ATTICUS WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800234
Institutional-grade research for retail investors
13F Reported Value
ⓘ$420.1M
Holdings
177
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ATTICUS WEALTH MANAGEMENT, LLC disclosed 177 positions worth $420.1M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 22.7% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 13 — including a new stake in $TXN and a full exit from $XOM. The portfolio is most concentrated in Other (70.4% of disclosed assets). All figures are sourced directly from ATTICUS WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1800234.
AI Fund Analysis
Stable
$SPY22.7% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
6.0% weight
Held 10 quarters
NEOS ETF TRUST - NEOS ENH
5.1% weight
Held 10 quarters
HARTFORD FDS EXCHANGE TRAD
4.1% weight
Held 8 quarters
$AAPL3.4% weight
Held 10 quarters
ISHARES TR - MSCI INDIA ET
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
VANGUARD INDEX FDS - EXTEN
8 quarters accumulating
SCHWAB STRATEGIC TR - US L
7 quarters accumulating
$C7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$95.4M127,732 sh ISHARES TR - RUS 1000 GRW ETF
—Quality
$25.4M204,824 shINNOVATOR ETFS TRUST - QUITY MANAGD FLR
—Quality
$24.9M644,710 shNEOS ETF TRUST - NEOS ENH INC 1-3
—Quality
$21.5M432,170 shHARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF
—Quality
$17.1M507,709 sh- 76.1
Quality
$14.1M48,843 sh ISHARES TR - S&P 100 ETF
—Quality
$10.2M27,944 sh- —
Quality
$8.0M70,473 sh - —
Quality
$8.0M10,799 sh - 74.0
Quality
$5.7M70,278 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $95.4M | 127,732 |
| ISHARES TR - RUS 1000 GRW ETF | — | $25.4M | 204,824 |
| INNOVATOR ETFS TRUST - QUITY MANAGD FLR | — | $24.9M | 644,710 |
| NEOS ETF TRUST - NEOS ENH INC 1-3 | — | $21.5M | 432,170 |
| HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | — | $17.1M | 507,709 |
| Apple Inc.$AAPL | 76.1 | $14.1M | 48,843 |
| ISHARES TR - S&P 100 ETF | — | $10.2M | 27,944 |
 Invesco Ltd.$IVZ | — | $8.0M | 70,473 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $8.0M | 10,799 |
 COCA COLA CO$KO | 74.0 | $5.7M | 70,278 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ATTICUS WEALTH MANAGEMENT, LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$295.6M
Technology
$53.3M
Financials
$28.3M
Consumer Discretionary
$12.4M
Industrials
$10.0M
Consumer Staples
$6.9M
Healthcare
$5.4M
Utilities
$2.8M
Full Holdings — ATTICUS WEALTH MANAGEMENT, LLC (Q2 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $95.4M | 22.7% | -2% | — |
| 2 | — | ISHARES TR - RUS 1000 GRW ETF | $25.4M | 6.0% | +303% | — |
| 3 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $24.9M | 5.9% | +3459% | — |
| 4 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $21.5M | 5.1% | +28% | — |
| 5 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $17.1M | 4.1% | +7% | — |
| 6 | $AAPL | Apple Inc. | $14.1M | 3.4% | -1% | 76.1 |
| 7 | — | ISHARES TR - S&P 100 ETF | $10.2M | 2.4% | -3% | — |
| 8 | $IVZ | Invesco Ltd. | $8.0M | 1.9% | +2% | — |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 1.9% | +4% | — |
| 10 | $KO | COCA COLA CO | $5.7M | 1.4% | -0% | 74 |
| 11 |  $MSFT | MICROSOFT CORP | $5.6M | 1.3% | +0% | 83.7 |
| 12 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $5.0M | 1.2% | -2% | — |
