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
ITOT
Ishares Core S&P Total U.S. St

ETFs
-155
- 5.87%
$124.26 - $134.12 $19.3K - $20.8K
2.49K $319K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 12.42%
$570.51 - $610.59 $10.8K - $11.6K
134 $78K
CAT
Caterpillar Inc

Industrials
-4
- 1.29%
$360.37 - $416.88 $1.44K - $1.67K
306 $111K
WFC
Wells Fargo & Company

Financial Services
-416
- 28.38%
$54.98 - $77.35 $22.9K - $32.2K
1.05K $73K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-37
- 3.94%
$521.84 - $558.82 $19.3K - $20.7K
902 $486K
FE
Firstenergy Corp

Utilities
-131
- 68.95%
$39.14 - $44.52 $5.13K - $5.83K
59 $2K
CRM
Salesforce, Inc.

Technology
-24
- 64.86%
$270.87 - $367.87 $6.5K - $8.83K
13 $4K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-22
- 3.64%
$67.29 - $73.38 $1.48K - $1.61K
582 $39K
HYG
Ishares Tr

ETFs
-2
- 0.08%
$78.09 - $80.04 $156 - $160
2.58K $202K
VGSH
Vanguard

ETFs
-33
- 1.08%
$58.02 - $58.88 $1.91K - $1.94K
3.01K $175K
XLC
Select Sector Spdr Tr Communic

ETFs
-114
- 8.4%
$89.66 - $102.16 $10.2K - $11.6K
1.24K $120K
AZN
Astrazeneca PLC

Healthcare
-1
- 3.45%
$63.2 - $79.58 $63.2 - $79.6
28 $1K
QCOM
Qualcomm Inc

Technology
-5
- 83.33%
$150.4 - $178.04 $752 - $890
1 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6
- 33.33%
$7.33 - $12.37 $44 - $74.2
12 $0
Lithium Amers Corp New
-200
- 44.94%
N/A
245 $0
Moleculin Biotech Inc
-550
- 16.5%
N/A
2.78K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-304
- 0.08%
N/A
400K $0
Peakstone Realty Trust
-259
- 15.12%
N/A
1.45K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-9
- 3.2%
$241.48 - $274.89 $2.17K - $2.47K
272 $69K
T
At&T Inc.

Communication Services
-71
- 0.84%
$21.22 - $23.88 $1.51K - $1.7K
8.41K $191K
XLF
Financial Sector Spdr

ETFs
-757
- 5.26%
$44.89 - $51.34 $34K - $38.9K
13.6K $658K
DIS
Walt Disney CO

Communication Services
-175
- 9.81%
$92.39 - $117.6 $16.2K - $20.6K
1.61K $179K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-125
- 0.62%
$35.71 - $37.1 $4.46K - $4.64K
19.9K $729K
WMT
Walmart Inc.

Consumer Defensive
-172
- 4.18%
$79.1 - $95.7 $13.6K - $16.5K
3.95K $356K
XLK
Technology Sector Spdr

ETFs
-288
- 1.73%
$220.26 - $241.44 $63.4K - $69.5K
16.4K $3.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
-263
- 3.05%
$116.4 - $138.52 $30.6K - $36.4K
8.35K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
-26
- 0.27%
$94.43 - $105.47 $2.46K - $2.74K
9.59K $973K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 0.55%
$873.59 - $994.69 $16.6K - $18.9K
3.46K $3.17M
VGT
Vanguard Information Technolog

ETFs
-21
- 0.63%
$571.78 - $647.97 $12K - $13.6K
3.32K $2.07M
AVGO
Broadcom Inc.

Technology
-57
- 2.41%
$159.67 - $250.0 $9.1K - $14.3K
2.31K $534K
FTNT
Fortinet, Inc.

Technology
-85
- 1.04%
$76.49 - $99.21 $6.5K - $8.43K
8.06K $761K
NFLX
Netflix Inc

Communication Services
-2
- 0.25%
$687.65 - $936.56 $1.38K - $1.87K
795 $708K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 0.83%
$481.22 - $538.17 $36.6K - $40.9K
9.03K $4.62M
XLY
Select Sector Spdr Consumer Di

ETFs
-23
- 0.28%
$194.8 - $239.43 $4.48K - $5.51K
8.13K $1.82M
GOOGL
Alphabet Inc.

Communication Services
-29
- 0.2%
$161.86 - $196.66 $4.69K - $5.7K
14.2K $2.69M
AAPL
Apple Inc.

Technology
-125
- 0.26%
$221.69 - $259.02 $27.7K - $32.4K
47.5K $11.9M
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
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email