Atticus Wealth Management, LLC Reduced Holdings in Q3 2025

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-1.45K
- 4.64%
N/A
29.7K $7.91M
SPYG
Spdr Portfolio

ETFs
-6.22K
- 15.87%
$94.33 - $105.31 $586K - $655K
33K $3.44M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.19%
$915.95 - $994.57 $6.41K - $6.96K
3.59K $3.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.14K
- 29.11%
$50.47 - $50.74 $159K - $159K
7.65K $388K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.28K
- 10.35%
$62.09 - $66.51 $204K - $218K
28.4K $1.85M
INTU
Intuit Inc

Technology
-17
- 2.31%
$646.03 - $807.39 $11K - $13.7K
718 $490K
IWD
Ishares Russell 1000 Val ETF

ETFs
-418
- 15.38%
$192.76 - $203.86 $80.6K - $85.2K
2.3K $468K
ADBE
Adobe Inc.

Technology
-48
- 4.37%
$333.65 - $392.1 $16K - $18.8K
1.05K $370K
LLY
Eli Lilly & CO

Healthcare
-31
- 1.82%
$625.65 - $812.69 $19.4K - $25.2K
1.68K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
-1.07K
- 12.64%
$214.92 - $244.84 $231K - $263K
7.42K $1.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.28K
- 5.36%
$87.29 - $93.61 $112K - $120K
22.6K $2.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-239
- 8.37%
$97.75 - $100.75 $23.4K - $24.1K
2.62K $262K
VGSH
Vanguard

ETFs
-366
- 5.17%
$58.43 - $58.88 $21.4K - $21.6K
6.72K $395K
JNJ
Johnson & Johnson

Healthcare
-722
- 19.99%
$155.17 - $185.42 $112K - $134K
2.89K $535K
MRK
Merck & Co., Inc.

Healthcare
-493
- 8.03%
$77.6 - $87.37 $38.3K - $43.1K
5.65K $473K
MCD
Mcdonalds Corp

Consumer Cyclical
-137
- 4.98%
$291.67 - $316.99 $40K - $43.4K
2.62K $794K
XLF
Financial Sector Spdr

ETFs
-459
- 3.72%
$51.37 - $54.25 $23.6K - $24.9K
11.9K $640K
VCIT
Vanguard Intermediate Term Cor

ETFs
-123
- 2.33%
$81.75 - $84.54 $10.1K - $10.4K
5.16K $433K
VRT
Vertiv Holdings CO

Industrials
-17
- 0.6%
N/A
2.82K $244K
Arista Networks Inc
-602
- 17.4%
N/A
2.86K $0
Rbb Fd Inc
-4.56K
- 34.0%
N/A
8.85K $0
PNOV
Innovator U.S. Equity Power Bu
-1.33K
- 2.36%
N/A
55K $0
XLV
Select Sector Spdr Fund Health

ETFs
-228
- 2.64%
$129.01 - $139.72 $29.4K - $31.9K
8.41K $1.17M
VUG
Vanguard Growth ETF

ETFs
-45
- 5.91%
$433.97 - $484.08 $19.5K - $21.8K
716 $343K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-34
- 1.96%
$182.33 - $194.5 $6.2K - $6.61K
1.7K $330K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.6K
- 5.57%
$62.54 - $68.42 $100K - $110K
27.2K $1.84M
IWP
Ishares Russell Mid Cap Growth

ETFs
-68
- 0.9%
$137.51 - $145.26 $9.35K - $9.88K
7.51K $1.07M
IWS
Ishares Russell Midcap Value E

ETFs
-10
- 0.27%
$132.83 - $140.61 $1.33K - $1.41K
3.76K $524K
NEE
Nextera Energy Inc

Utilities
-1.53K
- 6.46%
$69.77 - $77.54 $107K - $119K
22.2K $1.67M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
-2.94K
- 6.15%
$0.58 - $1.66 $1.71K - $4.88K
44.9K $68K
EEM
Ishares Msci Emerging Markets

ETFs
-1.94K
- 5.52%
$48.07 - $53.4 $93.4K - $104K
33.3K $1.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.24K
- 9.66%
$420.11 - $472.68 $2.2M - $2.48M
49K $23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11
- 0.13%
$108.97 - $121.65 $1.2K - $1.34K
8.73K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
-12
- 0.16%
$216.09 - $242.18 $2.59K - $2.91K
7.52K $1.8M
VV
Vanguard Large Cap ETF

ETFs
-352
- 2.87%
$285.05 - $309.14 $100K - $109K
11.9K $3.67M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.4K
- 3.82%
$52.12 - $55.33 $543K - $577K
262K $14.5M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.21%
$656.44 - $753.15 $4.6K - $5.27K
3.33K $2.49M
XLK
Technology Sector Spdr

ETFs
-542
- 3.56%
$250.97 - $282.66 $136K - $153K
14.7K $4.13M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-238
- 0.33%
$98.53 - $107.1 $23.5K - $25.5K
72.9K $7.65M
GOOGL
Alphabet Inc.

Communication Services
-38
- 0.27%
$174.36 - $254.72 $6.63K - $9.68K
14.1K $3.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.59K
- 5.11%
$617.65 - $666.84 $4.69M - $5.06M
141K $93.9M
Activity Summary
Buys All Purchases 131 New Holdings 2 Increased Positions 129 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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