| 13 |  $GLD | SPDR GOLD TRUST | $4.9M | 1.2% | -3% | — |
| 14 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.8M | 1.1% | -1% | — |
| 15 | — | SPDR SERIES TRUST - ST STR P500VAL | $4.7M | 1.1% | -70% | — |
| 16 |  $GOOG | Alphabet Inc. | $4.3M | 1.0% | -4% | 80.2 |
| 17 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.0M | 1.0% | -0% | — |
| 18 | — | SPDR SERIES TRUST - ST STR P500GRW | $3.8M | 0.9% | -2% | — |
| 19 |  $NVDA | NVIDIA CORP | $3.6M | 0.8% | -5% | 90.2 |
| 20 | — | ISHARES TR - CORE S&P SCP ETF | $3.5M | 0.8% | -7% | — |
| 21 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.5M | 0.8% | -7% | — |
| 22 |  $AVGO | Broadcom Inc. | $3.4M | 0.8% | -1% | 86.4 |
| 23 | — | ISHARES TR - TRUST ISHARE 0-1 | $3.4M | 0.8% | +70% | — |
| 24 |  $AMZN | AMAZON COM INC | $3.2M | 0.8% | -3% | 74.6 |
| 25 | — | ISHARES TR - MSCI EAFE ETF | $3.1M | 0.7% | +3% | — |
| 26 |  $AMAT | APPLIED MATERIALS INC /DE | $3.0M | 0.7% | -0% | 74.8 |
| 27 | — | VANGUARD WORLD FD - INF TECH ETF | $2.9M | 0.7% | +706% | — |
| 28 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.8M | 0.7% | -5% | — |
| 29 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $2.8M | 0.7% | +32% | — |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 0.7% | -3% | 67 |
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.5M | 0.6% | +0% | — |
| 32 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.4M | 0.6% | -1% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.6% | -1% | 35.6 |
| 34 | — | ISHARES TR - MSCI EMG MKT ETF | $2.4M | 0.6% | +4% | — |
| 35 |  $TSLA | Tesla, Inc. | $2.3M | 0.5% | +0% | 50.1 |
| 36 | — | ISHARES INC - MSCI EMRG CHN | $2.2M | 0.5% | -12% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $2.2M | 0.5% | +37% | — |
| 38 |  $GOOGL | Alphabet Inc. | $2.2M | 0.5% | +6% | 80.2 |
| 39 |  $TPR | TAPESTRY, INC. | $2.2M | 0.5% | -1% | 76.4 |
| 40 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.1M | 0.5% | -0% | — |
| 41 |  $PLTR | Palantir Technologies Inc. | $2.1M | 0.5% | +70% | 85.8 |
| 42 | — | ISHARES TR - CORE S&P500 ETF | $2.0M | 0.5% | +36% | — |
| 43 |  $LLY | ELI LILLY & Co | $2.0M | 0.5% | +1% | 89.3 |
| 44 | — | ISHARES TR - CORE S&P MCP ETF | $1.9M | 0.5% | -1% | — |
| 45 |  $HD | HOME DEPOT, INC. | $1.9M | 0.5% | -3% | 69.2 |
| 46 | $IVZ | Invesco Ltd. | $1.9M | 0.4% | +600% | — |
| 47 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.4% | -2% | 71.7 |
| 48 | — | ISHARES TR - RUSSELL 2000 ETF | $1.8M | 0.4% | -0% | — |
| 49 |  $V | VISA INC. | $1.7M | 0.4% | +1% | 83.5 |
| 50 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $1.5M | 0.3% | -7% | — |
| 51 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.5M | 0.3% | -0% | — |
| 52 |  $MS | MORGAN STANLEY | $1.5M | 0.3% | +17% | — |
| 53 |  $META | Meta Platforms, Inc. | $1.5M | 0.3% | +12% | 80.9 |
| 54 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.3M | 0.3% | +4% | — |
| 55 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.3M | 0.3% | -7% | — |
| 56 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.3% | +19% | 78.8 |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.3% | -1% | 72.3 |
| 58 |  $FTNT | Fortinet, Inc. | $1.2M | 0.3% | +0% | 78.1 |
| 59 | — | ISHARES TR - MSCI INDIA ETF | $1.2M | 0.3% | +15% | — |
