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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6
+ 0.37%
$41.09 - $45.94 $247 - $276
1.65K $69K
DE
Deere & CO

Industrials
1
+ 1.2%
$389.45 - $466.0 $389 - $466
84 $35K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.54%
$233.76 - $261.58 $468 - $523
370 $88K
RYLD
Global X Fds Russell 2000 Cove

ETFs
55
+ 2.0%
$15.97 - $16.79 $878 - $923
2.81K $45K
Proshares Tr
5
+ 0.99%
N/A
510 $0
Rbb Fd Inc
2.47K
+ 35.16%
N/A
9.5K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 100.0%
$25.33 - $51.16 $50.7 - $102
4 $0
USFR
Wisdomtree Floating Rate Treas

ETFs
8
+ 0.55%
$50.23 - $50.46 $402 - $404
1.47K $73K
Proshares Tr
3
+ 1.26%
N/A
242 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
196
+ 200.0%
$27.54 - $83.04 $5.4K - $16.3K
294 $8K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.01%
$71.75 - $75.11 $71.8 - $75.1
100 $7K
GLD
Spdr Gold Trust

ETFs
68
+ 0.42%
$236.59 - $257.5 $16.1K - $17.5K
16.2K $3.93M
BNDX
Vanguard Total International B

ETFs
8
+ 2.61%
$48.91 - $50.61 $391 - $405
314 $15K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17
+ 5.04%
$44.33 - $49.55 $754 - $842
354 $15K
Tidal Tr Ii
2
+ 11.11%
N/A
20 $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.57%
$104.59 - $118.05 $209 - $236
355 $38K
Annaly Capital Management In
48
+ 1.8%
N/A
2.72K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 3.8%
$87.25 - $95.52 $611 - $669
191 $16K
PNOV
Innovator U.S. Equity Power Bu
1.33K
+ 2.42%
N/A
56.4K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 1.02%
$22.39 - $23.45 $22.4 - $23.5
99 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 0.45%
$74.37 - $82.32 $74.4 - $82.3
222 $17K
Neos ETF Trust
37
+ 1.11%
N/A
3.38K $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.39%
$261.5 - $284.63 $262 - $285
257 $67K
SPYI
Shp ETF Tr Neos S&P 500 High I
30
+ 1.47%
N/A
2.07K $0
INQQ
Exchange Traded Concepts Tr In

ETFs
118
+ 1.19%
$15.6 - $17.3 $1.84K - $2.04K
10.1K $162K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
2
+ 0.47%
$11.39 - $14.03 $22.8 - $28.1
424 $4K
IEF
Ishares Barclays

ETFs
1
+ 1.08%
$92.08 - $98.18 $92.1 - $98.2
94 $8K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.42%
$162.69 - $181.35 $488 - $544
720 $118K
UBER
Uber Technologies, Inc

Technology
426
+ 23.63%
$59.93 - $86.34 $25.5K - $36.8K
2.23K $134K
VEU
Vanguard Ftse All World Ex Us

ETFs
17
+ 7.11%
$57.29 - $63.1 $974 - $1.07K
256 $14K
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
25
+ 1.96%
$57.53 - $60.83 $1.44K - $1.52K
1.3K $74K
ABT
Abbott Laboratories

Healthcare
7
+ 0.27%
$111.93 - $119.39 $784 - $836
2.64K $299K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10
+ 0.84%
$47.77 - $51.75 $478 - $518
1.21K $58K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 1.16%
$75.65 - $83.47 $303 - $334
348 $26K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 1.37%
$47.57 - $52.44 $285 - $315
443 $21K
LQD
Ishares Iboxx $ Investment Gra

ETFs
6
+ 1.43%
$106.56 - $113.11 $639 - $679
425 $45K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27
+ 0.72%
$51.54 - $52.55 $1.39K - $1.42K
3.76K $194K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.34%
$134.53 - $150.65 $269 - $301
584 $79K
XLI
Industrial Sector Spdr

ETFs
4
+ 0.61%
$131.76 - $143.99 $527 - $576
664 $87K
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
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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 1.03%
$99.2 - $108.47 $893 - $976
884 $88K
VBR
Vanguard Small Cap Value ETF

ETFs
12
+ 0.45%
$197.36 - $217.3 $2.37K - $2.61K
2.66K $527K
VAW
Vanguard Materials ETF

ETFs
3
+ 0.85%
$186.91 - $215.32 $561 - $646
355 $66K
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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