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, SPYG, AAPL, and represent 44.68% of Atticus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CSHI (+$26M), SPYG, SPY, EMXC, JPST, IWM, PNOV, GLD, PDEC, QUAL.
- Started 36 new stock positions in TZA, KSS, CCJ, CBAT, SRVR, SKYY, AGNC, LAC, UBER, IGIB.
- Reduced shares in these 10 stocks: USFR (-$21M), SPYV, O, EFA, SHV, XLV, UNOV, UDEC, BSV, RSP.
- Sold out of its positions in IZRL, ALB, AIG, AMP, AZO, BMI, BKAG, CNP, TNA, DOV.
- Atticus Wealth Management was a net seller of stock by $-1.6M.
- Atticus Wealth Management has $283M in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001800234
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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.
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- Download the Atticus Wealth Management December 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) | 22.0 | $62M | +5% | 131k | 475.36 |
|
Neos Etf Trust Neos Enh Inm Cas (CSHI) | 9.3 | $26M | +14279% | 526k | 49.92 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 6.1 | $17M | -16% | 370k | 46.63 |
|
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 |
|
Ishares Tr Short Treas Bd (SHV) | 3.2 | $9.0M | -7% | 82k | 110.13 |
|
Ishares Tr S&p 100 Etf (OEF) | 2.8 | $8.0M | 36k | 223.39 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $6.6M | +2% | 24k | 277.15 |
|
Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $6.5M | +13% | 33k | 200.71 |
|
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 |
|
|
Select Sector Spdr Tr Technology (XLK) | 1.7 | $4.7M | -8% | 25k | 192.48 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $4.0M | -7% | 9.8k | 409.51 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $3.6M | +47% | 71k | 50.23 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $3.2M | -7% | 29k | 111.63 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 1.1 | $3.2M | 101k | 31.47 |
|
|
Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $3.1M | -12% | 14k | 218.14 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $2.9M | -2% | 17k | 170.40 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.6M | +30% | 14k | 191.17 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $2.4M | -35% | 32k | 75.35 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.3M | +2% | 17k | 139.69 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.8 | $2.3M | 65k | 35.62 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $2.2M | -13% | 12k | 178.80 |
|
Costco Wholesale Corporation (COST) | 0.7 | $2.1M | 3.2k | 660.07 |
|
|
Amazon (AMZN) | 0.7 | $2.1M | 14k | 151.94 |
|
|
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.7 | $2.0M | +46% | 57k | 34.44 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.7 | $1.9M | -7% | 4.0k | 484.00 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.8M | -28% | 13k | 136.38 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.6 | $1.7M | +55% | 48k | 35.10 |
|
Ishares Msci Emrg Chn (EMXC) | 0.5 | $1.4M | NEW | 25k | 55.41 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.3M | +24% | 32k | 40.21 |
|
Johnson & Johnson (JNJ) | 0.5 | $1.3M | 8.2k | 156.73 |
|
|
Home Depot (HD) | 0.4 | $1.2M | -10% | 3.5k | 346.52 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.1M | -11% | 11k | 104.46 |
|
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.4 | $1.1M | +31% | 34k | 33.37 |
|
Nextera Energy (NEE) | 0.4 | $1.1M | -10% | 19k | 60.74 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.1M | 9.0k | 124.98 |
|
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.0M | +4% | 14k | 75.10 |
|
Procter & Gamble Company (PG) | 0.4 | $1.0M | +5% | 7.0k | 146.54 |
|
Eli Lilly & Co. (LLY) | 0.4 | $995k | -7% | 1.7k | 582.97 |
|
Visa Com Cl A (V) | 0.3 | $992k | 3.8k | 260.36 |
|
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $975k | -95% | 19k | 50.24 |
|
