Atticus Wealth Management
Latest statistics and disclosures from Atticus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, CSHI, SPYV, SHV, OEF, and represent 45.53% of Atticus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$7.6M), IJH (+$6.1M), SPY, CSHI, SPYV, SPIB, SHV, EMXC, IWM, NVDA.
- Started 29 new stock positions in IUSB, SHOP, EDIV, FREY, NYCB, Neos Etf Trust, SPMD, EQNR, STRL, VCIT.
- Reduced shares in these 10 stocks: SPYG (-$6.8M), XLK, USFR, AAPL, AXP, EFA, XLC, NVO, APRQ, AVGO.
- Sold out of its positions in MT, BATRK, MYD, MQY, BYD, CCJ, CCL, DAL, TZA, DKNG.
- Atticus Wealth Management was a net buyer of stock by $9.4M.
- Atticus Wealth Management has $306M in assets under management (AUM), dropping by 7.89%.
- Central Index Key (CIK): 0001800234
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Portfolio Holdings for Atticus Wealth Management
Atticus Wealth Management holds 549 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Atticus Wealth Management has 549 total positions. Only the first 250 positions are shown.
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- Download the Atticus Wealth Management March 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) | 23.6 | $72M | +4% | 138k | 523.12 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 9.6 | $29M | +12% | 591k | 49.80 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 6.3 | $19M | +3% | 383k | 50.10 |
|
| Ishares Tr Short Treas Bd (SHV) | 3.2 | $9.7M | +6% | 87k | 110.54 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.9 | $8.9M | 36k | 247.41 |
|
|
| Apple (AAPL) | 2.8 | $8.5M | -7% | 49k | 171.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $8.3M | +1036% | 25k | 337.04 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $7.5M | +422% | 124k | 60.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.4 | $7.3M | +7% | 35k | 210.30 |
|
| Microsoft Corporation (MSFT) | 2.3 | $6.9M | 17k | 420.72 |
|
|
| Coca-Cola Company (KO) | 2.2 | $6.7M | 109k | 61.18 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.6 | $4.9M | -57% | 67k | 73.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $4.2M | -3% | 9.5k | 443.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.3 | $3.9M | -24% | 19k | 208.27 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $3.8M | +5% | 75k | 50.45 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $3.5M | 29k | 120.99 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $3.3M | -2% | 14k | 239.76 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 1.1 | $3.3M | 101k | 32.47 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $3.1M | 17k | 182.61 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.8M | 14k | 205.72 |
|
|
| Amazon (AMZN) | 0.8 | $2.5M | 14k | 180.38 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.8 | $2.5M | +3% | 67k | 36.81 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $2.5M | +5% | 3.4k | 732.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.3M | -9% | 15k | 150.93 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $2.1M | -7% | 11k | 183.89 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $2.0M | -20% | 26k | 79.86 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.7 | $2.0M | 57k | 35.55 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $2.0M | -6% | 3.8k | 524.34 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.6 | $2.0M | +33% | 34k | 57.57 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.8M | -4% | 12k | 147.73 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.6 | $1.7M | 48k | 36.60 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.4M | +5% | 34k | 41.08 |
|
| Home Depot (HD) | 0.4 | $1.3M | -2% | 3.4k | 383.61 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | -2% | 1.7k | 778.11 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.2M | 11k | 114.14 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $1.2M | -6% | 7.7k | 158.19 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.4 | $1.2M | 34k | 35.38 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.2M | 9.0k | 131.24 |
|
|
| Nextera Energy (NEE) | 0.4 | $1.2M | 18k | 63.91 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.1M | +30% | 1.2k | 903.29 |
|
| Visa Com Cl A (V) | 0.4 | $1.1M | +3% | 3.9k | 279.10 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | -8% | 13k | 84.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.0M | +23% | 6.3k | 164.34 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.3 | $995k | 26k | 37.98 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $965k | +5% | 3.4k | 281.91 |
|
| Procter & Gamble Company (PG) | 0.3 | $961k | -14% | 5.9k | 162.24 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $955k | -3% | 7.3k | 131.69 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $931k | 5.7k | 162.87 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.3 | $886k | +3% | 26k | 34.16 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $835k | 1.7k | 481.69 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $790k | -2% | 5.2k | 152.26 |
