Atticus Wealth Management
Latest statistics and disclosures from Atticus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SHV, AAPL, IJH, KO, and represent 37.45% of Atticus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHV (+$15M), SPY (+$6.6M), XLV (+$6.5M), OEF (+$6.3M), XLF, GOOGL, EFA, FPE, XLP, IWM.
- Started 62 new stock positions in IWF, USEP, FLNC, SHE, XLF, UDEC, XLV, IVE, GSK, IWS.
- Reduced shares in these 10 stocks: IGSB (-$14M), PGX, BSV, VCSH, VPL, IEFA, VYMI, USMV, VEEV, SPLV.
- Sold out of its positions in AMN, ARKG, ATVI, A, ARE, AYX, AIG, AIZ, AVY, BP.
- Atticus Wealth Management was a net buyer of stock by $39M.
- Atticus Wealth Management has $243M in assets under management (AUM), dropping by 17.62%.
- Central Index Key (CIK): 0001800234
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Portfolio Holdings for Atticus Wealth Management
Atticus Wealth Management holds 534 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Atticus Wealth Management has 534 total positions. Only the first 250 positions are shown.
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- Download the Atticus Wealth Management December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.9 | $41M | +18% | 108k | 382.43 | |
| Ishares Tr Short Treas Bd (SHV) | 10.9 | $26M | +123% | 240k | 109.92 | |
| Apple (AAPL) | 3.4 | $8.2M | -3% | 63k | 129.93 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.3 | $8.1M | +4% | 33k | 241.89 | |
| Coca-Cola Company (KO) | 3.0 | $7.3M | 115k | 63.61 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.7 | $6.5M | NEW | 48k | 135.85 | |
| Select Sector Spdr Tr Technology (XLK) | 2.6 | $6.4M | +13% | 52k | 124.44 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.6 | $6.3M | NEW | 37k | 170.57 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $5.7M | +29% | 33k | 174.36 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.8M | -3% | 20k | 239.82 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.8 | $4.3M | +46% | 257k | 16.80 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $4.2M | -2% | 39k | 108.21 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.7 | $4.1M | +5% | 32k | 129.16 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $3.4M | 88k | 38.89 | ||
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| Vanguard Index Fds Large Cap Etf (VV) | 1.3 | $3.2M | 18k | 174.20 | ||
| Realty Income (O) | 1.3 | $3.2M | +5% | 50k | 63.43 | |
| Select Sector Spdr Tr Financial (XLF) | 1.3 | $3.2M | NEW | 92k | 34.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.9M | 11k | 266.28 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $2.8M | +3% | 19k | 151.85 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $2.0M | +18% | 20k | 98.21 | |
| Amazon (AMZN) | 0.8 | $1.9M | -4% | 22k | 84.00 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.8M | 10k | 176.65 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.7 | $1.8M | +16% | 38k | 47.99 | |
| Nextera Energy (NEE) | 0.7 | $1.8M | 22k | 83.60 | ||
| Home Depot (HD) | 0.7 | $1.8M | 5.6k | 315.84 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.7 | $1.8M | -35% | 158k | 11.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.7M | +1936% | 19k | 88.23 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $1.5M | -90% | 30k | 49.82 | |
| Costco Wholesale Corporation (COST) | 0.6 | $1.5M | 3.3k | 456.53 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | NEW | 22k | 65.64 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $1.4M | -6% | 4.4k | 319.39 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $1.3M | NEW | 18k | 74.55 | |
| Procter & Gamble Company (PG) | 0.5 | $1.3M | 8.8k | 151.56 | ||
| Merck & Co (MRK) | 0.5 | $1.3M | 11k | 111.16 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.2M | NEW | 15k | 83.60 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.5 | $1.2M | NEW | 39k | 30.19 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $1.2M | NEW | 16k | 73.63 | |
| Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) | 0.5 | $1.2M | NEW | 42k | 27.71 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $1.1M | 9.1k | 125.11 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.1M | NEW | 7.4k | 151.65 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.1M | NEW | 19k | 58.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +1864% | 12k | 88.73 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.0M | +848% | 7.2k | 141.24 | |
| Vanguard World Fds Energy Etf (VDE) | 0.4 | $1.0M | +36% | 8.4k | 121.28 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $1.0M | +44% | 27k | 36.93 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.0M | +27% | 7.4k | 135.24 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $988k | -16% | 6.2k | 158.79 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $983k | +37% | 11k | 87.47 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.4 | $919k | NEW | 31k | 29.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $914k | NEW | 4.3k | 214.22 | |
| Medical Properties Trust (MPW) | 0.4 | $908k | NEW | 82k | 11.14 | |
| Abbvie (ABBV) | 0.3 | $836k | 5.2k | 161.61 | ||
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.3 | $805k | NEW | 27k | 30.07 | |
| Visa Com Cl A (V) | 0.3 | $801k | -6% | 3.9k | 207.78 | |
| Truist Financial Corp equities (TFC) | 0.3 | $800k | -12% | 19k | 43.03 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $753k | -34% | 10k | 72.10 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $745k | +26% | 9.6k | 77.68 | |
| Tesla Motors (TSLA) | 0.3 | $736k | +250% | 6.0k | 123.18 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $728k | -10% | 4.0k | 179.78 | |
| Chevron Corporation (CVX) | 0.3 | $723k | +7% | 4.0k | 179.49 | |
| Eli Lilly & Co. (LLY) | 0.3 | $721k | 2.0k | 365.87 | ||
| Northrop Grumman Corporation (NOC) | 0.3 | $700k | -2% | 1.3k | 545.61 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $691k | +1528% | 11k | 66.02 | |
| Air Products & Chemicals (APD) | 0.3 | $683k | -4% | 2.2k | 308.40 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $673k | -47% | 11k | 64.35 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $660k | +2% | 1.9k | 347.80 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $650k | +9% | 9.2k | 70.50 | |
| American Tower Reit (AMT) | 0.3 | $648k | +11% | 3.1k | 211.97 | |
| Innovator Etfs Tr Us Eqty Ultra B (UDEC) | 0.3 | $644k | NEW | 24k | 27.43 | |
| McDonald's Corporation (MCD) | 0.3 | $635k | +12% | 2.4k | 263.54 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $619k | 7.4k | 83.26 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $571k | +9% | 12k | 49.49 | |
| General Dynamics Corporation (GD) | 0.2 | $565k | +15% | 2.3k | 248.11 | |
| Pepsi (PEP) | 0.2 | $512k | -8% | 2.8k | 180.68 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $500k | 3.8k | 132.87 | ||
| Allstate Corporation (ALL) | 0.2 | $483k | -5% | 3.6k | 135.60 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $462k | NEW | 4.4k | 105.34 | |
| Pfizer (PFE) | 0.2 | $447k | +9% | 8.7k | 51.24 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $443k | +4% | 4.0k | 110.30 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $439k | -2% | 3.3k | 134.09 | |
| Wal-Mart Stores (WMT) | 0.2 | $428k | 3.0k | 141.78 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $420k | NEW | 11k | 37.90 | |
| Fortinet (FTNT) | 0.2 | $408k | 8.4k | 48.89 | ||
| Walt Disney Company (DIS) | 0.2 | $408k | -22% | 4.7k | 86.88 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $402k | -25% | 2.9k | 140.39 | |
| International Business Machines (IBM) | 0.2 | $401k | 2.8k | 140.89 | ||
| Markel Corporation (MKL) | 0.2 | $395k | 300.00 | 1317.49 | ||
