Atticus Wealth Management

Latest statistics and disclosures from Atticus Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 197 positions in its portfolio as reported in the September 2025 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) 23.7 $94M -5% 141k 666.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 5.8 $23M -9% 49k 468.41
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 4.7 $19M +12% 378k 49.72
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.9 $15M +27% 450k 34.29
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 3.7 $15M -3% 262k 55.33
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Apple (AAPL) 3.3 $13M +2% 51k 254.63
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $10M +9% 139k 73.48
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Ishares Tr S&p 100 Etf (OEF) 2.5 $9.9M -4% 30k 332.84
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Microsoft Corporation (MSFT) 2.2 $8.5M +3% 17k 517.96
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.9 $7.6M 73k 104.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $6.0M +2% 10k 600.40
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Spdr Gold Tr Gold Shs (GLD) 1.3 $5.3M 15k 355.47
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Coca-Cola Company (KO) 1.2 $4.7M 70k 66.32
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Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $4.4M 31k 140.95
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $4.2M 109k 38.90
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Select Sector Spdr Tr Technology (XLK) 1.0 $4.1M -3% 15k 281.86
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NVIDIA Corporation (NVDA) 1.0 $4.1M +11% 22k 186.58
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Vanguard Specialized Funds Div App Etf (VIG) 0.9 $3.7M 17k 215.79
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Vanguard Index Fds Large Cap Etf (VV) 0.9 $3.7M -2% 12k 307.85
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $3.4M -15% 33k 104.51
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.4M 14k 243.11
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Costco Wholesale Corporation (COST) 0.8 $3.3M 3.6k 925.72
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Amazon (AMZN) 0.8 $3.3M +4% 15k 219.57
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Ishares Tr Core S&p Scp Etf (IJR) 0.8 $3.2M +2% 27k 118.83
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Broadcom (AVGO) 0.8 $3.1M +38% 9.5k 329.90
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.7 $2.9M 66k 43.91
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Ishares Tr Short Treas Bd (SHV) 0.7 $2.8M +41% 25k 110.49
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Vanguard World Inf Tech Etf (VGT) 0.6 $2.5M 3.3k 746.57
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JPMorgan Chase & Co. (JPM) 0.6 $2.5M +21% 7.8k 315.44
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Tesla Motors (TSLA) 0.6 $2.4M +146% 5.3k 444.72
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.6 $2.3M -2% 55k 41.06
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.1M -5% 23k 93.37
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Home Depot (HD) 0.5 $2.1M +13% 5.1k 405.21
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $2.0M 48k 42.02
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Meta Platforms Cl A (META) 0.5 $1.9M +38% 2.6k 734.40
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.9M -10% 28k 65.26
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Ishares Msci Emrg Chn (EMXC) 0.5 $1.8M -5% 27k 67.51
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $1.8M 7.5k 239.64
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.8M -12% 7.4k 241.96
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Palantir Technologies Cl A (PLTR) 0.5 $1.8M +194% 9.8k 182.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.8M -5% 33k 53.40
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Visa Com Cl A (V) 0.4 $1.7M +10% 5.0k 341.40
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Tapestry (TPR) 0.4 $1.7M +52% 15k 113.22
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Nextera Energy (NEE) 0.4 $1.7M -6% 22k 75.49
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Oracle Corporation (ORCL) 0.4 $1.6M +9% 5.7k 281.24
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.5M +73% 7.9k 189.71
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M +16% 6.0k 243.54
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.3 $1.4M 35k 39.69
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M +94% 14k 93.75
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Eli Lilly & Co. (LLY) 0.3 $1.3M 1.7k 762.98
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Procter & Gamble Company (PG) 0.3 $1.2M +17% 8.1k 153.64
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Netflix (NFLX) 0.3 $1.2M +10% 989.00 1198.92
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.2M -2% 8.4k 139.17
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Global X Fds Artificial Etf (AIQ) 0.3 $1.1M 23k 49.39
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $1.1M 33k 33.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M +2% 1.8k 612.46
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.1M 7.5k 142.41
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Ishares Tr Msci India Etf (INDA) 0.3 $1.1M +5% 21k 52.06
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 8.7k 120.72
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Mastercard Incorporated Cl A (MA) 0.3 $1.0M +8% 1.8k 568.78
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Morgan Stanley Com New (MS) 0.2 $962k +46% 6.0k 158.97
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Vanguard Index Fds Value Etf (VTV) 0.2 $954k 5.1k 186.49
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Public Service Enterprise (PEG) 0.2 $936k +28% 11k 83.46
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Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $902k 21k 44.00
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Applied Materials (AMAT) 0.2 $902k +12% 4.4k 204.74
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $875k 19k 45.60
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Abbvie (ABBV) 0.2 $862k 3.7k 231.55
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $819k 3.9k 209.32
