Attessa Capital LLC Top Holdings and 13F Report (2025) About Attessa Capital LLCInvestment ActivityAttessa Capital LLC has $152.89 million in total holdings as of March 31, 2025.Attessa Capital LLC owns shares of 39 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Attessa Capital LLC has purchased 40 new stocks and bought additional shares in 17 stocks.Attessa Capital LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $35,130,251Vanguard FTSE Developed Markets ETF $31,382,594Vanguard Total Bond Market ETF $10,392,147Technology Select Sector SPDR Fund $8,410,963Schwab Intermediate-Term U.S. Treasury ETF $7,557,075 Largest New Holdings this Quarter 67066G104 - NVIDIA $334,461 Holding191216100 - Coca-Cola $236,346 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 4,679 shares (about $2.62M)Vanguard FTSE Developed Markets ETF 47,053 shares (about $2.39M)Vanguard Total Bond Market ETF 21,074 shares (about $1.55M)Technology Select Sector SPDR Fund 3,052 shares (about $630.18K)Vanguard S&P 500 ETF 1,011 shares (about $519.56K) Largest Sales this Quarter Schwab US Broad Market ETF 21,470 shares (about $462.25K)Schwab International Equity ETF 21,074 shares (about $416.84K)Vanguard Total World Stock ETF 2,410 shares (about $279.44K)Schwab US Dividend Equity ETF 9,880 shares (about $276.25K)Northrop Grumman 520 shares (about $266.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAttessa Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$35,130,251$2,617,386 ▲8.1%62,80123.0%FinanceVEAVanguard FTSE Developed Markets ETF$31,382,594$2,391,704 ▲8.2%617,40320.5%ETFBNDVanguard Total Bond Market ETF$10,392,147$1,547,885 ▲17.5%141,4866.8%ETFXLKTechnology Select Sector SPDR Fund$8,410,963$630,177 ▲8.1%40,7355.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$7,557,075$169,297 ▲2.3%303,9854.9%ETFSCHXSchwab US Large-Cap ETF$7,538,410$84,920 ▼-1.1%341,4134.9%ETFVWOVanguard FTSE Emerging Markets ETF$7,528,232$362,759 ▲5.1%166,3334.9%ETFXLCCommunication Services Select Sector SPDR Fund$4,523,383$325,131 ▲7.7%46,8993.0%ETFCALFPacer US Small Cap Cash Cows ETF$4,128,263$223,313 ▲5.7%110,0872.7%ETFKBWBInvesco KBW Bank ETF$4,055,319$316,110 ▲8.5%64,6062.7%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$3,957,296$316,528 ▲8.7%20,0412.6%FinanceSCHFSchwab International Equity ETF$3,842,804$416,844 ▼-9.8%194,2772.5%ETFXLVHealth Care Select Sector SPDR Fund$3,753,333$259,752 ▲7.4%25,7062.5%ETFVOOVanguard S&P 500 ETF$3,457,569$519,560 ▲17.7%6,7282.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$2,782,143$364,095 ▲15.1%84,9251.8%ETFMLPAGlobal X MLP ETF$2,664,943$32,151 ▼-1.2%50,0651.7%ETFSCHDSchwab US Dividend Equity ETF$2,141,385$276,246 ▼-11.4%76,5871.4%ETFSCHBSchwab US Broad Market ETF$1,208,649$462,248 ▼-27.7%56,1380.8%ETFAAPLApple$1,195,241$321,189 ▲36.7%5,3810.8%Computer and TechnologyTSLATesla$813,503$112,994 ▲16.1%3,1390.5%Auto/Tires/TrucksABBVAbbVie$534,695$26,819 ▼-4.8%2,5520.3%MedicalVTIVanguard Total Stock Market ETF$512,027$311,394 ▲155.2%1,8630.3%ETFNOCNorthrop Grumman$434,184$266,245 ▼-38.0%8480.3%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$393,603$43,030 ▲12.3%3,9790.3%FinanceXOMExxon Mobil$391,874$79,207 ▼-16.8%3,2950.3%EnergySPGIS&P Global$363,800$20,832 ▼-5.4%7160.2%Business ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$355,7600.0%5,2310.2%ETFABTAbbott Laboratories$346,2170.0%2,6100.2%MedicalNVDANVIDIA$334,461$334,461 ▲New Holding3,0860.2%Computer and TechnologyMSFTMicrosoft$328,995$170,131 ▼-34.1%8760.2%Computer and TechnologyVTVanguard Total World Stock ETF$327,908$279,441 ▼-46.0%2,8280.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$324,030$204,415 ▼-38.7%6,9430.2%ManufacturingIVViShares Core S&P 500 ETF$293,8740.0%5230.2%ETFAMZNAmazon.com$293,381$110,922 ▼-27.4%1,5420.2%Retail/WholesaleBIZDVanEck BDC Income ETF$260,149$28,911 ▼-10.0%15,5220.2%ETFSCHMSchwab U.S. Mid-Cap ETF$241,381$41,213 ▼-14.6%9,2130.2%ETFKOCoca-Cola$236,346$236,346 ▲New Holding3,3000.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$228,2520.0%4,6000.1%ETFJPMJPMorgan Chase & Co.$223,2230.0%9100.1%FinanceSCHZSchwab U.S. Aggregate Bond ETF$0$403,152 ▼-100.0%00.0%ETFBXBlackstone$0$209,490 ▼-100.0%00.0%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$208,662 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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