Atticus Wealth Management

Atticus Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 197 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.7 $94M 141k 666.18
Ishares Tr Rus 1000 Grw Etf (IWF) 5.8 $23M 49k 468.41
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 4.7 $19M 378k 49.72
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.9 $15M 450k 34.29
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 3.7 $15M 262k 55.33
Apple (AAPL) 3.3 $13M 51k 254.63
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $10M 139k 73.48
Ishares Tr S&p 100 Etf (OEF) 2.5 $9.9M 30k 332.84
Microsoft Corporation (MSFT) 2.2 $8.5M 17k 517.96
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.9 $7.6M 73k 104.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $6.0M 10k 600.40
Spdr Gold Tr Gold Shs (GLD) 1.3 $5.3M 15k 355.47
Coca-Cola Company (KO) 1.2 $4.7M 70k 66.32
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $4.4M 31k 140.95
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $4.2M 109k 38.90
Select Sector Spdr Tr Technology (XLK) 1.0 $4.1M 15k 281.86
NVIDIA Corporation (NVDA) 1.0 $4.1M 22k 186.58
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $3.7M 17k 215.79
Vanguard Index Fds Large Cap Etf (VV) 0.9 $3.7M 12k 307.85
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $3.4M 33k 104.51
Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.4M 14k 243.11
Costco Wholesale Corporation (COST) 0.8 $3.3M 3.6k 925.72
Amazon (AMZN) 0.8 $3.3M 15k 219.57
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $3.2M 27k 118.83
Broadcom (AVGO) 0.8 $3.1M 9.5k 329.90
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.7 $2.9M 66k 43.91
Ishares Tr Short Treas Bd (SHV) 0.7 $2.8M 25k 110.49
Vanguard World Inf Tech Etf (VGT) 0.6 $2.5M 3.3k 746.57
JPMorgan Chase & Co. (JPM) 0.6 $2.5M 7.8k 315.44
Tesla Motors (TSLA) 0.6 $2.4M 5.3k 444.72
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.6 $2.3M 55k 41.06
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.1M 23k 93.37
Home Depot (HD) 0.5 $2.1M 5.1k 405.21
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $2.0M 48k 42.02
Meta Platforms Cl A (META) 0.5 $1.9M 2.6k 734.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.9M 28k 65.26
Ishares Msci Emrg Chn (EMXC) 0.5 $1.8M 27k 67.51
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $1.8M 7.5k 239.64
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.8M 7.4k 241.96
Palantir Technologies Cl A (PLTR) 0.5 $1.8M 9.8k 182.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.8M 33k 53.40
Visa Com Cl A (V) 0.4 $1.7M 5.0k 341.40
Tapestry (TPR) 0.4 $1.7M 15k 113.22
Nextera Energy (NEE) 0.4 $1.7M 22k 75.49
Oracle Corporation (ORCL) 0.4 $1.6M 5.7k 281.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.5M 7.9k 189.71
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 6.0k 243.54
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.3 $1.4M 35k 39.69
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M 14k 93.75
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.7k 762.98
Procter & Gamble Company (PG) 0.3 $1.2M 8.1k 153.64
Netflix (NFLX) 0.3 $1.2M 989.00 1198.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.2M 8.4k 139.17
Global X Fds Artificial Etf (AIQ) 0.3 $1.1M 23k 49.39
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $1.1M 33k 33.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.8k 612.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.1M 7.5k 142.41
Ishares Tr Msci India Etf (INDA) 0.3 $1.1M 21k 52.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 8.7k 120.72
Mastercard Incorporated Cl A (MA) 0.3 $1.0M 1.8k 568.78
Morgan Stanley Com New (MS) 0.2 $962k 6.0k 158.97
Vanguard Index Fds Value Etf (VTV) 0.2 $954k 5.1k 186.49
