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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HOME DEPOT, INC.

HD|437076102

Shares:3.3K

Value:$1.2M

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

78464A375

Shares:35.0K

Value:$1.2M

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

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.9K

Value:$957.2K

% of Portfolio:0.3% ($957.2K/$306.1M)

78468R788

Shares:20.4K

Value:$901.1K

% of Portfolio:0.3% ($901.1K/$306.1M)

922908744

VTV|922908744

Shares:5.2K

Value:$891.3K

% of Portfolio:0.3% ($891.3K/$306.1M)

464287481

IWP|464287481

Shares:7.6K

Value:$889.4K

% of Portfolio:0.3% ($889.4K/$306.1M)

46429B598

Shares:17.2K

Value:$886.0K

% of Portfolio:0.3% ($886.0K/$306.1M)

NETFLIX INC

NFLX|64110L106

Shares:927

Value:$864.5K

% of Portfolio:0.3% ($864.5K/$306.1M)

464287309

IVW|464287309

Shares:9.2K

Value:$856.3K

% of Portfolio:0.3% ($856.3K/$306.1M)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$839.6K

% of Portfolio:0.3% ($839.6K/$306.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.9K

Value:$839.6K

% of Portfolio:0.3% ($839.6K/$306.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$820.7K

% of Portfolio:0.3% ($820.7K/$306.1M)

92204A306

VDE|92204A306

Shares:6.3K

Value:$813.7K

% of Portfolio:0.3% ($813.7K/$306.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.7K

Value:$783.7K

% of Portfolio:0.3% ($783.7K/$306.1M)

45782C813

Shares:19.2K

Value:$771.2K

% of Portfolio:0.3% ($771.2K/$306.1M)

Mastercard Inc

MA|57636Q104

Shares:1.4K

Value:$766.1K

% of Portfolio:0.3% ($766.1K/$306.1M)

Fortinet, Inc.

FTNT|34959E109

Shares:8.0K

Value:$765.7K

% of Portfolio:0.3% ($765.7K/$306.1M)

45782C565

Shares:21.8K

Value:$739.4K

% of Portfolio:0.2% ($739.4K/$306.1M)

CHEVRON CORP

CVX|166764100

Shares:4.4K

Value:$731.4K

% of Portfolio:0.2% ($731.4K/$306.1M)

37954Y632

Shares:19.6K

Value:$714.4K

% of Portfolio:0.2% ($714.4K/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	3.3K	QoQ +0.06% (-2) YoY -4.72% (-163)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.1M)	QoQ -5.75% (-$73.5K) YoY -8.98% (-$118.9K)
(cusip78464A375)✕	35.0K	QoQ +6.65% (+2.2K) YoY +90.83% (+16.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.1M)	QoQ +8.21% (+$88.2K) YoY +94.04% (+$563.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.9K	QoQ +5.40% (+200) YoY +24.34% (+764)	All Managers (Combined)	$957.2K	0.3% ($957.2K/$306.1M)	QoQ +7.85% (+$69.7K) YoY +52.28% (+$328.6K)
(cusip78468R788)✕	20.4K	QoQ NEW(+20.4K) YoY NEW(+20.4K)	All Managers (Combined)	$901.1K	0.3% ($901.1K/$306.1M)	QoQ NEW(+$901.1K) YoY NEW(+$901.1K)
(VTVcusip922908744)	5.2K	QoQ -4.90% (-266) YoY -9.69% (-554)	All Managers (Combined)	$891.3K	0.3% ($891.3K/$306.1M)	QoQ -2.96% (-$27.3K) YoY -4.22% (-$39.3K)
(IWPcusip464287481)	7.6K	QoQ -9.36% (-782) YoY -29.71% (-3.2K)	All Managers (Combined)	$889.4K	0.3% ($889.4K/$306.1M)	QoQ -15.99% (-$169.3K) YoY -27.65% (-$340.0K)
(cusip46429B598)✕	17.2K	QoQ +435.13% (+14.0K) YoY +473.09% (+14.2K)	All Managers (Combined)	$886.0K	0.3% ($886.0K/$306.1M)	QoQ +423.31% (+$716.7K) YoY +471.87% (+$731.1K)
NETFLIX INC(NFLXcusip64110L106)	927	QoQ +16.60% (+132) YoY +10.09% (+85)	All Managers (Combined)	$864.5K	0.3% ($864.5K/$306.1M)	QoQ +21.99% (+$155.9K) YoY +69.04% (+$353.1K)
(IVWcusip464287309)	9.2K	QoQ -3.82% (-367) YoY -26.30% (-3.3K)	All Managers (Combined)	$856.3K	0.3% ($856.3K/$306.1M)	QoQ -12.06% (-$117.5K) YoY -18.98% (-$200.7K)
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ +13.17% (+313) YoY -21.49% (-736)	All Managers (Combined)	$839.6K	0.3% ($839.6K/$306.1M)	QoQ +21.95% (+$151.1K) YoY -13.01% (-$125.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.9K	QoQ -3.03% (-154) YoY -16.80% (-995)	All Managers (Combined)	$839.6K	0.3% ($839.6K/$306.1M)	QoQ -1.43% (-$12.2K) YoY -12.61% (-$121.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +3.94% (+54) YoY +20.47% (+242)	All Managers (Combined)	$820.7K	0.3% ($820.7K/$306.1M)	QoQ +2.29% (+$18.4K) YoY +43.01% (+$246.8K)
(VDEcusip92204A306)	6.3K	QoQ -4.62% (-304) YoY -13.47% (-977)	All Managers (Combined)	$813.7K	0.3% ($813.7K/$306.1M)	QoQ +1.98% (-$15.8K) YoY -14.77% (-$141.1K)
AbbVie Inc.(ABBVcusip00287Y109)	3.7K	QoQ -0.97% (-37) YoY -6.21% (-248)	All Managers (Combined)	$783.7K	0.3% ($783.7K/$306.1M)	QoQ +16.75% (-$112.5K) YoY +7.90% (-$57.4K)
(cusip45782C813)✕	19.2K	QoQ 0.00% (-0) YoY -26.72% (-7.0K)	All Managers (Combined)	$771.2K	0.3% ($771.2K/$306.1M)	QoQ -2.38% (-$18.8K) YoY -22.46% (-$223.4K)
Mastercard Inc(MAcusip57636Q104)	1.4K	QoQ -2.78% (-40) YoY -19.37% (-336)	All Managers (Combined)	$766.1K	0.3% ($766.1K/$306.1M)	QoQ +1.17% (-$8.9K) YoY -8.27% (-$69.1K)
Fortinet, Inc.(FTNTcusip34959E109)	8.0K	QoQ -1.24% (-100) YoY -3.10% (-255)	All Managers (Combined)	$765.7K	0.3% ($765.7K/$306.1M)	QoQ +0.61% (-$4.7K) YoY +36.53% (-$204.9K)
(cusip45782C565)✕	21.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$739.4K	0.2% ($739.4K/$306.1M)	QoQ -1.93% (-$14.6K) YoY +3.83% (+$27.3K)
CHEVRON CORP(CVXcusip166764100)	4.4K	QoQ 0.00% (+0) YoY -0.56% (-25)	All Managers (Combined)	$731.4K	0.2% ($731.4K/$306.1M)	QoQ +15.49% (+$98.2K) YoY +5.44% (-$37.7K)
(cusip37954Y632)✕	19.6K	QoQ NEW(+19.6K) YoY NEW(+19.6K)	All Managers (Combined)	$714.4K	0.2% ($714.4K/$306.1M)	QoQ NEW(+$714.4K) YoY NEW(+$714.4K)