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 562 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Atticus Wealth Management has 562 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 22.0 $62M +5% 131k 475.36
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Neos Etf Trust Neos Enh Inm Cas (CSHI) 9.3 $26M +14279% 526k 49.92
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.1 $17M -16% 370k 46.63
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.7 $10M +52% 160k 65.06
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Apple (AAPL) 3.6 $10M -2% 53k 192.53
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Ishares Tr Short Treas Bd (SHV) 3.2 $9.0M -7% 82k 110.13
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Ishares Tr S&p 100 Etf (OEF) 2.8 $8.0M 36k 223.39
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Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $6.6M +2% 24k 277.15
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Ishares Tr Russell 2000 Etf (IWM) 2.3 $6.5M +13% 33k 200.71
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Coca-Cola Company (KO) 2.3 $6.5M 110k 58.93
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Microsoft Corporation (MSFT) 2.2 $6.3M 17k 376.05
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Select Sector Spdr Tr Technology (XLK) 1.7 $4.7M -8% 25k 192.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $4.0M -7% 9.8k 409.51
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.3 $3.6M +47% 71k 50.23
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Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $3.2M -7% 29k 111.63
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.1 $3.2M 101k 31.47
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Vanguard Index Fds Large Cap Etf (VV) 1.1 $3.1M -12% 14k 218.14
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Vanguard Specialized Funds Div App Etf (VIG) 1.0 $2.9M -2% 17k 170.40
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Spdr Gold Tr Gold Shs (GLD) 0.9 $2.6M +30% 14k 191.17
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.4M -35% 32k 75.35
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.3M +2% 17k 139.69
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.8 $2.3M 65k 35.62
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $2.2M -13% 12k 178.80
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Costco Wholesale Corporation (COST) 0.7 $2.1M 3.2k 660.07
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Amazon (AMZN) 0.7 $2.1M 14k 151.94
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.7 $2.0M +46% 57k 34.44
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Vanguard World Fds Inf Tech Etf (VGT) 0.7 $1.9M -7% 4.0k 484.00
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.8M -28% 13k 136.38
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.6 $1.7M +55% 48k 35.10
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Ishares Msci Emrg Chn (EMXC) 0.5 $1.4M NEW 25k 55.41
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.3M +24% 32k 40.21
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Johnson & Johnson (JNJ) 0.5 $1.3M 8.2k 156.73
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Home Depot (HD) 0.4 $1.2M -10% 3.5k 346.52
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.1M -11% 11k 104.46
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.4 $1.1M +31% 34k 33.37
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Nextera Energy (NEE) 0.4 $1.1M -10% 19k 60.74
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.1M 9.0k 124.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.0M +4% 14k 75.10
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Procter & Gamble Company (PG) 0.4 $1.0M +5% 7.0k 146.54
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Eli Lilly & Co. (LLY) 0.4 $995k -7% 1.7k 582.97
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Visa Com Cl A (V) 0.3 $992k 3.8k 260.36
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $975k -95% 19k 50.24
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McDonald's Corporation (MCD) 0.3 $962k +5% 3.2k 296.54
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $948k 26k 36.19
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Vanguard World Fds Energy Etf (VDE) 0.3 $882k -9% 7.5k 117.28
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Vanguard Index Fds Value Etf (VTV) 0.3 $855k -3% 5.7k 149.50
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Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $815k 25k 32.65
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $759k +115% 5.2k 147.14
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Alphabet Cap Stk Cl C (GOOG) 0.3 $753k 5.3k 140.93
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Mastercard Incorporated Cl A (MA) 0.3 $730k 1.7k 426.48
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Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.2 $689k -47% 22k 31.64
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Tesla Motors (TSLA) 0.2 $677k -2% 2.7k 248.48
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $660k -17% 4.0k 165.25
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $657k -23% 2.2k 303.16
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Abbvie (ABBV) 0.2 $655k -19% 4.2k 154.96
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $628k 3.8k 164.44
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $627k -25% 3.5k 179.98
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Chevron Corporation (CVX) 0.2 $619k 4.1k 149.17
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Applied Materials (AMAT) 0.2 $608k 3.7k 162.09
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Truist Financial Corp equities (TFC) 0.2 $587k -3% 16k 36.92
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Broadcom (AVGO) 0.2 $564k -3% 505.00 1116.56
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Adobe Systems Incorporated (ADBE) 0.2 $551k -18% 923.00 596.60
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Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $548k 17k 32.69
