Attessa Capital

Latest statistics and disclosures from Attessa Capital's latest quarterly 13F-HR filing:

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Positions held by Attessa Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Attessa Capital

Attessa Capital holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.2 $34M 58k 586.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 18.6 $27M 570k 47.82
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Select Sector Spdr Tr Technology (XLK) 6.0 $8.8M 38k 232.52
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.9 $8.7M 120k 71.91
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.5 $8.0M 345k 23.18
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.9 $7.2M 297k 24.29
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $7.0M 158k 44.04
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Pacer Fds Tr Pacer Us Small (CALF) 3.1 $4.6M 104k 44.01
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Select Sector Spdr Tr Communication (XLC) 2.9 $4.2M 44k 96.81
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.8 $4.1M 18k 224.35
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.0M 215k 18.50
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 2.7 $3.9M 60k 65.35
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Select Sector Spdr Tr Sbi Healthcare (XLV) 2.2 $3.3M 24k 137.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $3.1M 5.7k 538.78
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Global X Fds Glbl X Mlp Etf (MLPA) 1.7 $2.5M 51k 49.41
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $2.4M 87k 27.32
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Schwab Strategic Tr Long Term Us (SCHQ) 1.6 $2.3M 74k 31.43
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.8M 78k 22.70
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Tesla Motors (TSLA) 0.7 $1.1M 2.7k 403.84
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Apple (AAPL) 0.7 $985k 3.9k 250.39
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Northrop Grumman Corporation (NOC) 0.4 $642k 1.4k 469.29
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $615k 5.2k 117.48
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Ishares Tr Esg Msci Usa Etf (USXF) 0.4 $563k 11k 49.72
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Microsoft Corporation (MSFT) 0.4 $560k 1.3k 421.62
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Abbvie (ABBV) 0.3 $476k 2.7k 177.70
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Amazon (AMZN) 0.3 $466k 2.1k 219.39
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Exxon Mobil Corporation (XOM) 0.3 $426k 4.0k 107.56
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $403k 18k 22.70
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S&p Global (SPGI) 0.3 $377k 757.00 498.03
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $374k 5.2k 71.43
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $343k 3.5k 96.90
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $308k 523.00 588.68
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $299k 11k 27.71
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Abbott Laboratories (ABT) 0.2 $295k 2.6k 113.11
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $287k 17k 16.63
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $231k 4.6k 50.13
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JPMorgan Chase & Co. (JPM) 0.1 $218k 910.00 239.71
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $212k 730.00 289.81
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Blackstone Group Inc Com Cl A (BX) 0.1 $210k 1.2k 172.42
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $209k 4.2k 50.28
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Past Filings by Attessa Capital

SEC 13F filings are viewable for Attessa Capital going back to 2024