Public Service Enterprise (PEG) 0.2 $936k 11k 83.46
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $902k 21k 44.00
Applied Materials (AMAT) 0.2 $902k 4.4k 204.74
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $875k 19k 45.60
Abbvie (ABBV) 0.2 $862k 3.7k 231.55
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $819k 3.9k 209.32
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.2 $816k 22k 37.47
McDonald's Corporation (MCD) 0.2 $795k 2.6k 303.93
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $763k 20k 38.36
Wal-Mart Stores (WMT) 0.2 $751k 7.3k 103.06
Cisco Systems (CSCO) 0.2 $744k 11k 68.42
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $726k 5.2k 140.05
Goldman Sachs (GS) 0.2 $721k 906.00 796.15
Old Republic International Corporation (ORI) 0.2 $716k 17k 42.47
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $715k 4.5k 159.89
Truist Financial Corp equities (TFC) 0.2 $715k 16k 45.72
Chevron Corporation (CVX) 0.2 $709k 4.6k 155.29
Analog Devices (ADI) 0.2 $707k 2.9k 245.73
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.2 $690k 7.5k 91.97
Ea Series Trust Us Quan Momentum (QMOM) 0.2 $684k 11k 64.44
Northrop Grumman Corporation (NOC) 0.2 $683k 1.1k 609.48
Exxon Mobil Corporation (XOM) 0.2 $676k 6.0k 112.74
Fortinet (FTNT) 0.2 $669k 8.0k 84.08
Palo Alto Networks (PANW) 0.2 $656k 3.2k 203.62
Intuitive Surgical Com New (ISRG) 0.2 $656k 1.5k 447.23
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $652k 16k 41.15
Verizon Communications (VZ) 0.2 $648k 15k 43.95
Select Sector Spdr Tr Financial (XLF) 0.2 $640k 12k 53.87
Medtronic SHS (MDT) 0.2 $623k 6.5k 95.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $614k 11k 57.47
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $611k 13k 45.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $607k 907.00 669.12
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $605k 5.8k 104.90
Abbott Laboratories (ABT) 0.2 $605k 4.5k 133.94
Cummins (CMI) 0.2 $604k 1.4k 422.22
Ge Vernova (GEV) 0.2 $599k 974.00 615.12
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $565k 9.9k 57.10
Realty Income (O) 0.1 $559k 9.2k 60.79
Phillips 66 (PSX) 0.1 $545k 4.0k 136.03
Lamar Advertising Cl A (LAMR) 0.1 $539k 4.4k 122.42
Johnson & Johnson (JNJ) 0.1 $536k 2.9k 185.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $525k 3.8k 139.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $519k 2.5k 208.73
L3harris Technologies (LHX) 0.1 $508k 1.7k 305.49
Comcast Corp Cl A (CMCSA) 0.1 $497k 16k 31.42
Intuit (INTU) 0.1 $491k 718.00 683.31
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $480k 7.0k 68.96
Diamondback Energy (FANG) 0.1 $479k 3.3k 143.10
Merck & Co (MRK) 0.1 $474k 5.6k 83.94
AutoZone (AZO) 0.1 $472k 110.00 4290.25
Raytheon Technologies Corp (RTX) 0.1 $470k 2.8k 167.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $468k 2.3k 203.59
Servicenow (NOW) 0.1 $457k 496.00 920.28
Graham Hldgs Com Cl B (GHC) 0.1 $454k 386.00 1177.31
RBB Us Trsry 6 Mnth (XBIL) 0.1 $444k 8.8k 50.19
W.R. Berkley Corporation (WRB) 0.1 $437k 5.7k 76.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $434k 5.2k 84.11
General Dynamics Corporation (GD) 0.1 $431k 1.3k 341.00
Marathon Petroleum Corp (MPC) 0.1 $429k 2.2k 192.74
Vertiv Holdings Com Cl A (VRT) 0.1 $426k 2.8k 150.85
ConocoPhillips (COP) 0.1 $426k 4.5k 94.59
Arista Networks Com Shs (ANET) 0.1 $416k 2.9k 145.71
Eaton Corp SHS (ETN) 0.1 $415k 1.1k 374.25
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $408k 13k 31.01
Asml Holding N V N Y Registry Shs (ASML) 0.1 $405k 418.00 968.09
Boston Scientific Corporation (BSX) 0.1 $399k 4.1k 97.63
Toll Brothers (TOL) 0.1 $397k 2.9k 138.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $396k 6.7k 58.85
Reliance Steel & Aluminum (RS) 0.1 $390k 1.4k 280.80