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The Trade Desk Com Cl A (TTD) 0.2 $544k -4% 7.6k 71.96
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Select Sector Spdr Tr Financial (XLF) 0.2 $534k -29% 14k 37.60
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Merck & Co (MRK) 0.2 $523k -3% 4.8k 109.02
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $515k -30% 13k 40.06
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Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $497k +35% 13k 37.24
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $493k -12% 29k 16.86
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American Express Company (AXP) 0.2 $487k +4% 2.6k 187.34
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Fortinet (FTNT) 0.2 $481k 8.2k 58.53
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Northrop Grumman Corporation (NOC) 0.2 $478k 1.0k 468.14
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Netflix (NFLX) 0.2 $463k +11% 951.00 486.88
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Select Sector Spdr Tr Communication (XLC) 0.2 $463k +194% 6.4k 72.66
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NVIDIA Corporation (NVDA) 0.2 $463k +10% 935.00 495.01
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Pepsi (PEP) 0.2 $448k -12% 2.6k 169.93
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $441k -12% 3.0k 145.00
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Novo-nordisk A S Adr (NVO) 0.2 $427k -15% 4.1k 103.45
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $423k -54% 2.7k 157.81
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $419k -3% 3.6k 116.29
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JPMorgan Chase & Co. (JPM) 0.1 $415k 2.4k 170.10
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $409k -15% 937.00 436.70
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Exxon Mobil Corporation (XOM) 0.1 $401k 4.0k 99.98
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Wal-Mart Stores (WMT) 0.1 $400k +12% 2.5k 157.71
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General Dynamics Corporation (GD) 0.1 $392k 1.5k 259.67
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International Business Machines (IBM) 0.1 $373k 2.3k 163.53
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $366k -31% 5.1k 72.03
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Air Products & Chemicals (APD) 0.1 $359k -14% 1.3k 273.86
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $351k -14% 6.8k 51.27
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Linde SHS (LIN) 0.1 $344k 838.00 410.71
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $338k 11k 31.19
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Abbott Laboratories (ABT) 0.1 $329k -15% 3.0k 110.07
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Thermo Fisher Scientific (TMO) 0.1 $319k +16% 601.00 531.02
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Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.1 $313k 10k 31.32
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Meta Platforms Cl A (META) 0.1 $310k +9% 876.00 353.96
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $306k 8.5k 36.12
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Cummins (CMI) 0.1 $303k 1.3k 239.57
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Becton, Dickinson and (BDX) 0.1 $300k 1.2k 243.83
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $297k 8.9k 33.38
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $297k -49% 26k 11.47
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $279k 300.00 928.40
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Innovator Etfs Tr Prem Incm 40 Bar (APRQ) 0.1 $276k 11k 24.62
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $273k 777.00 350.91
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Oracle Corporation (ORCL) 0.1 $269k +15% 2.6k 105.41
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Public Service Enterprise (PEG) 0.1 $266k 4.4k 61.15
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Intuit (INTU) 0.1 $265k 424.00 624.88
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Honeywell International (HON) 0.1 $261k 1.2k 209.71
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $260k 2.5k 104.92
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Palo Alto Networks (PANW) 0.1 $260k +60% 880.00 294.88
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $252k -3% 1.1k 219.53
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $250k 2.4k 105.25
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Realty Income (O) 0.1 $242k -90% 4.2k 57.43
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $242k +42% 2.6k 91.39
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Bristol Myers Squibb (BMY) 0.1 $233k +41% 4.5k 51.31
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Danaher Corporation (DHR) 0.1 $230k 995.00 231.34
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Vanguard Index Fds Growth Etf (VUG) 0.1 $229k 735.00 310.88
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Tenaya Therapeutics (TNYA) 0.1 $225k -13% 69k 3.24
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Blackrock Muniyield Quality Fund (MQY) 0.1 $223k 18k 12.19
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $222k -28% 2.9k 77.39
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Lowe's Companies (LOW) 0.1 $211k 946.00 222.55
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American Tower Reit (AMT) 0.1 $205k -12% 949.00 215.99
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Vanguard World Fds Materials Etf (VAW) 0.1 $202k -17% 1.1k 189.96
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UnitedHealth (UNH) 0.1 $185k -8% 351.00 526.64
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At&t (T) 0.1 $183k -3% 11k 16.78
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $181k 3.1k 58.32
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Xylem (XYL) 0.1 $175k 1.5k 114.35
