The Analysis of Attessa Capital LLC's Holdings


Currently, Attessa Capital LLC holds 32 types of securities in its portfolio with a total value $182.9M. In the most recent quarter, they have increased their positions in XLK (+45.7K shares, valued at $6.6M), SPY (+5.3K shares, valued at $3.6M), VEA (+39.7K shares, valued at $2.5M); decreased their positions in AGG (-2.3K shares, valued at $227.1K), SCHX (-4.6K shares, valued at $124.8K), SCHF (-4.8K shares, valued at $115.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR85.7K shares6.58%2025-12-312026-01-06history
VEA VANGUARD TAX-MANAGED FDS613.5K shares6.92%2025-12-312026-01-06history
BND VANGUARD BD INDEX FDS202.7K shares7.27%2025-12-312026-01-06history
XLK SELECT SECTOR SPDR TR85.6K shares114.62%2025-12-312026-01-06history
SCHR SCHWAB STRATEGIC TR425.5K shares6.93%2025-12-312026-01-06history
SCHX SCHWAB STRATEGIC TR372.8K shares-1.23%2025-12-312026-01-06history
VANGUARD INDEX FDS VANGUARD INDEX FDS13.9K shares13.76%2025-12-312026-01-06history
SCHF SCHWAB STRATEGIC TR178.3K shares-2.62%2025-12-312026-01-06history
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XLC SELECT SECTOR SPDR TR35.4K shares6.59%2025-12-312026-01-06history
XLY SELECT SECTOR SPDR TR34.0K shares113.40%2025-12-312026-01-06history
SCHQ SCHWAB STRATEGIC TR124.3K shares7.71%2025-12-312026-01-06history
TSLA TESLA INC3.2K shares0.22%2025-12-312026-01-06history
SCHD SCHWAB STRATEGIC TR52.0K shares-0.06%2025-12-312026-01-06history
SCHB SCHWAB STRATEGIC TR52.0K shares-2.11%2025-12-312026-01-06history
AAPL APPLE INC4.8K shares4.53%2025-12-312026-01-06history
VT VANGUARD INTL EQUITY INDEX F6.6K shares24.88%2025-12-312026-01-06history
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VTI VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-01-06history
NVDA NVIDIA CORPORATION3.3K shares11.18%2025-12-312026-01-06history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-2.05%2025-12-312026-01-06history
ABBV ABBVIE INC2.6K shares0.00%2025-12-312026-01-06history
AGG ISHARES TR5.0K shares-31.34%2025-12-312026-01-06history
USXF ISHARES TR7.8K shares4.78%2025-12-312026-01-06history
XOM EXXON MOBIL CORP3.6K shares14.29%2025-12-312026-01-06history
SPTM SPDR SERIES TRUST5.2K shares-0.96%2025-12-312026-01-06history
Sponsored
IVV ISHARES TR559 shares0.00%2025-12-312026-01-06history
WMT WALMART INC3.0K shares1.44%2025-12-312026-01-06history
ABT ABBOTT LABS2.6K shares0.00%2025-12-312026-01-06history
SPGI S&P GLOBAL INC556 shares-2.63%2025-12-312026-01-06history
MSFT MICROSOFT CORP511 shares19.95%2025-12-312026-01-06history
ISHARES GOLD TR ISHARES GOLD TR2.9K shares-4.13%2025-12-312026-01-06history
VEU VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2025-12-312026-01-06history
MLPA GLOBAL X FDS4.2K shares-28.40%2025-12-312026-01-06history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available