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",
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  "ASML",
  "T",
  "BLK",
  null,
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  "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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45782C870

Shares:19.9K

Value:$709.2K

% of Portfolio:0.2% ($709.2K/$306.1M)

78464A763

SDY|78464A763

Shares:5.2K

Value:$703.5K

% of Portfolio:0.2% ($703.5K/$306.1M)

464287226

Shares:7.0K

Value:$696.8K

% of Portfolio:0.2% ($696.8K/$306.1M)

81369Y605

Shares:13.5K

Value:$673.2K

% of Portfolio:0.2% ($673.2K/$306.1M)

922908652

VXF|922908652

Shares:3.9K

Value:$667.5K

% of Portfolio:0.2% ($667.5K/$306.1M)

74933W460

Shares:13.1K

Value:$656.3K

% of Portfolio:0.2% ($656.3K/$306.1M)

Alphabet Inc.

GOOG|02079K107

Shares:4.2K

Value:$652.5K

% of Portfolio:0.2% ($652.5K/$306.1M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:15.6K

Value:$643.3K

% of Portfolio:0.2% ($643.3K/$306.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.8K

Value:$633.4K

% of Portfolio:0.2% ($633.4K/$306.1M)

45782C508

Shares:13.3K

Value:$553.5K

% of Portfolio:0.2% ($553.5K/$306.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.0K

Value:$522.3K

% of Portfolio:0.2% ($522.3K/$306.1M)

464287598

IWD|464287598

Shares:2.8K

Value:$520.8K

% of Portfolio:0.2% ($520.8K/$306.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.9K

Value:$500.1K

% of Portfolio:0.2% ($500.1K/$306.1M)

46641Q837

Shares:9.8K

Value:$494.9K

% of Portfolio:0.2% ($494.9K/$306.1M)

Broadcom Inc.

AVGO|11135F101

Shares:2.8K

Value:$474.4K

% of Portfolio:0.2% ($474.4K/$306.1M)

464287473

IWS|464287473

Shares:3.7K

Value:$466.3K

% of Portfolio:0.2% ($466.3K/$306.1M)

922908363

VOO|922908363

Shares:903

Value:$464.0K

% of Portfolio:0.2% ($464.0K/$306.1M)

922908611

VBR|922908611

Shares:2.5K

Value:$459.0K

% of Portfolio:0.1% ($459.0K/$306.1M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$447.8K

% of Portfolio:0.1% ($447.8K/$306.1M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.0K

