Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Atticus Wealth Management

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

Top 5 stock holdings are SPY, SPYV, CSHI, HTRB, AAPL, and represent 45.15% of Atticus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: HTRB (+$12M), SPY, SPIB, SPYV, IWF, NVDA, AVGO, AGGY, GLD, KO.
Started 31 new stock positions in SPHD, PLTR, PBD, Advent Conv & Income, NANC, NGNE, ETHE, ILCG, Sirius XM Holdings, Grayscale Ethereum Mini Tr E.
Reduced shares in these 10 stocks: CSHI (-$14M), SHV (-$8.3M), JPST, XLC, SPYG, HON, VAW, XLK, ADBE, JNJ.
Sold out of its positions in ACI, LNT, AVTR, ACLS, AXSM, BIIB, BDJ, DYNF, BLDR, Calumet Specialty Products Partners, L.P.
Atticus Wealth Management was a net seller of stock by $-8.8M.
Atticus Wealth Management has $312M in assets under management (AUM), dropping by 1.80%.
Central Index Key (CIK): 0001800234

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 521 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Atticus Wealth Management has 521 total positions. Only the first 250 positions are shown.

Sign up to view all of the Atticus Wealth Management Sept. 30, 2024 positions
Download the Atticus Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	24.5	$76M		133k	573.77	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.7	$21M	+2%	397k	52.86	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	6.4	$20M	-40%	400k	49.80	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	4.0	$12M	NEW	354k	34.96	View chart
Apple (AAPL)	3.6	$11M		48k	233.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.4	$11M	+4%	28k	375.38	View chart
Ishares Tr S&p 100 Etf (OEF)	3.0	$9.2M		33k	276.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$7.9M		36k	220.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$7.6M	+3%	122k	62.32	View chart
Microsoft Corporation (MSFT)	2.2	$6.8M		16k	430.30	View chart
Coca-Cola Company (KO)	1.8	$5.6M	+4%	78k	71.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$4.4M		9.1k	488.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.3	$4.0M		114k	35.24	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$3.9M	+7%	16k	243.06	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$3.8M	-3%	17k	225.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$3.7M		29k	128.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.6M		14k	263.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$3.4M	-5%	41k	82.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$3.4M	+2%	17k	198.06	View chart
Costco Wholesale Corporation (COST)	1.0	$3.1M		3.5k	886.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.8	$2.6M		67k	39.25	View chart
Amazon (AMZN)	0.8	$2.5M		13k	186.33	View chart
Ishares Tr Short Treas Bd (SHV)	0.8	$2.4M	-77%	22k	110.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.4M		14k	165.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$2.3M		37k	61.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.7	$2.0M	-4%	55k	36.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$2.0M	+2%	24k	83.63	View chart
NVIDIA Corporation (NVDA)	0.6	$2.0M	+27%	16k	121.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$2.0M		3.3k	586.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.6	$1.8M		48k	38.31	View chart
Nextera Energy (NEE)	0.6	$1.8M	+15%	21k	84.53	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.6M	-5%	8.2k	200.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.6M		11k	154.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.6M	+2%	35k	45.86	View chart
Eli Lilly & Co. (LLY)	0.5	$1.4M		1.6k	885.97	View chart
Home Depot (HD)	0.4	$1.4M	-2%	3.3k	405.21	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$1.3M	+137%	39k	33.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.1M		5.9k	179.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.1M		26k	40.48	View chart
Visa Com Cl A (V)	0.3	$1.0M	-2%	3.7k	274.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.0M	-6%	8.6k	117.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$947k		5.4k	174.58	View chart
Johnson & Johnson (JNJ)	0.3	$940k	-10%	5.8k	162.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$935k		26k	36.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$921k		9.6k	95.75	View chart
McDonald's Corporation (MCD)	0.3	$903k	+20%	3.0k	304.51	View chart
Vanguard World Energy Etf (VDE)	0.3	$893k	+2%	7.3k	122.47	View chart
Procter & Gamble Company (PG)	0.3	$880k	-2%	5.1k	173.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$819k	-7%	4.9k	167.19	View chart
Meta Platforms Cl A (META)	0.2	$777k	+15%	1.4k	572.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$758k	+6%	3.6k	210.87	View chart
