The Analysis of ATTICUS WEALTH MANAGEMENT, LLC's Holdings
Currently, ATTICUS WEALTH MANAGEMENT, LLC holds 197 types of securities in its portfolio with a total value $396.2M. In the most recent quarter, they have increased their positions in HTRB (+97.3K shares, valued at $3.3M), CSHI (+42.1K shares, valued at $2.1M), TSLA (+3.2K shares, valued at $1.4M); decreased their positions in SPY (-7.6K shares, valued at $5.1M), IWF (-5.2K shares, valued at $2.5M), SPYG (-6.2K shares, valued at $649.5K); initiated new positions in QTUM (+5.8K shares, valued at $605.4K), FUNL (+5.7K shares, valued at $261.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR140.9K shares-5.11%2025-09-302025-11-07
IWF ISHARES TR49.0K shares-9.66%2025-09-302025-11-07 CSHI NEOS ETF TRUST378.2K shares12.53%2025-09-302025-11-07 HTRB HARTFORD FDS EXCHANGE TRADED450.1K shares27.59%2025-09-302025-11-07 SPYV SPDR SERIES TRUST262.1K shares-3.82%2025-09-302025-11-07 AAPL APPLE INC51.2K shares2.12%2025-09-302025-11-07 SPLV INVESCO EXCH TRADED FD TR II139.0K shares9.77%2025-09-302025-11-07 OEF ISHARES TR29.7K shares-4.64%2025-09-302025-11-07 MSFT MICROSOFT CORP16.5K shares3.81%2025-09-302025-11-07 XMHQ INVESCO EXCHANGE TRADED FD T72.9K shares-0.33%2025-09-302025-11-07 QQQ INVESCO QQQ TR10.1K shares2.84%2025-09-302025-11-07 GLD SPDR GOLD TR14.9K shares0.50%2025-09-302025-11-07 KO COCA COLA CO70.2K shares0.00%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS31.2K shares0.95%2025-09-302025-11-07 PMAY INNOVATOR ETFS TRUST108.6K shares0.00%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR14.7K shares-3.56%2025-09-302025-11-07 NVDA NVIDIA CORPORATION21.9K shares11.75%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS17.3K shares1.44%2025-09-302025-11-07 VV VANGUARD INDEX FDS11.9K shares-2.87%2025-09-302025-11-07 SPYG SPDR SERIES TRUST33.0K shares-15.87%2025-09-302025-11-07 GOOGL ALPHABET INC14.1K shares-0.27%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW3.6K shares-0.19%2025-09-302025-11-07 AMZN AMAZON COM INC15.1K shares4.51%2025-09-302025-11-07 IJR ISHARES TR26.7K shares2.82%2025-09-302025-11-07 AVGO BROADCOM INC9.5K shares38.69%2025-09-302025-11-07 PMAR INNOVATOR ETFS TRUST65.6K shares0.00%2025-09-302025-11-07 SHV ISHARES TR25.4K shares41.01%2025-09-302025-11-07 VGT VANGUARD WORLD FD3.3K shares-0.21%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.7.8K shares21.32%2025-09-302025-11-07 TSLA TESLA INC5.3K shares146.73%2025-09-302025-11-07 PNOV INNOVATOR ETFS TRUST55.0K shares-2.36%2025-09-302025-11-07 EFA ISHARES TR22.6K shares-5.36%2025-09-302025-11-07 HD HOME DEPOT INC5.1K shares13.59%2025-09-302025-11-07 PDEC INNOVATOR ETFS TRUST47.7K shares0.00%2025-09-302025-11-07 META META PLATFORMS INC2.6K shares38.55%2025-09-302025-11-07 IJH ISHARES TR28.4K shares-10.35%2025-09-302025-11-07 EMXC ISHARES INC27.2K shares-5.57%2025-09-302025-11-07 XLY SELECT SECTOR SPDR TR7.5K shares-0.16%2025-09-302025-11-07 IWM ISHARES TR7.4K shares-12.64%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC9.8K shares194.61%2025-09-302025-11-07 EEM ISHARES TR33.3K shares-5.52%2025-09-302025-11-07 V VISA INC5.0K shares10.40%2025-09-302025-11-07 TPR