Atticus Wealth Management, LLC Reduced Holdings in Q4 2024

Atticus Wealth Management, LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
-168K
- 47.52%
$33.33 - $35.01 $5.61M - $5.9M
186K $6.2M
KO
Coca Cola CO

Consumer Defensive
-3.49K
- 4.46%
$61.74 - $71.71 $215K - $250K
74.8K $4.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.07K
- 0.27%
$51.09 - $55.27 $54.7K - $59.1K
396K $20.2M
JNJ
Johnson & Johnson

Healthcare
-1.6K
- 27.56%
$143.34 - $165.86 $229K - $265K
4.2K $607K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-7K
- 26.73%
$40.12 - $41.68 $281K - $292K
19.2K $790K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.13K
- 15.76%
$32.65 - $33.68 $200K - $207K
32.8K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-589
- 19.87%
$288.47 - $316.54 $170K - $186K
2.38K $688K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-8K
- 7.04%
$35.07 - $36.08 $281K - $289K
106K $3.79M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-11.2K
- 74.3%
$17.65 - $18.18 $197K - $203K
3.86K $68K
LLY
Eli Lilly & CO

Healthcare
-24
- 1.49%
$727.2 - $932.06 $17.5K - $22.4K
1.59K $1.23M
SHV
Ishares Tr

ETFs
-1.42K
- 6.42%
$109.92 - $110.57 $156K - $157K
20.7K $2.28M
NVO
Novo Nordisk A S

Healthcare
-919
- 49.28%
$85.0 - $120.04 $78.1K - $110K
946 $81K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.87K
- 16.09%
$50.37 - $50.6 $94.4K - $94.8K
9.77K $492K
VDE
Vanguard Energy ETF

ETFs
-716
- 9.82%
$116.67 - $136.78 $83.5K - $97.9K
6.58K $797K
ELV
Elevance Health, Inc.

Healthcare
-109
- 31.23%
$365.96 - $514.62 $39.9K - $56.1K
240 $88K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 5.42%
$485.52 - $625.25 $20.9K - $26.9K
751 $379K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-10.2K
- 52.06%
$4.81 - $6.44 $49.1K - $65.8K
9.41K $45K
AMT
American Tower Corp

Real Estate
-249
- 34.25%
$179.4 - $232.01 $44.7K - $57.8K
478 $87K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 1.85%
$385.02 - $431.37 $23.9K - $26.7K
3.28K $1.28M
XYL
Xylem Inc.

Industrials
-300
- 13.79%
$116.02 - $137.45 $34.8K - $41.2K
1.88K $217K
O
Realty Income Corp

Real Estate
-440
- 9.69%
$51.76 - $64.71 $22.8K - $28.5K
4.1K $219K
PEP
Pepsico Inc

Consumer Defensive
-305
- 25.04%
$151.29 - $176.1 $46.1K - $53.7K
913 $138K
VV
Vanguard Large Cap ETF

ETFs
-568
- 4.16%
$260.27 - $280.65 $148K - $159K
13.1K $3.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-80
- 40.0%
$501.29 - $612.85 $40.1K - $49K
120 $62K
VTI
Vanguard Total Stock Market Et

ETFs
-214
- 93.86%
$280.04 - $302.45 $59.9K - $64.7K
14 $4K
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.1%
$96.31 - $114.76 $385 - $459
4.04K $401K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.08K
- 10.55%
$31.23 - $33.51 $33.8K - $36.3K
9.18K $288K
IBM
International Business Machines Corp

Technology
-229
- 33.63%
$204.9 - $238.04 $46.9K - $54.5K
452 $99K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-861
- 11.61%
$42.79 - $44.9 $36.8K - $38.7K
6.55K $281K
ADBE
Adobe Inc.

Technology
-12
- 1.97%
$437.39 - $552.96 $5.25K - $6.64K
597 $265K
XLU
Utilities Sector Spdr

ETFs
-375
- 10.58%
$74.89 - $82.93 $28.1K - $31.1K
3.17K $239K
XLE
Energy Sector Spdr

ETFs
-485
- 40.82%
$83.32 - $97.27 $40.4K - $47.2K
703 $60K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-55
- 0.57%
$40.06 - $45.21 $2.2K - $2.49K
9.51K $386K
VZ
Verizon Communications Inc

Communication Services
-548
- 14.35%
$39.6 - $45.21 $21.7K - $24.8K
3.27K $130K
MPW
Medical Properties Trust Inc

Real Estate
-3.55K
- 26.37%
$3.72 - $5.77 $13.2K - $20.5K
9.91K $39K
VIG
Vanguard Dividend Appreciation

ETFs
-212
- 1.24%
N/A
16.9K $3.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
-108
- 3.47%
$183.23 - $199.79 $19.8K - $21.6K
3K $555K
PEG
Public Service Enterprise Group Inc

Utilities
-74
- 1.67%
$81.87 - $94.51 $6.06K - $6.99K
4.35K $367K
CBAT
Cbak Energy Technology, Inc.

Industrials
-7.35K
- 13.36%
$0.78 - $1.23 $5.73K - $9.04K
47.7K $44K
STRL
Sterling Construction CO Inc

Industrials
-200
- 40.0%
$142.94 - $199.03 $28.6K - $39.8K
300 $50K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-175
- 23.74%
$79.93 - $88.06 $14K - $15.4K
562 $44K
MCO
Moodys Corp

Financial Services
-40
- 34.78%
$454.04 - $500.88 $18.2K - $20K
75 $35K
VPU
Vanguard Utilities ETF

ETFs
-55
- 7.05%
$160.52 - $179.11 $8.83K - $9.85K
725 $118K
FLNC
Fluence Energy, Inc.

Utilities
-600
- 59.23%
$15.0 - $23.5 $9K - $14.1K
413 $6K
WDAY
Workday, Inc.

Technology
-65
- 98.48%
$233.85 - $279.91 $15.2K - $18.2K
1 $0
VHT
Vanguard Health Care ETF

ETFs
-12
- 2.7%
$250.81 - $283.3 $3.01K - $3.4K
433 $109K
CMCSA
Comcast Corp

Communication Services
-168
- 8.53%
$37.39 - $45.14 $6.28K - $7.58K
1.8K $67K
XLP
Consumer Staples Sector Spdr

ETFs
-180
- 21.92%
N/A
641 $48K
VOE
Vanguard Mid Cap Value Index F

ETFs
-39
- 2.87%
$160.89 - $176.18 $6.27K - $6.87K
1.32K $213K
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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