Atticus Wealth Management, LLC Incresed Positions in Q1 2025

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.6%
$83.19 - $90.99 $166 - $182
337 $28K
Tidal Tr Ii
3
+ 15.0%
N/A
23 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 1.18%
$20.2 - $22.24 $20.2 - $22.2
86 $1K
XLI
Industrial Sector Spdr

ETFs
2
+ 0.3%
$128.78 - $141.67 $258 - $283
666 $87K
Rbb Fd Inc
3.58K
+ 37.72%
N/A
13.1K $0
PBD
Invesco ETF Tr Ii Global Clean

ETFs
3
+ 0.71%
$10.54 - $12.29 $31.6 - $36.9
427 $4K
Arista Networks Inc
1.17K
+ 61.33%
N/A
3.08K $0
C
Citigroup Inc

Financial Services
2
+ 0.9%
$67.23 - $84.63 $134 - $169
223 $15K
STLG
Ishares Factors Us Growth Styl

ETFs
1
+ 0.16%
N/A
640 $32K
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$75.32 - $90.7 $75.3 - $90.7
223 $17K
DFS
Discover Financial Services

Financial Services
1
+ 0.39%
$152.99 - $203.25 $153 - $203
259 $44K
SPYI
Shp ETF Tr Neos S&P 500 High I
21
+ 1.01%
N/A
2.09K $0
AMD
Advanced Micro Devices Inc

Technology
65
+ 18.62%
$96.63 - $129.55 $6.28K - $8.42K
414 $42K
RYLD
Global X Fds Russell 2000 Cove

ETFs
116
+ 4.13%
$14.93 - $16.85 $1.73K - $1.95K
2.92K $44K
PYPL
Pay Pal Holdings, Inc.

Financial Services
50
+ 27.93%
$65.15 - $91.81 $3.26K - $4.59K
229 $14K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.85%
$40.03 - $46.81 $120 - $140
357 $14K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.27%
$75.99 - $81.58 $152 - $163
752 $57K
GOGL
Golden Ocean Group LTD

Industrials
50
+ 1.93%
$7.66 - $10.06 $383 - $503
2.64K $21K
GIS
General Mills Inc

Consumer Defensive
3
+ 0.83%
$57.56 - $65.3 $173 - $196
364 $21K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2
+ 0.23%
$111.29 - $123.42 $223 - $247
883 $100K
SCHX
Schwab Strategic Tr Us Large C

ETFs
158
+ 2.93%
$21.75 - $24.28 $3.44K - $3.84K
5.54K $122K
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 2.53%
$142.1 - $183.56 $284 - $367
81 $11K
DRIV
Global X Fds Global X Autonomo

ETFs
2
+ 0.09%
$21.14 - $24.23 $42.3 - $48.5
2.21K $46K
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.46%
$113.93 - $141.54 $114 - $142
219 $25K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.28%
$96.3 - $112.23 $96.3 - $112
356 $34K
ET
Energy Transfer LP

Energy
70
+ 1.32%
$17.26 - $21.08 $1.21K - $1.48K
5.39K $100K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
65
+ 3.06%
$120.24 - $134.3 $7.82K - $8.73K
2.19K $267K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.17%
$121.0 - $142.28 $121 - $142
585 $72K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.16%
$120.29 - $134.6 $481 - $538
2.49K $303K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$507.05 - $563.67 $507 - $564
903 $464K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.15%
$83.01 - $101.02 $498 - $606
4.04K $362K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
42
+ 0.09%
$0.44 - $1.52 $18.5 - $63.8
47.8K $27K
ORCL
Oracle Corp

Technology
1
+ 0.07%
$139.81 - $186.47 $140 - $186
1.54K $214K
AVGO
Broadcom Inc.

Technology
528
+ 22.91%
$167.43 - $244.7 $88.4K - $129K
2.83K $474K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.34%
$170.36 - $201.04 $2.21K - $2.61K
3.88K $667K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.06%
$347.25 - $424.87 $695 - $850
3.29K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.13K
+ 4.59%
$551.42 - $612.93 $3.38M - $3.76M
140K $78.2M
TTD
Trade Desk, Inc.

Technology
142
+ 2.84%
$53.59 - $126.58 $7.61K - $18K
5.15K $281K
NVDA
Nvidia Corp

Technology
14
+ 0.09%
$106.98 - $149.43 $1.5K - $2.09K
16.3K $1.76M
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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