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Attessa Capital LLC Top Holdings and 13F Report (2025)

About Attessa Capital LLC

Investment Activity

  • Attessa Capital LLC has $146.67 million in total holdings as of December 31, 2024.
  • Attessa Capital LLC owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofAttessa Capital LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$34,064,14258,12223.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,274,137570,35018.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,762,05137,6836.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$8,658,827120,4125.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$8,003,098345,2595.5%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$7,218,388297,1754.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,972,325158,3184.8%ETF
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$4,582,850104,1323.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$4,213,92043,5282.9%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$4,136,56518,4382.8%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,983,998215,3512.7%ETF
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$3,892,90059,5702.7%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,291,63723,9272.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,080,2205,7172.1%ETF
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$2,503,56050,6691.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,362,29286,4671.6%ETF
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$2,319,88073,8111.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,761,69277,6081.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,091,5802,7030.7%Auto/Tires/Trucks
Apple Inc. stock logo
AAPL
Apple
$985,3003,9350.7%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$641,9891,3680.4%Aerospace
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$615,3765,2380.4%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$562,98011,3230.4%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$560,3271,3290.4%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$476,2362,6800.3%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$466,2042,1250.3%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$426,0313,9610.3%Oils/Energy
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$403,15217,7600.3%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$377,0097570.3%Business Services
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$373,6505,2310.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$343,4143,5440.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$307,8805230.2%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$298,88010,7860.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$295,2172,6100.2%Medical
VanEck BDC Income ETF stock logo
BIZD
VanEck BDC Income ETF
$286,81817,2470.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$230,5984,6000.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$218,1369100.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$211,5617300.1%ETF
Blackstone Inc. stock logo
BX
Blackstone
$209,4901,2150.1%Finance
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$208,6624,1500.1%Manufacturing

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data