| 60 | — | GLOBAL X FDS - ARTIFICIAL ETF | $1.2M | 0.3% | -17% | — |
| 61 |  $GEV | GE Vernova Inc. | $1.1M | 0.3% | -1% | 70.1 |
| 62 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.3% | -0% | 76.2 |
| 63 | — | ISHARES TR - RUS MD CP GR ETF | $1.1M | 0.3% | -1% | — |
| 64 | — | EA SERIES TRUST - US QUAN MOMENTUM | $1.1M | 0.3% | +17% | — |
| 65 | — | NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C | $1.1M | 0.3% | +99% | — |
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | $1.1M | 0.3% | -2% | — |
| 67 |  $CMI | CUMMINS INC | $1.0M | 0.2% | +0% | 58.9 |
| 68 | — | SPDR SERIES TRUST - ST STR SP500DIV | $989,115 | 0.2% | +0% | — |
| 69 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $967,382 | 0.2% | +0% | — |
| 70 |  $VRT | Vertiv Holdings Co | $947,250 | 0.2% | -1% | 82.7 |
| 71 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $944,914 | 0.2% | +5% | 74.6 |
| 72 |  $PG | PROCTER & GAMBLE Co | $937,762 | 0.2% | -15% | 72.9 |
| 73 |  $ASML | ASML HOLDING NV | $895,248 | 0.2% | +5% | — |
| 74 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA BU | $874,605 | 0.2% | +0% | — |
| 75 |  $PANW | Palo Alto Networks Inc | $864,827 | 0.2% | -7% | 66.5 |
| 76 |  $MA | Mastercard Inc | $844,970 | 0.2% | +3% | 81.7 |
| 77 |  $ABBV | AbbVie Inc. | $801,056 | 0.2% | -1% | 59.3 |
| 78 |  $CVX | CHEVRON CORP | $795,540 | 0.2% | -0% | 54.7 |
| 79 |  $ORCL | ORACLE CORP | $789,632 | 0.2% | +12% | 67.2 |
| 80 | — | SPDR SERIES TRUST - ST STR SP DIV | $789,066 | 0.2% | +0% | — |
| 81 |  $TFC | TRUIST FINANCIAL CORP | $778,886 | 0.2% | +0% | — |
| 82 |  $MRK | Merck & Co., Inc. | $739,608 | 0.2% | +1% | 70.9 |
| 83 |  $CEF | Sprott Physical Gold & Silver Trust | $724,543 | 0.2% | +4% | — |
| 84 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $714,714 | 0.2% | +3% | — |
| 85 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $714,155 | 0.2% | +1% | 70.4 |
| 86 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $700,857 | 0.2% | -65% | — |
| 87 |  $JNJ | JOHNSON & JOHNSON | $685,086 | 0.2% | +2% | 72.8 |
| 88 |  $WMT | Walmart Inc. | $660,249 | 0.2% | +1% | 63.2 |
| 89 |  $LAMR | LAMAR ADVERTISING CO/NEW | $655,593 | 0.2% | -6% | 67.8 |
| 90 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $648,027 | 0.1% | +136% | 66.7 |
| 91 |  $NFLX | NETFLIX INC | $631,248 | 0.1% | -8% | 86.7 |
| 92 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $629,386 | 0.1% | -8% | — |
| 93 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $611,394 | 0.1% | -13% | — |
| 94 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $578,223 | 0.1% | -3% | — |
| 95 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $571,529 | 0.1% | +0% | 60.5 |
| 96 |  $VZ | VERIZON COMMUNICATIONS INC | $571,494 | 0.1% | -10% | 71.6 |
| 97 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $567,502 | 0.1% | -9% | — |
| 98 |  $MPC | Marathon Petroleum Corp | $553,902 | 0.1% | +0% | 50.7 |
| 99 |  $PSX | Phillips 66 | $552,990 | 0.1% | -1% | 47.6 |
| 100 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $549,657 | 0.1% | +17% | — |
| 101 |  $MCD | MCDONALDS CORP | $538,601 | 0.1% | -6% | 73.9 |
| 102 |  $GS | GOLDMAN SACHS GROUP INC | $535,986 | 0.1% | +0% | — |
| 103 |  $LRCX | LAM RESEARCH CORP | $530,615 | 0.1% | +0% | 82.4 |
| 104 |  $TXN | TEXAS INSTRUMENTS INC | $514,941 | 0.1% | NEW | 70.4 |
| 105 |  $RTX | RTX Corp | $501,667 | 0.1% | +1% | 70 |
| 106 |  $GHC | Graham Holdings Co | $500,134 | 0.1% | +2% | 62 |
| 107 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $486,452 | 0.1% | -1% | — |
| 108 |  $VLO | VALERO ENERGY CORP/TX | $485,075 | 0.1% | +0% | 51.4 |
| 109 |  $APH | AMPHENOL CORP /DE/ | $482,061 | 0.1% | +67% | 80.5 |
| 110 |  $TOL | Toll Brothers, Inc. | $480,721 | 0.1% | +1% | 68.3 |
| 111 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $474,744 | 0.1% | +1% | — |
| 112 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $472,481 | 0.1% | -44% | — |
| 113 |  $ETN | Eaton Corp plc | $470,011 | 0.1% | +1% | — |
| 114 |  $ISRG | INTUITIVE SURGICAL INC | $468,070 | 0.1% | -4% | 81.4 |
| 115 | $IVZ | Invesco Ltd. | $464,412 | 0.1% | -74% | — |
| 116 | — | ISHARES TR - RUS 1000 VAL ETF | $462,799 | 0.1% | +0% | — |
| 117 |  $LB | LandBridge Co LLC | $461,103 | 0.1% | +1% | 62.6 |
| 118 |  $TRV | TRAVELERS COMPANIES, INC. | $459,216 | 0.1% | +1% | 71.5 |
| 119 |  $ARES | Ares Management Corp | $452,782 | 0.1% | -12% | 70.8 |
| 120 | — | VANGUARD INDEX FDS - VALUE ETF | $438,912 | 0.1% | +0% | — |
| 121 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $437,932 | 0.1% | +0% | — |
| 122 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $436,026 | 0.1% | +44% | — |
| 123 |  $MDT | Medtronic plc | $421,738 | 0.1% | -18% | — |
| 124 |  $IBKR | Interactive Brokers Group, Inc. | $420,337 | 0.1% | +1% | 75.5 |
| 125 |  $WRB | BERKLEY W R CORP | $418,444 | 0.1% | +1% | 71.8 |
| 126 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $415,993 | 0.1% | -0% | — |
| 127 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $413,300 | 0.1% | +0% | — |
| 128 | — | ISHARES TR - CORE S&P TTL STK | $407,031 | 0.1% | +0% | — |
| 129 |  $NXPI | NXP Semiconductors N.V. | $400,749 | 0.1% | +29% | — |
| 130 |  $CAT | CATERPILLAR INC | $400,446 | 0.1% | +21% | 67.8 |
| 131 | $IVZ | Invesco Ltd. | $398,932 | 0.1% | -96% | — |
| 132 | — | ISHARES TR - RUS MDCP VAL ETF | $397,431 | 0.1% | -7% | — |
| 133 |  $GRBK | Green Brick Partners, Inc. | $397,319 | 0.1% | +2% | 63.1 |
| 134 |  $ALL | ALLSTATE CORP | $397,283 | 0.1% | -1% | 76.6 |
| 135 |  $LMT | LOCKHEED MARTIN CORP | $395,365 | 0.1% | +2% | 65 |
| 136 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $392,676 | 0.1% | +0% | — |
| 137 |  $JCI | Johnson Controls International plc | $386,461 | 0.1% | -8% | — |
| 138 |  $INTC | INTEL CORP | $384,542 | 0.1% | NEW | 41.5 |
| 139 |  $AZO | AUTOZONE INC | $383,513 | 0.1% | +4% | 66.5 |
| 140 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $382,240 | 0.1% | +1% | 66.5 |
| 141 |  $GRMN | GARMIN LTD | $380,738 | 0.1% | +53% | — |
| 142 |  $LIN | LINDE PLC | $378,827 | 0.1% | +0% | — |
| 143 | — | VANGUARD INDEX FDS - GROWTH ETF | $370,211 | 0.1% | +500% | — |
| 144 |  $TT | Trane Technologies plc | $365,915 | 0.1% | +1% | — |
| 145 | — | GLOBAL X FDS - NASDAQ 100 COVER | $345,885 | 0.1% | +69% | — |
| 146 |  $AEM | AGNICO EAGLE MINES LTD | $345,010 | 0.1% | -2% | — |
| 147 |  $ANET | Arista Networks, Inc. | $343,668 | 0.1% | -1% | 86 |
| 148 |  $PWR | QUANTA SERVICES, INC. | $343,462 | 0.1% | +0% | 62.6 |
| 149 |  $UPS | UNITED PARCEL SERVICE INC | $333,465 | 0.1% | -4% | 58.2 |
| 150 |  $GD | GENERAL DYNAMICS CORP | $329,290 | 0.1% | +0% | 73 |