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Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.2 $816k 22k 37.47
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McDonald's Corporation (MCD) 0.2 $795k -4% 2.6k 303.93
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $763k 20k 38.36
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Wal-Mart Stores (WMT) 0.2 $751k +21% 7.3k 103.06
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Cisco Systems (CSCO) 0.2 $744k +48% 11k 68.42
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Spdr Series Trust S&p Divid Etf (SDY) 0.2 $726k 5.2k 140.05
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Goldman Sachs (GS) 0.2 $721k +45% 906.00 796.15
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Old Republic International Corporation (ORI) 0.2 $716k +59% 17k 42.47
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Ares Management Corporation Cl A Com Stk (ARES) 0.2 $715k +64% 4.5k 159.89
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Truist Financial Corp equities (TFC) 0.2 $715k 16k 45.72
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Chevron Corporation (CVX) 0.2 $709k +3% 4.6k 155.29
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Analog Devices (ADI) 0.2 $707k +61% 2.9k 245.73
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.2 $690k +3954% 7.5k 91.97
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Ea Series Trust Us Quan Momentum (QMOM) 0.2 $684k +75% 11k 64.44
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Northrop Grumman Corporation (NOC) 0.2 $683k +6% 1.1k 609.48
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Exxon Mobil Corporation (XOM) 0.2 $676k 6.0k 112.74
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Fortinet (FTNT) 0.2 $669k 8.0k 84.08
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Palo Alto Networks (PANW) 0.2 $656k +2% 3.2k 203.62
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Intuitive Surgical Com New (ISRG) 0.2 $656k +42% 1.5k 447.23
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $652k 16k 41.15
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Verizon Communications (VZ) 0.2 $648k +56% 15k 43.95
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Select Sector Spdr Tr Financial (XLF) 0.2 $640k -3% 12k 53.87
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Medtronic SHS (MDT) 0.2 $623k +52% 6.5k 95.24
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $614k +80% 11k 57.47
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $611k 13k 45.80
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $607k +58% 907.00 669.12
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Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $605k NEW 5.8k 104.90
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Abbott Laboratories (ABT) 0.2 $605k +28% 4.5k 133.94
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Cummins (CMI) 0.2 $604k +4% 1.4k 422.22
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Ge Vernova (GEV) 0.2 $599k +65% 974.00 615.12
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $565k +28% 9.9k 57.10
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Realty Income (O) 0.1 $559k +56% 9.2k 60.79
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Phillips 66 (PSX) 0.1 $545k +60% 4.0k 136.03
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Lamar Advertising Cl A (LAMR) 0.1 $539k +55% 4.4k 122.42
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Johnson & Johnson (JNJ) 0.1 $536k -19% 2.9k 185.39
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $525k 3.8k 139.68
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $519k 2.5k 208.73
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L3harris Technologies (LHX) 0.1 $508k +29% 1.7k 305.49
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Comcast Corp Cl A (CMCSA) 0.1 $497k +46% 16k 31.42
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Intuit (INTU) 0.1 $491k -2% 718.00 683.31
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $480k +215% 7.0k 68.96
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Diamondback Energy (FANG) 0.1 $479k +55% 3.3k 143.10
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Merck & Co (MRK) 0.1 $474k -8% 5.6k 83.94
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AutoZone (AZO) 0.1 $472k +69% 110.00 4290.25
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Raytheon Technologies Corp (RTX) 0.1 $470k +17% 2.8k 167.33
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $468k -15% 2.3k 203.59
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Servicenow (NOW) 0.1 $457k +100% 496.00 920.28
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Graham Hldgs Com Cl B (GHC) 0.1 $454k +56% 386.00 1177.31
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RBB Us Trsry 6 Mnth (XBIL) 0.1 $444k -34% 8.8k 50.19
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W.R. Berkley Corporation (WRB) 0.1 $437k +99% 5.7k 76.62
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $434k -2% 5.2k 84.11
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General Dynamics Corporation (GD) 0.1 $431k +3% 1.3k 341.00
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Marathon Petroleum Corp (MPC) 0.1 $429k +73% 2.2k 192.74
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Vertiv Holdings Com Cl A (VRT) 0.1 $426k 2.8k 150.85
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ConocoPhillips (COP) 0.1 $426k +45% 4.5k 94.59
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Arista Networks Com Shs (ANET) 0.1 $416k -17% 2.9k 145.71
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Eaton Corp SHS (ETN) 0.1 $415k +127% 1.1k 374.25
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New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $408k +61% 13k 31.01
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $405k +44% 418.00 968.09
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Boston Scientific Corporation (BSX) 0.1 $399k +127% 4.1k 97.63
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Toll Brothers (TOL) 0.1 $397k +110% 2.9k 138.14
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $396k -5% 6.7k 58.85
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Reliance Steel & Aluminum (RS) 0.1 $390k +84% 1.4k 280.80
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Public Storage (PSA) 0.1 $389k +5% 1.3k 288.79
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $388k -29% 7.7k 50.73
