Atticus Wealth Management, LLC Incresed Positions in Q1 2025

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
105K
+ 1308625.0%
$68.32 - $75.06 $7.15M - $7.86M
105K $7.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
18.6K
+ 64.33%
$360.07 - $417.26 $6.68M - $7.74M
47.4K $17.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
154K
+ 82.87%
$33.03 - $34.09 $5.09M - $5.25M
340K $11.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23K
+ 460580.0%
$102.49 - $119.96 $2.36M - $2.76M
23K $2.41M
INDA
Ishares Msci India Index Fund

ETFs
14K
+ 435.14%
$47.8 - $53.4 $669K - $747K
17.2K $885K
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.65K
+ 33.32%
$35.54 - $37.44 $307K - $324K
34.6K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 2.89%
$890.62 - $1076.86 $89.1K - $108K
3.56K $3.36M
VGSH
Vanguard

ETFs
2.78K
+ 92.33%
$58.07 - $58.69 $161K - $163K
5.79K $339K
NFLX
Netflix Inc

Communication Services
132
+ 16.6%
$828.4 - $1058.6 $109K - $140K
927 $864K
MCD
Mcdonalds Corp

Consumer Cyclical
313
+ 13.18%
$279.74 - $321.29 $87.6K - $101K
2.69K $839K
LLY
Eli Lilly & CO

Healthcare
59
+ 3.71%
$725.72 - $929.72 $42.8K - $54.9K
1.65K $1.36M
ADBE
Adobe Inc.

Technology
377
+ 63.15%
$377.84 - $464.11 $142K - $175K
974 $373K
PSA
Public Storage

Real Estate
324
+ 39.71%
$288.99 - $313.98 $93.6K - $102K
1.14K $341K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.18K
+ 6.65%
$32.5 - $33.3 $70.9K - $72.6K
35K $1.16M
INTU
Intuit Inc

Technology
140
+ 24.91%
$555.63 - $630.23 $77.8K - $88.2K
702 $431K
JPM
Jpmorgan Chase & CO

Financial Services
200
+ 5.4%
$225.19 - $279.95 $45K - $56K
3.9K $957K
TSCO
Tractor Supply CO

Consumer Cyclical
858
+ 21.42%
$51.66 - $57.94 $44.3K - $49.7K
4.86K $267K
ABT
Abbott Laboratories

Healthcare
7
+ 0.26%
$111.1 - $140.22 $778 - $982
2.65K $351K
ISRG
Intuitive Surgical Inc

Healthcare
122
+ 30.27%
$476.63 - $610.45 $58.1K - $74.5K
525 $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
122
+ 35.16%
$308.86 - $455.36 $37.7K - $55.6K
469 $165K
VRT
Vertiv Holdings CO

Industrials
407
+ 28.22%
N/A
1.85K $160K
VPU
Vanguard Utilities ETF

ETFs
176
+ 24.28%
$161.24 - $173.33 $28.4K - $30.5K
901 $153K
WM
Waste Management Inc

Industrials
126
+ 116.67%
$200.54 - $233.78 $25.3K - $29.5K
234 $54K
VIG
Vanguard Dividend Appreciation

ETFs
182
+ 1.08%
N/A
17.1K $3.12M
XLP
Consumer Staples Sector Spdr

ETFs
389
+ 60.69%
N/A
1.03K $78K
LHX
L3 Harris Technologies, Inc.

Industrials
125
+ 26.6%
$194.65 - $222.86 $24.3K - $27.9K
595 $124K
PLTR
Palantir Technologies Inc.

Technology
184
+ 20.51%
$64.98 - $124.62 $12K - $22.9K
1.08K $91K
PANW
Palo Alto Networks Inc

Technology
301
+ 11.44%
$167.82 - $208.28 $50.5K - $62.7K
2.93K $500K
META
Meta Platforms, Inc.

Communication Services
54
+ 3.94%
$576.36 - $736.67 $31.1K - $39.8K
1.42K $820K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
90
+ 15.46%
$67.08 - $76.14 $6.04K - $6.85K
672 $49K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.26%
$124.46 - $147.4 $249 - $295
779 $110K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
42
+ 1.56%
$26.47 - $29.92 $1.11K - $1.26K
2.74K $80K
XYL
Xylem Inc.

Industrials
1
+ 0.05%
$114.02 - $132.04 $114 - $132
1.88K $224K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.09%
$283.24 - $338.07 $283 - $338
1.15K $337K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.1%
$53.9 - $63.11 $53.9 - $63.1
1.01K $61K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.23%
$254.06 - $273.83 $254 - $274
434 $114K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
37
+ 1.84%
$91.45 - $91.75 $3.38K - $3.39K
2.05K $187K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10
+ 0.83%
$47.08 - $50.67 $471 - $507
1.22K $61K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5
+ 0.05%
$50.39 - $50.66 $252 - $253
9.78K $494K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.17%
$58.74 - $64.87 $58.7 - $64.9
605 $37K
GLW
Corning Inc

Technology
47
+ 95.92%
$44.91 - $54.25 $2.11K - $2.55K
96 $4K
ORA
Ormat Technologies, Inc.

Utilities
1
+ 0.44%
$62.47 - $72.93 $62.5 - $72.9
227 $16K
VAW
Vanguard Materials ETF

ETFs
2
+ 0.56%
$185.71 - $202.46 $371 - $405
357 $67K
VEU
Vanguard Ftse All World Ex Us

ETFs
4
+ 1.56%
$56.51 - $62.98 $226 - $252
260 $15K
EVX
Vaneck ETF Tr Environmental Se

ETFs
407
+ 399.02%
$33.9 - $179.35 $13.8K - $73K
509 $18K
JEPI
J P Morgan Exchange Traded Fd

ETFs
24
+ 1.84%
$56.17 - $59.71 $1.35K - $1.43K
1.33K $75K
LUV
Southwest Airlines CO

Industrials
2
+ 0.6%
$28.18 - $34.84 $56.4 - $69.7
334 $11K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.23%
N/A
442 $0
Siriusxm Holdings Inc
12
+ 1.08%
N/A
1.13K $0
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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