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
SHV
Ishares Tr

ETFs
53
+ 0.3%
$110.06 - $110.46 $5.83K - $5.85K
18K $1.99M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14
+ 2.15%
$45.98 - $56.15 $644 - $786
664 $37K
FLJP
Franklin Templeton ETF Tr

ETFs
125
New
$26.35 - $32.28 $3.29K - $4.04K
125 $4K
AVDE
American Centy ETF Tr Avantis

ETFs
55
New
$59.32 - $74.36 $3.26K - $4.09K
55 $4K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82
+ 22.97%
$35.35 - $42.68 $2.9K - $3.5K
439 $18K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
99
New
$32.66 - $40.75 $3.23K - $4.03K
99 $4K
C
Citigroup Inc

Financial Services
2
+ 0.9%
$58.13 - $85.12 $116 - $170
225 $19K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 5.99%
$45.65 - $57.01 $1.05K - $1.31K
407 $23K
CIEN
Ciena Corp

Technology
4
+ 2.11%
$53.5 - $83.89 $214 - $336
194 $15K
DE
Deere & CO

Industrials
2
+ 2.38%
$412.99 - $531.48 $826 - $1.06K
86 $43K
APA
Apa Corp

Energy
205
New
$14.03 - $21.24 $2.88K - $4.35K
205 $3K
QUBT
Quantum Computing Inc.

Technology
196
New
$5.87 - $21.22 $1.15K - $4.16K
196 $3K
DXCM
Dexcom Inc

Healthcare
43
New
$59.83 - $87.57 $2.57K - $3.77K
43 $3K
DY
Dycom Industries Inc

Industrials
13
New
$138.96 - $245.71 $1.81K - $3.19K
13 $3K
WY
Weyerhaeuser CO

Real Estate
133
New
$24.69 - $29.48 $3.28K - $3.92K
133 $3K
MGA
Magna International Inc

Consumer Cyclical
82
New
$30.82 - $38.61 $2.53K - $3.17K
82 $3K
XLE
Energy Sector Spdr

ETFs
68
+ 14.91%
$76.44 - $94.13 $5.2K - $6.4K
524 $44K
QS
Quantum Scape Corp

Consumer Cyclical
311
New
$3.47 - $7.65 $1.08K - $2.38K
311 $2K
HON
Honeywell International Inc

Industrials
5
+ 10.0%
$182.86 - $232.88 $914 - $1.16K
55 $12K
GE
General Electric CO

Industrials
8
New
$166.81 - $257.39 $1.33K - $2.06K
8 $2K
AVEM
American Centy ETF Tr Avantis

ETFs
39
New
$53.08 - $68.54 $2.07K - $2.67K
39 $2K
BROS
Dutch Bros Inc.

Consumer Cyclical
30
New
$51.37 - $73.72 $1.54K - $2.21K
30 $2K
EOG
Eog Resources Inc

Energy
19
New
$104.61 - $129.97 $1.99K - $2.47K
19 $2K
MU
Micron Technology Inc

Technology
18
New
$64.72 - $127.91 $1.16K - $2.3K
18 $2K
NOC
Northrop Grumman Corp

Industrials
29
+ 2.84%
$456.3 - $540.39 $13.2K - $15.7K
1.05K $524K
EL
Estee Lauder Companies Inc

Consumer Defensive
33
New
$50.06 - $80.8 $1.65K - $2.67K
33 $2K
RGTI
Rigetti Computing, Inc.

Technology
100
New
$7.5 - $14.29 $750 - $1.43K
100 $1K
WTW
Willis Towers Watson PLC

Financial Services
4
New
$295.96 - $337.43 $1.18K - $1.35K
4 $1K
VRSK
Verisk Analytics, Inc.

Industrials
4
New
$277.03 - $321.33 $1.11K - $1.29K
4 $1K
ROP
Roper Technologies Inc

Industrials
2
+ 11.11%
$519.19 - $590.78 $1.04K - $1.18K
20 $11K
FPE
First Tr Pfd Secs & Income ETF

ETFs
42
+ 1.44%
$16.93 - $17.81 $711 - $748
2.97K $52K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$483.07 - $625.6 $966 - $1.25K
2 $1K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
5
+ 1.17%
$9.21 - $12.6 $46.1 - $63
432 $5K
ATO
Atmos Energy Corp

Utilities
4
+ 8.0%
$145.06 - $162.66 $580 - $651
54 $8K
NUE
Nucor Corp

Basic Materials
9
New
$103.22 - $131.43 $929 - $1.18K
9 $1K
PPA
Invesco Exchange Traded Fd Tr

ETFs
14
New
$105.2 - $141.69 $1.47K - $1.98K
14 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
New
$212.1 - $244.27 $1.06K - $1.22K
5 $1K
MBLY
Mobileye Global Inc.
77
New
$11.77 - $18.44 $906 - $1.42K
77 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
New
$201.28 - $266.34 $1.21K - $1.6K
6 $1K
MCK
Mckesson Corp

Healthcare
2
New
$652.83 - $732.78 $1.31K - $1.47K
2 $1K
USB
Us Bancorp \De\

Financial Services
36
New
$36.4 - $45.76 $1.31K - $1.65K
36 $1K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
22
New
$61.92 - $81.5 $1.36K - $1.79K
22 $1K
TRP
Tc Energy Corp

Energy
39
New
$44.48 - $51.4 $1.73K - $2K
39 $1K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.56%
$83.54 - $100.04 $167 - $200
358 $35K
PRU
Prudential Financial Inc

Financial Services
14
New
$95.12 - $112.71 $1.33K - $1.58K
14 $1K
WMB
Williams Companies, Inc.

Energy
16
New
$54.33 - $62.87 $869 - $1.01K
16 $1K
MSCI
Msci Inc.

Financial Services
3
New
$506.56 - $576.74 $1.52K - $1.73K
3 $1K
KEY
Keycorp

Financial Services
60
New
$13.23 - $17.42 $794 - $1.05K
60 $1K
WELL
Welltower Inc.

Real Estate
7
New
$136.49 - $155.22 $955 - $1.09K
7 $1K
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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