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
Luminar Technologies Inc
2
New
N/A
2 $0
Arcadia Biosciences Inc
272
New
N/A
272 $0
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 3.8%
$87.25 - $95.52 $611 - $669
191 $16K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 1.02%
$22.39 - $23.45 $22.4 - $23.5
99 $2K
Lam Research Corp
1.16K
New
N/A
1.16K $0
Grayscale Ethereum Mini Tr E
49
New
N/A
49 $0
Brookfield Renewable Corp
414
New
N/A
414 $0
ABT
Abbott Laboratories

Healthcare
7
+ 0.27%
$111.93 - $119.39 $784 - $836
2.64K $299K
VEU
Vanguard Ftse All World Ex Us

ETFs
17
+ 7.11%
$57.29 - $63.1 $974 - $1.07K
256 $14K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
2
+ 0.47%
$11.39 - $14.03 $22.8 - $28.1
424 $4K
JEPI
J P Morgan Exchange Traded Fd

ETFs
25
+ 1.96%
$57.53 - $60.83 $1.44K - $1.52K
1.3K $74K
UBER
Uber Technologies, Inc

Technology
426
+ 23.63%
$59.93 - $86.34 $25.5K - $36.8K
2.23K $134K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1
+ 0.99%
$170.76 - $191.9 $171 - $192
102 $17K
PFE
Pfizer Inc

Healthcare
3
+ 0.66%
$24.8 - $30.19 $74.4 - $90.6
458 $12K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.42%
$162.69 - $181.35 $488 - $544
720 $118K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 1.37%
$47.57 - $52.44 $285 - $315
443 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 1.16%
$75.65 - $83.47 $303 - $334
348 $26K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10
+ 0.84%
$47.77 - $51.75 $478 - $518
1.21K $58K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.34%
$134.53 - $150.65 $269 - $301
584 $79K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27
+ 0.72%
$51.54 - $52.55 $1.39K - $1.42K
3.76K $194K
XLI
Industrial Sector Spdr

ETFs
4
+ 0.61%
$131.76 - $143.99 $527 - $576
664 $87K
LQD
Ishares Iboxx $ Investment Gra

ETFs
6
+ 1.43%
$106.56 - $113.11 $639 - $679
425 $45K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.56%
$62.78 - $74.62 $126 - $149
361 $23K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.6%
$83.8 - $97.58 $168 - $195
335 $28K
TSCO
Tractor Supply CO

Consumer Cyclical
3.26K
+ 437.58%
$52.59 - $303.74 $171K - $990K
4.01K $212K
VBR
Vanguard Small Cap Value ETF

ETFs
12
+ 0.45%
$197.36 - $217.3 $2.37K - $2.61K
2.66K $527K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 1.03%
$99.2 - $108.47 $893 - $976
884 $88K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.24%
$174.22 - $187.62 $697 - $750
1.65K $289K
EWJ
Ishares Msci Japan ETF

ETFs
21
+ 1.44%
$66.18 - $71.84 $1.39K - $1.51K
1.48K $99K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.09%
$285.5 - $335.62 $286 - $336
1.15K $332K
VAW
Vanguard Materials ETF

ETFs
3
+ 0.85%
$186.91 - $215.32 $561 - $646
355 $66K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.26%
$130.37 - $146.09 $261 - $292
777 $101K
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.32%
$128.08 - $140.32 $1.54K - $1.68K
3.77K $487K
GOGL
Golden Ocean Group LTD

Industrials
85
+ 3.39%
$8.62 - $13.16 $733 - $1.12K
2.59K $23K
AMD
Advanced Micro Devices Inc

Technology
4
+ 1.16%
$118.88 - $172.8 $476 - $691
349 $42K
EPI
Wisdomtree Tr India Earnings F

ETFs
43
+ 1.22%
$45.09 - $50.08 $1.94K - $2.15K
3.56K $161K
INDA
Ishares Msci India Index Fund

ETFs
53
+ 1.68%
$52.64 - $58.16 $2.79K - $3.08K
3.22K $169K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
272
+ 1.14%
$11.42 - $12.5 $3.11K - $3.4K
24.1K $277K
ENPH
Enphase Energy, Inc.

Technology
23
+ 4.94%
$59.52 - $111.18 $1.37K - $2.56K
489 $33K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
31
+ 1.16%
$26.39 - $35.74 $818 - $1.11K
2.7K $72K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
54
+ 1.49%
$70.63 - $78.23 $3.81K - $4.22K
3.67K $260K
PSA
Public Storage

Real Estate
74
+ 9.97%
$289.33 - $360.21 $21.4K - $26.7K
816 $244K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.06%
$161.05 - $179.7 $483 - $539
5.08K $851K
VTV
Vanguard Value ETF

ETFs
2
+ 0.04%
$168.32 - $181.87 $337 - $364
5.43K $918K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.08%
$164.99 - $203.87 $495 - $612
3.78K $671K
EEM
Ishares Msci Emerging Markets

ETFs
530
+ 1.53%
$41.82 - $47.36 $22.2K - $25.1K
35.1K $1.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
742
+ 3.14%
$75.1 - $82.99 $55.7K - $61.6K
24.4K $1.84M
MSFT
Microsoft Corp

Technology
4
+ 0.03%
$406.35 - $454.46 $1.63K - $1.82K
15.8K $6.66M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
893
+ 2.41%
$55.45 - $61.08 $49.5K - $54.5K
37.9K $2.1M
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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