|
| Abbvie (ABBV) | 0.2 | $726k | -5% | 4.0k | 182.10 |
|
| Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.2 | $712k | 22k | 32.70 |
|
|
| Applied Materials (AMAT) | 0.2 | $701k | -9% | 3.4k | 206.21 |
|
| Chevron Corporation (CVX) | 0.2 | $694k | +6% | 4.4k | 157.76 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $691k | -3% | 3.9k | 179.11 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $672k | +19% | 20k | 33.59 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $671k | 3.8k | 175.29 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $666k | +11% | 16k | 42.12 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $629k | +28% | 3.1k | 200.31 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $615k | 16k | 38.98 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $614k | -8% | 3.2k | 191.87 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $599k | NEW | 18k | 32.69 |
|
| Meta Platforms Cl A (META) | 0.2 | $574k | +34% | 1.2k | 485.48 |
|
| Fortinet (FTNT) | 0.2 | $561k | 8.2k | 68.31 |
|
|
| Merck & Co (MRK) | 0.2 | $559k | -11% | 4.2k | 131.96 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.2 | $522k | 13k | 39.11 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $516k | 30k | 17.32 |
|
|
| Netflix (NFLX) | 0.2 | $511k | -11% | 842.00 | 607.33 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $488k | 1.0k | 478.66 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $456k | 2.7k | 169.35 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $453k | -11% | 11k | 39.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $451k | 938.00 | 480.59 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $442k | -33% | 5.1k | 87.42 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $436k | -3% | 3.5k | 125.32 |
|
| General Dynamics Corporation (GD) | 0.1 | $426k | 1.5k | 282.49 |
|
|
| Tesla Motors (TSLA) | 0.1 | $421k | -12% | 2.4k | 175.79 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $419k | -10% | 830.00 | 504.60 |
|
| Broadcom (AVGO) | 0.1 | $398k | -40% | 300.00 | 1327.10 |
|
| Linde SHS (LIN) | 0.1 | $387k | 834.00 | 464.32 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $379k | +148% | 6.3k | 60.17 |
|
| Cummins (CMI) | 0.1 | $372k | 1.3k | 294.65 |
|
|
| Intuit (INTU) | 0.1 | $362k | +31% | 556.00 | 650.46 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $349k | -26% | 2.2k | 155.90 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $346k | 6.7k | 51.28 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $333k | -13% | 4.4k | 76.03 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $333k | -28% | 2.9k | 116.24 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $330k | 10k | 32.95 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $325k | -6% | 10k | 32.23 |
|
| Palo Alto Networks (PANW) | 0.1 | $325k | +30% | 1.1k | 284.13 |
|
| Pepsi (PEP) | 0.1 | $323k | -30% | 1.8k | 174.98 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $317k | 8.5k | 37.49 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $311k | -2% | 1.3k | 242.24 |
|
| Abbott Laboratories (ABT) | 0.1 | $309k | -9% | 2.7k | 113.68 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $308k | 8.9k | 34.52 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $305k | 1.2k | 247.45 |
|
|
| UnitedHealth (UNH) | 0.1 | $299k | +71% | 603.00 | 495.04 |
|
| Tenaya Therapeutics (TNYA) | 0.1 | $296k | -18% | 57k | 5.23 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $293k | -4% | 25k | 11.88 |
|
| Public Service Enterprise (PEG) | 0.1 | $291k | 4.4k | 66.78 |
|
|
| International Business Machines (IBM) | 0.1 | $287k | -34% | 1.5k | 190.94 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $285k | 2.5k | 114.96 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $276k | 2.4k | 115.29 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $274k | -21% | 471.00 | 581.36 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $262k | -2% | 757.00 | 346.61 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $256k | +5% | 2.8k | 91.80 |
|
| Honeywell International (HON) | 0.1 | $255k | 1.2k | 205.25 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $254k | 300.00 | 846.41 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $250k | 725.00 | 344.20 |
|
|
| Danaher Corporation (DHR) | 0.1 | $249k | 995.00 | 249.72 |
|
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.1 | $246k | +135% | 4.9k | 50.11 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $246k | +127% | 2.0k | 125.93 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $244k | +116% | 2.6k | 94.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $242k | -54% | 1.9k | 128.40 |
|
| Lowe's Companies (LOW) | 0.1 | $241k | 946.00 | 254.73 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $233k | -27% | 1.9k | 125.63 |
|
