Atticus Wealth Management, LLC Incresed Positions in Q3 2025

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
97.3K
+ 27.59%
$33.47 - $34.58 $3.26M - $3.37M
450K $15.4M
AAPL
Apple Inc.

Technology
1.07K
+ 2.12%
$202.38 - $256.87 $216K - $274K
51.2K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
3.17K
+ 146.73%
$293.94 - $444.72 $931K - $1.41M
5.33K $2.37M
PLTR
Palantir Technologies Inc.

Technology
6.5K
+ 194.61%
$130.68 - $186.97 $849K - $1.22M
9.84K $1.8M
AVGO
Broadcom Inc.

Technology
2.66K
+ 38.69%
$264.74 - $369.57 $704K - $983K
9.53K $3.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
12.4K
+ 9.77%
$72.01 - $74.44 $890K - $921K
139K $10.2M
NVDA
Nvidia Corp

Technology
2.3K
+ 11.75%
$153.3 - $186.58 $353K - $430K
21.9K $4.09M
TPR
Tapestry, Inc.

Consumer Cyclical
5.13K
+ 52.99%
$86.48 - $116.14 $444K - $596K
14.8K $1.68M
SHV
Ishares Tr

ETFs
7.39K
+ 41.01%
$110.06 - $110.49 $813K - $816K
25.4K $2.81M
GLD
Spdr Gold Trust

ETFs
74
+ 0.5%
$300.96 - $355.47 $22.3K - $26.3K
14.9K $5.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
278
+ 2.84%
$546.99 - $602.2 $152K - $167K
10.1K $6.05M
MSFT
Microsoft Corp

Technology
606
+ 3.81%
$491.09 - $535.64 $298K - $325K
16.5K $8.55M
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
+ 21.32%
$282.78 - $316.06 $389K - $435K
7.83K $2.47M
GOOG
Alphabet Inc.

Communication Services
854
+ 16.64%
$175.16 - $255.24 $150K - $218K
5.99K $1.46M
META
Meta Platforms, Inc.

Communication Services
717
+ 38.55%
$695.21 - $791.73 $498K - $568K
2.58K $1.89M
ORCL
Oracle Corp

Technology
478
+ 9.08%
$218.96 - $328.33 $105K - $157K
5.75K $1.62M
HD
Home Depot, Inc.

Consumer Cyclical
611
+ 13.59%
$357.4 - $423.42 $218K - $259K
5.11K $2.07M
MS
Morgan Stanley

Financial Services
1.93K
+ 46.75%
$139.09 - $161.16 $268K - $311K
6.05K $961K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.75K
+ 215.09%
$64.75 - $69.05 $307K - $328K
6.95K $479K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
732
+ 2.82%
$108.46 - $120.63 $79.4K - $88.3K
26.7K $3.17M
ORI
Old Republic International Corp

Financial Services
6.26K
+ 59.04%
$35.74 - $42.47 $224K - $266K
16.9K $715K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
4.58K
+ 75.93%
$61.99 - $65.47 $284K - $300K
10.6K $683K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.77K
+ 80.61%
$55.15 - $58.11 $263K - $277K
10.7K $613K
ADI
Analog Devices Inc

Technology
1.1K
+ 61.59%
$220.68 - $255.63 $242K - $280K
2.88K $707K
GS
Goldman Sachs Group Inc

Financial Services
285
+ 45.89%
$696.56 - $806.32 $199K - $230K
906 $721K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
292
+ 0.95%
$132.9 - $142.03 $38.8K - $41.5K
31.2K $4.39M
IVV
Ishares Core S&P 500 ETF

ETFs
335
+ 58.57%
$620.67 - $670.08 $208K - $224K
907 $607K
MDT
Medtronic PLC

Healthcare
2.25K
+ 52.39%
$87.67 - $95.74 $197K - $215K
6.55K $623K
PSX
Phillips 66

Energy
1.52K
+ 60.92%
$118.37 - $139.46 $180K - $212K
4.01K $545K
ARES
Ares Management Corp

Financial Services
1.75K
+ 64.49%
$159.89 - $192.76 $280K - $338K
4.47K $715K
ETN
Eaton Corp PLC

Industrials
622
+ 127.72%
$342.99 - $392.76 $213K - $244K
1.11K $415K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.5K
+ 110.1%
$113.78 - $148.0 $171K - $223K
2.87K $396K
VZ
Verizon Communications Inc

Communication Services
5.29K
+ 56.01%
$40.84 - $45.06 $216K - $238K
14.7K $647K
CSCO
Cisco Systems, Inc.

Technology
3.54K
+ 48.27%
$66.2 - $71.79 $234K - $254K
10.9K $743K
UPS
United Parcel Service Inc

Industrials
3.12K
+ 205.75%
$82.58 - $105.54 $257K - $329K
4.63K $386K
AZO
Autozone Inc

Consumer Cyclical
45
+ 69.23%
$3649.42 - $4354.54 $164K - $196K
110 $471K
WRB
Berkley W R Corp

Financial Services
2.84K
+ 99.3%
$67.78 - $76.62 $193K - $218K
5.71K $437K
GHC
Graham Holdings CO

Consumer Defensive
140
+ 56.91%
$882.65 - $1184.8 $124K - $166K
386 $454K
O
Realty Income Corp

Real Estate
3.31K
+ 56.31%
$56.13 - $60.79 $186K - $201K
9.19K $558K
MPC
Marathon Petroleum Corp

Energy
946
+ 73.96%
$158.59 - $198.69 $150K - $188K
2.23K $428K
BSX
Boston Scientific Corp

Healthcare
2.29K
+ 127.63%
$97.03 - $108.14 $222K - $248K
4.09K $398K
NOW
Service Now, Inc.

Technology
248
+ 100.0%
$850.86 - $1044.69 $211K - $259K
496 $456K
PEG
Public Service Enterprise Group Inc

Utilities
2.48K
+ 28.44%
$79.99 - $90.14 $199K - $224K
11.2K $935K
LAMR
Lamar Advertising CO

Real Estate
1.57K
+ 55.46%
$114.98 - $128.82 $181K - $202K
4.4K $538K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.3K
+ 93.81%
$56.32 - $68.81 $130K - $159K
4.76K $327K
LHX
L3 Harris Technologies, Inc.

Industrials
383
+ 29.95%
$252.18 - $305.41 $96.6K - $117K
1.66K $507K
AMAT
Applied Materials Inc

Technology
488
+ 12.46%
$156.25 - $204.95 $76.3K - $100K
4.4K $901K
FANG
Diamondback Energy, Inc.

Energy
1.19K
+ 55.33%
$134.53 - $152.5 $160K - $182K
3.35K $479K
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.65%
$184.85 - $231.54 $4.44K - $5.56K
3.72K $861K
Activity Summary
Buys All Purchases 131 New Holdings 2 Increased Positions 129 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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