Atticus Wealth Management, LLC Portfolio Holdings

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025

Atticus Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 197 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 $93.9M, Ishares Russell 1000 Gr ETF with a value of $23M, Hartford Fds Total Return Bd E with a value of $15.4M, Spdr Portfolio S&P 500 Value E with a value of $14.5M, and Apple Inc. with a value of $13M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $343M to 364M.

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

Portfolio value $364 Million
ETFs: $258 Million
Technology: $40.8 Million
Consumer Cyclical: $12.2 Million
Financial Services: $12.2 Million
Consumer Defensive: $11.1 Million
Communication Services: $9.1 Million
Industrials: $5.81 Million
Healthcare: $5.5 Million
Other: $9.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$93.9 Million 25.8% of portfolio
140,927
Q3 2025 Reduced 5.11%
$0
$23 Million 6.31% of portfolio
49,018
Q3 2025 Reduced 9.66%
$0
$15.4 Million 4.24% of portfolio
450,133
Q3 2025 Added 27.59%
$0
$14.5 Million 3.98% of portfolio
262,067
Q3 2025 Reduced 3.82%
$4.3T
$13 Million 3.58% of portfolio
51,206
Q3 2025 Added 2.12%
$0
$10.2 Million 2.81% of portfolio
138,989
Q3 2025 Added 9.77%
$3.78T
$8.55 Million 2.35% of portfolio
16,501
Q3 2025 Added 3.81%
$0
$7.91 Million 2.17% of portfolio
29,747
Q3 2025 Reduced 4.64%
$0
$7.65 Million 2.1% of portfolio
72,866
Q3 2025 Reduced 0.33%
$0
$6.05 Million 1.66% of portfolio
10,071
Q3 2025 Added 2.84%
$130B
$5.3 Million 1.46% of portfolio
14,904
Q3 2025 Added 0.5%
$306B
$4.66 Million 1.28% of portfolio
70,241
Q2 2025 Reduced 2.02%
$0
$4.39 Million 1.21% of portfolio
31,179
Q3 2025 Added 0.95%
$0
$4.22 Million 1.16% of portfolio
108,604
Q2 2025 Added 4.29%
$0
$4.13 Million 1.14% of portfolio
14,664
Q3 2025 Reduced 3.56%
$465B
$4.09 Million 1.12% of portfolio
21,908
Q3 2025 Added 11.75%
$0
$3.44 Million 0.95% of portfolio
32,954
Q3 2025 Reduced 15.87%
$1.65T
$3.43 Million 0.94% of portfolio
14,094
Q3 2025 Reduced 0.27%
$404B
$3.32 Million 0.91% of portfolio
3,591
Q3 2025 Reduced 0.19%
$2.39T
$3.31 Million 0.91% of portfolio
15,073
Q3 2025 Added 4.51%
$0
$3.17 Million 0.87% of portfolio
26,702
Q3 2025 Added 2.82%
$0
$3.16 Million 0.87% of portfolio
17,323
Q3 2025 Added 1.44%
$139B
$3.14 Million 0.86% of portfolio
9,532
Q3 2025 Added 38.69%
$0
$2.88 Million 0.79% of portfolio
65,615
Q1 2025 Reduced 2.37%
$0
$2.81 Million 0.77% of portfolio
25,404
Q3 2025 Added 41.01%
$0
$2.49 Million 0.68% of portfolio
3,331
Q3 2025 Reduced 0.21%
$881B
$2.47 Million 0.68% of portfolio
7,829
Q3 2025 Added 21.32%
$1.29T
$2.37 Million 0.65% of portfolio
5,327
Q3 2025 Added 146.73%
$0
$2.11 Million 0.58% of portfolio
22,612
Q3 2025 Reduced 5.36%
$367B
$2.07 Million 0.57% of portfolio
5,108
Q3 2025 Added 13.59%
$1.37T
$1.89 Million 0.52% of portfolio
2,577
Q3 2025 Added 38.55%
$0
$1.85 Million 0.51% of portfolio
28,420
Q3 2025 Reduced 10.35%
$0
$1.84 Million 0.5% of portfolio
27,190
Q3 2025 Reduced 5.57%
$0
$1.8 Million 0.5% of portfolio
7,522
Q3 2025 Reduced 0.16%
$0
$1.8 Million 0.49% of portfolio
7,424
Q3 2025 Reduced 12.64%
$0
$1.78 Million 0.49% of portfolio
33,281
Q3 2025 Reduced 5.52%
$342B
$1.8 Million 0.49% of portfolio
9,840
Q3 2025 Added 194.61%
$533B
$1.72 Million 0.47% of portfolio
5,030
Q3 2025 Added 10.4%
$24.5B
$1.68 Million 0.46% of portfolio
14,820
Q3 2025 Added 52.99%
$168B
$1.67 Million 0.46% of portfolio
22,168
Q3 2025 Reduced 6.46%
$593B
$1.62 Million 0.44% of portfolio
5,745
Q3 2025 Added 9.08%
$0
$1.5 Million 0.41% of portfolio
7,891
Q3 2025 Added 73.81%
$1.74T
$1.46 Million 0.4% of portfolio
5,985
Q3 2025 Added 16.64%
$0
$1.37 Million 0.38% of portfolio
34,596
Q1 2025 Added 33.32%
$971B
$1.28 Million 0.35% of portfolio
1,676
Q3 2025 Reduced 1.82%
$346B
$1.24 Million 0.34% of portfolio
8,100
Q3 2025 Added 17.51%
$49.1B
$1.19 Million 0.33% of portfolio
989
Q3 2025 Added 10.01%
$0
$1.17 Million 0.32% of portfolio
8,410
Q3 2025 Reduced 2.64%
$0
$1.13 Million 0.31% of portfolio
22,972
Q3 2025 Added 1.27%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $364 Million
  • Prior Value $343 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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