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Atticus Wealth Management, Llc Buys Vanguard Short-Term Bond ETF, Consumer Staples Select Sector SPDR, BTC iShares MSCI USA Min Vol Factor ETF, Sells iShares 1-3 Year Credit Bond ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares MSCI Emerging

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Jan 26, 2022
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Investment company Atticus Wealth Management, Llc (Current Portfolio) buys Vanguard Short-Term Bond ETF, Consumer Staples Select Sector SPDR, BTC iShares MSCI USA Min Vol Factor ETF, Vanguard Mega Cap Growth ETF, Utilities Select Sector SPDR ETF, sells iShares 1-3 Year Credit Bond ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares MSCI Emerging Markets ETF, PayPal Holdings Inc, Visa Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Atticus Wealth Management, Llc. As of 2021Q4, Atticus Wealth Management, Llc owns 458 stocks with a total value of $256 million. These are the details of the buys and sells.

For the details of ATTICUS WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/atticus+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of ATTICUS WEALTH MANAGEMENT, LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 91,816 shares, 17.01% of the total portfolio. Shares reduced by 6.04%
  2. iShares 1-3 Year Credit Bond ETF (IGSB) - 232,648 shares, 4.89% of the total portfolio. Shares reduced by 44.76%
  3. Vanguard Short-Term Bond ETF (BSV) - 145,666 shares, 4.59% of the total portfolio. New Position
  4. Apple Inc (AAPL) - 53,292 shares, 3.69% of the total portfolio. Shares added by 0.66%
  5. iShares S&P 100 ETF (OEF) - 38,104 shares, 3.26% of the total portfolio. Shares added by 0.74%
New Purchase: Vanguard Short-Term Bond ETF (BSV)

Atticus Wealth Management, Llc initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now traded at around $79.990000. The impact to a portfolio due to this purchase was 4.59%. The holding were 145,666 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Atticus Wealth Management, Llc initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $73.420000. The impact to a portfolio due to this purchase was 0.43%. The holding were 13,625 shares as of 2021-12-31.

New Purchase: Vanguard Mega Cap Growth ETF (MGK)

Atticus Wealth Management, Llc initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $231.93 and $264.33, with an estimated average price of $253.24. The stock is now traded at around $224.700000. The impact to a portfolio due to this purchase was 0.36%. The holding were 3,526 shares as of 2021-12-31.

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

Atticus Wealth Management, Llc initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $48.480000. The impact to a portfolio due to this purchase was 0.3%. The holding were 15,681 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Atticus Wealth Management, Llc initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $130.52 and $146.3, with an estimated average price of $141.15. The stock is now traded at around $129.890000. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,532 shares as of 2021-12-31.

New Purchase: Prologis Inc (PLD)

Atticus Wealth Management, Llc initiated holding in Prologis Inc. The purchase prices were between $126.43 and $168.36, with an estimated average price of $149.88. The stock is now traded at around $151.720000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,457 shares as of 2021-12-31.

Added: Consumer Staples Select Sector SPDR (XLP)

Atticus Wealth Management, Llc added to a holding in Consumer Staples Select Sector SPDR by 169.67%. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $74.300000. The impact to a portfolio due to this purchase was 0.57%. The holding were 30,365 shares as of 2021-12-31.

Added: Utilities Select Sector SPDR ETF (XLU)

Atticus Wealth Management, Llc added to a holding in Utilities Select Sector SPDR ETF by 246.03%. The purchase prices were between $63.39 and $71.58, with an estimated average price of $67.08. The stock is now traded at around $66.560000. The impact to a portfolio due to this purchase was 0.35%. The holding were 17,547 shares as of 2021-12-31.

Added: Real Estate Select Sector SPDR Fund (The) (XLRE)

Atticus Wealth Management, Llc added to a holding in Real Estate Select Sector SPDR Fund (The) by 1696.60%. The purchase prices were between $44.24 and $51.81, with an estimated average price of $47.81. The stock is now traded at around $46.080000. The impact to a portfolio due to this purchase was 0.26%. The holding were 13,726 shares as of 2021-12-31.

Added: Merck & Co Inc (MRK)

Atticus Wealth Management, Llc added to a holding in Merck & Co Inc by 164.97%. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $79.140000. The impact to a portfolio due to this purchase was 0.22%. The holding were 11,717 shares as of 2021-12-31.

Added: Communication Services Select Sector SPDR Fund (XLC)

Atticus Wealth Management, Llc added to a holding in Communication Services Select Sector SPDR Fund by 24.82%. The purchase prices were between $73.48 and $81.95, with an estimated average price of $78.88. The stock is now traded at around $70.220000. The impact to a portfolio due to this purchase was 0.2%. The holding were 32,881 shares as of 2021-12-31.

Added: Deere & Co (DE)

Atticus Wealth Management, Llc added to a holding in Deere & Co by 1415.15%. The purchase prices were between $329 and $367.86, with an estimated average price of $348.32. The stock is now traded at around $372.240000. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,500 shares as of 2021-12-31.

Sold Out: Sea Ltd (SE)

Atticus Wealth Management, Llc sold out a holding in Sea Ltd. The sale prices were between $205.68 and $366.99, with an estimated average price of $296.89.

Sold Out: Crocs Inc (CROX)

Atticus Wealth Management, Llc sold out a holding in Crocs Inc. The sale prices were between $123.53 and $180.57, with an estimated average price of $154.04.

Sold Out: InMode Ltd (INMD)

Atticus Wealth Management, Llc sold out a holding in InMode Ltd. The sale prices were between $63.78 and $97.86, with an estimated average price of $80.18.

Sold Out: ARK Innovation ETF (ARKK)

Atticus Wealth Management, Llc sold out a holding in ARK Innovation ETF. The sale prices were between $91.12 and $124.1, with an estimated average price of $108.29.

Sold Out: Paycor HCM Inc (PYCR)

Atticus Wealth Management, Llc sold out a holding in Paycor HCM Inc. The sale prices were between $26.84 and $35.97, with an estimated average price of $31.45.

Sold Out: Upstart Holdings Inc (UPST)

Atticus Wealth Management, Llc sold out a holding in Upstart Holdings Inc. The sale prices were between $131.5 and $390, with an estimated average price of $246.83.



Here is the complete portfolio of ATTICUS WEALTH MANAGEMENT, LLC. Also check out:

1. ATTICUS WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. ATTICUS WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. ATTICUS WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that ATTICUS WEALTH MANAGEMENT, LLC keeps buying

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