Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
Atticus Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Million distributed in 531 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 $78.3M, Spdr Portfolio S&P 500 Value E with a value of $20.2M, Ishares Core U.S. Aggregate Bo with a value of $14.5M, Apple Inc. with a value of $11.9M, and Ishares Russell 1000 Gr ETF with a value of $11.6M.
Examining the 13F form we can see an increase of $9.05M in the current position value, from $285M to 294M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
ETFs: $225 Million
Technology: $26.1 Million
Consumer Defensive: $10.1 Million
Consumer Cyclical: $6.42 Million
Financial Services: $5.82 Million
Communication Services: $5.76 Million
Healthcare: $4.99 Million
Industrials: $3.8 Million
Other: $5.27 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 531
- Current Value $294 Million
- Prior Value $285 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks