Atticus Wealth Management, LLC Reduced Holdings in Q1 2025

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-171
- 13.91%
$222.79 - $249.08 $38.1K - $42.6K
1.06K $242K
IWD
Ishares Russell 1000 Val ETF

ETFs
-235
- 7.83%
$182.82 - $196.21 $43K - $46.1K
2.77K $520K
HYG
Ishares Tr

ETFs
-415
- 16.1%
$78.51 - $80.11 $32.6K - $33.2K
2.16K $170K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-3.89K
- 72.81%
$8.38 - $8.86 $32.6K - $34.5K
1.45K $12K
ACN
Accenture PLC

Technology
-15
- 2.22%
$300.91 - $398.25 $4.51K - $5.97K
660 $205K
XLU
Utilities Sector Spdr

ETFs
-528
- 16.66%
$74.7 - $80.27 $39.4K - $42.4K
2.64K $208K
VTV
Vanguard Value ETF

ETFs
-266
- 4.9%
$167.73 - $179.21 $44.6K - $47.7K
5.16K $891K
ENPH
Enphase Energy, Inc.

Technology
-350
- 71.57%
$52.87 - $73.51 $18.5K - $25.7K
139 $8K
VOE
Vanguard Mid Cap Value Index F

ETFs
-144
- 10.91%
$156.61 - $168.02 $22.6K - $24.2K
1.18K $188K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-421
- 11.46%
$69.87 - $75.62 $29.4K - $31.8K
3.25K $235K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-303
- 53.91%
$78.97 - $85.82 $23.9K - $26K
259 $21K
IWS
Ishares Russell Midcap Value E

ETFs
-65
- 1.73%
$122.59 - $135.24 $7.97K - $8.79K
3.7K $466K
BA
Boeing CO

Industrials
-100
- 24.21%
$148.15 - $186.25 $14.8K - $18.6K
313 $53K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-4.21K
- 44.69%
$4.79 - $5.34 $20.1K - $22.5K
5.2K $26K
NXPI
Nxp Semiconductors N.V.

Technology
-85
- 45.95%
$189.99 - $245.86 $16.1K - $20.9K
100 $19K
XLE
Energy Sector Spdr

ETFs
-247
- 35.14%
$85.7 - $93.96 $21.2K - $23.2K
456 $42K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-940
- 24.33%
$17.53 - $17.87 $16.5K - $16.8K
2.92K $51K
PEP
Pepsico Inc

Consumer Defensive
-87
- 9.53%
$142.64 - $156.42 $12.4K - $13.6K
826 $123K
XLC
Select Sector Spdr Tr Communic

ETFs
-148
- 11.91%
$94.84 - $105.31 $14K - $15.6K
1.1K $105K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-237
- 14.41%
$37.84 - $44.02 $8.97K - $10.4K
1.41K $54K
MO
Altria Group, Inc.

Consumer Defensive
-404
- 29.3%
$50.81 - $60.02 $20.5K - $24.2K
975 $58K
BEP
Brookfield Renewable Partners L.P.

Utilities
-600
- 56.76%
$20.03 - $23.79 $12K - $14.3K
457 $10K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-60
- 3.64%
$169.43 - $182.84 $10.2K - $11K
1.59K $275K
PG
Procter & Gamble CO

Consumer Defensive
-154
- 3.03%
$158.56 - $176.26 $24.4K - $27.1K
4.93K $839K
IWN
Ishares Russell2000 Val ETF

ETFs
-10
- 1.39%
$149.27 - $169.4 $1.49K - $1.69K
710 $107K
IYJ
Ishares Tr

ETFs
-57
- 11.54%
$127.48 - $142.0 $7.27K - $8.09K
437 $56K
VO
Vanguard Mid Cap ETF

ETFs
-27
- 10.51%
$251.87 - $277.95 $6.8K - $7.5K
230 $59K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 6.72%
$554.06 - $615.85 $4.99K - $5.54K
125 $70K
IEMG
Ishares Inc

ETFs
-115
- 21.7%
N/A
415 $22K
IYF
Ishares Tr

ETFs
-50
- 18.52%
$107.69 - $119.37 $5.38K - $5.97K
220 $24K
AMT
American Tower Corp

Real Estate
-89
- 18.62%
$173.46 - $217.6 $15.4K - $19.4K
389 $84K
PFE
Pfizer Inc

Healthcare
-100
- 21.83%
$25.01 - $27.13 $2.5K - $2.71K
358 $9K
VEA
Vanguard Ftse Developed Market

ETFs
-59
- 13.32%
$47.4 - $52.99 $2.8K - $3.13K
384 $19K
IEFA
Ishares Tr

ETFs
-44
- 24.72%
$69.57 - $78.65 $3.06K - $3.46K
134 $10K
IWR
Ishares Russell Mid Cap ETF

ETFs
-5
- 2.62%
$82.81 - $92.93 $414 - $465
186 $15K
BFB
Brown Forman Corp Cl B
-250
- 43.86%
N/A
320 $0
Neos ETF Trust
-194
- 5.74%
N/A
3.19K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-24.3K
- 6.08%
N/A
375K $0
Proshares Tr
-241
- 99.59%
N/A
1 $0
EMBC
Embecta Corp.

Healthcare
-20
- 52.63%
$12.28 - $20.93 $246 - $419
18 $0
Grayscale Ethereum Trust ETF
-250
- 50.51%
N/A
245 $0
ALCC
Alt C Acquisition Corp.

Financial Services
-400
- 40.0%
N/A
600 $0
Linde PLC
-15
- 1.84%
N/A
800 $0
Proshares Tr
-493
- 96.67%
N/A
17 $0
Grayscale Ethereum Mini Tr E
-29
- 59.18%
N/A
20 $0
AMGN
Amgen Inc

Healthcare
-16
- 12.31%
$258.59 - $327.36 $4.14K - $5.24K
114 $35K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5
- 1.44%
$75.32 - $84.77 $377 - $424
343 $28K
FTNT
Fortinet, Inc.

Technology
-100
- 1.24%
$92.49 - $114.57 $9.25K - $11.5K
7.96K $765K
PM
Philip Morris International Inc.

Consumer Defensive
-106
- 17.85%
$117.15 - $158.79 $12.4K - $16.8K
488 $77K
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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