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Verizon Communications (VZ) 0.1 $174k -10% 4.6k 37.70
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Anthem (ELV) 0.1 $165k -7% 349.00 471.33
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Walt Disney Company (DIS) 0.1 $163k 1.8k 90.28
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Union Pacific Corporation (UNP) 0.1 $161k 655.00 245.62
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Vanguard World Fds Utilities Etf (VPU) 0.1 $156k +18% 1.1k 137.06
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Ecolab (ECL) 0.1 $154k 777.00 198.35
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $152k -53% 2.0k 77.35
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $148k -28% 3.6k 41.10
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Goldman Sachs (GS) 0.1 $147k +8% 380.00 385.77
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $145k -78% 1.9k 77.02
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $144k 4.6k 31.03
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Blackrock Muniyield Fund (MYD) 0.0 $142k 13k 10.78
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Innovator Etfs Tr Us Eqty Ultra B (UDEC) 0.0 $142k -81% 4.4k 32.04
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Bank of America Corporation (BAC) 0.0 $141k +3% 4.2k 33.67
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Kimberly-Clark Corporation (KMB) 0.0 $138k 1.1k 121.51
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Metropcs Communications (TMUS) 0.0 $136k +23% 848.00 160.31
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Zoetis Cl A (ZTS) 0.0 $135k 683.00 197.37
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Blackstone Group Inc Com Cl A (BX) 0.0 $131k 1.0k 130.92
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $130k -4% 749.00 173.91
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Vanguard World Fds Health Car Etf (VHT) 0.0 $130k -12% 518.00 250.47
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $128k 508.00 252.42
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Parker-Hannifin Corporation (PH) 0.0 $127k 275.00 460.70
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $121k 1.9k 63.33
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Freeport-mcmoran CL B (FCX) 0.0 $121k -5% 2.8k 42.57
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Cion Invt Corp (CION) 0.0 $120k 11k 11.31
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Paccar (PCAR) 0.0 $119k 1.2k 97.66
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $112k 722.00 155.44
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Ishares Tr Msci India Etf (INDA) 0.0 $112k NEW 2.3k 48.81
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Texas Instruments Incorporated (TXN) 0.0 $110k 645.00 170.57
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Duke Energy Corp Com New (DUK) 0.0 $107k 1.1k 97.00
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Wisdomtree Tr India Erngs Fd (EPI) 0.0 $106k NEW 2.6k 41.00
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $106k -64% 1.2k 85.05
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $106k -6% 1.9k 56.41
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Caterpillar (CAT) 0.0 $105k 356.00 295.67
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RBB Us Trsry 6 Mnth (XBIL) 0.0 $104k +156% 2.1k 49.98
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Cbre Clarion Global Real Estat re (IGR) 0.0 $104k 19k 5.43
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Corteva (CTVA) 0.0 $104k 2.2k 47.92
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Moody's Corporation (MCO) 0.0 $104k 265.00 390.56
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $102k -5% 478.00 213.31
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Quanta Services (PWR) 0.0 $101k -6% 468.00 215.80
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Analog Devices (ADI) 0.0 $101k 508.00 198.56
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Select Sector Spdr Tr Energy (XLE) 0.0 $100k -65% 1.2k 83.84
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Arm Holdings Sponsored Adr (ARM) 0.0 $100k -33% 1.3k 75.15
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ConocoPhillips (COP) 0.0 $98k -2% 847.00 116.07
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BlackRock (BLK) 0.0 $98k 121.00 811.80
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Select Sector Spdr Tr Indl (XLI) 0.0 $98k -24% 857.00 114.02
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Raytheon Technologies Corp (RTX) 0.0 $97k -12% 1.2k 84.14
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $97k 1.0k 95.01
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Airbnb Com Cl A (ABNB) 0.0 $96k +38% 707.00 136.14
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EQT Corporation (EQT) 0.0 $95k -29% 2.4k 38.66
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Exchange Traded Concepts Tr India Internet & (INQQ) 0.0 $94k NEW 6.8k 13.75
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Charles Schwab Corporation (SCHW) 0.0 $92k -64% 1.3k 68.80
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Lam Research Corporation (LRCX) 0.0 $90k 115.00 784.26
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Philip Morris International (PM) 0.0 $89k 943.00 94.08
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FactSet Research Systems (FDS) 0.0 $87k 182.00 477.05
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Norfolk Southern (NSC) 0.0 $86k 365.00 236.38
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $86k -78% 1.1k 78.03
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W.W. Grainger (GWW) 0.0 $86k 104.00 828.90
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Pfizer (PFE) 0.0 $86k -24% 3.0k 28.79
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Progressive Corporation (PGR) 0.0 $86k 539.00 159.28
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Advanced Micro Devices (AMD) 0.0 $84k 571.00 147.41