| 151 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $325,642 | 0.1% | -0% | — |
| 152 |  $UNP | UNION PACIFIC CORP | $322,832 | 0.1% | +0% | 74 |
| 153 | — | ISHARES TR - ESG AWR MSCI USA | $304,059 | 0.1% | -8% | — |
| 154 |  $MCHP | MICROCHIP TECHNOLOGY INC | $293,499 | 0.1% | +1% | 40 |
| 155 | — | RBB FD INC - US TRSRY 6 MNTH | $292,907 | 0.1% | -36% | — |
| 156 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $292,046 | 0.1% | -0% | — |
| 157 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $291,504 | 0.1% | -16% | — |
| 158 | — | ISHARES TR - MSCI USA MMENTM | $291,383 | 0.1% | +0% | — |
| 159 |  $PH | Parker-Hannifin Corp | $284,852 | 0.1% | +0% | 73.8 |
| 160 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $280,545 | 0.1% | +5% | — |
| 161 | $C | CITIGROUP INC | $279,024 | 0.1% | +0% | 54.8 |
| 162 |  $PSA | Public Storage | $272,595 | 0.1% | +0% | 73.9 |
| 163 |  $CB | Chubb Ltd | $267,948 | 0.1% | -2% | — |
| 164 |  $MKL | MARKEL GROUP INC. | $261,704 | 0.1% | +1% | 68.2 |
| 165 |  $ABT | ABBOTT LABORATORIES | $258,613 | 0.1% | -27% | 67 |
| 166 |  $ORLY | O REILLY AUTOMOTIVE INC | $257,300 | 0.1% | +0% | 72.7 |
| 167 |  $MSI | Motorola Solutions, Inc. | $253,534 | 0.1% | +1% | 73.8 |
| 168 |  $UL | UNILEVER PLC | $248,676 | 0.1% | -14% | — |
| 169 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $233,074 | 0.1% | NEW | 74.4 |
| 170 | — | ISHARES TR - MSCI USA QLT FCT | $229,988 | 0.1% | -19% | — |
| 171 | — | ISHARES TR - MSCI USA VALUE | $227,092 | 0.1% | NEW | — |
| 172 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $213,956 | 0.1% | NEW | — |
| 173 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $212,407 | 0.1% | NEW | — |
| 174 |  $STT | STATE STREET CORP | $204,794 | 0.1% | -11% | 61.5 |
| 175 | — | ISHARES TR - RUS 2000 GRW ETF | $203,444 | 0.1% | NEW | — |
| 176 |  $CTVA | Corteva, Inc. | $202,171 | 0.1% | NEW | 48.4 |
| 177 | — | PROSHARES TR II - ULSHT BLOOMB OIL | $201,646 | 0.1% | NEW | — |
New Positions (9)
$TXN TEXAS INSTRUMENTS INC$514,941$INTC INTEL CORP$384,542$CDNS CADENCE DESIGN SYSTEMS INC$233,074 ISHARES TR - MSCI USA VALUE$227,092
INNOVATOR ETFS TRUST - NASDAQ 100 MANA$213,956
SCHWAB STRATEGIC TR - US LCAP VA ETF$212,407
ISHARES TR - RUS 2000 GRW ETF$203,444
$CTVA Corteva, Inc.$202,171 PROSHARES TR II - ULSHT BLOOMB OIL$201,646
Exited Positions (13)
$XOM EXXON MOBIL CORP
$BRK-A BERKSHIRE HATHAWAY INC J P MORGAN EXCHANGE TRADED F
$WEC WEC ENERGY GROUP, INC. ISHARES TR
$BSX BOSTON SCIENTIFIC CORP
$CME CME GROUP INC.
$CRM Salesforce, Inc.
$NOW ServiceNow, Inc.
$ADSK Autodesk, Inc. EA SERIES TRUST
$TSCO TRACTOR SUPPLY CO /DE/
$ICE Intercontinental Exchange, Inc.Browse Top Institutional Investors
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13F Pro tracks comprehensive institutional data for ATTICUS WEALTH MANAGEMENT, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track ATTICUS WEALTH MANAGEMENT, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for ATTICUS WEALTH MANAGEMENT, LLC and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: ATTICUS WEALTH MANAGEMENT, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ATTICUS WEALTH MANAGEMENT, LLC (SEC CIK: 1800234), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ATTICUS WEALTH MANAGEMENT, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.