Atticus Wealth Management, LLC Portfolio Holdings

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

Atticus Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Million distributed in 514 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 $78.2M, Ishares Russell 1000 Gr ETF with a value of $17.1M, Spdr Portfolio S&P 500 Value E with a value of $13.8M, Hartford Fds Total Return Bd E with a value of $11.5M, and Apple Inc. with a value of $10.4M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $294M to 281M.

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

Portfolio value $281 Million
ETFs: $217 Million
Technology: $22.7 Million
Consumer Defensive: $10.8 Million
Financial Services: $5.97 Million
Consumer Cyclical: $5.79 Million
Healthcare: $5.01 Million
Communication Services: $4.96 Million
Industrials: $3.61 Million
Other: $5.16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.2 Million 27.88% of portfolio
139,798
Q1 2025 Added 4.59%
$0
$17.1 Million 6.1% of portfolio
47,410
Q1 2025 Added 64.33%
$0
$13.8 Million 4.92% of portfolio
270,008
Q1 2025 Reduced 31.78%
$0
$11.5 Million 4.11% of portfolio
340,154
Q1 2025 Added 82.87%
$0
$8.11 Million 2.89% of portfolio
30,495
Q1 2025 Reduced 8.81%
$0
$7.82 Million 2.79% of portfolio
104,698
Q1 2025 Added 1,308,625.0%
$0
$6.03 Million 2.15% of portfolio
65,874
Q1 2025 New
$106B
$4.53 Million 1.61% of portfolio
15,712
Q1 2025 Reduced 3.27%
$0
$4.23 Million 1.51% of portfolio
9,029
Q4 2024 Reduced 0.83%
$0
$3.84 Million 1.37% of portfolio
29,765
Q1 2025 Reduced 0.82%
$0
$3.73 Million 1.33% of portfolio
104,134
Q1 2025 Reduced 1.36%
$0
$3.24 Million 1.16% of portfolio
40,370
Q1 2025 Reduced 3.98%
$0
$3.18 Million 1.13% of portfolio
15,416
Q1 2025 Reduced 5.87%
$0
$3.18 Million 1.13% of portfolio
12,363
Q1 2025 Reduced 5.48%
$0
$3.12 Million 1.11% of portfolio
17,103
Q1 2025 Added 1.08%
$0
$2.62 Million 0.93% of portfolio
65,615
Q1 2025 Reduced 2.37%
$0
$2.22 Million 0.79% of portfolio
38,020
Q1 2025 Reduced 69.66%
$0
$2.05 Million 0.73% of portfolio
10,274
Q1 2025 Reduced 71.65%
$0
$1.98 Million 0.71% of portfolio
17,963
Q1 2025 Reduced 13.11%
$0
$1.85 Million 0.66% of portfolio
22,627
Q1 2025 Reduced 7.13%
$0
$1.74 Million 0.62% of portfolio
3,210
Q1 2025 Reduced 3.37%
$0
$1.58 Million 0.56% of portfolio
28,606
Q1 2025 Reduced 24.56%
$0
$1.51 Million 0.54% of portfolio
34,465
Q1 2025 Reduced 1.72%
$0
$1.43 Million 0.51% of portfolio
7,246
Q1 2025 Reduced 10.88%
$0
$1.24 Million 0.44% of portfolio
34,596
Q1 2025 Added 33.32%
$0
$1.24 Million 0.44% of portfolio
8,459
Q1 2025 Reduced 19.97%
$0
$1.16 Million 0.41% of portfolio
34,977
Q1 2025 Added 6.65%
$0
$891,000 0.32% of portfolio
5,160
Q1 2025 Reduced 4.9%
$0
$885,000 0.32% of portfolio
17,210
Q1 2025 Added 435.14%
$0
$889,000 0.32% of portfolio
7,570
Q1 2025 Reduced 9.36%
$0
$901,000 0.32% of portfolio
20,360
Q1 2025 New
$0
$856,000 0.31% of portfolio
9,224
Q1 2025 Reduced 3.83%
$0
$813,000 0.29% of portfolio
6,273
Q1 2025 Reduced 4.62%
$0
$771,000 0.27% of portfolio
19,190
Q4 2024 Reduced 26.73%
$0
$739,000 0.26% of portfolio
21,778
Q4 2023 Reduced 47.81%
$0
$709,000 0.25% of portfolio
19,888
Q4 2024 Reduced 0.62%
$0
$703,000 0.25% of portfolio
5,185
Q3 2024 Added 0.56%
$0
$696,000 0.25% of portfolio
7,044
Q1 2025 Reduced 95.31%
$0
$714,000 0.25% of portfolio
19,636
Q1 2025 New
$0
$673,000 0.24% of portfolio
13,515
Q1 2025 Reduced 0.81%
$0
$667,000 0.24% of portfolio
3,875
Q1 2025 Added 0.34%
$0
$553,000 0.2% of portfolio
13,348
Q4 2023 Added 35.22%
$0
$520,000 0.19% of portfolio
2,768
Q1 2025 Reduced 7.83%
$0
$494,000 0.18% of portfolio
9,776
Q1 2025 Added 0.05%
$0
$464,000 0.17% of portfolio
903
Q1 2025 Added 0.11%
$0
$466,000 0.17% of portfolio
3,702
Q1 2025 Reduced 1.73%
$0
$459,000 0.16% of portfolio
2,464
Q1 2025 Reduced 7.47%
$0
$339,000 0.12% of portfolio
5,789
Q1 2025 Added 92.33%
$0
$329,000 0.12% of portfolio
8,909
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $281 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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