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AWM

Atticus Wealth Management Portfolio holdings

AUM $420M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
+7.72%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
-$24.9K
Cap. Flow %
-0.01%
Top 10 Hldgs %
54.25%
Holding
681
New
2
Increased
129
Reduced
42
Closed
483

Top Buys

Rank Stock Value
1
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$3.31M
2
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$2.1M
3
TSLA icon
Tesla
TSLA
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.87M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.33M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

Rank Sector Weight
1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.69%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDU icon
451
MDU Resources
MDU
$4.17B
– –
-80
Closed -$1.33K
ONT
452
Onterris Inc
ONT
$731M
– –
-100
Closed -$2.19K
MELI icon
453
Mercado Libre
MELI
$95.6B
– –
-74
Closed -$193K
MFC icon
454
Manulife Financial
MFC
$74B
– –
-345
Closed -$11K
MGA icon
455
Magna International
MGA
$19B
– –
-82
Closed -$3.17K
MGM icon
456
MGM Resorts International
MGM
$11.7B
– –
-18
Closed -$620
MKC icon
457
McCormick & Company Non-Voting
MKC
$13.7B
– –
-490
Closed -$37.2K
MRSH
458
Marsh
MRSH
$91.4B
– –
-5
Closed -$1.09K
MMM icon
459
3M
MMM
$90.8B
– –
-907
Closed -$138K
MMT
460
Aberdeen Multi-Market Income Fund
MMT
$237M
– –
-1,854
Closed -$8.71K
MNST icon
461
Monster Beverage
MNST
$95.5B
– –
-24
Closed -$1.5K
MO icon
462
Altria Group
MO
$113B
– –
-1,475
Closed -$86.5K
MP icon
463
MP Materials
MP
$7.42B
– –
-85
Closed -$2.83K
MPT
464
Medical Properties Trust
MPT
$2.81B
– –
-115
Closed -$496
MRVL icon
465
Marvell Technology
MRVL
$165B
– –
-176
Closed -$13.6K
MSCI icon
466
MSCI
MSCI
$41.9B
– –
-3
Closed -$1.73K
MSGE icon
467
Madison Square Garden
MSGE
$3.73B
– –
-8
Closed -$320
MTCH icon
468
Match Group
MTCH
$9.17B
– –
-62
Closed -$1.92K
MTSI icon
469
MACOM Technology Solutions
MTSI
$19B
– –
-300
Closed -$43K
MU icon
470
Micron Technology
MU
$988B
– –
-18
Closed -$2.22K
MUB icon
471
iShares National Muni Bond ETF
MUB
$45.2B
– –
-12
Closed -$1.25K
NFJ
472
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
– –
-1,432
Closed -$17.8K
NGNE icon
473
Neurogene
NGNE
$670M
– –
-437
Closed -$6.53K
NJR icon
474
New Jersey Resources
NJR
$5.91B
– –
-320
Closed -$14.3K
NKE icon
475
Nike
NKE
$62.7B
– –
-233
Closed -$16.6K
17 18
19
20 21

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MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
HWMG
Hurlow Wealth Management Group Bloomington, Indiana $420M AUM 16.85% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Atticus Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Atticus Wealth Management held 681 positions worth $396M, up 7% from $370M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management's Q3 2025 filing shows 2 new, 129 increased, 42 reduced and 483 closed positions. Its largest new stake was Defiance Quantum ETF: 5,771 shares worth $605K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.1% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Atticus Wealth Management's largest Q3 2025 buy was Defiance Quantum ETF: 5,771 shares worth $605K.
  • Atticus Wealth Management added most to Hartford Total Return Bond ETF in Q3 2025, an estimated $3.31M increase.
  • Atticus Wealth Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.87M.
  • Atticus Wealth Management fully exited Trade Desk in Q3 2025, selling an estimated $321K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $396M portfolio in Q3 2025.
  • Atticus Wealth Management opened 2 new positions and closed 483 in Q3 2025.
  • Atticus Wealth Management's portfolio value rose 7% quarter-over-quarter to $396M.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.