| Bank of America Corporation (BAC) | 0.2 | $391k | 12k | 33.12 | ||
| American Express Company (AXP) | 0.2 | $369k | 2.5k | 147.75 | ||
| Applied Materials (AMAT) | 0.1 | $362k | -3% | 3.7k | 97.37 | |
| Abbott Laboratories (ABT) | 0.1 | $360k | -8% | 3.3k | 109.79 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $358k | +497% | 8.8k | 40.51 | |
| Starbucks Corporation (SBUX) | 0.1 | $341k | -2% | 3.4k | 99.20 | |
| Linde SHS (LIN) | 0.1 | $340k | -9% | 1.0k | 326.18 | |
| PerkinElmer (PKI) | 0.1 | $328k | -3% | 2.3k | 140.22 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $328k | 595.00 | 550.43 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $324k | -73% | 4.3k | 75.19 | |
| UnitedHealth (UNH) | 0.1 | $318k | 600.00 | 530.33 | ||
| Becton, Dickinson and (BDX) | 0.1 | $313k | 1.2k | 254.30 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $311k | +19% | 3.7k | 84.79 | |
| Cummins (CMI) | 0.1 | $306k | 1.3k | 242.29 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $291k | -7% | 864.00 | 336.53 | |
| Qualcomm (QCOM) | 0.1 | $281k | 2.6k | 109.94 | ||
| Anthem (ELV) | 0.1 | $276k | -26% | 538.00 | 512.56 | |
| Intel Corporation (INTC) | 0.1 | $274k | 10k | 26.43 | ||
| Broadcom (AVGO) | 0.1 | $270k | -5% | 483.00 | 559.17 | |
| Danaher Corporation (DHR) | 0.1 | $269k | 1.0k | 265.42 | ||
| Netflix (NFLX) | 0.1 | $268k | 908.00 | 294.88 | ||
| Public Service Enterprise (PEG) | 0.1 | $267k | 4.4k | 61.27 | ||
| Honeywell International (HON) | 0.1 | $266k | +376% | 1.2k | 214.30 | |
| Innovator Etfs Tr Us Eqty Ultra B (USEP) | 0.1 | $264k | NEW | 10k | 26.40 | |
| Meta Platforms Cl A (META) | 0.1 | $263k | -17% | 2.2k | 120.34 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $262k | +19% | 1.1k | 248.04 | |
| L3harris Technologies (LHX) | 0.1 | $257k | 1.2k | 208.21 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $235k | +95% | 2.3k | 100.92 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $235k | -33% | 5.2k | 44.83 | |
| Paychex (PAYX) | 0.1 | $235k | 2.0k | 115.56 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $233k | 3.5k | 65.85 | ||
| Atlas Corp Shares (ATCO) | 0.1 | $230k | 15k | 15.34 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $223k | -5% | 3.1k | 71.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $221k | -21% | 5.7k | 38.98 | |
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $212k | NEW | 18k | 11.60 | |
| Lowe's Companies (LOW) | 0.1 | $211k | -5% | 1.1k | 199.16 | |
| At&t (T) | 0.1 | $207k | +5% | 11k | 18.41 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $205k | -2% | 768.00 | 266.84 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $191k | -83% | 2.5k | 75.29 | |
| SYSCO Corporation (SYY) | 0.1 | $191k | 2.5k | 76.45 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $190k | +3% | 1.1k | 169.64 | |
| Proshares Tr Ultrapro Short S (SPXU) | 0.1 | $186k | +1000% | 11k | 16.87 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $182k | -6% | 1.3k | 135.75 | |
| NVIDIA Corporation (NVDA) | 0.1 | $178k | -35% | 1.2k | 146.20 | |
| Xylem (XYL) | 0.1 | $177k | -2% | 1.6k | 110.58 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $173k | 356.00 | 486.79 | ||
| Vanguard World Fds Materials Etf (VAW) | 0.1 | $172k | -38% | 1.0k | 170.17 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $170k | -69% | 1.1k | 161.38 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $164k | -69% | 5.4k | 30.53 | |
| Booking Holdings (BKNG) | 0.1 | $161k | 80.00 | 2015.28 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $158k | -45% | 741.00 | 213.11 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $155k | 4.5k | 34.37 | ||
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $154k | 300.00 | 512.36 | ||
| Philip Morris International (PM) | 0.1 | $153k | -4% | 1.5k | 101.21 | |
| United Parcel Service CL B (UPS) | 0.1 | $153k | -6% | 881.00 | 173.85 | |
