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 Market Cap. of Under $50 Millions
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