McDonald's Corporation (MCD) | 0.3 | $962k | +5% | 3.2k | 296.54 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.3 | $948k | 26k | 36.19 |
|
|
Vanguard World Fds Energy Etf (VDE) | 0.3 | $882k | -9% | 7.5k | 117.28 |
|
Vanguard Index Fds Value Etf (VTV) | 0.3 | $855k | -3% | 5.7k | 149.50 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.3 | $815k | 25k | 32.65 |
|
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $759k | +115% | 5.2k | 147.14 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $753k | 5.3k | 140.93 |
|
|
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 |
|
Tesla Motors (TSLA) | 0.2 | $677k | -2% | 2.7k | 248.48 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $660k | -17% | 4.0k | 165.25 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $657k | -23% | 2.2k | 303.16 |
|
Abbvie (ABBV) | 0.2 | $655k | -19% | 4.2k | 154.96 |
|
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 |
|
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 |
|
Broadcom (AVGO) | 0.2 | $564k | -3% | 505.00 | 1116.56 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $551k | -18% | 923.00 | 596.60 |
|
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.2 | $548k | 17k | 32.69 |
|
|
The Trade Desk Com Cl A (TTD) | 0.2 | $544k | -4% | 7.6k | 71.96 |
|
Select Sector Spdr Tr Financial (XLF) | 0.2 | $534k | -29% | 14k | 37.60 |
|
Merck & Co (MRK) | 0.2 | $523k | -3% | 4.8k | 109.02 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $515k | -30% | 13k | 40.06 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.2 | $497k | +35% | 13k | 37.24 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $493k | -12% | 29k | 16.86 |
|
American Express Company (AXP) | 0.2 | $487k | +4% | 2.6k | 187.34 |
|
Fortinet (FTNT) | 0.2 | $481k | 8.2k | 58.53 |
|
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Northrop Grumman Corporation (NOC) | 0.2 | $478k | 1.0k | 468.14 |
|
|
Netflix (NFLX) | 0.2 | $463k | +11% | 951.00 | 486.88 |
|
Select Sector Spdr Tr Communication (XLC) | 0.2 | $463k | +194% | 6.4k | 72.66 |
|
NVIDIA Corporation (NVDA) | 0.2 | $463k | +10% | 935.00 | 495.01 |
|
Pepsi (PEP) | 0.2 | $448k | -12% | 2.6k | 169.93 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $441k | -12% | 3.0k | 145.00 |
|
Novo-nordisk A S Adr (NVO) | 0.2 | $427k | -15% | 4.1k | 103.45 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $423k | -54% | 2.7k | 157.81 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $419k | -3% | 3.6k | 116.29 |
|
JPMorgan Chase & Co. (JPM) | 0.1 | $415k | 2.4k | 170.10 |
|
|
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 |
|
Air Products & Chemicals (APD) | 0.1 | $359k | -14% | 1.3k | 273.86 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $351k | -14% | 6.8k | 51.27 |
|
Linde SHS (LIN) | 0.1 | $344k | 838.00 | 410.71 |
|
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $338k | 11k | 31.19 |
|
|
Abbott Laboratories (ABT) | 0.1 | $329k | -15% | 3.0k | 110.07 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $319k | +16% | 601.00 | 531.02 |
|
Innovator Etfs Tr Us Eqty Ultra B (USEP) | 0.1 | $313k | 10k | 31.32 |
|
|
Meta Platforms Cl A (META) | 0.1 | $310k | +9% | 876.00 | 353.96 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $306k | 8.5k | 36.12 |
|
|
Cummins (CMI) | 0.1 | $303k | 1.3k | 239.57 |
|
|
Becton, Dickinson and (BDX) | 0.1 | $300k | 1.2k | 243.83 |
|
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.1 | $297k | 8.9k | 33.38 |
|
|
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $297k | -49% | 26k | 11.47 |
|
Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $279k | 300.00 | 928.40 |
|
|
Innovator Etfs Tr Prem Incm 40 Bar (APRQ) | 0.1 | $276k | 11k | 24.62 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $273k | 777.00 | 350.91 |
|
|
Oracle Corporation (ORCL) | 0.1 | $269k | +15% | 2.6k | 105.41 |
|
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 |
|
