Atticus Wealth Management

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

Setup an alert

Atticus Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

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