Value:$438.6K

% of Portfolio:0.1% ($438.6K/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C870)✕	19.9K	QoQ 0.00% (-0) YoY -0.62% (-125)	All Managers (Combined)	$709.2K	0.2% ($709.2K/$306.1M)	QoQ -2.84% (-$20.8K) YoY +5.49% (-$37.0K)
(SDYcusip78464A763)	5.2K	QoQ 0.00% (+0) YoY -42.33% (-3.8K)	All Managers (Combined)	$703.5K	0.2% ($703.5K/$306.1M)	QoQ +2.71% (+$18.6K) YoY -40.38% (-$476.6K)
(cusip464287226)✕	7.0K	QoQ -95.30% (-143.1K) YoY +100528.57% (+7.0K)	All Managers (Combined)	$696.8K	0.2% ($696.8K/$306.1M)	QoQ -95.21% (-$13.9M) YoY +101479.30% (+$696.1K)
(cusip81369Y605)✕	13.5K	QoQ -0.81% (-111) YoY -14.55% (-2.3K)	All Managers (Combined)	$673.2K	0.2% ($673.2K/$306.1M)	QoQ +2.22% (-$14.6K) YoY +1.04% (-$7.0K)
(VXFcusip922908652)	3.9K	QoQ +0.33% (-13) YoY +1.25% (-48)	All Managers (Combined)	$667.5K	0.2% ($667.5K/$306.1M)	QoQ -9.01% (-$66.1K) YoY -0.49% (-$3.3K)
(cusip74933W460)✕	13.1K	QoQ +37.72% (+3.6K) YoY +166.14% (+8.2K)	All Managers (Combined)	$656.3K	0.2% ($656.3K/$306.1M)	QoQ +38.10% (+$181.1K) YoY +166.46% (+$410.0K)
Alphabet Inc.(GOOGcusip02079K107)	4.2K	QoQ -14.79% (-725) YoY -19.55% (-1.0K)	All Managers (Combined)	$652.5K	0.2% ($652.5K/$306.1M)	QoQ -30.08% (-$280.8K) YoY -17.44% (-$137.9K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	15.6K	QoQ 0.00% (-0) YoY -0.95% (-150)	All Managers (Combined)	$643.3K	0.2% ($643.3K/$306.1M)	QoQ -5.14% (-$34.9K) YoY +4.56% (-$28.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.8K	QoQ -9.04% (-380) YoY -50.35% (-3.9K)	All Managers (Combined)	$633.4K	0.2% ($633.4K/$306.1M)	QoQ +4.29% (-$26.1K) YoY -47.96% (-$583.8K)
(cusip45782C508)✕	13.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$553.5K	0.2% ($553.5K/$306.1M)	QoQ -1.84% (-$10.4K) YoY +6.03% (+$31.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$522.3K	0.2% ($522.3K/$306.1M)	QoQ +9.10% (+$43.6K) YoY +6.96% (+$34.0K)
(IWDcusip464287598)	2.8K	QoQ -7.82% (-235) YoY -28.21% (-1.1K)	All Managers (Combined)	$520.8K	0.2% ($520.8K/$306.1M)	QoQ -6.31% (-$35.1K) YoY -24.58% (-$169.8K)
Palo Alto Networks Inc(PANWcusip697435105)	2.9K	QoQ +11.44% (+301) YoY +156.20% (+1.8K)	All Managers (Combined)	$500.1K	0.2% ($500.1K/$306.1M)	QoQ +4.51% (+$21.6K) YoY +53.86% (+$175.1K)
(cusip46641Q837)✕	9.8K	QoQ +0.05% (+5) YoY -86.89% (-64.8K)	All Managers (Combined)	$494.9K	0.2% ($494.9K/$306.1M)	QoQ +0.56% (+$2.8K) YoY -86.84% (-$3.3M)
Broadcom Inc.(AVGOcusip11135F101)	2.8K	QoQ +22.90% (-528) YoY +844.33% (+2.5K)	All Managers (Combined)	$474.4K	0.2% ($474.4K/$306.1M)	QoQ -11.21% (-$59.9K) YoY +19.14% (+$76.2K)
(IWScusip464287473)	3.7K	QoQ -1.72% (-65) YoY +6.53% (+227)	All Managers (Combined)	$466.3K	0.2% ($466.3K/$306.1M)	QoQ -4.30% (-$21.0K) YoY +7.06% (+$30.8K)
(VOOcusip922908363)	903	QoQ +0.11% (-1) YoY -3.73% (-35)	All Managers (Combined)	$464.0K	0.2% ($464.0K/$306.1M)	QoQ -4.50% (-$21.9K) YoY +2.93% (-$13.2K)
(VBRcusip922908611)	2.5K	QoQ -7.47% (-199) YoY -23.02% (-737)	All Managers (Combined)	$459.0K	0.1% ($459.0K/$306.1M)	QoQ -13.02% (-$68.8K) YoY -25.27% (-$155.2K)
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ -8.52% (-161) YoY -27.78% (-665)	All Managers (Combined)	$447.8K	0.1% ($447.8K/$306.1M)	QoQ -41.29% (-$315.0K) YoY +6.45% (-$27.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.0K	QoQ 0.00% (-0) YoY -11.14% (-379)	All Managers (Combined)	$438.6K	0.1% ($438.6K/$306.1M)	QoQ -10.76% (-$52.9K) YoY -37.45% (-$262.7K)