Public Storage (PSA) 0.1 $389k 1.3k 288.79
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $388k 7.7k 50.73
Lockheed Martin Corporation (LMT) 0.1 $387k 775.00 499.29
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $387k 10k 38.67
United Parcel Service CL B (UPS) 0.1 $387k 4.6k 83.52
Travelers Companies (TRV) 0.1 $381k 1.4k 279.29
Linde SHS (LIN) 0.1 $380k 800.00 475.00
Agnico (AEM) 0.1 $380k 2.3k 168.56
Adobe Systems Incorporated (ADBE) 0.1 $370k 1.1k 352.75
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $365k 8.5k 43.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $364k 2.5k 145.62
Allstate Corporation (ALL) 0.1 $359k 1.7k 214.65
Green Brick Partners (GRBK) 0.1 $359k 4.9k 73.86
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $352k 3.0k 117.16
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $346k 4.1k 84.69
salesforce (CRM) 0.1 $344k 1.5k 237.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $343k 716.00 479.61
Tractor Supply Company (TSCO) 0.1 $335k 5.9k 56.87
Brookfield Real Assets Incom Shs Ben Int (RA) 0.1 $332k 25k 13.36
Air Products & Chemicals (APD) 0.1 $331k 1.2k 272.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $330k 1.7k 194.47
American Healthcare Reit Com Shs (AHR) 0.1 $328k 7.8k 42.01
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $328k 4.8k 68.81
Union Pacific Corporation (UNP) 0.1 $324k 1.4k 236.45
Unilever Spon Adr New (UL) 0.1 $318k 5.4k 59.28
Valero Energy Corporation (VLO) 0.1 $314k 1.8k 170.25
Johnson Ctls Intl SHS (JCI) 0.1 $312k 2.8k 109.95
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $304k 7.2k 42.47
Advanced Micro Devices (AMD) 0.1 $303k 1.9k 161.79
Trane Technologies SHS (TT) 0.1 $303k 717.00 421.96
O'reilly Automotive (ORLY) 0.1 $301k 2.8k 107.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $292k 2.0k 145.63
Landbridge Company Cl A (LB) 0.1 $292k 5.5k 53.35
Sprott Asset Management Physical Gold An (CEF) 0.1 $291k 7.9k 36.69
International Business Machines (IBM) 0.1 $291k 1.0k 282.04
Wec Energy Group (WEC) 0.1 $289k 2.5k 114.60
Garmin SHS (GRMN) 0.1 $288k 1.2k 246.28
Autodesk (ADSK) 0.1 $282k 887.00 317.67
Ea Series Trust Strive 1000 Div (STXD) 0.1 $281k 7.7k 36.53
Xylem (XYL) 0.1 $277k 1.9k 147.52
Motorola Solutions Com New (MSI) 0.1 $275k 601.00 457.29
Nxp Semiconductors N V (NXPI) 0.1 $273k 1.2k 227.73
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $270k 3.1k 87.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $268k 547.00 490.38
Microchip Technology (MCHP) 0.1 $267k 4.2k 64.22
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $262k 2.6k 100.25
Advisor Managed Portfolios Cornercap Fundam (FUNL) 0.1 $261k 5.7k 46.20
Intercontinental Exchange (ICE) 0.1 $260k 1.5k 168.53
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $256k 1.5k 174.53
Cadence Design Systems (CDNS) 0.1 $254k 722.00 351.26
Pool Corporation (POOL) 0.1 $252k 812.00 309.89
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $250k 5.9k 42.13
Chubb (CB) 0.1 $247k 874.00 282.25
Markel Corporation (MKL) 0.1 $247k 129.00 1911.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $245k 877.00 279.29
Lowe's Companies (LOW) 0.1 $240k 954.00 251.31
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $239k 2.7k 87.20
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $233k 4.3k 54.20
Parker-Hannifin Corporation (PH) 0.1 $221k 291.00 758.31
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $217k 846.00 256.45
Cme (CME) 0.1 $214k 793.00 270.09
Synopsys (SNPS) 0.1 $206k 418.00 493.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $201k 3.7k 54.19
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $184k 11k 17.01
Cion Invt Corp (CION) 0.0 $100k 11k 9.48
Tenaya Therapeutics (TNYA) 0.0 $73k 45k 1.62