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $260k | 2.5k | 104.92 |
|
|
Palo Alto Networks (PANW) | 0.1 | $260k | +60% | 880.00 | 294.88 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $252k | -3% | 1.1k | 219.53 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $250k | 2.4k | 105.25 |
|
|
Realty Income (O) | 0.1 | $242k | -90% | 4.2k | 57.43 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $242k | +42% | 2.6k | 91.39 |
|
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 |
|
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 |
|
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 |
|
AFLAC Incorporated (AFL) | 0.0 | $70k | 852.00 | 82.54 |
|
|
DTE Energy Company (DTE) | 0.0 | $70k | 635.00 | 110.26 |
|
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $69k | +26% | 1.8k | 38.02 |
|
L3harris Technologies (LHX) | 0.0 | $69k | 325.00 | 210.62 |
|
|
S&p Global (SPGI) | 0.0 | $68k | 154.00 | 440.53 |
|
|
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $68k | 1.6k | 42.52 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $67k | +37% | 290.00 | 229.68 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $67k | 778.00 | 85.52 |
|
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $66k | +2% | 1.2k | 54.99 |
|
Automatic Data Processing (ADP) | 0.0 | $66k | 285.00 | 232.97 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $65k | -6% | 135.00 | 477.64 |
|
Illinois Tool Works (ITW) | 0.0 | $64k | 244.00 | 261.94 |
|
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $63k | 278.00 | 227.29 |
|
|
Paychex (PAYX) | 0.0 | $63k | 530.00 | 119.11 |
|
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $63k | +18% | 128.00 | 489.99 |
|
SYSCO Corporation (SYY) | 0.0 | $62k | 850.00 | 73.13 |
|
|
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) | 0.0 | $61k | 1.9k | 31.60 |
|
|
Workday Cl A (WDAY) | 0.0 | $61k | -27% | 219.00 | 276.06 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $60k | -6% | 257.00 | 232.98 |
|
Steel Dynamics (STLD) | 0.0 | $59k | 500.00 | 118.10 |
|
|
Annaly Capital Management In Com New (NLY) | 0.0 | $59k | +19% | 3.0k | 19.37 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $59k | 1.5k | 39.03 |
|
|
Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $59k | 1.0k | 58.45 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $58k | -62% | 808.00 | 72.04 |
|
Jack Henry & Associates (JKHY) | 0.0 | $58k | 355.00 | 163.41 |
|
|
Cbak Energy Technology (CBAT) | 0.0 | $58k | NEW | 55k | 1.05 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $57k | -35% | 1.2k | 47.89 |
|
Tetra Tech (TTEK) | 0.0 | $56k | 336.00 | 166.93 |
|
|
Stryker Corporation (SYK) | 0.0 | $55k | 184.00 | 299.46 |
|
|
4068594 Enphase Energy (ENPH) | 0.0 | $55k | 416.00 | 132.14 |
|
|
American Electric Power Company (AEP) | 0.0 | $54k | 666.00 | 81.22 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $53k | 224.00 | 237.22 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $53k | -90% | 1.0k | 51.05 |
|
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $52k | -6% | 656.00 | 79.31 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $52k | -53% | 467.00 | 110.73 |
|
Wells Fargo & Company (WFC) | 0.0 | $52k | 1.1k | 49.22 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $51k | 3.7k | 13.80 |
|
|
Amgen (AMGN) | 0.0 | $50k | 174.00 | 288.82 |
|
|
Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $50k | -70% | 2.9k | 17.34 |
|
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $50k | 6.1k | 8.06 |
|
|
Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $49k | NEW | 2.0k | 24.67 |
|
Axalta Coating Sys (AXTA) | 0.0 | $49k | 1.5k | 33.97 |
|
|
Sanofi Sponsored Adr (SNY) | 0.0 | $49k | -33% | 990.00 | 49.73 |
|
Past Filings by Atticus Wealth Management
SEC 13F filings are viewable for Atticus Wealth Management going back to 2019
- 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
- Atticus Wealth Management 2020 Q3 filed Oct. 21, 2020