TAPESTRY INC14.8K shares52.99%2025-09-302025-11-07 NEE NEXTERA ENERGY INC22.2K shares-6.46%2025-09-302025-11-07 ORCL ORACLE CORP5.7K shares9.08%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T7.9K shares73.81%2025-09-302025-11-07 GOOG ALPHABET INC6.0K shares16.64%2025-09-302025-11-07 PFEB INNOVATOR ETFS TRUST34.6K shares0.00%2025-09-302025-11-07 JGRO J P MORGAN EXCHANGE TRADED F14.0K shares94.61%2025-09-302025-11-07 LLY ELI LILLY & CO1.7K shares-1.82%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO8.1K shares17.51%2025-09-302025-11-07 NFLX NETFLIX INC989 shares10.01%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR8.4K shares-2.64%2025-09-302025-11-07 AIQ GLOBAL X FDS23.0K shares1.27%2025-09-302025-11-07 SPIB SPDR SERIES TRUST33.0K shares0.22%2025-09-302025-11-07 VOO VANGUARD INDEX FDS1.8K shares2.26%2025-09-302025-11-07 IWP ISHARES TR7.5K shares-0.90%2025-09-302025-11-07 INDA ISHARES TR20.5K shares5.78%2025-09-302025-11-07 IVW ISHARES TR8.7K shares-0.13%2025-09-302025-11-07 MA MASTERCARD INCORPORATED1.8K shares8.78%2025-09-302025-11-07 MS MORGAN STANLEY6.0K shares46.75%2025-09-302025-11-07 VTV VANGUARD INDEX FDS5.1K shares0.00%2025-09-302025-11-07 PEG PUBLIC SVC ENTERPRISE GRP IN11.2K shares28.44%2025-09-302025-11-07 SPYD SPDR SERIES TRUST20.5K shares0.35%2025-09-302025-11-07 AMAT APPLIED MATLS INC4.4K shares12.46%2025-09-302025-11-07 PJUL INNOVATOR ETFS TRUST19.2K shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC3.7K shares0.65%2025-09-302025-11-07 VXF VANGUARD INDEX FDS3.9K shares0.64%2025-09-302025-11-07 UNOV INNOVATOR ETFS TRUST21.8K shares0.00%2025-09-302025-11-07 MCD MCDONALDS CORP2.6K shares-4.98%2025-09-302025-11-07 PAPR INNOVATOR ETFS TRUST19.9K shares0.00%2025-09-302025-11-07 WMT WALMART INC7.3K shares21.41%2025-09-302025-11-07 CSCO CISCO SYS INC10.9K shares48.27%2025-09-302025-11-07 SDY SPDR SERIES TRUST5.2K shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC906 shares45.89%2025-09-302025-11-07 ORI OLD REP INTL CORP16.9K shares59.04%2025-09-302025-11-07 ARES ARES MANAGEMENT CORPORATION4.5K shares64.49%2025-09-302025-11-07 TFC TRUIST FINL CORP15.6K shares0.00%2025-09-302025-11-07 CVX CHEVRON CORP NEW4.6K shares3.07%2025-09-302025-11-07 ADI ANALOG DEVICES INC2.9K shares61.59%2025-09-302025-11-07 JTEK J P MORGAN EXCHANGE TRADED F7.5K shares3954.05%2025-09-302025-11-07 QMOM EA SERIES TRUST10.6K shares75.93%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP1.1K shares6.86%2025-09-302025-11-07 XOM EXXON MOBIL CORP6.0K shares0.45%2025-09-302025-11-07 FTNT FORTINET INC8.0K shares0.00%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC3.2K shares2.12%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC1.5K shares42.33%2025-09-302025-11-07 PJUN INNOVATOR ETFS TRUST15.8K shares0.00%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC14.7K shares56.01%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR11.9K shares-3.72%2025-09-302025-11-07 MDT MEDTRONIC PLC6.5K shares52.39%2025-09-302025-11-07 COWZ PACER FDS TR10.7K shares80.61%2025-09-302025-11-07 PJAN INNOVATOR ETFS TRUST13.3K shares0.00%2025-09-302025-11-07 IVV ISHARES TR907 shares58.57%2025-09-302025-11-07 QTUM