| Ecolab (ECL) | 0.1 | $153k | -2% | 1.0k | 145.56 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $150k | -10% | 2.2k | 67.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $148k | 386.00 | 384.13 | ||
| Masimo Corporation (MASI) | 0.1 | $148k | 1.0k | 147.95 | ||
| Genuine Parts Company (GPC) | 0.1 | $147k | +10% | 845.00 | 173.51 | |
| Wells Fargo & Company (WFC) | 0.1 | $147k | 3.6k | 41.29 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $145k | -3% | 1.6k | 93.19 | |
| BlackRock (BLK) | 0.1 | $143k | -22% | 201.00 | 708.84 | |
| Target Corporation (TGT) | 0.1 | $139k | 930.00 | 149.12 | ||
| Enbridge (ENB) | 0.1 | $137k | 3.5k | 39.10 | ||
| Blackrock Muniyield Fund (MYD) | 0.1 | $137k | NEW | 13k | 10.41 | |
| Moody's Corporation (MCO) | 0.1 | $137k | +90% | 490.00 | 278.62 | |
| General Motors Company (GM) | 0.1 | $136k | -22% | 4.0k | 33.64 | |
| Union Pacific Corporation (UNP) | 0.1 | $136k | 655.00 | 207.07 | ||
| Schlumberger Com Stk (SLB) | 0.1 | $134k | 2.5k | 53.46 | ||
| Verizon Communications (VZ) | 0.1 | $134k | -31% | 3.4k | 39.40 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $133k | NEW | 1.3k | 105.44 | |
| Williams Companies (WMB) | 0.1 | $132k | -2% | 4.0k | 32.90 | |
| Oracle Corporation (ORCL) | 0.1 | $130k | -6% | 1.6k | 81.72 | |
| Dominion Resources (D) | 0.1 | $129k | -21% | 2.1k | 61.32 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $128k | 1.2k | 102.96 | ||
| Etsy (ETSY) | 0.1 | $128k | 1.1k | 119.78 | ||
| Corteva (CTVA) | 0.1 | $127k | 2.2k | 58.78 | ||
| MetLife (MET) | 0.0 | $121k | -16% | 1.7k | 72.36 | |
| Cisco Systems (CSCO) | 0.0 | $120k | -27% | 2.5k | 47.64 | |
| EQT Corporation (EQT) | 0.0 | $117k | 3.4k | 33.83 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $116k | 438.00 | 264.96 | ||
| Intuit (INTU) | 0.0 | $115k | -25% | 295.00 | 389.18 | |
| Caterpillar (CAT) | 0.0 | $111k | -2% | 463.00 | 239.59 | |
| Goldman Sachs (GS) | 0.0 | $110k | NEW | 320.00 | 343.38 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $108k | NEW | 504.00 | 214.70 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $107k | -8% | 695.00 | 153.36 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $104k | -7% | 628.00 | 165.16 | |
| Cion Invt Corp (CION) | 0.0 | $103k | +91% | 11k | 9.75 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $102k | NEW | 735.00 | 138.70 | |
| ConocoPhillips (COP) | 0.0 | $100k | -13% | 847.00 | 118.00 | |
| PacWest Ban (PACW) | 0.0 | $100k | 4.3k | 22.95 | ||
| Freeport-mcmoran CL B (FCX) | 0.0 | $99k | -54% | 2.6k | 38.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $99k | +15% | 282.00 | 351.29 | |
| Automatic Data Processing (ADP) | 0.0 | $96k | -2% | 401.00 | 238.86 | |
| American Electric Power Company (AEP) | 0.0 | $95k | 999.00 | 94.95 | ||
| Walker & Dunlop (WD) | 0.0 | $94k | 1.2k | 78.48 | ||
| Zoetis Cl A (ZTS) | 0.0 | $94k | -4% | 639.00 | 146.55 | |
| Humana (HUM) | 0.0 | $93k | -5% | 182.00 | 512.19 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $93k | 958.00 | 96.98 | ||
| Altria (MO) | 0.0 | $93k | 2.0k | 45.71 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $90k | -9% | 791.00 | 114.03 | |
| Norfolk Southern (NSC) | 0.0 | $90k | -3% | 365.00 | 246.42 | |
| Darling International (DAR) | 0.0 | $89k | 1.4k | 62.59 | ||
| Medtronic SHS (MDT) | 0.0 | $85k | -19% | 1.1k | 77.98 | |
| Analog Devices (ADI) | 0.0 | $83k | 508.00 | 164.03 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $82k | -75% | 1.1k | 74.35 | |
| Kinder Morgan (KMI) | 0.0 | $81k | 4.5k | 18.08 | ||
| United Sts Oil Units (USO) | 0.0 | $81k | 1.2k | 70.11 | ||
| Amgen (AMGN) | 0.0 | $80k | +2% | 305.00 | 262.88 | |
| Paccar (PCAR) | 0.0 | $80k | NEW | 810.00 | 98.97 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $80k | 275.00 | 291.00 | ||
