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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
HFXI icon
126
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.96B
$408K 0.1%
13,149
+5,006
+61% +$151K
ASML icon
127
ASML
ASML
$591B
$405K 0.1%
418
+129
+45% +$101K
BSX icon
128
Boston Scientific
BSX
$69.1B
$399K 0.1%
4,086
+2,291
+128% +$237K
TOL icon
129
Toll Brothers
TOL
$14.1B
$396K 0.1%
2,870
+1,504
+110% +$196K
VGSH icon
130
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$395K 0.1%
6,720
-366
-5% -$21.5K
RS icon
131
Reliance Steel & Aluminium
RS
$20.7B
$390K 0.1%
1,389
+637
+85% +$191K
PSA icon
132
Public Storage
PSA
$62.4B
$389K 0.1%
1,347
+73
+6% +$21K
JPST icon
133
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$388K 0.1%
7,654
-3,143
-29% -$159K
LMT icon
134
Lockheed Martin
LMT
$133B
$387K 0.1%
775
+253
+48% +$115K
USEP icon
135
Innovator US Equity Ultra Buffer ETF September
USEP
$147M
$387K 0.1%
10,000
– –
UPS icon
136
United Parcel Service
UPS
$89.4B
$387K 0.1%
4,629
+3,115
+206% +$282K
TRV icon
137
Travelers Companies
TRV
$82.6B
$381K 0.1%
1,365
+466
+52% +$125K
LIN icon
138
Linde
LIN
$234B
$380K 0.1%
800
– –
AEM icon
139
Agnico Eagle Mines
AEM
$70.3B
$380K 0.1%
2,252
+384
+21% +$52.8K
ADBE icon
140
Adobe
ADBE
$105B
$370K 0.09%
1,050
-48
-4% -$17.2K
POCT icon
141
Innovator US Equity Power Buffer ETF October
POCT
$955M
$365K 0.09%
8,461
– –
ITOT icon
142
iShares Core S&P Total US Stock Market ETF
ITOT
$92.7B
$364K 0.09%
2,498
+4
+0.2% +$561
ALL icon
143
Allstate
ALL
$71.3B
$359K 0.09%
1,672
+456
+38% +$92K
GRBK icon
144
Green Brick Partners
GRBK
$3.12B
$359K 0.09%
4,858
+2,463
+103% +$168K
COKE icon
145
Coca-Cola Consolidated
COKE
$13.1B
$351K 0.09%
3,000
– –
VYMI icon
146
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$346K 0.09%
4,084
+603
+17% +$50K
CRM icon
147
Salesforce
CRM
$154B
$344K 0.09%
1,451
+672
+86% +$169K
VUG icon
148
Vanguard Growth ETF
VUG
$213B
$343K 0.09%
4,296
-270
-6% -$20.6K
TSCO icon
149
Tractor Supply
TSCO
$16.4B
$335K 0.08%
5,893
+224
+4% +$13.2K
RA
150
Brookfield Real Assets Income Fund
RA
$704M
$332K 0.08%
24,872
+6,057
+32% +$80.8K
4 5
6
7 8

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CMHI
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BRM
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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.