ETF SER SOLUTIONS5.8K sharesnew addition2025-09-302025-11-07 ABT ABBOTT LABS4.5K shares28.60%2025-09-302025-11-07 CMI CUMMINS INC1.4K shares4.45%2025-09-302025-11-07 GEV GE VERNOVA INC974 shares65.65%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F9.9K shares28.30%2025-09-302025-11-07 O REALTY INCOME CORP9.2K shares56.31%2025-09-302025-11-07 PSX PHILLIPS 664.0K shares60.92%2025-09-302025-11-07 LAMR LAMAR ADVERTISING CO NEW4.4K shares55.46%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON2.9K shares-19.99%2025-09-302025-11-07 IWS ISHARES TR3.8K shares-0.27%2025-09-302025-11-07 VBR VANGUARD INDEX FDS2.5K shares0.81%2025-09-302025-11-07 LHX L3HARRIS TECHNOLOGIES INC1.7K shares29.95%2025-09-302025-11-07 CMCSA COMCAST CORP NEW15.8K shares46.24%2025-09-302025-11-07 INTU INTUIT718 shares-2.31%2025-09-302025-11-07 JAVA J P MORGAN EXCHANGE TRADED F7.0K shares215.09%2025-09-302025-11-07 FANG DIAMONDBACK ENERGY INC3.3K shares55.33%2025-09-302025-11-07 MRK MERCK & CO INC5.6K shares-8.03%2025-09-302025-11-07 AZO AUTOZONE INC110 shares69.23%2025-09-302025-11-07 RTX RTX CORPORATION2.8K shares17.99%2025-09-302025-11-07 IWD ISHARES TR2.3K shares-15.38%2025-09-302025-11-07 NOW SERVICENOW INC496 shares100.00%2025-09-302025-11-07 GHC GRAHAM HLDGS CO386 shares56.91%2025-09-302025-11-07 XBIL RBB FD INC8.8K shares-34.00%2025-09-302025-11-07 WRB BERKLEY W R CORP5.7K shares99.30%2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS5.2K shares-2.33%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.3K shares3.52%2025-09-302025-11-07 MPC MARATHON PETE CORP2.2K shares73.96%2025-09-302025-11-07 VRT VERTIV HOLDINGS CO2.8K shares-0.60%2025-09-302025-11-07 COP CONOCOPHILLIPS4.5K shares45.13%2025-09-302025-11-07 ANET ARISTA NETWORKS INC2.9K shares-17.40%2025-09-302025-11-07 ETN EATON CORP PLC1.1K shares127.72%2025-09-302025-11-07 HFXI NEW YORK LIFE INVESTMENTS ET13.1K shares61.48%2025-09-302025-11-07 ASML ASML HOLDING N V418 shares44.64%2025-09-302025-11-07 BSX BOSTON SCIENTIFIC CORP4.1K shares127.63%2025-09-302025-11-07 TOL TOLL BROTHERS INC2.9K shares110.10%2025-09-302025-11-07 VGSH VANGUARD SCOTTSDALE FDS6.7K shares-5.17%2025-09-302025-11-07 RS RELIANCE INC1.4K shares84.71%2025-09-302025-11-07 PSA PUBLIC STORAGE OPER CO1.3K shares5.73%2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F7.7K shares-29.11%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP775 shares48.47%2025-09-302025-11-07 USEP INNOVATOR ETFS TRUST10.0K shares0.00%2025-09-302025-11-07 UPS UNITED PARCEL SERVICE INC4.6K shares205.75%2025-09-302025-11-07 TRV TRAVELERS COMPANIES INC1.4K shares51.84%2025-09-302025-11-07 LIN LINDE PLC800 shares0.00%2025-09-302025-11-07 AEM AGNICO EAGLE MINES LTD2.3K shares20.56%2025-09-302025-11-07 ADBE ADOBE INC1.1K shares-4.37%2025-09-302025-11-07 POCT INNOVATOR ETFS TRUST8.5K shares0.00%2025-09-302025-11-07 ITOT ISHARES TR2.5K shares0.16%2025-09-302025-11-07 ALL ALLSTATE CORP1.7K shares37.50%2025-09-302025-11-07 GRBK GREEN BRICK PARTNERS INC4.9K shares102.84%2025-09-302025-11-07 COKE COCA COLA CONS INC3.0K shares0.00%2025-09-302025-11-07 VYMI VANGUARD WHITEHALL FDS4.1K shares17.32%2025-09-302025-11-07 CRM SALESFORCE