Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $271 Million
- Q1 2024
Atticus Wealth Management, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $271 Million distributed in 549 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 $72.1M, Spdr Portfolio S&P 500 Value E with a value of $19.2M, Ishares Tr with a value of $9.66M, Ishares S&P 100 ETF with a value of $8.87M, and Apple Inc. with a value of $8.45M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $252M to 271M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 549
- Current Value $271 Million
- Prior Value $252 Million
- Filing
- Period Q1 2024
- Filing Date April 17, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 33 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks