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 • $306,133.858K total value

513 positions

Manager:

SEC FilingSEC DataHachi Filing

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ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:17

Value:$2.7K

MARINEMAX INC

HZO|567908108

Shares:125

Value:$2.7K

Prologis, Inc.

PLD|74340W103

Shares:20

Value:$2.2K

Solventum Corp

SOLV|83444M101

Shares:29

Value:$2.2K

BALL Corp

BALL|058498106

Shares:41

Value:$2.1K

Fortrea Holdings Inc.

FTRE|34965K107

Shares:276

Value:$2.1K

MP Materials Corp. / DE

MP|553368101

Shares:85

Value:$2.1K

886364199

Shares:56

Value:$2.0K

Fluence Energy, Inc.

FLNC|34379V103

Shares:413

Value:$2.0K

Match Group, Inc.

MTCH|57667L107

Shares:62

Value:$1.9K

MongoDB, Inc.

MDB|60937P106

Shares:11

Value:$1.9K

Kenvue Inc.

KVUE|49177J102

Shares:80

Value:$1.9K

808524847

SCHH|808524847

Shares:86

Value:$1.8K

Knife River Corp

KNF|498894104

Shares:20

Value:$1.8K

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:2.8K

Value:$1.7K

C3.ai, Inc.

AI|12468P104

Shares:75

Value:$1.6K

Clean Energy Fuels Corp.

CLNE|184499101

Shares:1.0K

Value:$1.6K

46138G615

Shares:46

Value:$1.5K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:1

Value:$1.4K

Montrose Environmental Group, Inc.

MEG|615111101

Shares:100

Value:$1.4K

Instrument	Shares		Other Manager	Value
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	17	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.7K	QoQ -23.80% (-$844) YoY -51.55% (-$2.9K)
MARINEMAX INC(HZOcusip567908108)	125	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.7K	QoQ -25.72% (-$931) YoY -35.35% (-$1.5K)
Prologis, Inc.(PLDcusip74340W103)	20	QoQ 0.00% (+0) YoY NEW(+20)	All Managers (Combined)	$2.2K	QoQ +5.77% (+$122) YoY NEW(+$2.2K)
Solventum Corp(SOLVcusip83444M101)	29	QoQ 0.00% (+0) YoY NEW(+29)	All Managers (Combined)	$2.2K	QoQ +15.13% (+$290) YoY NEW(+$2.2K)
BALL Corp(BALLcusip058498106)	41	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	QoQ -5.57% (-$126) YoY -22.70% (-$627)
Fortrea Holdings Inc.(FTREcusip34965K107)	276	QoQ 0.00% (-0) YoY -0.36% (-1)	All Managers (Combined)	$2.1K	QoQ -59.51% (-$3.1K) YoY -81.25% (-$9.0K)
MP Materials Corp. / DE(MPcusip553368101)	85	QoQ 0.00% (+0) YoY NEW(+85)	All Managers (Combined)	$2.1K	QoQ +56.48% (+$749) YoY NEW(+$2.1K)
(cusip886364199)✕	56	QoQ 0.00% (-0) YoY NEW(+56)	All Managers (Combined)	$2.0K	QoQ -6.75% (-$146) YoY NEW(+$2.0K)
Fluence Energy, Inc.(FLNCcusip34379V103)	413	QoQ 0.00% (-0) YoY -59.23% (-600)	All Managers (Combined)	$2.0K	QoQ -69.44% (-$4.6K) YoY -88.59% (-$15.6K)
Match Group, Inc.(MTCHcusip57667L107)	62	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.9K	QoQ -4.63% (-$94) YoY -14.00% (-$315)
MongoDB, Inc.(MDBcusip60937P106)	11	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.9K	QoQ -24.63% (-$631) YoY -51.08% (-$2.0K)
Kenvue Inc.(KVUEcusip49177J102)	80	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9K	QoQ +12.35% (+$211) YoY +11.76% (+$202)
(SCHHcusip808524847)	86	QoQ +1.17% (+1) YoY -41.89% (-62)	All Managers (Combined)	$1.8K	QoQ +2.61% (+$47) YoY -38.57% (-$1.2K)
Knife River Corp(KNFcusip498894104)	20	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.8K	QoQ -11.21% (-$228) YoY +11.28% (+$183)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	2.8K	QoQ 0.00% (-0) YoY -12.65% (-400)	All Managers (Combined)	$1.7K	QoQ -43.46% (-$1.3K) YoY -72.18% (-$4.3K)
C3.ai, Inc.(AIcusip12468P104)	75	QoQ 0.00% (-0) YoY NEW(+75)	All Managers (Combined)	$1.6K	QoQ -38.86% (-$1.0K) YoY NEW(+$1.6K)
Clean Energy Fuels Corp.(CLNEcusip184499101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	QoQ -38.24% (-$960) YoY -42.16% (-$1.1K)
(cusip46138G615)✕	46	QoQ 0.00% (-0) YoY NEW(+46)	All Managers (Combined)	$1.5K	QoQ -14.23% (-$257) YoY NEW(+$1.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	1	QoQ 0.00% (+0) YoY -88.88% (-8)	All Managers (Combined)	$1.4K	QoQ +20.82% (+$247) YoY -85.89% (-$8.7K)
Montrose Environmental Group, Inc.(MEGcusip615111101)	100	QoQ 0.00% (-0) YoY -91.66% (-1.1K)	All Managers (Combined)	$1.4K	QoQ -23.12% (-$429) YoY -96.96% (-$45.6K)