Atticus Wealth Management, LLC New Holdings in Q2 2025

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
9.69K
New
$60.6 - $87.81 $587K - $851K
9.69K $850K
ARES
Ares Management Corp

Financial Services
2.72K
New
$118.04 - $175.83 $321K - $478K
2.72K $471K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.28K
New
$79.56 - $82.92 $420K - $438K
5.28K $437K
ORI
Old Republic International Corp

Financial Services
10.6K
New
$35.25 - $39.79 $374K - $422K
10.6K $407K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
6.03K
New
$52.11 - $64.98 $314K - $392K
6.03K $391K
LAMR
Lamar Advertising CO

Real Estate
2.83K
New
$102.35 - $121.67 $290K - $344K
2.83K $343K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.92K
New
$47.46 - $55.3 $281K - $327K
5.92K $325K
FANG
Diamondback Energy, Inc.

Energy
2.16K
New
$119.25 - $161.49 $257K - $348K
2.16K $296K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
18.8K
New
$12.19 - $13.37 $229K - $252K
18.8K $251K
AZO
Autozone Inc

Consumer Cyclical
65
New
$3478.38 - $3880.15 $226K - $252K
65 $241K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
8.14K
New
$24.57 - $29.72 $200K - $242K
8.14K $239K
RS
Reliance Steel & Aluminum CO

Basic Materials
752
New
$262.08 - $316.81 $197K - $238K
752 $236K
GHC
Graham Holdings CO

Consumer Defensive
246
New
$876.56 - $1003.53 $216K - $247K
246 $232K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.87K
New
$99.48 - $124.46 $186K - $232K
1.87K $222K
MPC
Marathon Petroleum Corp

Energy
1.28K
New
$118.55 - $170.08 $152K - $218K
1.28K $212K
WRB
Berkley W R Corp

Financial Services
2.86K
New
$64.28 - $75.17 $184K - $215K
2.86K $210K
TT
Trane Technologies PLC

Industrials
468
New
$315.21 - $437.41 $148K - $205K
468 $204K
JCI
Johnson Controls International PLC

Industrials
1.89K
New
$71.14 - $105.62 $135K - $200K
1.89K $200K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
830
New
$180.84 - $240.32 $150K - $199K
830 $199K
MCHP
Microchip Technology Inc

Technology
2.78K
New
$35.34 - $71.6 $98.1K - $199K
2.78K $195K
BSX
Boston Scientific Corp

Healthcare
1.8K
New
$89.7 - $107.41 $161K - $193K
1.8K $192K
ETN
Eaton Corp PLC

Industrials
487
New
$246.52 - $356.99 $120K - $174K
487 $173K
MSI
Motorola Solutions, Inc.

Technology
407
New
$394.72 - $440.39 $161K - $179K
407 $171K
VOOV
Vanguard S&P 500 Value ETF

ETFs
888
New
$162.65 - $188.71 $144K - $168K
888 $167K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.37K
New
$90.5 - $114.3 $124K - $156K
1.37K $155K
GRMN
Garmin LTD

Technology
729
New
$173.63 - $218.07 $127K - $159K
729 $152K
VLO
Valero Energy Corp

Energy
1.13K
New
$104.69 - $141.77 $118K - $160K
1.13K $151K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.21K
New
$56.84 - $65.5 $125K - $145K
2.21K $144K
MKL
Markel Corp

Financial Services
69
New
$1678.5 - $1997.36 $116K - $138K
69 $137K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.46K
New
$50.53 - $212.53 $124K - $522K
2.46K $136K
POOL
Pool Corp

Industrials
468
New
$285.0 - $325.66 $133K - $152K
468 $136K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.4K
New
N/A
2.4K $133K
CME
Cme Group Inc.

Financial Services
481
New
$252.37 - $290.71 $121K - $140K
481 $132K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.21K
New
$26.18 - $30.91 $110K - $130K
4.21K $126K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.12K
New
$93.5 - $113.21 $104K - $126K
1.12K $126K
CDNS
Cadence Design Systems Inc

Technology
402
New
$231.64 - $323.08 $93.1K - $130K
402 $123K
SNPS
Synopsys Inc

Technology
237
New
$380.9 - $517.66 $90.3K - $123K
237 $121K
FISV
Fiserv Inc

Technology
920
New
N/A
920 $115K
FHN
First Horizon Corp

Financial Services
4.62K
New
$16.21 - $21.2 $74.9K - $98K
4.62K $97K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
401
New
$171.4 - $227.1 $68.7K - $91.1K
401 $91K
ADSK
Autodesk, Inc.

Technology
359
New
N/A
359 $88K
FDUS
Fidus Investment Corp

Financial Services
3.82K
New
$17.32 - $20.65 $66.1K - $78.8K
3.82K $77K
CI
Cigna Corp

Healthcare
214
New
$301.89 - $340.04 $64.6K - $72.8K
214 $70K
STE
Steris PLC

Healthcare
285
New
$208.55 - $252.55 $59.4K - $72K
285 $68K
FIS
Fidelity National Information Services, Inc.

Technology
781
New
$68.14 - $82.13 $53.2K - $64.1K
781 $63K
COF
Capital One Financial Corp

Financial Services
274
New
$150.57 - $212.76 $41.3K - $58.3K
274 $58K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.95K
New
$23.55 - $27.67 $45.9K - $54K
1.95K $53K
IWB
Ishares Tr Russell 1000 ETF

ETFs
158
New
$272.36 - $339.57 $43K - $53.7K
158 $53K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
1.91K
New
$22.92 - $28.04 $43.7K - $53.5K
1.91K $53K
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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