Atticus Wealth Management, LLC Sells in Q3 2024

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-75K
- 77.24%
$110.05 - $110.63 $8.25M - $8.3M
22.1K $2.44M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-73.7K
- 86.36%
$50.25 - $50.74 $3.7M - $3.74M
11.6K $590K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.41K
- 63.98%
$82.16 - $90.4 $198K - $218K
1.36K $122K
HON
Honeywell International Inc

Industrials
-918
- 94.83%
$196.73 - $220.21 $181K - $202K
50 $10K
ADBE
Adobe Inc.

Technology
-245
- 28.69%
$508.13 - $586.55 $124K - $144K
609 $315K
GOOG
Alphabet Inc.

Communication Services
-397
- 7.5%
$149.54 - $192.66 $59.4K - $76.5K
4.9K $818K
XLK
Technology Sector Spdr

ETFs
-573
- 3.32%
$197.34 - $237.68 $113K - $136K
16.7K $3.76M
VAW
Vanguard Materials ETF

ETFs
-638
- 64.44%
$189.89 - $213.71 $121K - $136K
352 $74K
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 0.84%
$161.02 - $200.0 $17.7K - $22K
13K $2.42M
AMAT
Applied Materials Inc

Technology
-32
- 1.05%
$174.88 - $254.97 $5.6K - $8.16K
3.02K $610K
SPYG
Spdr Portfolio

ETFs
-2.5K
- 5.7%
$73.38 - $84.1 $183K - $210K
41.4K $3.43M
MEG
Montrose Environmental Group, Inc.

Industrials
-1.1K
- 91.67%
$26.29 - $42.29 $28.9K - $46.5K
100 $2K
MRK
Merck & Co., Inc.

Healthcare
-58
- 1.41%
$111.15 - $128.97 $6.45K - $7.48K
4.04K $458K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-386
- 73.95%
$63.56 - $107.36 $24.5K - $41.4K
136 $9K
NVO
Novo Nordisk A S

Healthcare
-10
- 0.53%
$119.07 - $145.42 $1.19K - $1.45K
1.87K $222K
VOE
Vanguard Mid Cap Value Index F

ETFs
-443
- 24.58%
$149.02 - $167.67 $66K - $74.3K
1.36K $227K
CVX
Chevron Corp

Energy
-10
- 0.23%
$137.88 - $161.97 $1.38K - $1.62K
4.37K $643K
OEF
Ishares S&P 100 ETF

ETFs
-378
- 1.12%
$266.03 - $266.03 $101K - $101K
33.4K $8.89M
SYY
Sysco Corp

Consumer Defensive
-510
- 51.0%
$69.16 - $78.98 $35.3K - $40.3K
490 $38K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.36K
- 19.78%
$38.04 - $45.36 $89.7K - $107K
9.57K $427K
USFR
Wisdomtree Floating Rate Treas

ETFs
-527
- 26.51%
$50.2 - $50.48 $26.5K - $26.6K
1.46K $73K
SNY
Sanofi

Healthcare
-606
- 61.21%
$48.54 - $58.53 $29.4K - $35.5K
384 $22K
ECL
Ecolab Inc.

Basic Materials
-139
- 17.89%
$228.86 - $255.76 $31.8K - $35.6K
638 $162K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-62
- 23.66%
$531.86 - $624.21 $33K - $38.7K
200 $123K
PEP
Pepsico Inc

Consumer Defensive
-153
- 11.16%
$161.9 - $179.3 $24.8K - $27.4K
1.22K $207K
MGM
Mgm Resorts International

Consumer Cyclical
-359
- 95.23%
$34.07 - $46.78 $12.2K - $16.8K
18 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-87
- 83.65%
$181.06 - $197.17 $15.8K - $17.2K
17 $3K
TMUS
T Mobile Us, Inc.

Communication Services
-100
- 41.84%
$175.14 - $206.36 $17.5K - $20.6K
139 $28K
AMGN
Amgen Inc

Healthcare
-46
- 26.14%
$309.38 - $337.38 $14.2K - $15.5K
130 $41K
SCHW
Schwab Charles Corp

Financial Services
-14
- 1.04%
$61.74 - $76.08 $864 - $1.07K
1.33K $86K
VZ
Verizon Communications Inc

Communication Services
-612
- 13.81%
$38.89 - $45.0 $23.8K - $27.5K
3.82K $171K
IBM
International Business Machines Corp

Technology
-250
- 26.85%
$175.1 - $223.38 $43.8K - $55.8K
681 $150K
ALL
Allstate Corp

Financial Services
-128
- 25.0%
$158.43 - $192.86 $20.3K - $24.7K
384 $72K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-176
- 19.28%
$80.13 - $88.89 $14.1K - $15.6K
737 $65K
INTC
Intel Corp

Technology
-218
- 60.89%
$18.9 - $34.87 $4.12K - $7.6K
140 $3K
TTD
Trade Desk, Inc.

Technology
-668
- 12.2%
$83.08 - $110.79 $55.5K - $74K
4.81K $527K
AEP
American Electric Power CO Inc

Utilities
-167
- 25.08%
$87.11 - $104.95 $14.5K - $17.5K
499 $51K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-253
- 6.36%
$51.02 - $52.74 $12.9K - $13.3K
3.73K $196K
DIS
Walt Disney CO

Communication Services
-14
- 0.78%
$85.6 - $98.61 $1.2K - $1.38K
1.78K $171K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-75
- 87.21%
$89.91 - $101.33 $6.74K - $7.6K
11 $1K
IWP
Ishares Russell Mid Cap Growth

ETFs
-591
- 6.42%
$103.87 - $117.59 $61.4K - $69.5K
8.62K $1.01M
PCAR
Paccar Inc

Industrials
-7
- 1.01%
$91.64 - $109.98 $641 - $770
689 $67K
JNJ
Johnson & Johnson

Healthcare
-656
- 10.16%
$145.48 - $167.38 $95.4K - $110K
5.8K $939K
MU
Micron Technology Inc

Technology
-23
- 74.19%
$86.27 - $136.82 $1.98K - $3.15K
8 $0
CEG
Constellation Energy Corp

Utilities
-21
- 75.0%
$167.08 - $262.86 $3.51K - $5.52K
7 $1K
QCOM
Qualcomm Inc

Technology
-16
- 72.73%
$156.12 - $209.64 $2.5K - $3.35K
6 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-115
- 14.74%
$64.35 - $75.71 $7.4K - $8.71K
665 $48K
CDNS
Cadence Design Systems Inc

Technology
-9
- 69.23%
$246.84 - $321.11 $2.22K - $2.89K
4 $1K
MRNA
Moderna, Inc.

Healthcare
-24
- 75.0%
$63.64 - $125.14 $1.53K - $3K
8 $0
Activity Summary
Buys All Purchases 143 New Holdings 31 Increased Positions 112 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 1 Puts 0
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