Atticus-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PKST",
  "FLEX",
  "MTCH",
  "MEG",
  "TRU",
  null,
  "TROW",
  "BEP",
  "STRL",
  "HUM",
  "MP",
  "BEPC",
  null,
  "ATR",
  "ARM",
  "SNOW",
  "ACN",
  "KBR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  "MTSI",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "RUSHA",
  null,
  "AXP",
  "JQC",
  null,
  "SCHH",
  "ARHS",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "BDJ",
  "ACLS",
  "ROCK",
  "BTZ",
  "FLNC",
  "HTZ",
  "CCI",
  "LEN-B",
  "CMI",
  null,
  "MSGE",
  "DUK",
  "JRI",
  "D",
  "EFT",
  null,
  "PII",
  "ECG",
  null,
  "FRT",
  null,
  null,
  null,
  "GOGL",
  "CION",
  null,
  null,
  "TSHA",
  "GD",
  "NGNE",
  "AOD",
  "AVK",
  "GIS",
  "BCAT",
  "ECAT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "TE",
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "LEN",
  "ITW",
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HZO",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "TNYA",
  null,
  null,
  "LAC.TO",
  null,
  "BOE",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  "RKDA",
  null,
  null,
  "SLF",
  null,
  "PWR",
  "MRVL",
  "GDO",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  "ETSY",
  "FTV",
  null,
  "GPC",
  "ORLY",
  "PCAR",
  "ZIM",
  "BX",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "ORA",
  "PPG",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SGML",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "AA",
  "LAZR",
  "DTM",
  "VXF",
  "VV",
  null,
  "VOE",
  "OGE",
  "HOMB",
  "SCHW",
  "HUT",
  "PCT",
  "MDU",
  "AB",
  null,
  "VWO",
  "PGNY",
  null,
  "NJR",
  null,
  null,
  null,
  null,
  "VIG",
  "OLPX",
  "RAVE",
  "MMT",
  "TSCO",
  "NXT",
  "IWO",
  "XLB",
  "IWN",
  null,
  "SNY",
  null,
  "TSM",
  null,
  null,
  "CHPT",
  null,
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  null,
  "VRT",
  "HASI",
  "ATO",
  "ALGN",
  "HAL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "SDY",
  "CPAY",
  "WAB",
  "DLTR",
  "WEC",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "AEP",
  null,
  "ES",
  "FTRE",
  "KNF",
  null,
  "PEG",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "CMS",
  "IVE",
  "SIRI",
  "LUV",
  null,
  null,
  "ESGD",
  "AMC",
  null,
  "KD",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  "XEL",
  "WDAY",
  "XYL",
  "ZBRA",
  "SOLV",
  "ADC",
  null,
  "DTE",
  "NXST",
  "ET",
  null,
  "SCHA",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "INFY",
  "NXPI",
  "LH",
  "MGM",
  "EMBC",
  null,
  "TER",
  "SO",
  "TTD",
  "SJM",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "SNAP",
  null,
  "SYY",
  null,
  null,
  "GEV",
  "MELI",
  "ZM",
  "NVT",
  null,
  "SPCE",
  "SPYV",
  "GWW",
  "ESGU",
  "PSA",
  "ALLY",
  "MSGE",
  "KMB",
  "ADP",
  "AXTA",
  "BALL",
  "BAC",
  "BBWI",
  "BDX",
  "BNTX",
  "BILL",
  "BA",
  null,
  "BMY",
  "BF-B",
  "BR",
  "CHRW",
  "AI",
  "CLMT",
  "CG",
  "CARR",
  "CBRE",
  "IGR",
  "CHGG",
  "CVX",
  "LNG",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "CLX",
  "CLNE",
  "CHCO",
  "COKE",
  "KO",
  "CBSH",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "DHR",
  "DDOG",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 513
Total Value: 306133858
Accession Number: 0001085146-25-002231
Form Type: 13F-HR
CIK: atticus-wealth-management
Manager Name: Atticus-Wealth-Management

Data Enrichment

77% identified

395 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

513 positions • $306.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C383

Shares:65.6K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$306.1M)

464287804

IJR|464287804

Shares:23.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$306.1M)

AMAZON COM INC

AMZN|023135106

Shares:12.6K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$306.1M)

464287507

IJH|464287507

Shares:38.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$306.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$306.1M)

45782C573

Shares:56.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.1M)

464287655

IWM|464287655

Shares:10.3K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$306.1M)

464288679

Shares:18.0K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$306.1M)

464287465

EFA|464287465

Shares:22.6K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$306.1M)

45782C540

Shares:47.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$306.1M)

NVIDIA CORP

NVDA|67066G104

Shares:16.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$306.1M)

92204A702

VGT|92204A702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$306.1M)

46434G764

EMXC|46434G764

Shares:28.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$306.1M)

464287234

EEM|464287234

Shares:34.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$306.1M)

81369Y407

Shares:7.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:20.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$306.1M)

VISA INC.

