Atticus Wealth Management, LLC Purchases in Q4 2024

Atticus Wealth Management, LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
50
+ 11.06%
$122.65 - $138.35 $6.13K - $6.92K
502 $63K
GLW
Corning Inc

Technology
49
New
$44.11 - $49.76 $2.16K - $2.44K
49 $2K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.39%
$278.19 - $315.36 $556 - $631
513 $147K
CBSH
Commerce Bancshares Inc

Financial Services
16
+ 4.53%
$57.04 - $74.36 $913 - $1.19K
369 $22K
C
Citigroup Inc

Financial Services
2
+ 0.91%
$61.31 - $72.5 $123 - $145
221 $15K
AI
C3.Ai, Inc.

Technology
75
New
$22.6 - $42.94 $1.7K - $3.22K
75 $2K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.72%
$206.1 - $246.94 $206 - $247
140 $30K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
+ 0.81%
$76.21 - $82.24 $457 - $493
750 $58K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31
+ 1.57%
$91.29 - $91.8 $2.83K - $2.85K
2.01K $183K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.41%
$46.48 - $51.32 $372 - $411
1.97K $94K
MP
Mp Materials Corp.

Basic Materials
85
New
$15.6 - $23.11 $1.33K - $1.96K
85 $1K
DE
Deere & CO

Industrials
1
+ 1.2%
$389.45 - $466.0 $389 - $466
84 $35K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6
New
$238.25 - $261.28 $1.43K - $1.57K
6 $1K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6
+ 0.37%
$41.09 - $45.94 $247 - $276
1.65K $69K
RYLD
Global X Fds Russell 2000 Cove

ETFs
55
+ 2.0%
$15.97 - $16.79 $878 - $923
2.81K $45K
GLD
Spdr Gold Trust

ETFs
68
+ 0.42%
$236.59 - $257.5 $16.1K - $17.5K
16.2K $3.93M
Neos ETF Trust
37
+ 1.11%
N/A
3.38K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
30
+ 1.47%
N/A
2.07K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17
+ 5.04%
$44.33 - $49.55 $754 - $842
354 $15K
Tidal ETF Tr
56
New
N/A
56 $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.39%
$261.5 - $284.63 $262 - $285
257 $67K
BNDX
Vanguard Total International B

ETFs
8
+ 2.61%
$48.91 - $50.61 $391 - $405
314 $15K
Tidal ETF Tr
1K
New
N/A
1K $0
USFR
Wisdomtree Floating Rate Treas

ETFs
8
+ 0.55%
$50.23 - $50.46 $402 - $404
1.47K $73K
Siriusxm Holdings Inc
11
+ 1.0%
N/A
1.11K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
196
+ 200.0%
$27.54 - $83.04 $5.4K - $16.3K
294 $8K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 100.0%
$25.33 - $51.16 $50.7 - $102
4 $0
SGML
Sigma Lithium Corp

Basic Materials
69
New
$10.88 - $14.86 $751 - $1.03K
69 $0
Proshares Tr
3
+ 1.26%
N/A
242 $0
Proshares Tr
5
+ 0.99%
N/A
510 $0
CORP
Pimco Investment Grade Corp Bd

ETFs
0
New
$95.1 - $99.41 $0 - $0
0 $0
Tidal Tr Ii
2
+ 11.11%
N/A
20 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.01%
$71.75 - $75.11 $71.8 - $75.1
100 $7K
Rbb Fd Inc
2.47K
+ 35.16%
N/A
9.5K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.57%
$104.59 - $118.05 $209 - $236
355 $38K
ACLS
Axcelis Technologies Inc

Technology
14
New
$69.18 - $105.1 $969 - $1.47K
14 $0
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
0
New
$8.1 - $9.04 $0 - $0
0 $0
Blackrock Inc
120
New
N/A
120 $0
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$74.37 - $82.32 $74.4 - $82.3
222 $17K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
0
New
$51.33 - $53.74 $0 - $0
0 $0
Everus Constr Group
20
New
N/A
20 $0
Grayscale Bitcoin Mini Tr Et
105
New
N/A
105 $0
INQQ
Exchange Traded Concepts Tr In

ETFs
118
+ 1.19%
$15.6 - $17.3 $1.84K - $2.04K
10.1K $162K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
0
New
$81.68 - $82.93 $0 - $0
0 $0
Innovator Etfs Trust
2.8K
New
N/A
2.8K $0
PNOV
Innovator U.S. Equity Power Bu
1.33K
+ 2.42%
N/A
56.4K $0
PEY
Invesco Exchange Traded Fd Tr

ETFs
0
New
$21.1 - $23.08 $0 - $0
0 $0
Arista Networks Inc
1.91K
New
N/A
1.91K $0
Annaly Capital Management In
48
+ 1.8%
N/A
2.72K $0
Activity Summary
Buys All Purchases 151 New Holdings 31 Increased Positions 120 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 1 Puts 0
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