Healthcare
4.21K
+ 4672.22%
$80.68 - $88.86 $339K - $374K
4.3K $374K
PLTR
Palantir Technologies Inc.

Technology
2.26K
+ 208.97%
$74.01 - $144.25 $167K - $326K
3.34K $455K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.39K
+ 481.96%
$51.14 - $57.0 $327K - $364K
7.71K $438K
LAMR
Lamar Advertising CO

Real Estate
2.83K
New
$102.35 - $121.67 $290K - $344K
2.83K $343K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.92K
New
$47.46 - $55.3 $281K - $327K
5.92K $325K
CMCSA
Comcast Corp

Communication Services
9.02K
+ 501.0%
$32.84 - $36.72 $296K - $331K
10.8K $386K
ADI
Analog Devices Inc

Technology
1.26K
+ 241.84%
$164.6 - $238.02 $207K - $300K
1.78K $423K
O
Realty Income Corp

Real Estate
5.36K
+ 1036.94%
$52.27 - $58.52 $280K - $314K
5.88K $338K
V
Visa Inc.

Financial Services
803
+ 21.4%
$308.27 - $373.31 $248K - $300K
4.56K $1.62M
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.93K
+ 77.78%
$34.48 - $39.76 $239K - $275K
15.8K $629K
ISRG
Intuitive Surgical Inc

Healthcare
505
+ 96.19%
$451.58 - $565.94 $228K - $286K
1.03K $559K
FANG
Diamondback Energy, Inc.

Energy
2.16K
New
$119.25 - $161.49 $257K - $348K
2.16K $296K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.27K
+ 5.59%
$72.96 - $90.39 $92.3K - $114K
23.9K $2.14M
IVV
Ishares Core S&P 500 ETF

ETFs
447
+ 357.6%
$498.8 - $620.9 $223K - $278K
572 $355K
XOM
Exxon Mobil Corp

Energy
2.93K
+ 96.51%
$99.93 - $119.04 $293K - $349K
5.97K $643K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.12K
+ 3.77%
$114.78 - $133.31 $129K - $150K
30.9K $4.12M
PSX
Phillips 66

Energy
2.33K
+ 1456.25%
$92.87 - $125.73 $216K - $293K
2.49K $297K
AMAT
Applied Materials Inc

Technology
894
+ 29.58%
$126.95 - $183.52 $113K - $164K
3.92K $716K
AIQ
Global X Funds Global X Artifi

ETFs
3.05K
+ 15.52%
$31.5 - $43.69 $96K - $133K
22.7K $991K
PG
Procter & Gamble CO

Consumer Defensive
1.97K
+ 39.9%
$157.66 - $172.39 $310K - $339K
6.89K $1.1M
GOOG
Alphabet Inc.

Communication Services
955
+ 22.87%
$146.58 - $180.01 $140K - $172K
5.13K $910K
Activity Summary
Buys All Purchases 405 New Holdings 187 Increased Positions 218 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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