Abbvie (ABBV)	0.2	$745k		3.8k	197.46	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$738k		22k	33.89	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$737k		5.2k	142.04	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$719k		20k	35.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$699k		3.8k	181.99	View chart
Mastercard Incorporated Cl A (MA)	0.2	$690k	-5%	1.4k	493.87	View chart
Truist Financial Corp equities (TFC)	0.2	$669k		16k	42.77	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$652k	+29%	14k	45.32	View chart
Chevron Corporation (CVX)	0.2	$644k		4.4k	147.27	View chart
Fortinet (FTNT)	0.2	$631k		8.1k	77.55	View chart
Applied Materials (AMAT)	0.2	$611k		3.0k	202.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$591k	-86%	12k	50.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$591k	-6%	3.1k	189.80	View chart
Netflix (NFLX)	0.2	$565k		797.00	709.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$552k		13k	41.32	View chart
Northrop Grumman Corporation (NOC)	0.2	$539k		1.0k	528.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$532k		2.7k	200.76	View chart
The Trade Desk Com Cl A (TTD)	0.2	$527k	-12%	4.8k	109.65	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$497k	+23%	3.8k	132.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$495k		939.00	527.60	View chart
Tesla Motors (TSLA)	0.2	$494k		1.9k	261.63	View chart
UnitedHealth (UNH)	0.1	$464k	+4%	794.00	584.90	View chart
Merck & Co (MRK)	0.1	$459k		4.0k	113.57	View chart
Palo Alto Networks (PANW)	0.1	$440k	+5%	1.3k	341.80	View chart
General Dynamics Corporation (GD)	0.1	$429k		1.4k	302.20	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$427k	-19%	9.6k	44.67	View chart
Cummins (CMI)	0.1	$409k		1.3k	323.79	View chart
Broadcom (AVGO)	0.1	$407k	+798%	2.4k	172.48	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$395k		300.00	1316.40	View chart
Public Service Enterprise (PEG)	0.1	$395k		4.4k	89.21	View chart
Linde SHS (LIN)	0.1	$389k		815.00	476.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$356k		3.0k	117.22	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$353k	+141%	7.0k	50.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$347k		10k	34.74	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$341k		10k	33.23	View chart
Air Products & Chemicals (APD)	0.1	$341k		1.1k	297.75	View chart
Wal-Mart Stores (WMT)	0.1	$332k		4.1k	80.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$332k	+10%	2.6k	125.61	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$332k	NEW	7.4k	44.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$330k		8.5k	38.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$329k		8.9k	36.88	View chart
Intuit (INTU)	0.1	$325k	+2%	523.00	621.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$315k	-28%	609.00	517.78	View chart
Abbott Laboratories (ABT)	0.1	$301k		2.6k	114.03	View chart
Becton, Dickinson and (BDX)	0.1	$296k		1.2k	241.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$295k		1.6k	179.13	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$294k		24k	12.35	View chart
Xylem (XYL)	0.1	$294k	+11%	2.2k	135.00	View chart
Realty Income (O)	0.1	$288k		4.5k	63.42	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$286k	+18%	3.5k	80.79	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$284k		3.6k	78.39	View chart
Danaher Corporation (DHR)	0.1	$277k		995.00	278.02	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$272k	-27%	15k	18.10	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$271k		7.2k	37.86	View chart
Public Storage (PSA)	0.1	$270k	+20%	742.00	363.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$270k		702.00	383.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$268k		2.1k	126.18	View chart
Oracle Corporation (ORCL)	0.1	$262k		1.5k	170.36	View chart
Lowe's Companies (LOW)	0.1	$256k		946.00	270.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$239k		675.00	353.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$228k	-24%	1.4k	167.68	View chart
Novo-nordisk A S Adr (NVO)	0.1	$222k		1.9k	119.07	View chart
Tractor Supply Company (TSCO)	0.1	$217k	+23%	745.00	290.98	View chart
Pepsi (PEP)	0.1	$207k	-11%	1.2k	170.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$207k		2.6k	80.30	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$204k	NEW	7.8k	26.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$196k	-6%	3.7k	52.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$189k		1.6k	121.16	View chart
Goldman Sachs (GS)	0.1	$188k		380.00	495.11	View chart
At&t (T)	0.1	$187k		8.5k	22.00	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$185k		3.2k	58.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$182k		2.0k	91.80	View chart