V|92826C839

Shares:3.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.1M)

45782C417

Shares:34.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.1M)

81369Y209

Shares:8.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C383)✕	65.6K	QoQ -2.36% (-1.6K) YoY -2.36% (-1.6K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$306.1M)	QoQ -2.98% (-$80.6K) YoY +5.92% (-$146.5K)
(IJRcusip464287804)	23.0K	QoQ +460580.00% (+23.0K) YoY +16836.76% (+22.9K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$306.1M)	QoQ +417340.55% (+$2.4M) YoY +15920.16% (+$2.4M)
AMAZON COM INC(AMZNcusip023135106)	12.6K	QoQ -3.78% (-495) YoY -9.33% (-1.3K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$306.1M)	QoQ -16.55% (-$475.4K) YoY -4.36% (-$109.4K)
(IJHcusip464287507)	38.0K	QoQ -69.65% (-87.3K) YoY -69.25% (-85.6K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$306.1M)	QoQ -71.58% (-$5.6M) YoY -70.46% (-$5.3M)
Alphabet Inc.(GOOGLcusip02079K305)	14.2K	QoQ -0.39% (-56) YoY -5.57% (-837)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$306.1M)	QoQ -18.63% (-$501.8K) YoY -3.25% (-$73.7K)
(cusip45782C573)✕	56.4K	QoQ 0.00% (-0) YoY -1.73% (-997)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.1M)	QoQ -1.72% (-$36.9K) YoY +2.87% (-$58.7K)
(IWMcusip464287655)	10.3K	QoQ -71.64% (-26.0K) YoY -70.51% (-24.6K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$306.1M)	QoQ -74.40% (-$6.0M) YoY -72.03% (-$5.3M)
(cusip464288679)✕	18.0K	QoQ -13.11% (-2.7K) YoY -79.44% (-69.4K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$306.1M)	QoQ -12.83% (-$292.2K) YoY -79.45% (-$7.7M)
(EFAcusip464287465)	22.6K	QoQ -7.12% (-1.7K) YoY -11.56% (-3.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$306.1M)	QoQ +0.39% (-$7.2K) YoY -9.49% (-$194.0K)
(cusip45782C540)✕	47.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$306.1M)	QoQ -2.13% (-$39.1K) YoY +2.73% (+$47.8K)
NVIDIA CORP(NVDAcusip67066G104)	16.3K	QoQ +0.08% (-14) YoY +1238.48% (+15.1K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$306.1M)	QoQ -19.22% (-$419.8K) YoY +60.59% (+$665.6K)
(VGTcusip92204A702)	3.2K	QoQ -3.37% (-112) YoY -14.69% (-553)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$306.1M)	QoQ -15.69% (-$324.1K) YoY -11.74% (-$231.8K)
(EMXCcusip46434G764)	28.6K	QoQ -24.56% (-9.3K) YoY -16.01% (-5.5K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$306.1M)	QoQ -25.05% (-$526.8K) YoY -19.63% (-$384.9K)
(EEMcusip464287234)	34.5K	QoQ -1.72% (-604) YoY +1.56% (+530)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$306.1M)	QoQ +2.69% (-$39.6K) YoY +8.03% (+$112.1K)
(cusip81369Y407)✕	7.2K	QoQ -10.88% (-885) YoY -35.74% (-4.0K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.1M)	QoQ -21.56% (-$393.3K) YoY -31.00% (-$643.0K)
NEXTERA ENERGY INC(NEEcusip65339F101)	20.1K	QoQ -5.21% (-1.1K) YoY +9.16% (+1.7K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.1M)	QoQ -6.27% (-$95.3K) YoY +21.08% (+$248.1K)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +3.71% (+59) YoY -0.54% (-9)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$306.1M)	QoQ +10.98% (+$134.9K) YoY +5.57% (-$72.0K)
VISA INC.(Vcusip92826C839)	3.8K	QoQ -1.70% (-65) YoY -4.50% (-177)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.1M)	QoQ +8.97% (-$108.4K) YoY +19.89% (-$218.3K)
(cusip45782C417)✕	34.6K	QoQ +33.32% (+8.6K) YoY +33.32% (+8.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.1M)	QoQ +29.77% (+$284.3K) YoY +39.80% (+$352.8K)
(cusip81369Y209)✕	8.5K	QoQ -19.97% (-2.1K) YoY -31.50% (-3.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.1M)	QoQ -15.05% (-$219.0K) YoY -32.29% (-$589.3K)