Atticus Wealth Management
Latest statistics and disclosures from Atticus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, USFR, SPYV, SHV, AAPL, and represent 43.10% of Atticus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, PJUL, PAUG, SPYV, XLK, NVO, SPYG, CSHI, VGSH, IVW.
- Started 38 new stock positions in EDR, BIZD, PANW, TOST, TIP, CME, CSHI, ELF, BATRK, VGSH.
- Reduced shares in these 10 stocks: QTJA, USFR, POCT, PMAY, HD, ALL, VV, SHV, PG, GLBE.
- Sold out of its positions in AIN, COLD, VXX, BDJ, CCJ, CP, KOF, CPRT, SPXL, TZA.
- Atticus Wealth Management was a net buyer of stock by $15k.
- Atticus Wealth Management has $261M in assets under management (AUM), dropping by -3.84%.
- Central Index Key (CIK): 0001800234
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Portfolio Holdings for Atticus Wealth Management
Atticus Wealth Management holds 583 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Atticus Wealth Management has 583 total positions. Only the first 250 positions are shown.
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- Download the Atticus Wealth Management September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 20.4 | $53M | +2% | 124k | 427.48 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 8.4 | $22M | -3% | 437k | 50.32 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.0 | $18M | +3% | 440k | 41.26 |
|
| Ishares Tr Short Treas Bd (SHV) | 3.7 | $9.8M | 89k | 110.47 |
|
|
| Apple (AAPL) | 3.6 | $9.4M | 55k | 171.21 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 2.7 | $7.1M | 35k | 200.64 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.4 | $6.2M | +3% | 105k | 59.28 |
|
| Coca-Cola Company (KO) | 2.4 | $6.1M | 110k | 55.98 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $5.8M | +2% | 23k | 249.35 |
|
| Microsoft Corporation (MSFT) | 2.0 | $5.2M | 17k | 315.75 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.9 | $5.0M | 29k | 176.74 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $4.4M | +16% | 27k | 163.93 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $3.8M | 11k | 358.26 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $3.4M | +3% | 50k | 68.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $3.2M | +4% | 31k | 103.32 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $3.2M | -5% | 16k | 195.69 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 1.1 | $3.0M | -16% | 101k | 29.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $2.7M | 17k | 155.38 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $2.4M | +7% | 48k | 50.18 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $2.3M | -3% | 18k | 128.74 |
|
| Realty Income (O) | 0.9 | $2.3M | 46k | 49.94 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.9 | $2.3M | -2% | 14k | 160.98 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.8 | $2.2M | 65k | 33.49 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.1M | +4% | 16k | 130.86 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.7 | $1.8M | 4.4k | 414.91 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.8M | +3% | 3.2k | 564.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.8M | +5% | 10k | 171.45 |
|
| Amazon (AMZN) | 0.7 | $1.7M | 14k | 127.12 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.5 | $1.3M | 39k | 33.06 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.3M | 8.3k | 155.74 |
|
|
| Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) | 0.5 | $1.3M | 42k | 30.32 |
|
|
| Home Depot (HD) | 0.5 | $1.2M | -17% | 4.0k | 302.16 |
|
| Nextera Energy (NEE) | 0.5 | $1.2M | -3% | 21k | 57.29 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.1M | 12k | 91.35 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.4 | $1.0M | 8.3k | 126.74 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.0M | -2% | 8.9k | 115.02 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.4 | $995k | 31k | 32.36 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $990k | 1.8k | 537.17 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $984k | +2% | 26k | 37.95 |
|
| Procter & Gamble Company (PG) | 0.4 | $959k | -13% | 6.6k | 145.85 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $896k | +23% | 13k | 68.42 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.3 | $888k | NEW | 26k | 33.70 |
|
| Visa Com Cl A (V) | 0.3 | $872k | 3.8k | 230.01 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $826k | +9% | 5.8k | 141.68 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $814k | 5.9k | 137.94 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.3 | $807k | NEW | 26k | 31.05 |
|
| McDonald's Corporation (MCD) | 0.3 | $806k | 3.1k | 263.45 |
|
|
| Abbvie (ABBV) | 0.3 | $781k | 5.2k | 149.05 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.3 | $760k | 25k | 30.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $750k | 2.8k | 266.02 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $743k | 4.7k | 159.48 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $736k | 4.9k | 151.82 |
|
|
| Chevron Corporation (CVX) | 0.3 | $707k | +3% | 4.2k | 168.60 |
|
| Tesla Motors (TSLA) | 0.3 | $702k | +3% | 2.8k | 250.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $694k | 5.3k | 131.85 |
|
|