| Walt Disney Company (DIS) | 0.1 | $221k | 1.8k | 122.35 |
|
|
| Realty Income (O) | 0.1 | $217k | -4% | 4.0k | 54.09 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $216k | -2% | 2.8k | 77.74 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $207k | -4% | 1.0k | 204.47 |
|
| Xylem (XYL) | 0.1 | $203k | +2% | 1.6k | 129.27 |
|
| At&t (T) | 0.1 | $191k | 11k | 17.60 |
|
|
| American Tower Reit (AMT) | 0.1 | $188k | 953.00 | 197.54 |
|
|
| Anthem (ELV) | 0.1 | $181k | 349.00 | 518.63 |
|
|
| Verizon Communications (VZ) | 0.1 | $181k | -6% | 4.3k | 41.96 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $180k | 3.1k | 58.08 |
|
|
| Ecolab (ECL) | 0.1 | $179k | 777.00 | 230.90 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $170k | -82% | 3.4k | 50.29 |
|
| Union Pacific Corporation (UNP) | 0.1 | $161k | 655.00 | 245.93 |
|
|
| Goldman Sachs (GS) | 0.1 | $159k | 380.00 | 417.69 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $155k | +31% | 3.0k | 51.59 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $155k | -70% | 1.9k | 81.64 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $153k | 275.00 | 555.79 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $153k | -37% | 2.8k | 54.24 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $152k | +34% | 1.6k | 97.53 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $148k | -8% | 4.3k | 34.74 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $148k | 4.4k | 33.42 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $146k | +29% | 3.4k | 43.56 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $140k | 519.00 | 270.44 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $139k | -14% | 973.00 | 142.63 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $138k | 509.00 | 270.82 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $137k | +3% | 2.9k | 47.02 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $137k | -8% | 3.3k | 41.78 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $131k | 1.0k | 131.37 |
|
|
| Exchange Traded Concepts Tru India Internet & (INQQ) | 0.0 | $131k | +33% | 9.1k | 14.35 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $130k | -11% | 1.0k | 129.30 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $125k | 1.9k | 65.66 |
|
|
| Corteva (CTVA) | 0.0 | $125k | 2.2k | 57.67 |
|
|
| Quanta Services (PWR) | 0.0 | $122k | 468.00 | 259.80 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $118k | +351% | 451.00 | 261.47 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $118k | 1.9k | 62.07 |
|
|
| Cion Invt Corp (CION) | 0.0 | $117k | 11k | 11.00 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $114k | 715.00 | 158.81 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $113k | 650.00 | 174.28 |
|
|
| Caterpillar (CAT) | 0.0 | $113k | -13% | 307.00 | 366.43 |
|
| Zoetis Cl A (ZTS) | 0.0 | $112k | -2% | 663.00 | 169.21 |
|
| Lam Research Corporation (LRCX) | 0.0 | $112k | 115.00 | 975.47 |
|
|
| Uber Technologies (UBER) | 0.0 | $112k | +338% | 1.5k | 76.99 |
|
| Progressive Corporation (PGR) | 0.0 | $112k | 539.00 | 206.82 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $109k | 479.00 | 228.46 |
|
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $108k | 1.0k | 105.90 |
|
|
| ConocoPhillips (COP) | 0.0 | $108k | 847.00 | 127.28 |
|
|
| Public Storage (PSA) | 0.0 | $108k | +6100% | 372.00 | 289.77 |
|
| W.W. Grainger (GWW) | 0.0 | $106k | 104.00 | 1017.61 |
|
|
| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $106k | +2% | 20k | 5.38 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $103k | -26% | 551.00 | 186.86 |
|
| Brown & Brown (BRO) | 0.0 | $102k | 1.2k | 87.54 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $102k | -32% | 1.3k | 77.33 |
|
| BlackRock (BLK) | 0.0 | $101k | 121.00 | 833.70 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $101k | 741.00 | 136.05 |
|
|
| Analog Devices (ADI) | 0.0 | $101k | 508.00 | 197.79 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $97k | 1.3k | 72.34 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $96k | -9% | 993.00 | 96.67 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $95k | -64% | 403.00 | 235.63 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $95k | +166% | 237.00 | 399.09 |
|
| Arm Holdings Sponsored Adr (ARM) | 0.0 | $93k | -43% | 746.00 | 124.99 |
|
| Norfolk Southern (NSC) | 0.0 | $93k | 365.00 | 254.87 |
|
|
| Clean Harbors (CLH) | 0.0 | $91k | 454.00 | 201.31 |
|
|
| United Sts Oil Units (USO) | 0.0 | $91k | 1.2k | 78.73 |
|
|
| EQT Corporation (EQT) | 0.0 | $91k | 2.4k | 37.07 |
|
|
| First Solar (FSLR) | 0.0 | $90k | +15% | 534.00 | 168.80 |
|
| Metropcs Communications (TMUS) | 0.0 | $90k | -35% | 548.00 | 163.27 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $89k | 434.00 | 204.14 |
|
|
| Allstate Corporation (ALL) | 0.0 | $89k | 512.00 | 173.01 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $87k | +14% | 4.6k | 19.07 |