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Lockheed Martin Corporation (LMT) 0.1 $387k +48% 775.00 499.29
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $387k 10k 38.67
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United Parcel Service CL B (UPS) 0.1 $387k +205% 4.6k 83.52
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Travelers Companies (TRV) 0.1 $381k +51% 1.4k 279.29
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Linde SHS (LIN) 0.1 $380k 800.00 475.00
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Agnico (AEM) 0.1 $380k +20% 2.3k 168.56
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Adobe Systems Incorporated (ADBE) 0.1 $370k -4% 1.1k 352.75
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $365k 8.5k 43.10
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $364k 2.5k 145.62
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Allstate Corporation (ALL) 0.1 $359k +37% 1.7k 214.65
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Green Brick Partners (GRBK) 0.1 $359k +102% 4.9k 73.86
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $352k 3.0k 117.16
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $346k +17% 4.1k 84.69
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salesforce (CRM) 0.1 $344k +86% 1.5k 237.00
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Vanguard Index Fds Growth Etf (VUG) 0.1 $343k -5% 716.00 479.61
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Tractor Supply Company (TSCO) 0.1 $335k +3% 5.9k 56.87
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Brookfield Real Assets Incom Shs Ben Int (RA) 0.1 $332k +32% 25k 13.36
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Air Products & Chemicals (APD) 0.1 $331k +3% 1.2k 272.78
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $330k 1.7k 194.47
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American Healthcare Reit Com Shs (AHR) 0.1 $328k 7.8k 42.01
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $328k +93% 4.8k 68.81
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Union Pacific Corporation (UNP) 0.1 $324k +30% 1.4k 236.45
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Unilever Spon Adr New (UL) 0.1 $318k +49% 5.4k 59.28
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Valero Energy Corporation (VLO) 0.1 $314k +63% 1.8k 170.25
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Johnson Ctls Intl SHS (JCI) 0.1 $312k +49% 2.8k 109.95
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $304k 7.2k 42.47
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Advanced Micro Devices (AMD) 0.1 $303k +36% 1.9k 161.79
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Trane Technologies SHS (TT) 0.1 $303k +53% 717.00 421.96
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O'reilly Automotive (ORLY) 0.1 $301k +67% 2.8k 107.81
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $292k -14% 2.0k 145.63
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Landbridge Company Cl A (LB) 0.1 $292k +184% 5.5k 53.35
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Sprott Asset Management Physical Gold An (CEF) 0.1 $291k +88% 7.9k 36.69
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International Business Machines (IBM) 0.1 $291k 1.0k 282.04
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Wec Energy Group (WEC) 0.1 $289k 2.5k 114.60
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Garmin SHS (GRMN) 0.1 $288k +60% 1.2k 246.28
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Autodesk (ADSK) 0.1 $282k +147% 887.00 317.67
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Ea Series Trust Strive 1000 Div (STXD) 0.1 $281k +109% 7.7k 36.53
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Xylem (XYL) 0.1 $277k 1.9k 147.52
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Motorola Solutions Com New (MSI) 0.1 $275k +47% 601.00 457.29
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Nxp Semiconductors N V (NXPI) 0.1 $273k +39% 1.2k 227.73
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $270k 3.1k 87.85
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $268k +2% 547.00 490.38
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Microchip Technology (MCHP) 0.1 $267k +49% 4.2k 64.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $262k -8% 2.6k 100.25
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Advisor Managed Portfolios Cornercap Fundam (FUNL) 0.1 $261k NEW 5.7k 46.20
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Intercontinental Exchange (ICE) 0.1 $260k +5% 1.5k 168.53
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $256k +3% 1.5k 174.53
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Cadence Design Systems (CDNS) 0.1 $254k +79% 722.00 351.26
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Pool Corporation (POOL) 0.1 $252k +73% 812.00 309.89
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $250k +4% 5.9k 42.13
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Chubb (CB) 0.1 $247k +48% 874.00 282.25
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Markel Corporation (MKL) 0.1 $247k +86% 129.00 1911.36
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $245k 877.00 279.29
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Lowe's Companies (LOW) 0.1 $240k 954.00 251.31
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $239k +2% 2.7k 87.20
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Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $233k +66% 4.3k 54.20
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Parker-Hannifin Corporation (PH) 0.1 $221k 291.00 758.31
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $217k 846.00 256.45
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Cme (CME) 0.1 $214k +64% 793.00 270.09
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Synopsys (SNPS) 0.1 $206k +76% 418.00 493.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $201k +22% 3.7k 54.19
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $184k +49% 11k 17.01
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Cion Invt Corp (CION) 0.0 $100k 11k 9.48
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Tenaya Therapeutics (TNYA) 0.0 $73k -6% 45k 1.62
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Past Filings by Atticus Wealth Management

SEC 13F filings are viewable for Atticus Wealth Management going back to 2019

View all past filings