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
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.42%
$131.84 - $157.76 $396 - $473
713 $112K
MCO
Moodys Corp

Financial Services
3
+ 4.0%
$396.7 - $501.59 $1.19K - $1.5K
78 $39K
SYK
Stryker Corp

Healthcare
2
+ 1.11%
$337.37 - $395.63 $675 - $791
182 $72K
SHV
Ishares Tr

ETFs
53
+ 0.3%
$110.06 - $110.46 $5.83K - $5.85K
18K $1.99M
CIEN
Ciena Corp

Technology
4
+ 2.11%
$53.5 - $83.89 $214 - $336
194 $15K
C
Citigroup Inc

Financial Services
2
+ 0.9%
$58.13 - $85.12 $116 - $170
225 $19K
DE
Deere & CO

Industrials
2
+ 2.38%
$412.99 - $531.48 $826 - $1.06K
86 $43K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
56
+ 2.08%
$51.68 - $52.76 $2.89K - $2.95K
2.75K $144K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82
+ 22.97%
$35.35 - $42.68 $2.9K - $3.5K
439 $18K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 5.99%
$45.65 - $57.01 $1.05K - $1.31K
407 $23K
HON
Honeywell International Inc

Industrials
5
+ 10.0%
$182.86 - $232.88 $914 - $1.16K
55 $12K
NOC
Northrop Grumman Corp

Industrials
29
+ 2.84%
$456.3 - $540.39 $13.2K - $15.7K
1.05K $524K
FPE
First Tr Pfd Secs & Income ETF

ETFs
42
+ 1.44%
$16.93 - $17.81 $711 - $748
2.97K $52K
PLD
Prologis, Inc.

Real Estate
9
+ 45.0%
$89.76 - $112.34 $808 - $1.01K
29 $3K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.56%
$83.54 - $100.04 $167 - $200
358 $35K
MDB
Mongo Db, Inc.

Technology
1
+ 9.09%
$145.85 - $225.38 $146 - $225
12 $2K
ATO
Atmos Energy Corp

Utilities
4
+ 8.0%
$145.06 - $162.66 $580 - $651
54 $8K
GLW
Corning Inc

Technology
1
+ 1.04%
$39.07 - $52.59 $39.1 - $52.6
97 $5K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
5
+ 1.17%
$9.21 - $12.6 $46.1 - $63
432 $5K
ROP
Roper Technologies Inc

Industrials
2
+ 11.11%
$519.19 - $590.78 $1.04K - $1.18K
20 $11K
TRU
Trans Union

Industrials
5
+ 8.2%
$69.26 - $91.89 $346 - $459
66 $5K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 8.33%
$430.72 - $497.52 $431 - $498
13 $5K
TSLL
Direxion Shs ETF Tr Daily Tsla
100
+ 2.69%
N/A
3.82K $0
Tidal Tr Ii
3
+ 13.04%
N/A
26 $0
BALL
Ball Corp

Consumer Cyclical
11
+ 26.83%
$44.94 - $56.99 $494 - $627
52 $2K
Lam Research Corp
50
+ 4.29%
N/A
1.22K $0
Labcorp Holdings Inc
329
+ 119.2%
N/A
605 $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
61
+ 1.26%
$10.78 - $11.28 $658 - $688
4.9K $54K
Ge Vernova Inc
553
+ 1580.0%
N/A
588 $0
Arista Networks Inc
384
+ 12.49%
N/A
3.46K $0
RYLD
Global X Fds Russell 2000 Cove

ETFs
89
+ 3.04%
$13.37 - $15.25 $1.19K - $1.36K
3.01K $44K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 5.94%
$45.07 - $52.57 $2.03K - $2.37K
802 $39K
SPYI
Shp ETF Tr Neos S&P 500 High I
32
+ 1.53%
N/A
2.12K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 1.16%
$18.94 - $21.67 $18.9 - $21.7
87 $1K
Siriusxm Holdings Inc
13
+ 1.16%
N/A
1.14K $0
Solventum Corp
222
+ 765.52%
N/A
251 $0
Rbb Fd Inc
326
+ 2.49%
N/A
13.4K $0
SQ
Block, Inc.

Technology
7
+ 100.0%
N/A
14 $0
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$66.47 - $81.81 $66.5 - $81.8
224 $17K
Proshares Tr
1
+ 5.88%
N/A
18 $0
LUV
Southwest Airlines CO

Industrials
2
+ 0.6%
$24.04 - $34.36 $48.1 - $68.7
336 $10K
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.46%
$102.76 - $115.66 $103 - $116
220 $24K
PCAR
Paccar Inc

Industrials
9
+ 1.31%
$86.4 - $99.09 $778 - $892
698 $66K
ET
Energy Transfer LP

Energy
79
+ 1.46%
$15.65 - $18.93 $1.24K - $1.5K
5.47K $99K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5
+ 0.57%
$90.85 - $102.31 $454 - $512
889 $89K
HAL
Halliburton CO

Energy
30
+ 15.0%
$19.26 - $25.7 $578 - $771
230 $4K
PFE
Pfizer Inc

Healthcare
4
+ 1.12%
$21.59 - $24.84 $86.4 - $99.4
362 $8K
GIS
General Mills Inc

Consumer Defensive
3
+ 0.82%
$50.37 - $60.97 $151 - $183
367 $19K
GOGL
Golden Ocean Group LTD

Industrials
16
+ 0.61%
$6.48 - $8.39 $104 - $134
2.66K $19K
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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