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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INTUIT INC.

INTU|461202103

Shares:702

Value:$431.1K

% of Portfolio:0.1% ($431.1K/$306.1M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:300

Value:$405.0K

% of Portfolio:0.1% ($405.0K/$306.1M)

CUMMINS INC

CMI|231021106

Shares:1.3K

Value:$395.9K

% of Portfolio:0.1% ($395.9K/$306.1M)

ADOBE INC.

ADBE|00724F101

Shares:974

Value:$373.6K

% of Portfolio:0.1% ($373.6K/$306.1M)

LINDE PLC

LIN|G54950103

Shares:800

Value:$372.5K

% of Portfolio:0.1% ($372.5K/$306.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.0K

Value:$362.9K

% of Portfolio:0.1% ($362.9K/$306.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.0K

Value:$361.4K

% of Portfolio:0.1% ($361.4K/$306.1M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:4.4K

Value:$358.2K

% of Portfolio:0.1% ($358.2K/$306.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.7K

Value:$351.7K

% of Portfolio:0.1% ($351.7K/$306.1M)

Walmart Inc.

WMT|931142103

Shares:3.9K

Value:$346.4K

% of Portfolio:0.1% ($346.4K/$306.1M)

45782C649

Shares:10.0K

Value:$344.1K

% of Portfolio:0.1% ($344.1K/$306.1M)

Public Storage

PSA|74460D109

Shares:1.1K

Value:$341.3K

% of Portfolio:0.1% ($341.3K/$306.1M)

92206C102

VGSH|92206C102

Shares:5.8K

Value:$339.8K

% of Portfolio:0.1% ($339.8K/$306.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.1K

Value:$338.0K

% of Portfolio:0.1% ($338.0K/$306.1M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$331.2K

% of Portfolio:0.1% ($331.2K/$306.1M)

45782C748

Shares:8.9K

Value:$329.7K

% of Portfolio:0.1% ($329.7K/$306.1M)

45782C797

Shares:8.5K

Value:$328.7K

% of Portfolio:0.1% ($328.7K/$306.1M)

464287150

ITOT|464287150

Shares:2.5K

Value:$303.8K

% of Portfolio:0.1% ($303.8K/$306.1M)

81369Y860

Shares:7.1K

Value:$297.1K

% of Portfolio:0.1% ($297.1K/$306.1M)

46432F339

QUAL|46432F339

Shares:1.6K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	702	QoQ +24.91% (+140) YoY +26.25% (+146)	All Managers (Combined)	$431.1K	0.1% ($431.1K/$306.1M)	QoQ +22.12% (+$78.1K) YoY +19.20% (+$69.4K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$405.0K	0.1% ($405.0K/$306.1M)	QoQ +7.14% (+$27.0K) YoY +59.49% (+$151.1K)
CUMMINS INC(CMIcusip231021106)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$395.9K	0.1% ($395.9K/$306.1M)	QoQ -10.08% (-$44.4K) YoY +6.37% (+$23.7K)
ADOBE INC.(ADBEcusip00724F101)	974	QoQ +63.14% (+377) YoY +17.34% (-144)	All Managers (Combined)	$373.6K	0.1% ($373.6K/$306.1M)	QoQ +40.71% (+$108.1K) YoY -10.80% (-$45.3K)
LINDE PLC(LINcusipG54950103)	800	QoQ -1.84% (-15) YoY -4.07% (-34)	All Managers (Combined)	$372.5K	0.1% ($372.5K/$306.1M)	QoQ +9.17% (-$31.3K) YoY -3.80% (-$14.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.0K	QoQ +0.14% (-6) YoY -4.57% (-194)	All Managers (Combined)	$362.9K	0.1% ($362.9K/$306.1M)	QoQ -9.64% (-$38.7K) YoY -35.09% (-$196.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.0K	QoQ 0.00% (+0) YoY +6.11% (+175)	All Managers (Combined)	$361.4K	0.1% ($361.4K/$306.1M)	QoQ +10.56% (+$34.5K) YoY +8.56% (+$28.5K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	4.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$358.2K	0.1% ($358.2K/$306.1M)	QoQ -2.59% (-$9.5K) YoY +23.24% (+$67.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.7K	QoQ +0.26% (+7) YoY -2.42% (-66)	All Managers (Combined)	$351.7K	0.1% ($351.7K/$306.1M)	QoQ +17.57% (+$52.6K) YoY +13.86% (-$42.8K)
Walmart Inc.(WMTcusip931142103)	3.9K	QoQ 0.00% (-0) YoY -37.38% (-2.4K)	All Managers (Combined)	$346.4K	0.1% ($346.4K/$306.1M)	QoQ -2.82% (-$10.1K) YoY -8.62% (-$32.7K)
(cusip45782C649)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$344.1K	0.1% ($344.1K/$306.1M)	QoQ -2.22% (-$7.8K) YoY +4.45% (+$14.7K)
Public Storage(PSAcusip74460D109)	1.1K	QoQ +39.70% (+324) YoY +206.45% (+768)	All Managers (Combined)	$341.3K	0.1% ($341.3K/$306.1M)	QoQ +39.77% (+$97.1K) YoY +216.65% (+$233.5K)
(VGSHcusip92206C102)	5.8K	QoQ +92.32% (+2.8K) YoY +86.80% (+2.7K)	All Managers (Combined)	$339.8K	0.1% ($339.8K/$306.1M)	QoQ +94.00% (+$164.6K) YoY +88.78% (+$159.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.1K	QoQ +0.08% (+1) YoY -10.81% (-139)	All Managers (Combined)	$338.0K	0.1% ($338.0K/$306.1M)	QoQ +1.77% (+$5.9K) YoY +8.58% (-$26.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ -14.43% (-205) YoY -19.42% (-293)	All Managers (Combined)	$331.2K	0.1% ($331.2K/$306.1M)	QoQ -11.48% (-$43.0K) YoY -22.25% (-$94.8K)
(cusip45782C748)✕	8.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$329.7K	0.1% ($329.7K/$306.1M)	QoQ -1.35% (-$4.5K) YoY +7.21% (+$22.2K)
(cusip45782C797)✕	8.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$328.7K	0.1% ($328.7K/$306.1M)	QoQ -1.81% (-$6.1K) YoY +3.62% (+$11.5K)
(ITOTcusip464287150)	2.5K	QoQ +0.16% (-4) YoY +4.09% (+98)	All Managers (Combined)	$303.8K	0.1% ($303.8K/$306.1M)	QoQ -4.99% (-$16.0K) YoY +10.16% (+$28.0K)
(cusip81369Y860)✕	7.1K	QoQ -25.37% (-2.4K) YoY -37.99% (-4.3K)	All Managers (Combined)	$297.1K	0.1% ($297.1K/$306.1M)	QoQ -23.20% (-$89.8K) YoY -34.35% (-$155.5K)
(QUALcusip46432F339)	1.6K	QoQ -73.75% (-4.6K) YoY -74.44% (-4.7K)	All Managers (Combined)	$277.1K	0.1% ($277.1K/$306.1M)	QoQ -74.81% (-$823.0K) YoY -73.42% (-$765.5K)