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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.21K
New
$56.84 - $65.5 $125K - $145K
2.21K $144K
DVN
Devon Energy Corp

Energy
4.46K
+ 4461.0%
$26.8 - $37.92 $120K - $169K
4.56K $145K
RTX
Raytheon Technologies Corp

Industrials
822
+ 52.79%
$113.75 - $148.48 $93.5K - $122K
2.38K $347K
KD
Kyndryl Holdings, Inc.

Technology
3.33K
+ 27708.33%
$27.77 - $41.96 $92.3K - $140K
3.34K $140K
CB
Chubb LTD

Financial Services
477
+ 433.64%
$274.32 - $302.46 $131K - $144K
587 $170K
MKL
Markel Corp

Financial Services
69
New
$1678.5 - $1997.36 $116K - $138K
69 $137K
POOL
Pool Corp

Industrials
468
New
$285.0 - $325.66 $133K - $152K
468 $136K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.46K
New
$50.53 - $212.53 $124K - $522K
2.46K $136K
UPS
United Parcel Service Inc

Industrials
1.36K
+ 889.54%
$91.92 - $110.2 $125K - $150K
1.51K $152K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.4K
New
N/A
2.4K $133K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.12K
New
$93.5 - $113.21 $104K - $126K
1.12K $126K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.21K
New
$26.18 - $30.91 $110K - $130K
4.21K $126K
ABT
Abbott Laboratories

Healthcare
860
+ 32.44%
$123.95 - $138.08 $107K - $119K
3.51K $477K
MRK
Merck & Co., Inc.

Healthcare
2.1K
+ 51.87%
$73.47 - $87.12 $154K - $183K
6.14K $486K
CDNS
Cadence Design Systems Inc

Technology
402
New
$231.64 - $323.08 $93.1K - $130K
402 $123K
SNPS
Synopsys Inc

Technology
237
New
$380.9 - $517.66 $90.3K - $123K
237 $121K
MMM
3 M CO

Industrials
787
+ 655.83%
$126.09 - $154.15 $99.2K - $121K
907 $138K
TJX
Tjx Companies Inc

Consumer Cyclical
945
+ 675.0%
$119.13 - $135.03 $113K - $128K
1.09K $133K
FISV
Fiserv Inc

Technology
920
New
N/A
920 $115K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 14.07%
$321.63 - $509.31 $21.2K - $33.6K
535 $272K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.17K
+ 570.83%
$14.97 - $16.79 $92.3K - $104K
7.25K $121K
MELI
Mercadolibre Inc

Consumer Cyclical
25
+ 51.02%
$1794.73 - $2613.63 $44.9K - $65.3K
74 $193K
FHN
First Horizon Corp

Financial Services
4.62K
New
$16.21 - $21.2 $74.9K - $98K
4.62K $97K
ICE
Intercontinental Exchange, Inc.

Financial Services
458
+ 45.53%
$151.62 - $183.47 $69.4K - $84K
1.46K $268K
SPGI
S&P Global Inc.

Financial Services
172
+ 111.69%
$438.31 - $527.29 $75.4K - $90.7K
326 $171K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
401
New
$171.4 - $227.1 $68.7K - $91.1K
401 $91K
ADSK
Autodesk, Inc.

Technology
359
New
N/A
359 $88K
UNP
Union Pacific Corp

Industrials
393
+ 60.0%
$208.27 - $238.46 $81.9K - $93.7K
1.05K $241K
VRT
Vertiv Holdings CO

Industrials
992
+ 53.65%
N/A
2.84K $246K
TXN
Texas Instruments Inc

Technology
437
+ 124.86%
N/A
787 $153K
APH
Amphenol Corp

Technology
766
+ 383.0%
$59.09 - $98.75 $45.3K - $75.6K
966 $95K
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.28%
$150.43 - $192.71 $1.65K - $2.12K
3.89K $748K
FDUS
Fidus Investment Corp

Financial Services
3.82K
New
$17.32 - $20.65 $66.1K - $78.8K
3.82K $77K
VGSH
Vanguard

ETFs
1.3K
+ 22.4%
$58.32 - $58.95 $75.6K - $76.5K
7.09K $416K
VUG
Vanguard Growth ETF

ETFs
59
+ 8.4%
$329.49 - $438.4 $19.4K - $25.9K
761 $333K
CI
Cigna Corp

Healthcare
214
New
$301.89 - $340.04 $64.6K - $72.8K
214 $70K
STE
Steris PLC

Healthcare
285
New
$208.55 - $252.55 $59.4K - $72K
285 $68K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 11.23%
$141.37 - $228.57 $12.3K - $19.9K
862 $195K
XLC
Select Sector Spdr Tr Communic

ETFs
488
+ 44.57%
$86.13 - $108.53 $42K - $53K
1.58K $171K
FIS
Fidelity National Information Services, Inc.

Technology
781
New
$68.14 - $82.13 $53.2K - $64.1K
781 $63K
INTC
Intel Corp

Technology
2.75K
+ 1965.0%
$18.13 - $22.69 $49.9K - $62.4K
2.89K $64K
VO
Vanguard Mid Cap ETF

ETFs
195
+ 84.78%
$228.54 - $279.83 $44.6K - $54.6K
425 $118K
COF
Capital One Financial Corp

Financial Services
274
New
$150.57 - $212.76 $41.3K - $58.3K
274 $58K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.95K
New
$23.55 - $27.67 $45.9K - $54K
1.95K $53K
CMI
Cummins Inc

Industrials
107
+ 8.47%
$267.12 - $336.65 $28.6K - $36K
1.37K $448K
IWB
Ishares Tr Russell 1000 ETF

ETFs
158
New
$272.36 - $339.57 $43K - $53.7K
158 $53K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.02K
+ 10.44%
$50.36 - $50.68 $51.4K - $51.7K
10.8K $547K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
1.91K
New
$22.92 - $28.04 $43.7K - $53.5K
1.91K $53K
IQV
Iqvia Holdings Inc.

Healthcare
333
New
$137.0 - $174.37 $45.6K - $58.1K
333 $52K
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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