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
TGT
Target Corp

Consumer Defensive
1
+ 0.39%
$133.47 - $159.25 $133 - $159
258 $40K
VRT
Vertiv Holdings CO

Industrials
27
+ 2.77%
$86.66 - $86.66 $2.34K - $2.34K
1K $86K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26
+ 1.33%
$91.42 - $91.82 $2.38K - $2.39K
1.98K $181K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.46%
$47.6 - $53.31 $95.2 - $107
437 $23K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.84%
$56.47 - $63.69 $113 - $127
239 $15K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17
+ 5.31%
$41.02 - $46.01 $697 - $782
337 $15K
PFE
Pfizer Inc

Healthcare
4
+ 0.89%
$27.7 - $31.39 $111 - $126
455 $13K
BNDX
Vanguard Total International B

ETFs
2
+ 0.66%
$48.42 - $50.35 $96.8 - $101
306 $15K
Advent Conv & Income Fd
837
New
N/A
837 $0
ALCC
Alt C Acquisition Corp.

Financial Services
1K
New
N/A
1K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.02%
$71.45 - $75.64 $71.5 - $75.6
99 $7K
American Healthcare Reit Inc
7.81K
New
N/A
7.81K $0
Veralto Corp
40
+ 22.6%
N/A
217 $0
WM
Waste Management Inc

Industrials
1
+ 0.93%
$196.96 - $223.45 $197 - $223
108 $22K
ILCG
Ishares Morningstar Growth ETF
441
New
N/A
441 $0
Grayscale Ethereum Tr Eth
495
New
N/A
495 $0
Tidal Tr Ii
18
New
N/A
18 $0
Rbb Fd Inc
4.12K
+ 141.39%
N/A
7.03K $0
Ge Vernova Inc
35
New
N/A
35 $0
Proshares Tr
255
+ 102.0%
N/A
505 $0
PGNY
Progyny, Inc.

Healthcare
60
+ 63.83%
$16.46 - $30.0 $988 - $1.8K
154 $2K
Neos ETF Trust
671
+ 25.1%
N/A
3.34K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
1
New
N/A
1 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
10
+ 0.49%
N/A
2.04K $0
Neurogene Inc
437
New
N/A
437 $0
New York Cmnty Bancorp Inc
416
New
N/A
416 $0
Siriusxm Holdings Inc
1.1K
New
N/A
1.1K $0
Series Portfolios Tr
56
New
N/A
56 $0
LUV
Southwest Airlines CO

Industrials
4
+ 1.22%
$23.7 - $29.93 $94.8 - $120
332 $9K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 1.03%
$22.38 - $23.66 $22.4 - $23.7
98 $2K
Grayscale Ethereum Mini Tr E
495
New
N/A
495 $0
Grayscale Bitcoin Mini Tr Bt
527
New
N/A
527 $0
Calumet Inc
250
New
N/A
250 $0
C
Citigroup Inc

Financial Services
2
+ 0.92%
$56.11 - $67.61 $112 - $135
219 $13K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.46%
$44.66 - $49.15 $402 - $442
1.96K $92K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 29.46%
$217.89 - $392.15 $14.4K - $25.9K
290 $81K
INTU
Intuit Inc

Technology
15
+ 2.95%
$602.97 - $670.49 $9.04K - $10.1K
523 $324K
AVGO
Broadcom Inc.

Technology
2.1K
+ 798.1%
$136.27 - $1745.86 $286K - $3.66M
2.36K $407K
LLY
Eli Lilly & CO

Healthcare
16
+ 1.0%
$772.14 - $960.02 $12.4K - $15.4K
1.61K $1.43M
VDE
Vanguard Energy ETF

ETFs
149
+ 2.09%
$117.44 - $131.06 $17.5K - $19.5K
7.29K $893K
GOOGL
Alphabet Inc.

Communication Services
178
+ 1.26%
$148.65 - $191.18 $26.5K - $34K
14.3K $2.36M
MSFT
Microsoft Corp

Technology
61
+ 0.39%
$395.15 - $467.56 $24.1K - $28.5K
15.8K $6.79M
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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