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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
SRAD icon
576
Sportradar
SRAD
$4.42B
– –
-22
Closed -$618
STE icon
577
Steris
STE
$22.9B
– –
-285
Closed -$68.5K
STLD icon
578
Steel Dynamics
STLD
$36.4B
– –
-500
Closed -$64K
STRL icon
579
Sterling Infrastructure
STRL
$15.2B
– –
-200
Closed -$46.1K
STX icon
580
Seagate
STX
$173B
– –
-1
Closed -$145
STZ icon
581
Constellation Brands
STZ
$22.5B
– –
-3
Closed -$489
SYK icon
582
Stryker
SYK
$135B
– –
-182
Closed -$72K
SYY icon
583
Sysco
SYY
$40.8B
– –
-470
Closed -$35.6K
T icon
584
AT&T
T
$164B
– –
-5,166
Closed -$150K
TDG icon
585
TransDigm Group
TDG
$70.7B
– –
-20
Closed -$30.4K
TEL icon
586
TE Connectivity
TEL
$60B
– –
-36
Closed -$6.07K
TER icon
587
Teradyne
TER
$50B
– –
-250
Closed -$22.5K
TGT icon
588
Target
TGT
$66.3B
– –
-258
Closed -$25.5K
TJX icon
589
TJX Companies
TJX
$179B
– –
-1,085
Closed -$134K
TKO icon
590
TKO Group
TKO
$14B
– –
-261
Closed -$47.5K
TLRY icon
591
Tilray
TLRY
$493M
– –
-160
Closed -$664
TLT icon
592
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
– –
-11
Closed -$971
TMO icon
593
Thermo Fisher Scientific
TMO
$214B
– –
-205
Closed -$83.3K
TMUS icon
594
T-Mobile US
TMUS
$195B
– –
-307
Closed -$73.1K
TROW icon
595
T. Rowe Price
TROW
$25.5B
– –
-80
Closed -$7.72K
TRP icon
596
TC Energy
TRP
$70.1B
– –
-39
Closed -$1.9K
TRU icon
597
TransUnion
TRU
$16B
– –
-66
Closed -$5.81K
TSHA icon
598
Taysha Gene Therapies
TSHA
$1.61B
– –
-7,425
Closed -$17.2K
TSLL icon
599
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.26B
– –
-3,822
Closed -$45.1K
TSLY icon
600
YieldMax TSLA Option Income Strategy ETF
TSLY
$609M
– –
-23
Closed -$943
22 23
24
25 26

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AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IMA
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CMHI
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TFP
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BRM
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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.