|
| Paccar (PCAR) | 0.0 | $86k | -42% | 696.00 | 123.91 |
|
| Medical Properties Trust (MPW) | 0.0 | $86k | +12% | 18k | 4.70 |
|
| Bank of America Corporation (BAC) | 0.0 | $83k | -47% | 2.2k | 37.92 |
|
| FactSet Research Systems (FDS) | 0.0 | $83k | 182.00 | 454.39 |
|
|
| Arista Networks (ANET) | 0.0 | $81k | +87% | 280.00 | 289.98 |
|
| SYSCO Corporation (SYY) | 0.0 | $81k | +17% | 1.0k | 81.18 |
|
| Morgan Stanley Com New (MS) | 0.0 | $81k | 855.00 | 94.16 |
|
|
| Boeing Company (BA) | 0.0 | $80k | +29% | 414.00 | 192.99 |
|
| United Parcel Service CL B (UPS) | 0.0 | $80k | 536.00 | 148.51 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $79k | 1.8k | 43.35 |
|
|
| Philip Morris International (PM) | 0.0 | $78k | -9% | 853.00 | 91.62 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $76k | 1.6k | 47.47 |
|
|
| Steel Dynamics (STLD) | 0.0 | $74k | 500.00 | 148.23 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $74k | 1.8k | 40.28 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $74k | 2.6k | 28.40 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $73k | 852.00 | 85.90 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $71k | 288.00 | 247.77 |
|
|
| DTE Energy Company (DTE) | 0.0 | $71k | 635.00 | 112.14 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $71k | 1.2k | 57.84 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $71k | 285.00 | 249.74 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $71k | 135.00 | 525.73 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $71k | -2% | 759.00 | 92.87 |
|
| Dollar Tree (DLTR) | 0.0 | $70k | 522.00 | 133.15 |
|
|
| L3harris Technologies (LHX) | 0.0 | $69k | 325.00 | 213.10 |
|
|
| Darling International (DAR) | 0.0 | $69k | 1.5k | 46.51 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $67k | 128.00 | 522.88 |
|
|
| Altria (MO) | 0.0 | $67k | -18% | 1.5k | 43.62 |
|
| Stryker Corporation (SYK) | 0.0 | $66k | 184.00 | 357.88 |
|
|
| S&p Global (SPGI) | 0.0 | $66k | 154.00 | 425.45 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $66k | 244.00 | 268.33 |
|
|
| Paychex (PAYX) | 0.0 | $65k | 530.00 | 122.80 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $65k | 258.00 | 250.24 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) | 0.0 | $63k | 1.9k | 32.66 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $63k | 1.5k | 42.01 |
|
|
| Tetra Tech (TTEK) | 0.0 | $62k | 336.00 | 184.71 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $62k | 355.00 | 173.73 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $62k | +3% | 3.1k | 19.69 |
|
| Wells Fargo & Company (WFC) | 0.0 | $61k | 1.1k | 57.96 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $61k | 277.00 | 218.46 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $59k | 228.00 | 259.90 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $59k | 3.8k | 15.73 |
|
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $59k | 1.0k | 59.05 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $58k | -43% | 321.00 | 180.49 |
|
| American Electric Power Company (AEP) | 0.0 | $57k | 666.00 | 86.10 |
|
|
| Cbak Energy Technology (CBAT) | 0.0 | $57k | 55k | 1.04 |
|
|
| Moody's Corporation (MCO) | 0.0 | $57k | -45% | 145.00 | 393.03 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $56k | +12% | 466.00 | 120.98 |
|
| Sterling Construction Company (STRL) | 0.0 | $55k | NEW | 500.00 | 110.31 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $55k | -22% | 780.00 | 70.00 |
|
| Genuine Parts Company (GPC) | 0.0 | $52k | 335.00 | 154.93 |
|
|
| Innovator Etfs Trust Equity Defi 2026 | 0.0 | $51k | NEW | 2.0k | 24.90 |
|
| Southern Company (SO) | 0.0 | $50k | 701.00 | 71.70 |
|
|
| Amgen (AMGN) | 0.0 | $50k | 176.00 | 283.58 |
|
|
| Axalta Coating Sys (AXTA) | 0.0 | $50k | 1.5k | 34.39 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $50k | -7% | 608.00 | 81.52 |
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $49k | 2.0k | 24.70 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $49k | -57% | 298.00 | 164.96 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $49k | 516.00 | 95.20 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $49k | -20% | 642.00 | 76.36 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $48k | 990.00 | 48.60 |
|
|
| Montrose Environmental Group (MEG) | 0.0 | $47k | 1.2k | 39.17 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $46k | 1.3k | 34.30 |
|
|
| Target Corporation (TGT) | 0.0 | $46k | 257.00 | 177.29 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $45k | -9% | 955.00 | 47.21 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $45k | +75% | 549.00 | 81.78 |
|
Past Filings by Atticus Wealth Management
SEC 13F filings are viewable for Atticus Wealth Management going back to 2019
- 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
- Atticus Wealth Management 2021 Q1 filed April 15, 2021
- Atticus Wealth Management 2020 Q4 filed Jan. 20, 2021