| Innovator Etfs Tr Us Eqty Ultra B (UDEC) | 0.3 | $689k | 24k | 29.38 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $670k | -12% | 20k | 33.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $669k | +3% | 1.7k | 396.02 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $649k | -10% | 8.6k | 75.17 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $632k | -6% | 19k | 34.07 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $619k | +2% | 7.9k | 78.15 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $578k | -3% | 1.1k | 509.90 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $563k | 51k | 10.95 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $543k | 3.8k | 143.33 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $535k | 34k | 15.97 |
|
|
| Applied Materials (AMAT) | 0.2 | $517k | 3.7k | 138.43 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $514k | +5% | 11k | 48.10 |
|
| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.2 | $513k | 17k | 30.61 |
|
|
| Merck & Co (MRK) | 0.2 | $512k | 5.0k | 102.94 |
|
|
| Pepsi (PEP) | 0.2 | $508k | -6% | 3.0k | 169.42 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $499k | 7.5k | 66.88 |
|
|
| Fortinet (FTNT) | 0.2 | $484k | 8.3k | 58.68 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $472k | 4.0k | 117.58 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $471k | 17k | 28.61 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $464k | -15% | 16k | 29.32 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $455k | 3.5k | 130.94 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $449k | -16% | 1.0k | 440.19 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $446k | +184% | 4.9k | 90.94 |
|
| Innovator Etfs Tr Grwt Accltd Plus (QTJA) | 0.2 | $438k | -77% | 21k | 20.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $438k | 1.1k | 392.83 |
|
|
| Broadcom (AVGO) | 0.2 | $434k | -10% | 523.00 | 830.37 |
|
| Air Products & Chemicals (APD) | 0.2 | $433k | 1.5k | 283.40 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $398k | -11% | 8.0k | 49.83 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $389k | 3.7k | 104.35 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $383k | -23% | 6.5k | 58.79 |
|
| American Express Company (AXP) | 0.1 | $373k | 2.5k | 149.19 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $372k | -19% | 5.1k | 72.39 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $368k | -17% | 847.00 | 434.78 |
|
| Wal-Mart Stores (WMT) | 0.1 | $360k | -10% | 2.3k | 159.92 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $349k | 2.4k | 144.99 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $345k | 3.6k | 96.84 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.1 | $344k | 9.9k | 34.80 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $333k | -2% | 1.5k | 220.97 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $322k | 11k | 30.15 |
|
|
| Netflix (NFLX) | 0.1 | $321k | +80% | 851.00 | 377.60 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $319k | -9% | 3.9k | 80.98 |
|
| Becton, Dickinson and (BDX) | 0.1 | $319k | 1.2k | 258.53 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $317k | -3% | 4.2k | 75.15 |
|
| International Business Machines (IBM) | 0.1 | $316k | 2.3k | 140.28 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $315k | 2.4k | 131.78 |
|
|
| Linde SHS (LIN) | 0.1 | $312k | 838.00 | 372.35 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $308k | +119% | 3.4k | 90.38 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $296k | -18% | 4.0k | 73.72 |
|
| Innovator Etfs Tr Us Eqty Ultra B (USEP) | 0.1 | $293k | 10k | 29.27 |
|
|
| Cummins (CMI) | 0.1 | $289k | 1.3k | 228.46 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $287k | -68% | 8.5k | 33.96 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.1 | $279k | 8.9k | 31.31 |
|
|
| Innovator Etfs Tr Prem Incm 40 Bar (APRQ) | 0.1 | $274k | 11k | 24.48 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $268k | 3.6k | 75.23 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $262k | 518.00 | 506.22 |
|
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| Danaher Corporation (DHR) | 0.1 | $252k | 1.0k | 248.10 |
|
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| Public Service Enterprise (PEG) | 0.1 | $248k | 4.4k | 56.91 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $241k | +3% | 802.00 | 300.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $239k | 777.00 | 307.11 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $235k | 2.2k | 105.92 |
|
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $233k | 2.5k | 93.91 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $232k | -9% | 1.2k | 194.85 |
|
| Honeywell International (HON) | 0.1 | $230k | 1.2k | 184.74 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $223k | +7% | 2.4k | 94.19 |
|
| Vanguard World Fds Materials Etf (VAW) | 0.1 | $222k | +8% | 1.3k | 172.55 |
|
| Intuit (INTU) | 0.1 | $215k | -2% | 421.00 | 511.37 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $210k | 5.1k | 41.42 |
|
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| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $208k | -23% | 5.3k | 38.89 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $208k | -37% | 3.8k | 54.90 |
