Atticus Wealth Management, LLC Portfolio Holdings
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
Atticus Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $285 Million distributed in 522 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 $76.2M, Spdr Portfolio S&P 500 Value E with a value of $21M, Hartford Fds Total Return Bd E with a value of $12.4M, Apple Inc. with a value of $11.1M, and Ishares Russell 1000 Gr ETF with a value of $10.6M.
Examining the 13F form we can see an increase of $18M in the current position value, from $267M to 285M.
Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
ETFs: $216 Million
Technology: $25.3 Million
Consumer Defensive: $11.1 Million
Healthcare: $6.08 Million
Consumer Cyclical: $6.05 Million
Financial Services: $5.56 Million
Communication Services: $5.18 Million
Industrials: $3.95 Million
Other: $5.83 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 522
- Current Value $285 Million
- Prior Value $267 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 31 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks