Sponsored
The Analysis of ATTICUS WEALTH MANAGEMENT, LLC's Holdings & P&L
Currently, ATTICUS WEALTH MANAGEMENT, LLC holds 181 types of securities in its portfolio with a total value $368.9M. In the most recent quarter, they have increased their positions in IWF (+1.5K shares, valued at $634.5K), QTUM (+5.1K shares, valued at $552.0K), EFA (+5.4K shares, valued at $520.3K); decreased their positions in SPY (-9.1K shares, valued at $5.9M), CSHI (-44.1K shares, valued at $2.2M), SPYV (-13.8K shares, valued at $782.4K); initiated new positions in N/A (+2.0K shares, valued at $226.0K), CAT (+311 shares, valued at $220.4K).
1M P&L
-57.1M-13.39%
3M P&L
-65.1M-14.99%
HY P&L
-56.7M-13.31%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A253.8M
75.0%
2Consumer Electronics12.5M
3.7%
3Software - Infrastructure8.8M
2.6%
Top Industries by Stock Count
1N/A77 stocks
47.0%
2Semiconductors6 stocks
3.7%
3Insurance - Property & Casualty6 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPY
-6.54%STATE STR SPDR S&P 500 ETF T
Shares130.7K
Event2026-03-31
Filed2026-04-28
IWF
3.01%ISHARES TR
Shares50.9K
Event2026-03-31
Filed2026-04-28
CSHI
-11.59%NEOS ETF TRUST
Shares336.6K
Event2026-03-31
Filed2026-04-28
HTRB
-1.00%HARTFORD FDS EXCHANGE TRADED
Shares474.7K
Event2026-03-31
Filed2026-04-28
SPYV
-5.09%SPDR SERIES TRUST
Shares258.0K
Event2026-03-31
Filed2026-04-28
AAPL
-1.75%APPLE INC
Shares49.3K
Event2026-03-31
Filed2026-04-28
INVESCO EXCH TRADED FD TR II
-2.19%INVESCO EXCH TRADED FD TR II
Shares135.9K
Event2026-03-31
Filed2026-04-28
OEF
-1.61%ISHARES TR
Shares28.8K
Event2026-03-31
Filed2026-04-28
XMHQ
-4.74%INVESCO EXCHANGE TRADED FD T
Shares69.1K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
-1.87%INVESCO QQQ TR
Shares10.4K
Event2026-03-31
Filed2026-04-28
GLD
-8.23%SPDR GOLD TR
Shares13.6K
Event2026-03-31
Filed2026-04-28
MSFT
-7.71%MICROSOFT CORP
Shares14.8K
Event2026-03-31
Filed2026-04-28
KO
0.05%COCA COLA CO
Shares70.3K
Event2026-03-31
Filed2026-04-28
VYM
-3.19%VANGUARD WHITEHALL FDS
Shares30.8K
Event2026-03-31
Filed2026-04-28
PMAY
-15.82%INNOVATOR ETFS TRUST
Shares90.9K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
-6.57%ALPHABET INC
Shares12.5K
Event2026-03-31
Filed2026-04-28
XLK
-6.93%SELECT SECTOR SPDR TR
Shares26.9K
Event2026-03-31
Filed2026-04-28
VV
-0.84%VANGUARD INDEX FDS
Shares11.8K
Event2026-03-31
Filed2026-04-28
NVDA
-5.63%NVIDIA CORPORATION
Shares18.9K
Event2026-03-31
Filed2026-04-28
IJR
-3.72%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-04-28
SPYG
-1.40%SPDR SERIES TRUST
Shares32.4K
Event2026-03-31
Filed2026-04-28
COST
-14.14%COSTCO WHOLESALE CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-28
AMZN
-5.68%AMAZON COM INC
Shares13.9K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
-3.33%BROADCOM INC
Shares9.2K
Event2026-03-31
Filed2026-04-28
EFA
22.63%ISHARES TR
Shares29.0K
Event2026-03-31
Filed2026-04-28
PMAR
-4.04%INNOVATOR ETFS TRUST
Shares62.6K
Event2026-03-31
Filed2026-04-28
VIG
-23.30%VANGUARD SPECIALIZED FUNDS
Shares10.5K
Event2026-03-31
Filed2026-04-28
PNOV
0.00%INNOVATOR ETFS TRUST
Shares55.0K
Event2026-03-31
Filed2026-04-28
JPM
-5.23%JPMORGAN CHASE & CO
Shares7.4K
Event2026-03-31
Filed2026-04-28
VGT
-1.57%VANGUARD WORLD FD
Shares3.1K
Event2026-03-31
Filed2026-04-28
TPR
0.17%TAPESTRY INC
Shares14.9K
Event2026-03-31
Filed2026-04-28
SHV
-22.00%ISHARES TR
Shares18.1K
Event2026-03-31
Filed2026-04-28
TSLA
0.13%TESLA INC
Shares5.3K
Event2026-03-31
Filed2026-04-28
PDEC
-3.34%INNOVATOR ETFS TRUST
Shares46.0K
Event2026-03-31
Filed2026-04-28
NEE
-5.27%NEXTERA ENERGY INC
Shares21.0K
Event2026-03-31
Filed2026-04-28
EMXC
-8.84%ISHARES INC
Shares24.6K
Event2026-03-31
Filed2026-04-28
EEM
-1.27%ISHARES TR
Shares33.5K
Event2026-03-31
Filed2026-04-28
HD
1.05%HOME DEPOT INC
Shares5.5K
Event2026-03-31
Filed2026-04-28
JGRO
13.66%J P MORGAN EXCHANGE TRADED F
Shares20.3K
Event2026-03-31
Filed2026-04-28
IJH
-12.04%ISHARES TR
Shares24.9K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
-1.10%ALPHABET INC
Shares5.8K
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
-5.42%INVESCO EXCHANGE TRADED FD T
Shares8.5K
Event2026-03-31
Filed2026-04-28
PLTR
7.67%PALANTIR TECHNOLOGIES INC
Shares10.5K
Event2026-03-31
Filed2026-04-28
LLY
-1.02%ELI LILLY & CO
Shares1.7K
Event2026-03-31
Filed2026-04-28
IWM
-18.92%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-28
XLY
-2.94%SELECT SECTOR SPDR TR
Shares13.5K
Event2026-03-31
Filed2026-04-28
V
-4.11%VISA INC
Shares4.8K
Event2026-03-31
Filed2026-04-28
AMAT
-5.54%APPLIED MATLS INC
Shares4.2K
Event2026-03-31
Filed2026-04-28
PFEB
-0.51%INNOVATOR ETFS TRUST
Shares34.4K
Event2026-03-31
Filed2026-04-28
QTUM
67.68%ETF SER SOLUTIONS
Shares12.7K
Event2026-03-31
Filed2026-04-28
META
-14.66%META PLATFORMS INC
Shares2.3K
Event2026-03-31
Filed2026-04-28
IVV
33.99%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-28
XLV
-2.20%SELECT SECTOR SPDR TR
Shares8.7K
Event2026-03-31
Filed2026-04-28
JTEK
58.43%J P MORGAN EXCHANGE TRADED F
Shares14.4K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
1.33%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-04-28
PG
-5.98%PROCTER & GAMBLE CO
Shares7.5K
Event2026-03-31
Filed2026-04-28
XOM
0.45%EXXON MOBIL CORP
Shares6.0K
Event2026-03-31
Filed2026-04-28
AIQ
-3.90%GLOBAL X FDS
Shares21.7K
Event2026-03-31
Filed2026-04-28
CVX
1.03%CHEVRON CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-04-28
MS
-0.56%MORGAN STANLEY
Shares6.0K
Event2026-03-31
Filed2026-04-28
INDA
2.47%ISHARES TR
Shares21.1K
Event2026-03-31
Filed2026-04-28
IWP
-2.97%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-04-28
SPYD
0.32%SPDR SERIES TRUST
Shares20.7K
Event2026-03-31
Filed2026-04-28
NFLX
-0.43%NETFLIX INC.
