Atticus Wealth Management, LLC Incresed Positions in Q4 2024

Atticus Wealth Management, LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
813
+ 0.61%
$567.81 - $607.81 $462K - $494K
134K $78.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
515
+ 1.82%
$370.24 - $418.94 $191K - $216K
28.9K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
74
+ 0.57%
$180.88 - $232.93 $13.4K - $17.2K
13.1K $2.87M
SPYG
Spdr Portfolio

ETFs
679
+ 1.64%
$81.74 - $91.38 $55.5K - $62K
42K $3.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.55K
+ 2.91%
$61.68 - $67.87 $219K - $241K
125K $7.81M
NVDA
Nvidia Corp

Technology
25
+ 0.15%
$117.0 - $148.88 $2.93K - $3.72K
16.3K $2.18M
V
Visa Inc.

Financial Services
95
+ 2.55%
$273.87 - $320.91 $26K - $30.5K
3.82K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.47K
+ 5.15%
$126.68 - $134.74 $186K - $198K
30K $3.83M
IWM
Ishares Russell 2000 ETF

ETFs
650
+ 1.83%
$216.13 - $242.4 $140K - $158K
36.2K $8.01M
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 2.95%
$205.18 - $250.29 $21.7K - $26.5K
3.7K $887K
ET
Energy Transfer LP

Energy
4.3K
+ 420.33%
$16.05 - $19.86 $69K - $85.4K
5.32K $104K
MA
Mastercard Inc

Financial Services
41
+ 2.93%
$491.3 - $536.15 $20.1K - $22K
1.44K $757K
TTD
Trade Desk, Inc.

Technology
199
+ 4.14%
$108.7 - $139.51 $21.6K - $27.8K
5.01K $588K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
271
+ 18.66%
$47.29 - $84.74 $12.8K - $23K
1.72K $128K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
125
+ 833.33%
$396.64 - $516.74 $49.6K - $64.6K
140 $56K
QUAL
Ishares Msci Usa Quality Facto

ETFs
258
+ 4.36%
$176.42 - $186.91 $45.5K - $48.2K
6.18K $1.1M
PANW
Palo Alto Networks Inc

Technology
1.34K
+ 104.51%
$181.96 - $405.9 $245K - $546K
2.63K $478K
VRT
Vertiv Holdings CO

Industrials
439
+ 43.77%
N/A
1.44K $124K
PLTR
Palantir Technologies Inc.

Technology
116
+ 14.85%
$36.46 - $82.38 $4.23K - $9.56K
897 $67K
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 14.16%
$471.27 - $550.62 $23.6K - $27.5K
403 $210K
CRWD
Crowd Strike Holdings, Inc.

Technology
57
+ 19.66%
$275.15 - $388.2 $15.7K - $22.1K
347 $118K
VXF
Vanguard Extended Market ETF

ETFs
22
+ 0.57%
$179.17 - $207.15 $3.94K - $4.56K
3.86K $733K
META
Meta Platforms, Inc.

Communication Services
13
+ 0.96%
$554.08 - $632.68 $7.2K - $8.22K
1.37K $808K
INTU
Intuit Inc

Technology
39
+ 7.46%
$602.01 - $706.25 $23.5K - $27.5K
562 $353K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
313
+ 23.5%
$77.86 - $79.27 $24.4K - $24.8K
1.65K $128K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
724
+ 23.45%
$44.04 - $49.49 $31.9K - $35.8K
3.81K $167K
PM
Philip Morris International Inc.

Consumer Defensive
152
+ 34.39%
$118.38 - $133.06 $18K - $20.2K
594 $71K
SO
Southern CO

Utilities
250
+ 50.0%
$81.5 - $94.15 $20.4K - $23.5K
750 $61K
OEF
Ishares S&P 100 ETF

ETFs
40
+ 0.12%
N/A
33.4K $8.9M
AB
Alliancebernstein Holding L.P.

Financial Services
35
+ 0.87%
$34.59 - $38.68 $1.21K - $1.35K
4.05K $150K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
17.2K
+ 56.27%
$1.23 - $3.78 $21.2K - $65K
47.8K $68K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.69K
+ 218.07%
$22.4 - $68.28 $82.7K - $252K
5.39K $124K
DFS
Discover Financial Services

Financial Services
1
+ 0.39%
$136.3 - $182.67 $136 - $183
258 $44K
PYPL
Pay Pal Holdings, Inc.

Financial Services
50
+ 38.76%
$77.25 - $91.3 $3.86K - $4.57K
179 $15K
KBR
Kbr, Inc.

Industrials
150
+ 30.0%
$55.19 - $72.02 $8.28K - $10.8K
650 $37K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.1%
$51.92 - $59.94 $51.9 - $59.9
1.01K $56K
HAL
Halliburton CO

Energy
100
+ 100.0%
$25.77 - $31.99 $2.58K - $3.2K
200 $5K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.34%
$113.29 - $121.45 $340 - $364
881 $102K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.58%
$49.06 - $57.74 $392 - $462
1.38K $72K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.17%
$52.45 - $60.02 $52.5 - $60
604 $35K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
121
+ 30.25%
$9.71 - $15.34 $1.17K - $1.86K
521 $6K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.39%
$278.19 - $315.36 $556 - $631
513 $147K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.41%
$46.48 - $51.32 $372 - $411
1.97K $94K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
+ 0.81%
$76.21 - $82.24 $457 - $493
750 $58K
C
Citigroup Inc

Financial Services
2
+ 0.91%
$61.31 - $72.5 $123 - $145
221 $15K
UPS
United Parcel Service Inc

Industrials
50
+ 11.06%
$122.65 - $138.35 $6.13K - $6.92K
502 $63K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.72%
$206.1 - $246.94 $206 - $247
140 $30K
CBSH
Commerce Bancshares Inc

Financial Services
16
+ 4.53%
$57.04 - $74.36 $913 - $1.19K
369 $22K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31
+ 1.57%
$91.29 - $91.8 $2.83K - $2.85K
2.01K $183K
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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