Anthem (ELV)	0.1	$182k		349.00	520.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$180k		3.0k	59.02	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$178k		3.5k	50.46	View chart
Arista Networks (ANET)	0.1	$176k	+9%	459.00	383.82	View chart
Parker-Hannifin Corporation (PH)	0.1	$174k		275.00	631.82	View chart
Intuitive Surgical Com New (ISRG)	0.1	$173k	+9%	353.00	491.27	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$172k	+25%	3.3k	51.33	View chart
Walt Disney Company (DIS)	0.1	$172k		1.8k	96.18	View chart
Verizon Communications (VZ)	0.1	$172k	-13%	3.8k	44.91	View chart
American Tower Reit (AMT)	0.1	$169k		727.00	232.47	View chart
Ecolab (ECL)	0.1	$163k	-17%	638.00	255.33	View chart
Exchange Traded Concepts Tru Inqq The India I (INQQ)	0.1	$163k		9.9k	16.40	View chart
Union Pacific Corporation (UNP)	0.1	$161k		655.00	246.48	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$155k		4.4k	35.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$153k		1.0k	153.13	View chart
International Business Machines (IBM)	0.0	$151k	-26%	681.00	221.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$148k		3.1k	47.86	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$145k		511.00	283.85	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$140k		4.0k	34.89	View chart
Quanta Services (PWR)	0.0	$140k		468.00	298.15	View chart
Progressive Corporation (PGR)	0.0	$137k		539.00	253.76	View chart
Vanguard World Utilities Etf (VPU)	0.0	$136k		780.00	174.05	View chart
Uber Technologies (UBER)	0.0	$136k	+38%	1.8k	75.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$135k		775.00	173.67	View chart
First Solar (FSLR)	0.0	$133k		534.00	249.44	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$129k	-8%	20k	6.57	View chart
Corteva (CTVA)	0.0	$127k		2.2k	58.79	View chart
Cion Invt Corp (CION)	0.0	$126k		11k	11.90	View chart
Vanguard World Health Car Etf (VHT)	0.0	$126k		445.00	282.20	View chart
Thermo Fisher Scientific (TMO)	0.0	$124k	-23%	200.00	619.38	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$123k	-63%	1.4k	90.39	View chart
Caterpillar (CAT)	0.0	$121k		310.00	391.12	View chart
Brown & Brown (BRO)	0.0	$121k		1.2k	103.60	View chart
Analog Devices (ADI)	0.0	$120k		521.00	230.17	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$120k		717.00	166.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$115k		1.7k	67.86	View chart
BlackRock (BLK)	0.0	$114k		120.00	949.52	View chart
Clean Harbors (CLH)	0.0	$113k	+2%	467.00	241.71	View chart
L3harris Technologies (LHX)	0.0	$112k		470.00	237.87	View chart
Kimberly-Clark Corporation (KMB)	0.0	$110k		775.00	142.34	View chart
Zoetis Cl A (ZTS)	0.0	$107k	-10%	548.00	195.38	View chart
W.W. Grainger (GWW)	0.0	$106k		102.00	1038.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$106k		1.3k	79.44	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$105k		2.0k	51.23	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$104k		1.5k	71.54	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$104k	+10%	1.2k	87.80	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$100k	+2%	1.0k	99.52	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.0	$100k		878.00	113.54	View chart
Lam Research Corporation (LRCX)	0.0	$95k		116.00	815.41	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$94k		4.8k	19.71	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$93k	NEW	875.00	106.76	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$92k		2.0k	47.12	View chart
Hannon Armstrong (HASI)	0.0	$92k		2.7k	34.47	View chart
Norfolk Southern (NSC)	0.0	$91k		365.00	248.50	View chart
EQT Corporation (EQT)	0.0	$90k		2.4k	36.64	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$89k		660.00	135.53	View chart
ConocoPhillips (COP)	0.0	$89k		847.00	105.28	View chart
Morgan Stanley Com New (MS)	0.0	$89k		850.00	104.24	View chart
AFLAC Incorporated (AFL)	0.0	$88k		790.00	111.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$88k	+14%	153.00	576.82	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$87k		400.00	218.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$87k	-2%	368.00	237.07	View chart
Charles Schwab Corporation (SCHW)	0.0	$86k		1.3k	64.80	View chart
Duke Energy Corp Com New (DUK)	0.0	$83k		721.00	115.30	View chart
Wells Fargo & Company (WFC)	0.0	$83k	+39%	1.5k	56.49	View chart
FactSet Research Systems (FDS)	0.0	$83k		180.00	459.85	View chart
Comcast Corp Cl A (CMCSA)	0.0	$82k	+8%	2.0k	41.77	View chart
DTE Energy Company (DTE)	0.0	$82k		635.00	128.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$81k	+29%	290.00	280.47	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$81k	NEW	582.00	139.60	View chart
Automatic Data Processing (ADP)	0.0	$81k		293.00	276.73	View chart
Bank of America Corporation (BAC)	0.0	$81k		2.0k	39.68	View chart