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| Tenaya Therapeutics (TNYA) | 0.1 | $204k | -4% | 80k | 2.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $199k | 730.00 | 272.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $197k | 5.0k | 39.21 |
|
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| Lowe's Companies (LOW) | 0.1 | $197k | 946.00 | 207.84 |
|
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| UnitedHealth (UNH) | 0.1 | $193k | 383.00 | 504.52 |
|
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $191k | 300.00 | 636.32 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $187k | 18k | 10.23 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $187k | -9% | 3.9k | 47.94 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $186k | -12% | 3.2k | 58.04 |
|
| Neos Etf Trust Neos Enh Inm Cas (CSHI) | 0.1 | $183k | NEW | 3.7k | 49.89 |
|
| American Tower Reit (AMT) | 0.1 | $179k | +4% | 1.1k | 164.42 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $178k | NEW | 3.1k | 57.59 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $173k | 6.6k | 26.15 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $170k | 1.9k | 91.80 |
|
|
| At&t (T) | 0.1 | $170k | 11k | 15.02 |
|
|
| Verizon Communications (VZ) | 0.1 | $168k | +3% | 5.2k | 32.41 |
|
| Anthem (ELV) | 0.1 | $165k | 379.00 | 435.34 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $162k | -18% | 9.7k | 16.77 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $148k | -8% | 2.2k | 68.82 |
|
| Walt Disney Company (DIS) | 0.1 | $146k | -9% | 1.8k | 81.05 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $142k | -23% | 2.2k | 65.56 |
|
| Medical Properties Trust (MPW) | 0.1 | $140k | -27% | 26k | 5.45 |
|
| EQT Corporation (EQT) | 0.1 | $140k | 3.4k | 40.58 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $140k | 4.6k | 30.35 |
|
|
| Xylem (XYL) | 0.1 | $139k | 1.5k | 91.06 |
|
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $139k | -9% | 591.00 | 234.94 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $138k | 1.1k | 120.85 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $133k | 655.00 | 203.63 |
|
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| Ecolab (ECL) | 0.1 | $132k | 777.00 | 169.40 |
|
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| Pfizer (PFE) | 0.1 | $131k | -36% | 3.9k | 33.17 |
|
| Palo Alto Networks (PANW) | 0.0 | $129k | NEW | 550.00 | 234.44 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $123k | -9% | 2.5k | 49.54 |
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $122k | +7% | 960.00 | 127.54 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $121k | 787.00 | 153.88 |
|
|
| Blackrock Muniyield Fund (MYD) | 0.0 | $121k | 13k | 9.18 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $119k | +3% | 683.00 | 173.98 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $115k | -18% | 1.1k | 101.37 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $114k | 506.00 | 224.24 |
|
|
| Goldman Sachs (GS) | 0.0 | $113k | 350.00 | 323.57 |
|
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| Cion Invt Corp (CION) | 0.0 | $112k | 11k | 10.57 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $111k | 1.9k | 58.92 |
|
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| Freeport-mcmoran CL B (FCX) | 0.0 | $111k | 3.0k | 37.29 |
|
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| Corteva (CTVA) | 0.0 | $111k | 2.2k | 51.16 |
|
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| Bank of America Corporation (BAC) | 0.0 | $111k | 4.0k | 27.38 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $107k | 1.0k | 107.14 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $107k | 275.00 | 389.52 |
|
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| Arm Holdings Sponsored Adr | 0.0 | $107k | NEW | 2.0k | 53.52 |
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| ConocoPhillips (COP) | 0.0 | $104k | 867.00 | 119.80 |
|
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| Paccar (PCAR) | 0.0 | $104k | 1.2k | 85.03 |
|
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $103k | -9% | 1.0k | 102.07 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $102k | 640.00 | 159.12 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $101k | +12% | 2.0k | 50.60 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $98k | -4% | 1.1k | 88.22 |
|
| Caterpillar (CAT) | 0.0 | $97k | 356.00 | 273.00 |
|
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $97k | 714.00 | 135.49 |
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| Metropcs Communications (TMUS) | 0.0 | $97k | +18% | 689.00 | 140.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $95k | 504.00 | 188.89 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $95k | -45% | 1.3k | 71.97 |
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| Quanta Services (PWR) | 0.0 | $94k | 503.00 | 187.07 |
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| United Sts Oil Units (USO) | 0.0 | $93k | 1.2k | 80.86 |
|
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| Analog Devices (ADI) | 0.0 | $89k | 508.00 | 175.09 |
|
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| Philip Morris International (PM) | 0.0 | $87k | -4% | 943.00 | 92.58 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $86k | 1.0k | 84.99 |
|