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $79k | NEW | 1.0k | 78.78 | |
| Oge Energy Corp (OGE) | 0.0 | $79k | 2.0k | 39.55 | ||
| Axsome Therapeutics (AXSM) | 0.0 | $79k | -7% | 1.0k | 77.13 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $78k | -23% | 454.00 | 171.93 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $76k | 324.00 | 235.48 | ||
| DTE Energy Company (DTE) | 0.0 | $75k | 635.00 | 117.53 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $74k | 1.0k | 74.19 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $74k | +3% | 1.1k | 66.67 | |
| Dollar Tree (DLTR) | 0.0 | $74k | 522.00 | 141.44 | ||
| Dollar General (DG) | 0.0 | $73k | 297.00 | 246.25 | ||
| FactSet Research Systems (FDS) | 0.0 | $73k | 182.00 | 401.21 | ||
| Morgan Stanley Com New (MS) | 0.0 | $73k | 855.00 | 85.02 | ||
| Sanofi Sponsored Adr (SNY) | 0.0 | $72k | -9% | 1.5k | 48.43 | |
| Te Connectivity SHS (TEL) | 0.0 | $71k | -17% | 621.00 | 114.85 | |
| International Flavors & Fragrances (IFF) | 0.0 | $71k | -14% | 675.00 | 104.77 | |
| Progressive Corporation (PGR) | 0.0 | $70k | -7% | 539.00 | 129.71 | |
| Hannon Armstrong (HASI) | 0.0 | $69k | +2% | 2.4k | 28.98 | |
| World Wrestling Entmt Cl A (WWE) | 0.0 | $67k | 977.00 | 68.52 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $67k | 364.00 | 183.35 | ||
| Quanta Services (PWR) | 0.0 | $67k | 468.00 | 142.50 | ||
| Brown & Brown (BRO) | 0.0 | $67k | 1.2k | 56.97 | ||
| First Solar (FSLR) | 0.0 | $66k | +7% | 441.00 | 149.79 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $66k | +20% | 420.00 | 156.44 | |
| Metropcs Communications (TMUS) | 0.0 | $65k | -11% | 463.00 | 140.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $65k | NEW | 535.00 | 120.60 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $64k | +376% | 1.4k | 45.16 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $64k | -15% | 1.8k | 34.97 | |
| Jack Henry & Associates (JKHY) | 0.0 | $62k | 355.00 | 175.56 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $62k | -73% | 1.5k | 41.98 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $62k | 3.5k | 17.50 | ||
| Novo-nordisk A S Adr (NVO) | 0.0 | $61k | 448.00 | 135.34 | ||
| Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $60k | 1.0k | 60.17 | ||
| Southern Company (SO) | 0.0 | $60k | 842.00 | 71.41 | ||
| Ebix Com New (EBIX) | 0.0 | $60k | 3.0k | 19.96 | ||
| Ishares Tr Us Industrials (IYJ) | 0.0 | $59k | 609.00 | 96.48 | ||
| W.W. Grainger (GWW) | 0.0 | $58k | -5% | 104.00 | 556.28 | |
| AFLAC Incorporated (AFL) | 0.0 | $58k | 802.00 | 71.94 | ||
| Stryker Corporation (SYK) | 0.0 | $57k | 234.00 | 244.49 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $57k | 41.00 | 1387.49 | ||
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $56k | -30% | 1.5k | 38.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $55k | -5% | 741.00 | 74.49 | |
| Waste Management (WM) | 0.0 | $55k | -41% | 349.00 | 157.02 | |
| MGM Resorts International. (MGM) | 0.0 | $55k | 1.6k | 33.53 | ||
| Illinois Tool Works (ITW) | 0.0 | $54k | 244.00 | 220.30 | ||
| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $53k | -51% | 9.3k | 5.73 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $53k | -89% | 885.00 | 59.59 | |
| Clean Energy Fuels (CLNE) | 0.0 | $52k | 10k | 5.20 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $52k | 1.5k | 34.59 | ||
| S&p Global (SPGI) | 0.0 | $52k | -8% | 154.00 | 334.94 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $51k | +6% | 754.00 | 67.48 | |
| Emerson Electric (EMR) | 0.0 | $51k | -12% | 527.00 | 96.06 | |
Past Filings by Atticus Wealth Management
SEC 13F filings are viewable for Atticus Wealth Management going back to 2019
- 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
- Atticus Wealth Management 2020 Q1 filed April 23, 2020
- Atticus Wealth Management 2019 Q4 filed Feb. 3, 2020