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
XYL
Xylem Inc.

Industrials
229
+ 11.77%
$126.14 - $141.53 $28.9K - $32.4K
2.18K $293K
ANET
Arista Networks, Inc.

Technology
40
+ 9.55%
$311.42 - $388.21 $12.5K - $15.5K
459 $176K
IYJ
Ishares Tr

ETFs
181
+ 57.83%
$118.32 - $133.67 $21.4K - $24.2K
494 $66K
PLTR
Palantir Technologies Inc.

Technology
781
New
$24.09 - $37.95 $18.8K - $29.6K
781 $29K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$475.2 - $527.7 $475 - $528
939 $495K
PANW
Palo Alto Networks Inc

Technology
63
+ 5.15%
$294.18 - $368.01 $18.5K - $23.2K
1.29K $439K
T
At&T Inc.

Communication Services
15
+ 0.18%
$18.21 - $22.28 $273 - $334
8.48K $186K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.3%
$162.83 - $179.16 $814 - $896
1.65K $294K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
259
+ 1.1%
$11.52 - $12.52 $2.98K - $3.24K
23.8K $293K
PFF
Ishares Trust Ishares Pfd And

ETFs
96
+ 0.94%
$31.18 - $33.5 $2.99K - $3.22K
10.3K $341K
SLV
I Shares Silver Trust

ETFs
630
+ 144.5%
$24.33 - $29.38 $15.3K - $18.5K
1.07K $30K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
20
+ 0.56%
$69.61 - $79.56 $1.39K - $1.59K
3.62K $283K
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 14.18%
$520.18 - $576.82 $9.88K - $11K
153 $88K
INQQ
Exchange Traded Concepts Tr In

ETFs
166
+ 1.7%
$15.0 - $17.1 $2.49K - $2.84K
9.93K $162K
XLP
Consumer Staples Sector Spdr

ETFs
187
+ 29.5%
$76.04 - $76.04 $14.2K - $14.2K
821 $62K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
7.43K
New
$2.01 - $2.46 $14.9K - $18.3K
7.43K $14K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
33
+ 1.25%
$28.7 - $35.25 $947 - $1.16K
2.67K $91K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.2%
$256.4 - $289.78 $256 - $290
511 $145K
CMCSA
Comcast Corp

Communication Services
148
+ 8.13%
$37.33 - $41.78 $5.52K - $6.18K
1.97K $82K
TTEK
Tetra Tech Inc

Industrials
1.34K
+ 400.0%
$45.59 - $237.74 $61.3K - $320K
1.68K $79K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.56%
$150.05 - $171.34 $600 - $685
717 $119K
CSCO
Cisco Systems, Inc.

Technology
138
+ 29.68%
$44.74 - $53.22 $6.17K - $7.34K
603 $32K
CLH
Clean Harbors Inc

Industrials
13
+ 2.86%
$219.55 - $249.19 $2.85K - $3.24K
467 $112K
INDA
Ishares Msci India Index Fund

ETFs
6
+ 0.19%
$54.86 - $59.22 $329 - $355
3.16K $185K
EPI
Wisdomtree Tr India Earnings F

ETFs
30
+ 0.86%
$47.41 - $50.82 $1.42K - $1.52K
3.52K $177K
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.46%
$142.5 - $192.45 $143 - $192
218 $40K
PYPL
Pay Pal Holdings, Inc.

Financial Services
94
+ 268.57%
$57.22 - $80.08 $5.38K - $7.53K
129 $10K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.23%
$261.88 - $288.1 $262 - $288
445 $125K
XLE
Energy Sector Spdr

ETFs
116
+ 10.82%
$84.35 - $93.39 $9.78K - $10.8K
1.19K $104K
SCHX
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.95%
$61.11 - $67.85 $978 - $1.09K
1.69K $114K
PCT
Pure Cycle Technologies, Inc.

Industrials
700
New
$4.69 - $10.17 $3.28K - $7.12K
700 $6K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.79%
$237.84 - $263.83 $476 - $528
256 $67K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4
+ 0.24%
$38.03 - $42.06 $152 - $168
1.64K $68K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
422
New
$12.63 - $14.81 $5.33K - $6.25K
422 $5K
DRIV
Global X Fds Global X Autonomo

ETFs
208
+ 10.4%
$20.59 - $25.46 $4.28K - $5.3K
2.21K $51K
JEPI
J P Morgan Exchange Traded Fd

ETFs
23
+ 1.84%
$54.98 - $59.51 $1.26K - $1.37K
1.28K $75K
GIS
General Mills Inc

Consumer Defensive
3
+ 0.84%
$62.5 - $75.15 $188 - $225
359 $26K
AMD
Advanced Micro Devices Inc

Technology
23
+ 7.14%
$128.67 - $183.96 $2.96K - $4.23K
345 $56K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.28%
$95.81 - $109.03 $95.8 - $109
353 $38K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.34%
$102.79 - $114.21 $308 - $343
878 $99K
VGSH
Vanguard

ETFs
9
+ 0.3%
$57.74 - $59.13 $520 - $532
3.04K $179K
HTZ
Hertz Global Holdings, Inc

Industrials
1K
New
$2.62 - $4.55 $2.62K - $4.55K
1K $3K
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$66.89 - $77.87 $66.9 - $77.9
221 $17K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.3%
$86.95 - $97.09 $87 - $97.1
333 $32K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.45%
$76.94 - $79.54 $462 - $477
1.33K $105K
IWR
Ishares Russell Mid Cap ETF

ETFs
15
+ 8.88%
$79.92 - $88.19 $1.2K - $1.32K
184 $16K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5
+ 1.21%
$106.11 - $113.72 $531 - $569
419 $47K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
44
+ 1.63%
$8.35 - $9.49 $367 - $418
2.75K $25K
RYLD
Global X Fds Russell 2000 Cove

ETFs
107
+ 4.05%
$15.22 - $16.33 $1.63K - $1.75K
2.75K $44K
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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