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
XEL
Xcel Energy Inc

Utilities
-10
- 4.35%
$52.11 - $65.3 $521 - $653
220 $14K
OTIS
Otis Worldwide Corp

Industrials
-2
- 0.62%
$91.43 - $104.43 $183 - $209
322 $33K
JKHY
Henry Jack & Associates Inc

Technology
-5
- 1.41%
$160.87 - $177.06 $804 - $885
350 $61K
CB
Chubb LTD

Financial Services
-3
- 2.65%
$252.51 - $292.2 $758 - $877
110 $31K
AB
Alliancebernstein Holding L.P.

Financial Services
-61
- 1.5%
$31.87 - $35.39 $1.94K - $2.16K
4.01K $140K
CLX
Clorox CO

Consumer Defensive
-4
- 2.99%
$131.73 - $166.97 $527 - $668
130 $21K
WEC
Wec Energy Group, Inc.

Utilities
-10
- 4.55%
$77.68 - $96.19 $777 - $962
210 $20K
NKE
Nike, Inc.

Consumer Cyclical
-8
- 3.07%
$71.09 - $89.44 $569 - $716
253 $22K
SYK
Stryker Corp

Healthcare
-4
- 2.17%
$315.94 - $371.96 $1.26K - $1.49K
180 $65K
MMM
3 M CO

Industrials
-3
- 2.44%
$99.69 - $139.42 $299 - $418
120 $16K
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 1.05%
$221.96 - $243.27 $1.11K - $1.22K
470 $111K
MS
Morgan Stanley

Financial Services
-5
- 0.58%
$92.07 - $106.96 $460 - $535
850 $88K
ITW
Illinois Tool Works Inc

Industrials
-4
- 1.64%
$233.14 - $263.97 $933 - $1.06K
240 $62K
MKC
Mccormick & CO Inc

Consumer Defensive
-10
- 2.0%
$69.44 - $84.76 $694 - $848
490 $40K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 3.03%
$72.51 - $98.6 $725 - $986
320 $31K
PAYX
Paychex Inc

Industrials
-10
- 1.89%
$116.17 - $135.19 $1.16K - $1.35K
520 $69K
HYG
Ishares Tr

ETFs
-13
- 0.5%
$76.72 - $80.36 $997 - $1.04K
2.58K $207K
PM
Philip Morris International Inc.

Consumer Defensive
-11
- 2.43%
$101.25 - $127.45 $1.11K - $1.4K
442 $53K
FDS
Factset Research Systems Inc

Financial Services
-2
- 1.1%
$397.04 - $469.48 $794 - $939
180 $82K
BDX
Becton Dickinson & CO

Healthcare
-3
- 0.24%
$221.47 - $242.41 $664 - $727
1.23K $296K
IWD
Ishares Russell 1000 Val ETF

ETFs
-217
- 6.52%
$173.36 - $189.8 $37.6K - $41.2K
3.11K $590K
ADP
Automatic Data Processing Inc

Industrials
-5
- 1.68%
$233.44 - $279.45 $1.17K - $1.4K
293 $81K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 1.92%
$896.19 - $1044.18 $1.79K - $2.09K
102 $105K
MPW
Medical Properties Trust Inc

Real Estate
-1.88K
- 12.24%
$4.03 - $6.38 $7.56K - $12K
13.5K $78K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17
- 0.55%
$41.9 - $48.26 $712 - $820
3.09K $147K
IVW
Ishares S&P 500 Growth ETF

ETFs
-191
- 1.95%
$84.77 - $97.13 $16.2K - $18.6K
9.62K $920K
CAT
Caterpillar Inc

Industrials
-6
- 1.9%
$316.8 - $391.12 $1.9K - $2.35K
310 $121K
AFL
Aflac Inc

Financial Services
-12
- 1.5%
$88.52 - $111.8 $1.06K - $1.34K
790 $88K
GD
General Dynamics Corp

Industrials
-3
- 0.21%
$279.51 - $308.09 $839 - $924
1.42K $429K
VPU
Vanguard Utilities ETF

ETFs
-15
- 1.89%
$146.64 - $174.54 $2.2K - $2.62K
780 $135K
BLK
Black Rock Inc.

Financial Services
-1
- 0.83%
$782.27 - $949.51 $782 - $950
120 $113K
PG
Procter & Gamble CO

Consumer Defensive
-147
- 2.81%
$160.76 - $177.82 $23.6K - $26.1K
5.08K $879K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-1.89K
- 8.77%
$5.02 - $6.62 $9.47K - $12.5K
19.6K $128K
ABT
Abbott Laboratories

Healthcare
-36
- 1.35%
$100.07 - $118.13 $3.6K - $4.25K
2.64K $300K
NFLX
Netflix Inc

Communication Services
-7
- 0.87%
$598.55 - $722.26 $4.19K - $5.06K
797 $565K
V
Visa Inc.

Financial Services
-89
- 2.33%
$253.74 - $291.56 $22.6K - $25.9K
3.72K $1.02M
VGT
Vanguard Information Technolog

ETFs
-8
- 0.24%
$514.43 - $606.85 $4.12K - $4.85K
3.34K $1.96M
AMT
American Tower Corp

Real Estate
-3
- 0.41%
$192.27 - $242.73 $577 - $728
727 $169K
MA
Mastercard Inc

Financial Services
-81
- 5.48%
$429.6 - $500.99 $34.8K - $40.6K
1.4K $689K
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 1.29%
$247.34 - $300.11 $3.71K - $4.5K
1.14K $340K
ORCL
Oracle Corp

Technology
-18
- 1.16%
$125.9 - $170.35 $2.27K - $3.07K
1.54K $261K
WMT
Walmart Inc.

Consumer Defensive
-49
- 1.18%
$66.91 - $81.4 $3.28K - $3.99K
4.12K $332K
XLY
Select Sector Spdr Consumer Di

ETFs
-438
- 5.1%
$170.05 - $200.86 $74.5K - $88K
8.15K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.32%
$191.76 - $263.26 $1.15K - $1.58K
1.89K $494K
VV
Vanguard Large Cap ETF

ETFs
-87
- 0.63%
$236.92 - $263.4 $20.6K - $22.9K
13.6K $3.59M
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 2.45%
$333.64 - $405.2 $28K - $34K
3.35K $1.36M
AAPL
Apple Inc.

Technology
-175
- 0.37%
$207.23 - $234.82 $36.3K - $41.1K
47.7K $11.1M
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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