Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $364 Million
- Q3 2025
Atticus Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $93.9M, Ishares Russell 1000 Gr ETF with a value of $23M, Hartford Fds Total Return Bd E with a value of $15.4M, Spdr Portfolio S&P 500 Value E with a value of $14.5M, and Apple Inc. with a value of $13M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $343M to 364M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
ETFs: $258 Million
Technology: $40.8 Million
Consumer Cyclical: $12.2 Million
Financial Services: $12.2 Million
Consumer Defensive: $11.1 Million
Communication Services: $9.1 Million
Industrials: $5.81 Million
Healthcare: $5.5 Million
Other: $9.06 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 197
- Current Value $364 Million
- Prior Value $343 Million
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 2 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks