Atticus Wealth Management, LLC Sells in Q2 2025

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
-5.71K
- 90.98%
$105.87 - $130.56 $604K - $745K
566 $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.19K
- 59.48%
$96.84 - $99.46 $406K - $417K
2.85K $283K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.32K
- 16.62%
$51.16 - $62.02 $323K - $392K
31.7K $1.97M
IWM
Ishares Russell 2000 ETF

ETFs
-1.78K
- 17.29%
$174.82 - $215.79 $310K - $383K
8.5K $1.83M
KO
Coca Cola CO

Consumer Defensive
-1.45K
- 2.02%
$68.37 - $73.9 $99.1K - $107K
70.2K $4.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.13K
- 55.08%
$91.43 - $91.74 $103K - $103K
920 $84K
ABBV
Abb Vie Inc.

Healthcare
-42
- 1.12%
$170.16 - $206.27 $7.15K - $8.66K
3.7K $686K
HYG
Ishares Tr

ETFs
-1.08K
- 49.86%
$75.75 - $80.65 $81.7K - $86.9K
1.08K $87K
JNJ
Johnson & Johnson

Healthcare
-208
- 5.45%
$146.36 - $159.82 $30.4K - $33.2K
3.61K $551K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.62K
- 67.89%
$29.0 - $30.68 $75.8K - $80.2K
1.24K $37K
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.76%
$165.15 - $226.42 $1.32K - $1.81K
1.05K $180K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2K
- 5.73%
$32.62 - $33.58 $65.4K - $67.3K
33K $1.11M
ACN
Accenture PLC

Technology
-154
- 23.33%
$279.23 - $323.21 $43K - $49.8K
506 $151K
BMY
Bristol Myers Squibb CO

Healthcare
-852
- 84.61%
$44.12 - $59.6 $37.6K - $50.8K
155 $7K
XLP
Consumer Staples Sector Spdr

ETFs
-588
- 57.09%
N/A
442 $33K
XLF
Financial Sector Spdr

ETFs
-1.17K
- 8.68%
$43.92 - $52.37 $51.5K - $61.4K
12.3K $646K
WM
Waste Management Inc

Industrials
-116
- 49.57%
$216.47 - $242.1 $25.1K - $28.1K
118 $27K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-250
- 17.23%
$28.49 - $33.82 $7.12K - $8.46K
1.2K $35K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1K
- 33.74%
$9.86 - $10.92 $9.86K - $10.9K
1.96K $21K
SNAP
Snap Inc

Communication Services
-1K
- 76.98%
$7.23 - $9.21 $7.23K - $9.21K
299 $2K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-202
- 28.69%
$42.51 - $43.7 $8.59K - $8.83K
502 $21K
ENPH
Enphase Energy, Inc.

Technology
-116
- 83.45%
$34.56 - $62.52 $4.01K - $7.25K
23 $0
GLD
Spdr Gold Trust

ETFs
-882
- 5.61%
$273.71 - $316.29 $241K - $279K
14.8K $4.52M
VIG
Vanguard Dividend Appreciation

ETFs
-26
- 0.15%
N/A
17.1K $3.11M
CLX
Clorox CO

Consumer Defensive
-10
- 7.69%
$118.01 - $148.69 $1.18K - $1.49K
120 $14K
SBUX
Starbucks Corp

Consumer Cyclical
-20
- 6.25%
$79.69 - $99.41 $1.59K - $1.99K
300 $27K
IEMG
Ishares Inc

ETFs
-55
- 13.25%
N/A
360 $19K
STLG
Ishares Factors Us Growth Styl

ETFs
-58
- 9.06%
N/A
582 $29K
CMS
Cms Energy Corp

Utilities
-20
- 16.67%
$68.57 - $75.51 $1.37K - $1.51K
100 $6K
EPI
Wisdomtree Tr India Earnings F

ETFs
-152
- 15.57%
$41.3 - $47.52 $6.28K - $7.22K
824 $39K
XEL
Xcel Energy Inc

Utilities
-20
- 9.09%
$65.65 - $72.39 $1.31K - $1.45K
200 $13K
LIT
Global X Fds Global X Lithium

ETFs
-50
- 10.0%
$31.82 - $39.24 $1.59K - $1.96K
450 $17K
TROW
Price T Rowe Group Inc

Financial Services
-10
- 11.11%
$80.27 - $98.06 $803 - $981
80 $7K
PPG
Ppg Industries Inc

Basic Materials
-10
- 12.5%
$91.66 - $115.04 $917 - $1.15K
70 $7K
PII
Polaris Inc.

Consumer Cyclical
-10
- 12.5%
$31.97 - $42.61 $320 - $426
70 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100
- 19.19%
$10.8 - $16.92 $1.08K - $1.69K
421 $5K
VFC
V F Corp

Consumer Cyclical
-20
- 8.33%
$9.74 - $16.39 $195 - $328
220 $2K
AWK
American Water Works Company, Inc.

Utilities
-10
- 25.0%
$133.82 - $151.96 $1.34K - $1.52K
30 $4K
INQQ
Exchange Traded Concepts Tr In

ETFs
-474
- 15.83%
$13.61 - $16.6 $6.45K - $7.87K
2.52K $41K
IYF
Ishares Tr

ETFs
-26
- 11.82%
$99.23 - $120.99 $2.58K - $3.15K
194 $23K
ES
Eversource Energy

Utilities
-20
- 9.09%
$54.25 - $65.89 $1.09K - $1.32K
200 $12K
SYY
Sysco Corp

Consumer Defensive
-20
- 4.08%
$68.0 - $75.91 $1.36K - $1.52K
470 $35K
Neos ETF Trust
-595
- 18.67%
N/A
2.59K $0
XLB
Select Sector Spdr Fd Material

ETFs
-9
- 2.67%
$74.27 - $88.92 $668 - $800
328 $28K
Grayscale Ethereum Trust ETF
-125
- 51.02%
N/A
120 $0
Fortrea Hldgs Inc
-203
- 73.55%
N/A
73 $0
BFB
Brown Forman Corp Cl B
-20
- 6.25%
N/A
300 $0
EMBC
Embecta Corp.

Healthcare
-2
- 11.11%
$9.28 - $13.3 $18.6 - $26.6
16 $0
ONL
Orion Office Reit Inc.

Real Estate
-2
- 7.69%
$1.52 - $2.43 $3.04 - $4.86
24 $0
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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