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
PLD
Prologis, Inc.

Real Estate
9
+ 45.0%
$89.76 - $112.34 $808 - $1.01K
29 $3K
MNST
Monster Beverage Corp

Consumer Defensive
24
New
$55.01 - $64.24 $1.32K - $1.54K
24 $1K
RF
Regions Financial Corp

Financial Services
61
New
$18.34 - $23.52 $1.12K - $1.43K
61 $1K
ETR
Entergy Corp

Utilities
13
New
$79.01 - $86.61 $1.03K - $1.13K
13 $1K
AVUV
American Centy ETF Tr Avantis

ETFs
14
New
$75.17 - $91.21 $1.05K - $1.28K
14 $1K
GLW
Corning Inc

Technology
1
+ 1.04%
$39.07 - $52.59 $39.1 - $52.6
97 $5K
MDB
Mongo Db, Inc.

Technology
1
+ 9.09%
$145.85 - $225.38 $146 - $225
12 $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
61
+ 1.26%
$10.78 - $11.28 $658 - $688
4.9K $54K
Te Connectivity PLC
36
New
N/A
36 $0
TWLO
Twilio Inc

Communication Services
3
New
$81.34 - $124.36 $244 - $373
3 $0
TRU
Trans Union

Industrials
5
+ 8.2%
$69.26 - $91.89 $346 - $459
66 $5K
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$66.47 - $81.81 $66.5 - $81.8
224 $17K
STZ
Constellation Brands, Inc.

Consumer Defensive
3
New
$160.0 - $195.62 $480 - $587
3 $0
PODD
Insulet Corp

Healthcare
1
New
$238.57 - $327.47 $239 - $327
1 $0
TLRY
Tilray Brands, Inc.

Healthcare
1.6K
New
$0.36 - $0.65 $576 - $1.04K
1.6K $0
Tidal Tr Ii
3
+ 13.04%
N/A
26 $0
TW
Tradeweb Markets Inc.

Financial Services
3
New
$125.37 - $149.02 $376 - $447
3 $0
CNP
Centerpoint Energy Inc

Utilities
18
New
$35.5 - $39.05 $639 - $703
18 $0
Angi Inc
602
New
N/A
602 $0
Lam Research Corp
50
+ 4.29%
N/A
1.22K $0
Viking Holdings LTD
10
New
N/A
10 $0
Labcorp Holdings Inc
329
+ 119.2%
N/A
605 $0
WBS
Webster Financial Corp

Financial Services
13
New
$41.76 - $54.91 $543 - $714
13 $0
KR
Kroger CO

Consumer Defensive
9
New
$64.62 - $74.0 $582 - $666
9 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
13
New
$38.16 - $46.72 $496 - $607
13 $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 5.94%
$45.07 - $52.57 $2.03K - $2.37K
802 $39K
JGRO
J P Morgan Exchange Traded Fd
7.18K
New
N/A
7.18K $0
Landbridge Company LLC
1.93K
New
N/A
1.93K $0
Arista Networks Inc
384
+ 12.49%
N/A
3.46K $0
U
Unity Software Inc.

Technology
10
New
$16.75 - $26.24 $168 - $262
10 $0
CAE
Cae Inc

Industrials
17
New
$21.06 - $29.27 $358 - $498
17 $0
BOX
Box Inc

Technology
11
New
$28.42 - $38.55 $313 - $424
11 $0
BE
Bloom Energy Corp

Industrials
17
New
$16.32 - $23.92 $277 - $407
17 $0
SQ
Block, Inc.

Technology
7
+ 100.0%
N/A
14 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3
New
$107.83 - $119.94 $323 - $360
3 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
New
$283.31 - $388.96 $283 - $389
1 $0
BALL
Ball Corp

Consumer Cyclical
11
+ 26.83%
$44.94 - $56.99 $494 - $627
52 $2K
EVR
Evercore Inc.

Financial Services
1
New
$163.77 - $271.5 $164 - $272
1 $0
CHWY
Chewy, Inc.

Consumer Cyclical
15
New
$31.21 - $48.21 $468 - $723
15 $0
Proshares Tr
800
New
N/A
800 $0
GL
Globe Life Inc.

Financial Services
4
New
$113.29 - $133.09 $453 - $532
4 $0
ROK
Rockwell Automation, Inc

Industrials
3
New
$218.97 - $332.17 $657 - $997
3 $0
ROL
Rollins Inc

Consumer Cyclical
11
New
$50.65 - $58.58 $557 - $644
11 $0
FDX
Fedex Corp

Industrials
2
New
$198.07 - $245.17 $396 - $490
2 $0
PFGC
Performance Food Group CO

Consumer Defensive
7
New
$71.62 - $89.56 $501 - $627
7 $0
ETF Opportunities Trust
283
New
N/A
283 $0
GDDY
Go Daddy Inc.

Technology
2
New
$162.11 - $192.36 $324 - $385
2 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 1.16%
$18.94 - $21.67 $18.9 - $21.7
87 $1K
Pacer Fds Tr
2.45K
New
N/A
2.45K $0
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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