Atticus Wealth Management, LLC Incresed Positions in Q2 2025

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
162
+ 7.39%
$108.06 - $135.3 $17.5K - $21.9K
2.35K $318K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 57.31%
$60.61 - $87.72 $24.2K - $35.1K
1.1K $93K
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
CTVA
Corteva, Inc.

Basic Materials
219
+ 10.11%
$55.52 - $74.53 $12.2K - $16.3K
2.39K $177K
UNH
Unitedhealth Group Inc

Healthcare
369
+ 101.93%
$274.35 - $599.47 $101K - $221K
731 $228K
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
PH
Parker Hannifin Corp

Industrials
16
+ 5.82%
$517.23 - $700.54 $8.28K - $11.2K
291 $203K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.16%
$108.12 - $135.04 $432 - $540
2.49K $336K
QCOM
Qualcomm Inc

Technology
212
+ 21200.0%
$124.66 - $159.48 $26.4K - $33.8K
213 $33K
PSA
Public Storage

Real Estate
134
+ 11.75%
$266.31 - $309.77 $35.7K - $41.5K
1.27K $373K
TSCO
Tractor Supply CO

Consumer Cyclical
806
+ 16.57%
$47.86 - $55.77 $38.6K - $45K
5.67K $299K
IWS
Ishares Russell Midcap Value E

ETFs
65
+ 1.76%
$110.58 - $132.14 $7.19K - $8.59K
3.77K $497K
CLH
Clean Harbors Inc

Industrials
65
+ 13.92%
$182.1 - $233.5 $11.8K - $15.2K
532 $122K
CCI
Crown Castle International Corp

Real Estate
294
+ 588.0%
$94.83 - $107.06 $27.9K - $31.5K
344 $35K
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
385
+ 57.89%
$63.54 - $68.5 $24.5K - $26.4K
1.05K $70K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
265
+ 9.56%
$39.89 - $49.46 $10.6K - $13.1K
3.04K $150K
GD
General Dynamics Corp

Industrials
5
+ 0.41%
$247.68 - $291.66 $1.24K - $1.46K
1.22K $355K
IWR
Ishares Russell Mid Cap ETF

ETFs
229
+ 123.12%
$74.88 - $91.97 $17.1K - $21.1K
415 $38K
PM
Philip Morris International Inc.

Consumer Defensive
49
+ 10.04%
$149.23 - $184.95 $7.31K - $9.06K
537 $97K
CAT
Caterpillar Inc

Industrials
4
+ 1.31%
$273.94 - $388.21 $1.1K - $1.55K
310 $120K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.98%
$69.06 - $91.24 $898 - $1.19K
1.34K $122K
XYL
Xylem Inc.

Industrials
1
+ 0.05%
$102.86 - $129.5 $103 - $130
1.88K $242K
UBER
Uber Technologies, Inc

Technology
127
+ 39.81%
$64.62 - $93.3 $8.21K - $11.8K
446 $41K
TER
Teradyne, Inc

Technology
200
+ 400.0%
$67.96 - $91.05 $13.6K - $18.2K
250 $22K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.19%
$224.16 - $285.86 $224 - $286
514 $146K
EQT
Eqt Corp

Energy
9
+ 0.37%
$46.11 - $60.44 $415 - $544
2.46K $143K
BAC
Bank Of America Corp

Financial Services
34
+ 1.67%
$34.39 - $47.46 $1.17K - $1.61K
2.07K $97K
WFC
Wells Fargo & Company

Financial Services
44
+ 4.19%
$60.98 - $80.12 $2.68K - $3.53K
1.09K $87K
IGR
Cbre Global Real Estate Income Fund

Financial Services
2.14K
+ 41.05%
$4.33 - $5.29 $9.25K - $11.3K
7.34K $38K
ECL
Ecolab Inc.

Basic Materials
4
+ 0.63%
$225.65 - $270.95 $903 - $1.08K
642 $172K
BX
Blackstone Inc.

Financial Services
6
+ 0.6%
$120.07 - $151.11 $720 - $907
1.01K $150K
EWJ
Ishares Msci Japan ETF

ETFs
11
+ 0.74%
$61.32 - $75.28 $675 - $828
1.49K $111K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.34%
$102.11 - $124.82 $306 - $374
886 $110K
XLU
Utilities Sector Spdr

ETFs
40
+ 1.51%
$73.09 - $82.77 $2.92K - $3.31K
2.68K $218K
ORA
Ormat Technologies, Inc.

Utilities
75
+ 33.04%
$66.4 - $86.59 $4.98K - $6.49K
302 $25K
SJM
J M Smucker CO

Consumer Defensive
110
+ 91.67%
$94.41 - $118.52 $10.4K - $13K
230 $22K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 1.96%
$919.93 - $1101.66 $1.84K - $2.2K
104 $108K
VEU
Vanguard Ftse All World Ex Us

ETFs
57
+ 21.92%
$54.19 - $67.22 $3.09K - $3.83K
317 $21K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
41
+ 15.83%
$75.29 - $91.16 $3.09K - $3.74K
300 $27K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
35
+ 10.2%
$73.02 - $90.22 $2.56K - $3.16K
378 $33K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
20
+ 1.42%
$33.46 - $41.33 $669 - $827
1.43K $59K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14
+ 2.15%
$45.98 - $56.15 $644 - $786
664 $37K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.17%
$108.87 - $133.04 $109 - $133
586 $77K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4
+ 0.53%
$71.86 - $82.66 $287 - $331
756 $62K
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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