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
ADBE
Adobe Inc.

Technology
124
+ 12.73%
$340.0 - $420.68 $42.2K - $52.2K
1.1K $424K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
162
+ 7.39%
$108.06 - $135.3 $17.5K - $21.9K
2.35K $318K
IAC
Iac/Inter Active Corp

Communication Services
1.36K
New
$32.68 - $40.02 $44.5K - $54.5K
1.36K $50K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 57.31%
$60.61 - $87.72 $24.2K - $35.1K
1.1K $93K
NVS
Novartis Ag

Healthcare
383
New
$101.96 - $121.01 $39.1K - $46.3K
383 $46K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.1K
New
$17.76 - $22.1 $37.3K - $46.4K
2.1K $46K
TMO
Thermo Fisher Scientific Inc.

Healthcare
130
+ 173.33%
$390.26 - $489.06 $50.7K - $63.6K
205 $83K
IEFA
Ishares Tr

ETFs
526
+ 392.54%
$67.83 - $84.09 $35.7K - $44.2K
660 $55K
VOE
Vanguard Mid Cap Value Index F

ETFs
235
+ 19.98%
$141.87 - $164.49 $33.3K - $38.7K
1.41K $232K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
405
New
$86.58 - $104.91 $35.1K - $42.5K
405 $42K
QUAL
Ishares Msci Usa Quality Facto

ETFs
110
+ 6.79%
$152.42 - $182.82 $16.8K - $20.1K
1.73K $316K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.07K
+ 19.21%
$19.6 - $24.44 $20.9K - $26K
6.61K $161K
UNH
Unitedhealth Group Inc

Healthcare
369
+ 101.93%
$274.35 - $599.47 $101K - $221K
731 $228K
RSG
Republic Services, Inc.

Industrials
157
New
$227.2 - $258.07 $35.7K - $40.5K
157 $38K
PH
Parker Hannifin Corp

Industrials
16
+ 5.82%
$517.23 - $700.54 $8.28K - $11.2K
291 $203K
TMUS
T Mobile Us, Inc.

Communication Services
167
+ 119.29%
$220.99 - $268.54 $36.9K - $44.8K
307 $73K
GTLS
Chart Industries Inc

Industrials
207
New
$115.08 - $175.5 $23.8K - $36.3K
207 $34K
CCJ
Cameco Corp

Energy
454
New
$36.68 - $74.46 $16.7K - $33.8K
454 $33K
QCOM
Qualcomm Inc

Technology
212
+ 21200.0%
$124.66 - $159.48 $26.4K - $33.8K
213 $33K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.16%
$108.12 - $135.04 $432 - $540
2.49K $336K
TSCO
Tractor Supply CO

Consumer Cyclical
806
+ 16.57%
$47.86 - $55.77 $38.6K - $45K
5.67K $299K
PSA
Public Storage

Real Estate
134
+ 11.75%
$266.31 - $309.77 $35.7K - $41.5K
1.27K $373K
IWS
Ishares Russell Midcap Value E

ETFs
65
+ 1.76%
$110.58 - $132.14 $7.19K - $8.59K
3.77K $497K
CPRT
Copart Inc

Consumer Cyclical
622
New
$47.72 - $63.84 $29.7K - $39.7K
622 $30K
CCI
Crown Castle International Corp

Real Estate
294
+ 588.0%
$94.83 - $107.06 $27.9K - $31.5K
344 $35K
CLH
Clean Harbors Inc

Industrials
65
+ 13.92%
$182.1 - $233.5 $11.8K - $15.2K
532 $122K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
769
New
$32.99 - $38.56 $25.4K - $29.7K
769 $29K
EQIX
Equinix Inc

Real Estate
37
New
$740.07 - $914.43 $27.4K - $33.8K
37 $29K
SHEL
Shell PLC

Energy
414
New
$59.75 - $73.05 $24.7K - $30.2K
414 $29K
SLB
Schlumberger Limited

Energy
853
New
$31.95 - $42.2 $27.3K - $36K
853 $28K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
242
New
$107.61 - $119.09 $26K - $28.8K
242 $28K
MO
Altria Group, Inc.

Consumer Defensive
500
+ 51.28%
$55.56 - $60.91 $27.8K - $30.5K
1.48K $86K
CL
Colgate Palmolive CO

Consumer Defensive
298
+ 156.84%
$87.57 - $96.0 $26.1K - $28.6K
488 $44K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
265
+ 9.56%
$39.89 - $49.46 $10.6K - $13.1K
3.04K $150K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
373
New
$55.54 - $69.09 $20.7K - $25.8K
373 $25K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
572
New
$37.28 - $45.23 $21.3K - $25.9K
572 $25K
MDLZ
Mondelez International, Inc.

Consumer Defensive
385
+ 57.89%
$63.54 - $68.5 $24.5K - $26.4K
1.05K $70K
GD
General Dynamics Corp

Industrials
5
+ 0.41%
$247.68 - $291.66 $1.24K - $1.46K
1.22K $355K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
520
New
$41.3 - $47.0 $21.5K - $24.4K
520 $24K
IWR
Ishares Russell Mid Cap ETF

ETFs
229
+ 123.12%
$74.88 - $91.97 $17.1K - $21.1K
415 $38K
WHR
Whirlpool Corp

Consumer Cyclical
234
New
$75.71 - $101.42 $17.7K - $23.7K
234 $23K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
466
New
$35.38 - $48.08 $16.5K - $22.4K
466 $22K
WSM
Williams Sonoma Inc

Consumer Cyclical
125
New
$137.62 - $174.44 $17.2K - $21.8K
125 $20K
CAT
Caterpillar Inc

Industrials
4
+ 1.31%
$273.94 - $388.21 $1.1K - $1.55K
310 $120K
NTAP
Net App, Inc.

Technology
188
New
$76.1 - $106.55 $14.3K - $20K
188 $20K
PM
Philip Morris International Inc.

Consumer Defensive
49
+ 10.04%
$149.23 - $184.95 $7.31K - $9.06K
537 $97K
EHC
Encompass Health Corp

Healthcare
170
New
$96.12 - $122.63 $16.3K - $20.8K
170 $20K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.98%
$69.06 - $91.24 $898 - $1.19K
1.34K $122K
UBER
Uber Technologies, Inc

Technology
127
+ 39.81%
$64.62 - $93.3 $8.21K - $11.8K
446 $41K
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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