The Analysis of Attessa Capital LLC's Holdings
Currently, Attessa Capital LLC holds 34 types of securities in its portfolio with a total value $169.7M. In the most recent quarter, they have increased their positions in SPY (+2.1K shares, valued at $1.4M), BND (+14.5K shares, valued at $1.1M), VEA (+17.0K shares, valued at $1.0M); decreased their positions in SCHD (-14.9K shares, valued at $406.6K), MLPA (-5.7K shares, valued at $273.8K), SCHX (-8.9K shares, valued at $234.3K); initiated new positions in BIL (+2.8K shares, valued at $256.7K), IAU (+3.0K shares, valued at $220.5K), VEU (+2.9K shares, valued at $208.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR80.4K shares2.73%2025-09-302025-10-29
VEA VANGUARD TAX-MANAGED FDS573.8K shares3.05%2025-09-302025-10-29 BND VANGUARD BD INDEX FDS189.0K shares8.30%2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR39.9K shares3.08%2025-09-302025-10-29 SCHR SCHWAB STRATEGIC TR397.9K shares6.05%2025-09-302025-10-29 SCHX SCHWAB STRATEGIC TR377.5K shares-2.30%2025-09-302025-10-29 VOO VANGUARD INDEX FDS12.2K shares6.74%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR183.1K shares-1.46%2025-09-302025-10-29 XLC SELECT SECTOR SPDR TR33.2K shares2.93%2025-09-302025-10-29 XLY SELECT SECTOR SPDR TR15.9K shares3.01%2025-09-302025-10-29 SCHQ SCHWAB STRATEGIC TR115.4K shares10.12%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR52.1K shares-22.24%2025-09-302025-10-29 TSLA TESLA INC3.2K shares0.00%2025-09-302025-10-29 SCHB SCHWAB STRATEGIC TR53.1K shares-0.16%2025-09-302025-10-29 AAPL APPLE INC4.6K shares-14.25%2025-09-302025-10-29 AGG ISHARES TR7.3K shares12.46%2025-09-302025-10-29 VT VANGUARD INTL EQUITY INDEX F5.3K shares6.24%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-9.04%2025-09-302025-10-29 VTI VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-29 ABBV ABBVIE INC2.6K shares0.00%2025-09-302025-10-29 NVDA NVIDIA CORPORATION3.0K shares-3.23%2025-09-302025-10-29 USXF ISHARES TR7.5K shares-3.14%2025-09-302025-10-29 SPTM SPDR SERIES TRUST5.2K shares0.00%2025-09-302025-10-29 IVV ISHARES TR559 shares0.00%2025-09-302025-10-29 XOM EXXON MOBIL CORP3.2K shares0.00%2025-09-302025-10-29 ABT ABBOTT LABS2.6K shares0.00%2025-09-302025-10-29 AMZN AMAZON COM INC1.4K shares-5.40%2025-09-302025-10-29 WMT WALMART INC3.0K shares0.00%2025-09-302025-10-29 MLPA GLOBAL X FDS5.9K shares-49.01%2025-09-302025-10-29 SPGI S&P GLOBAL INC571 shares-12.96%2025-09-302025-10-29 BIL SPDR SERIES TRUST2.8K sharesnew addition2025-09-302025-10-29 MSFT MICROSOFT CORP426 shares-51.37%2025-09-302025-10-29 IAU ISHARES GOLD TR3.0K sharesnew addition2025-09-302025-10-29 VEU VANGUARD INTL EQUITY INDEX F2.9K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available