Atticus Wealth Management, LLC Portfolio Holdings

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025

Atticus Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $343 Million distributed in 679 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $91.8M, Ishares Russell 1000 Gr ETF with a value of $22.9M, Spdr Portfolio S&P 500 Value E with a value of $14.3M, Hartford Fds Total Return Bd E with a value of $11.9M, and Apple Inc. with a value of $10.3M.

Examining the 13F form we can see an increase of $62.1M in the current position value, from $281M to 343M.

Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
ETFs: $249 Million
Technology: $33.3 Million
Consumer Defensive: $11.8 Million
Financial Services: $11 Million
Consumer Cyclical: $9.07 Million
Communication Services: $7.23 Million
Healthcare: $6.29 Million
Industrials: $5.83 Million
Other: $8.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$10.3 Million 3.0% of portfolio
50,141
Q2 2025 Added 7.3%
$3.8T
$7.91 Million 2.31% of portfolio
15,895
Q2 2025 Added 6.24%
$290B
$4.97 Million 1.45% of portfolio
70,241
Q2 2025 Reduced 2.02%
$426B
$3.56 Million 1.04% of portfolio
3,598
Q2 2025 Added 1.15%
$2.36T
$3.16 Million 0.92% of portfolio
14,422
Q2 2025 Added 14.54%
$424B
$3.1 Million 0.9% of portfolio
19,605
Q2 2025 Added 20.45%
$1.5T
$2.49 Million 0.73% of portfolio
14,132
Q2 2025 Reduced 0.28%
$914B
$1.87 Million 0.55% of portfolio
6,453
Q2 2025 Added 65.38%
$140B
$1.89 Million 0.55% of portfolio
6,873
Q2 2025 Added 142.61%
$427B
$1.65 Million 0.48% of portfolio
4,497
Q2 2025 Added 36.85%
$138B
$1.65 Million 0.48% of portfolio
23,698
Q2 2025 Added 17.9%
$566B
$1.62 Million 0.47% of portfolio
4,556
Q2 2025 Added 21.4%
$1.75T
$1.37 Million 0.4% of portfolio
1,860
Q2 2025 Added 30.62%
$722B
$1.33 Million 0.39% of portfolio
1,707
Q2 2025 Added 3.52%
$547B
$1.2 Million 0.35% of portfolio
899
Q2 2025 Reduced 3.02%
$813B
$1.15 Million 0.34% of portfolio
5,267
Q2 2025 Added 242.9%
$571B
$927,000 0.27% of portfolio
1,651
Q2 2025 Added 18.1%
$1.52T
$910,000 0.27% of portfolio
5,131
Q2 2025 Added 22.87%
$63.3B
$841,000 0.25% of portfolio
7,955
Q1 2025 Reduced 1.24%
$26.6B
$850,000 0.25% of portfolio
9,687
Q2 2025 New
$224B
$804,000 0.23% of portfolio
2,752
Q2 2025 Added 2.38%
$40.1B
$734,000 0.21% of portfolio
8,727
Q2 2025 Added 100.53%
$153B
$716,000 0.21% of portfolio
3,916
Q2 2025 Added 29.58%
$1.34T
$685,000 0.2% of portfolio
2,159
Q2 2025 Added 24.94%
$390B
$686,000 0.2% of portfolio
3,698
Q2 2025 Reduced 1.12%
$60.2B
$672,000 0.2% of portfolio
15,634
Q2 2024 Reduced 0.95%
$480B
$643,000 0.19% of portfolio
5,972
Q2 2025 Added 96.51%
$60.8B
$645,000 0.19% of portfolio
3,154
Q2 2025 Added 7.61%
$313B
$634,000 0.19% of portfolio
4,428
Q2 2025 Added 1.28%
$283B
$586,000 0.17% of portfolio
6,002
Q2 2025 Added 52.14%
$267B
$580,000 0.17% of portfolio
4,122
Q2 2025 Added 384.94%
$187B
$578,000 0.17% of portfolio
735
Q2 2025 Added 4.7%
$463B
$551,000 0.16% of portfolio
3,612
Q2 2025 Reduced 5.45%
$153B
$559,000 0.16% of portfolio
1,030
Q2 2025 Added 96.19%
$88.8B
$524,000 0.15% of portfolio
1,049
Q2 2025 Added 2.84%
$278B
$508,000 0.15% of portfolio
7,334
Q2 2025 Added 1,112.23%
$206B
$486,000 0.14% of portfolio
6,140
Q2 2025 Added 51.87%
$235B
$477,000 0.14% of portfolio
3,511
Q2 2025 Added 32.44%
$30.8B
$471,000 0.14% of portfolio
2,720
Q2 2025 New
$58.1B
$448,000 0.13% of portfolio
1,370
Q2 2025 Added 8.47%
$331B
$455,000 0.13% of portfolio
3,340
Q2 2025 Added 208.97%
$271B
$439,000 0.13% of portfolio
621
Q2 2025 Added 63.42%
$12.3B
$407,000 0.12% of portfolio
10,600
Q2 2025 New
$186B
$408,000 0.12% of portfolio
9,448
Q2 2025 Added 3,399.26%
$168B
$424,000 0.12% of portfolio
1,098
Q2 2025 Added 12.73%
$127B
$423,000 0.12% of portfolio
1,781
Q2 2025 Added 241.84%
$126B
$374,000 0.11% of portfolio
4,295
Q2 2025 Added 4,672.22%
$143B
$386,000 0.11% of portfolio
10,824
Q2 2025 Added 501.0%
$49.9B
$373,000 0.11% of portfolio
1,274
Q2 2025 Added 11.75%

Summary

  • Portfolio
  • No. of Stocks 679
  • Current Value $343 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 187 stocks
  • Additional Purchases 218 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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