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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
11
+ 0.9%
$44.37 - $50.04 $488 - $550
1.23K $58K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 2.14%
$421.16 - $509.5 $1.26K - $1.53K
143 $63K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
48
+ 1.75%
$22.73 - $29.21 $1.09K - $1.4K
2.79K $74K
DHR
Danaher Corp

Healthcare
7
+ 0.7%
$174.64 - $205.16 $1.22K - $1.44K
1K $197K
PGR
Progressive Corp

Financial Services
10
+ 1.86%
$255.27 - $288.74 $2.55K - $2.89K
549 $146K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.23%
$236.71 - $261.92 $237 - $262
435 $108K
APD
Air Products & Chemicals, Inc.

Basic Materials
26
+ 2.27%
$248.61 - $294.96 $6.46K - $7.67K
1.17K $330K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.85%
$210.83 - $235.28 $1.69K - $1.88K
954 $211K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.26%
$126.84 - $145.22 $254 - $290
781 $100K
PEP
Pepsico Inc

Consumer Defensive
13
+ 1.57%
$128.02 - $151.37 $1.66K - $1.97K
839 $110K
LLY
Eli Lilly & CO

Healthcare
58
+ 3.52%
$713.71 - $898.95 $41.4K - $52.1K
1.71K $1.33M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
76
+ 0.37%
$38.81 - $44.28 $2.95K - $3.37K
20.4K $867K
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 2.38%
$285.55 - $321.23 $18.3K - $20.6K
2.75K $804K
XLV
Select Sector Spdr Fund Health

ETFs
179
+ 2.12%
$128.77 - $144.3 $23K - $25.8K
8.64K $1.16M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.7K
+ 900.0%
$105.72 - $1416.0 $285K - $3.82M
3K $334K
AAPL
Apple Inc.

Technology
3.41K
+ 7.3%
$172.42 - $223.89 $588K - $764K
50.1K $10.3M
CVX
Chevron Corp

Energy
56
+ 1.28%
$133.73 - $168.51 $7.49K - $9.44K
4.43K $634K
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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