United Sts Oil Units (USO)	0.0	$81k		1.2k	69.92	View chart
S&p Global (SPGI)	0.0	$80k		154.00	516.62	View chart
Tetra Tech (TTEK)	0.0	$79k	+400%	1.7k	47.16	View chart
Medical Properties Trust (MPW)	0.0	$79k	-12%	14k	5.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$76k		1.3k	59.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$75k		1.5k	49.70	View chart
Vanguard World Materials Etf (VAW)	0.0	$75k	-64%	352.00	211.73	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$73k	-26%	1.5k	50.21	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$73k	+175%	1.5k	50.50	View chart
Allstate Corporation (ALL)	0.0	$73k	-25%	384.00	189.65	View chart
Sterling Construction Company (STRL)	0.0	$73k		500.00	145.02	View chart
Texas Instruments Incorporated (TXN)	0.0	$72k		350.00	206.72	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$71k		1.0k	70.74	View chart
Altria (MO)	0.0	$70k	-10%	1.4k	51.03	View chart
Paychex (PAYX)	0.0	$70k		520.00	134.19	View chart
Cbak Energy Technology (CBAT)	0.0	$69k		55k	1.25	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$69k		1.6k	41.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$69k		281.00	243.86	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$68k	+29%	821.00	83.02	View chart
Paccar (PCAR)	0.0	$68k		689.00	98.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$68k		1.9k	34.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$68k		256.00	264.13	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$66k	+57%	494.00	133.55	View chart
Stryker Corporation (SYK)	0.0	$65k	-2%	180.00	361.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$65k	-19%	737.00	88.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$65k		228.00	283.16	View chart
Steel Dynamics (STLD)	0.0	$63k		500.00	126.08	View chart
Illinois Tool Works (ITW)	0.0	$63k		240.00	262.07	View chart
Boeing Company (BA)	0.0	$63k		413.00	152.04	View chart
Jack Henry & Associates (JKHY)	0.0	$62k		350.00	176.54	View chart
Labcorp Holdings Com Shs (LH)	0.0	$62k		276.00	223.48	View chart
United Parcel Service CL B (UPS)	0.0	$62k		452.00	136.25	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$61k	NEW	1.2k	50.57	View chart
Tenaya Therapeutics (TNYA)	0.0	$59k		31k	1.93	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$57k	NEW	744.00	76.58	View chart
Cbre Group Cl A (CBRE)	0.0	$57k		455.00	124.48	View chart
Advanced Micro Devices (AMD)	0.0	$57k	+7%	345.00	164.08	View chart
Fs Kkr Capital Corp (FSK)	0.0	$55k		2.8k	19.73	View chart
Darling International (DAR)	0.0	$55k		1.5k	37.16	View chart
Oge Energy Corp (OGE)	0.0	$55k		1.3k	41.02	View chart
Moody's Corporation (MCO)	0.0	$55k		115.00	474.59	View chart
Philip Morris International (PM)	0.0	$54k	-2%	442.00	121.52	View chart
Annaly Capital Management In Com New (NLY)	0.0	$54k		2.7k	20.07	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.0	$53k		2.0k	26.09	View chart
4068594 Enphase Energy (ENPH)	0.0	$53k		466.00	113.02	View chart
Axalta Coating Sys (AXTA)	0.0	$53k		1.5k	36.19	View chart
Bristol Myers Squibb (BMY)	0.0	$52k	-20%	1.0k	51.73	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$52k	+10%	2.2k	23.48	View chart
American Electric Power Company (AEP)	0.0	$51k	-25%	499.00	102.60	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$51k		516.00	97.79	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$49k	-14%	665.00	73.67	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$49k		5.3k	9.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$47k		419.00	112.94	View chart
Unilever Spon Adr New (UL)	0.0	$47k		719.00	64.96	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$47k		640.00	72.80	View chart

Past Filings by Atticus Wealth Management

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

Atticus Wealth Management 2024 Q3 filed Oct. 15, 2024
Atticus Wealth Management 2024 Q2 filed July 17, 2024
Atticus Wealth Management 2024 Q1 filed April 17, 2024
Atticus Wealth Management 2023 Q4 filed Jan. 17, 2024
Atticus Wealth Management 2023 Q3 restated filed Nov. 16, 2023
Atticus Wealth Management 2023 Q3 filed Oct. 16, 2023
Atticus Wealth Management 2023 Q2 filed July 21, 2023
Atticus Wealth Management 2023 Q1 filed April 17, 2023
Atticus Wealth Management 2022 Q4 filed Jan. 31, 2023
Atticus Wealth Management 2022 Q3 filed Oct. 18, 2022
Atticus Wealth Management 2022 Q2 filed July 13, 2022
Atticus Wealth Management 2022 Q1 filed April 15, 2022
Atticus Wealth Management 2021 Q4 filed Jan. 26, 2022
Atticus Wealth Management 2021 Q3 restated filed Nov. 9, 2021
Atticus Wealth Management 2021 Q3 filed Oct. 18, 2021
Atticus Wealth Management 2021 Q2 filed July 21, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z