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| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $85k | 19k | 4.50 |
|
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| Moody's Corporation (MCO) | 0.0 | $84k | 265.00 | 316.17 |
|
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| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $84k | -6% | 5.0k | 16.64 |
|
| United Parcel Service CL B (UPS) | 0.0 | $82k | +15% | 525.00 | 155.85 |
|
| Brown & Brown (BRO) | 0.0 | $82k | 1.2k | 69.84 |
|
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| Comcast Corp Cl A (CMCSA) | 0.0 | $81k | 1.8k | 44.34 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $80k | 1.8k | 43.72 |
|
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| Sanofi Sponsored Adr (SNY) | 0.0 | $80k | 1.5k | 53.64 |
|
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| FactSet Research Systems (FDS) | 0.0 | $80k | 182.00 | 437.26 |
|
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| Altria (MO) | 0.0 | $79k | -7% | 1.9k | 42.05 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $79k | +11% | 4.0k | 19.69 |
|
| Chegg (CHGG) | 0.0 | $79k | -11% | 8.8k | 8.92 |
|
| BlackRock (BLK) | 0.0 | $78k | 121.00 | 646.50 |
|
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| Darling International (DAR) | 0.0 | $77k | +4% | 1.5k | 52.20 |
|
| Clean Harbors (CLH) | 0.0 | $76k | +5% | 454.00 | 167.36 |
|
| Progressive Corporation (PGR) | 0.0 | $75k | 539.00 | 139.30 |
|
|
| First Solar (FSLR) | 0.0 | $75k | +4% | 462.00 | 161.59 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $73k | 400.00 | 182.67 |
|
|
| W.W. Grainger (GWW) | 0.0 | $72k | 104.00 | 691.99 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $72k | 115.00 | 625.57 |
|
|
| Norfolk Southern (NSC) | 0.0 | $72k | 365.00 | 196.93 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $71k | 872.00 | 81.67 |
|
|
| Global X Fds Rate Preferred (PFFV) | 0.0 | $71k | -18% | 3.1k | 22.96 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $70k | 1.0k | 69.40 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $70k | -2% | 510.00 | 137.21 |
|
| Automatic Data Processing (ADP) | 0.0 | $69k | 285.00 | 240.58 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $68k | 470.00 | 144.38 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $67k | 1.6k | 42.20 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $67k | +8% | 867.00 | 76.78 |
|
| Workday Cl A (WDAY) | 0.0 | $65k | -4% | 302.00 | 214.85 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $64k | 741.00 | 86.90 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $63k | 1.2k | 53.58 |
|
|
| DTE Energy Company (DTE) | 0.0 | $63k | 635.00 | 99.28 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $62k | 145.00 | 429.43 |
|
|
| Paychex (PAYX) | 0.0 | $61k | 530.00 | 115.33 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $61k | -6% | 777.00 | 78.58 |
|
| Advanced Micro Devices (AMD) | 0.0 | $59k | 571.00 | 102.82 |
|
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) | 0.0 | $58k | 1.9k | 29.83 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $57k | 275.00 | 208.25 |
|
|
| Allstate Corporation (ALL) | 0.0 | $57k | -79% | 512.00 | 111.41 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $57k | 915.00 | 61.90 |
|
|
| L3harris Technologies (LHX) | 0.0 | $57k | 325.00 | 174.12 |
|
|
| S&p Global (SPGI) | 0.0 | $56k | 154.00 | 365.42 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $56k | 244.00 | 230.31 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $56k | 850.00 | 66.05 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $56k | 278.00 | 201.05 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $56k | 1.5k | 36.76 |
|
|
| Dollar Tree (DLTR) | 0.0 | $56k | 522.00 | 106.45 |
|
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.0 | $55k | NEW | 1.4k | 40.30 |
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $54k | 1.0k | 53.99 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $54k | 355.00 | 151.14 |
|
|
| Steel Dynamics (STLD) | 0.0 | $54k | 500.00 | 107.22 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $53k | 2.5k | 21.20 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $53k | 1.5k | 34.99 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $51k | 3.6k | 14.03 |
|
|
| Tetra Tech (TTEK) | 0.0 | $51k | 336.00 | 152.03 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $51k | NEW | 493.00 | 102.54 |
|
| Stryker Corporation (SYK) | 0.0 | $50k | 184.00 | 273.27 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $50k | +16% | 703.00 | 71.34 |
|
| American Electric Power Company (AEP) | 0.0 | $50k | -33% | 666.00 | 75.22 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $50k | -5% | 416.00 | 120.15 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $49k | +34% | 556.00 | 88.69 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.0 | $49k | -47% | 2.0k | 24.49 |
|
Past Filings by Atticus Wealth Management
SEC 13F filings are viewable for Atticus Wealth Management going back to 2019
- 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
- Atticus Wealth Management 2021 Q1 filed April 15, 2021
- Atticus Wealth Management 2020 Q4 filed Jan. 20, 2021
- Atticus Wealth Management 2020 Q3 filed Oct. 21, 2020
- Atticus Wealth Management 2020 Q2 filed July 15, 2020