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United Parcel Service CL B (UPS) 0.0 $84k 535.00 157.31
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Boeing Company (BA) 0.0 $83k +45% 320.00 260.66
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Brown & Brown (BRO) 0.0 $83k 1.2k 71.11
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $83k +8% 434.00 190.96
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Chegg (CHGG) 0.0 $81k -19% 7.1k 11.36
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Comcast Corp Cl A (CMCSA) 0.0 $80k 1.8k 43.85
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Morgan Stanley Com New (MS) 0.0 $80k 855.00 93.25
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Fs Kkr Capital Corp (FSK) 0.0 $80k 4.0k 19.97
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First Solar (FSLR) 0.0 $80k 462.00 172.28
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Medical Properties Trust (MPW) 0.0 $80k -37% 16k 4.91
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Clean Harbors (CLH) 0.0 $79k 454.00 174.51
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $77k 741.00 104.00
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United Sts Oil Units (USO) 0.0 $77k 1.2k 66.65
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Altria (MO) 0.0 $75k 1.9k 40.34
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Peakstone Realty Trust Common Shares (PKST) 0.0 $75k -25% 3.8k 19.97
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Dollar Tree (DLTR) 0.0 $74k 522.00 142.05
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Darling International (DAR) 0.0 $74k 1.5k 49.84
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Mondelez Intl Cl A (MDLZ) 0.0 $73k 1.0k 72.43
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Allstate Corporation (ALL) 0.0 $72k 512.00 139.98
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Hannon Armstrong (HASI) 0.0 $70k +2% 2.6k 27.58
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AFLAC Incorporated (AFL) 0.0 $70k 852.00 82.54
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DTE Energy Company (DTE) 0.0 $70k 635.00 110.26
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Ishares Tr Esg Aware Msci (ESML) 0.0 $69k +26% 1.8k 38.02
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L3harris Technologies (LHX) 0.0 $69k 325.00 210.62
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S&p Global (SPGI) 0.0 $68k 154.00 440.53
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $68k 1.6k 42.52
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Nxp Semiconductors N V (NXPI) 0.0 $67k +37% 290.00 229.68
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $67k 778.00 85.52
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $66k +2% 1.2k 54.99
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Automatic Data Processing (ADP) 0.0 $66k 285.00 232.97
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $65k -6% 135.00 477.64
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Illinois Tool Works (ITW) 0.0 $64k 244.00 261.94
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $63k 278.00 227.29
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Paychex (PAYX) 0.0 $63k 530.00 119.11
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $63k +18% 128.00 489.99
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SYSCO Corporation (SYY) 0.0 $62k 850.00 73.13
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Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.0 $61k 1.9k 31.60
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Workday Cl A (WDAY) 0.0 $61k -27% 219.00 276.06
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $60k -6% 257.00 232.98
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Steel Dynamics (STLD) 0.0 $59k 500.00 118.10
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Annaly Capital Management In Com New (NLY) 0.0 $59k +19% 3.0k 19.37
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Ishares Gold Tr Ishares New (IAU) 0.0 $59k 1.5k 39.03
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Ishares Tr Glob Utilits Etf (JXI) 0.0 $59k 1.0k 58.45
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $58k -62% 808.00 72.04
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Jack Henry & Associates (JKHY) 0.0 $58k 355.00 163.41
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Cbak Energy Technology (CBAT) 0.0 $58k NEW 55k 1.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $57k -35% 1.2k 47.89
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Tetra Tech (TTEK) 0.0 $56k 336.00 166.93
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Stryker Corporation (SYK) 0.0 $55k 184.00 299.46
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4068594 Enphase Energy (ENPH) 0.0 $55k 416.00 132.14
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American Electric Power Company (AEP) 0.0 $54k 666.00 81.22
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $53k 224.00 237.22
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $53k -90% 1.0k 51.05
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $52k -6% 656.00 79.31
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $52k -53% 467.00 110.73
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Wells Fargo & Company (WFC) 0.0 $52k 1.1k 49.22
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $51k 3.7k 13.80
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Amgen (AMGN) 0.0 $50k 174.00 288.82
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $50k -70% 2.9k 17.34
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Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.0 $50k 6.1k 8.06
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Global X Fds Autonmous Ev Etf (DRIV) 0.0 $49k NEW 2.0k 24.67
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Axalta Coating Sys (AXTA) 0.0 $49k 1.5k 33.97
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Sanofi Sponsored Adr (SNY) 0.0 $49k -33% 990.00 49.73
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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