INC1.5K shares86.26%2025-09-302025-11-07 VUG VANGUARD INDEX FDS716 shares-5.91%2025-09-302025-11-07 TSCO TRACTOR SUPPLY CO5.9K shares3.95%2025-09-302025-11-07 RA BROOKFIELD REAL ASSETS INCOM24.9K shares32.19%2025-09-302025-11-07 APD AIR PRODS & CHEMS INC1.2K shares3.58%2025-09-302025-11-07 QUAL ISHARES TR1.7K shares-1.96%2025-09-302025-11-07 AHR AMERICAN HEALTHCARE REIT INC7.8K shares0.00%2025-09-302025-11-07 IBKR INTERACTIVE BROKERS GROUP IN4.8K shares93.81%2025-09-302025-11-07 UNP UNION PAC CORP1.4K shares30.73%2025-09-302025-11-07 UL UNILEVER PLC5.4K shares49.68%2025-09-302025-11-07 VLO VALERO ENERGY CORP1.8K shares63.89%2025-09-302025-11-07 JCI JOHNSON CTLS INTL PLC2.8K shares49.89%2025-09-302025-11-07 PAUG INNOVATOR ETFS TRUST7.2K shares0.00%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC1.9K shares36.20%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC717 shares53.21%2025-09-302025-11-07 ORLY OREILLY AUTOMOTIVE INC2.8K shares67.57%2025-09-302025-11-07 ESGU ISHARES TR2.0K shares-14.66%2025-09-302025-11-07 LB LANDBRIDGE COMPANY LLC5.5K shares184.48%2025-09-302025-11-07 CEF SPROTT ASSET MANAGEMENT LP7.9K shares88.80%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.49%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC2.5K shares0.76%2025-09-302025-11-07 GRMN GARMIN LTD1.2K shares60.36%2025-09-302025-11-07 ADSK AUTODESK INC887 shares147.08%2025-09-302025-11-07 STXD EA SERIES TRUST7.7K shares109.51%2025-09-302025-11-07 XYL XYLEM INC1.9K shares0.00%2025-09-302025-11-07 MSI MOTOROLA SOLUTIONS INC601 shares47.67%2025-09-302025-11-07 NXPI NXP SEMICONDUCTORS N V1.2K shares39.10%2025-09-302025-11-07 VPL VANGUARD INTL EQUITY INDEX F3.1K shares0.16%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC547 shares2.24%2025-09-302025-11-07 MCHP MICROCHIP TECHNOLOGY INC.4.2K shares49.66%2025-09-302025-11-07 AGG ISHARES TR2.6K shares-8.37%2025-09-302025-11-07 FUNL ADVISOR MANAGED PORTFOLIOS5.7K sharesnew addition2025-09-302025-11-07 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares5.40%2025-09-302025-11-07 VOE VANGUARD INDEX FDS1.5K shares3.97%2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC722 shares79.60%2025-09-302025-11-07 POOL POOL CORP812 shares73.50%2025-09-302025-11-07 XLRE SELECT SECTOR SPDR TR5.9K shares4.78%2025-09-302025-11-07 CB CHUBB LIMITED874 shares48.89%2025-09-302025-11-07 MKL MARKEL GROUP INC129 shares86.96%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD877 shares1.74%2025-09-302025-11-07 LOW LOWES COS INC954 shares0.00%2025-09-302025-11-07 XLU SELECT SECTOR SPDR TR2.7K shares2.13%2025-09-302025-11-07 QQQI NEOS ETF TRUST4.3K shares66.05%2025-09-302025-11-07 PH PARKER-HANNIFIN CORP291 shares0.00%2025-09-302025-11-07 MTUM ISHARES TR846 shares1.93%2025-09-302025-11-07 CME CME GROUP INC793 shares64.86%2025-09-302025-11-07 SNPS SYNOPSYS INC418 shares76.37%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F3.7K shares22.36%2025-09-302025-11-07 QYLD GLOBAL X FDS10.8K shares49.50%2025-09-302025-11-07 CION CION INVT CORP10.6K shares0.00%2025-09-302025-11-07 TNYA TENAYA THERAPEUTICS INC44.9K shares-6.15%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available