Shares9.6K
Event2026-03-31
Filed2026-04-28
IVW
-9.53%ISHARES TR
Shares8.0K
Event2026-03-31
Filed2026-04-28
PEG
1.33%PUBLIC SVC ENTERPRISE GROUP
Shares11.1K
Event2026-03-31
Filed2026-04-28
ADI
-11.97%ANALOG DEVICES INC
Shares2.8K
Event2026-03-31
Filed2026-04-28
GEV
0.41%GE VERNOVA INC
Shares971
Event2026-03-31
Filed2026-04-28
CEF
42.64%SPROTT ASSET MANAGEMENT LP
Shares17.4K
Event2026-03-31
Filed2026-04-28
CSCO
-2.06%CISCO SYS INC
Shares10.5K
Event2026-03-31
Filed2026-04-28
UNOV
0.00%INNOVATOR ETFS TRUST
Shares21.8K
Event2026-03-31
Filed2026-04-28
VXF
0.18%VANGUARD INDEX FDS
Shares3.9K
Event2026-03-31
Filed2026-04-28
QMOM
1.05%EA SERIES TRUST
Shares11.8K
Event2026-03-31
Filed2026-04-28
MA
-10.11%MASTERCARD INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-04-28
PJUL
-10.42%INNOVATOR ETFS TRUST
Shares17.2K
Event2026-03-31
Filed2026-04-28
CMI
0.07%CUMMINS INC
Shares1.4K
Event2026-03-31
Filed2026-04-28
NOC
0.00%NORTHROP GRUMMAN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-28
SDY
0.00%SPDR SERIES TRUST
Shares5.2K
Event2026-03-31
Filed2026-04-28
VZ
-5.99%VERIZON COMMUNICATIONS INC
Shares14.9K
Event2026-03-31
Filed2026-04-28
WMT
-20.48%WALMART INC
Shares5.8K
Event2026-03-31
Filed2026-04-28
TFC
0.00%TRUIST FINL CORP
Shares15.6K
Event2026-03-31
Filed2026-04-28
BRK.A
-50.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-28
VRT
-2.87%VERTIV HOLDINGS CO
Shares2.8K
Event2026-03-31
Filed2026-04-28
ORCL
-16.51%ORACLE CORP
Shares4.8K
Event2026-03-31
Filed2026-04-28
ABBV
-10.92%ABBVIE INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
JEPI
9.29%J P MORGAN EXCHANGE TRADED F
Shares12.3K
Event2026-03-31
Filed2026-04-28
ORI
1.90%OLD REP INTL CORP
Shares17.2K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
0.48%MERCK & CO INC
Shares5.7K
Event2026-03-31
Filed2026-04-28
PJUN
0.00%INNOVATOR ETFS TRUST
Shares15.8K
Event2026-03-31
Filed2026-04-28
PAPR
-16.12%INNOVATOR ETFS TRUST
Shares16.6K
Event2026-03-31
Filed2026-04-28
MCD
-18.78%MCDONALDS CORP
Shares2.1K
Event2026-03-31
Filed2026-04-28
FTNT
0.00%FORTINET INC
Shares8.0K
Event2026-03-31
Filed2026-04-28
JNJ
-3.71%JOHNSON & JOHNSON
Shares2.6K
Event2026-03-31
Filed2026-04-28
SFLR
70.23%INNOVATOR ETFS TRUST
Shares18.1K
Event2026-03-31
Filed2026-04-28
PSX
-6.43%PHILLIPS 66
Shares3.3K
Event2026-03-31
Filed2026-04-28
PJAN
-5.36%INNOVATOR ETFS TRUST
Shares12.6K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
0.34%MEDTRONIC PLC
Shares6.6K
Event2026-03-31
Filed2026-04-28
ISRG
-9.52%INTUITIVE SURGICAL INC
Shares1.2K
Event2026-03-31
Filed2026-04-28
LAMR
2.44%LAMAR ADVERTISING CO
Shares4.5K
Event2026-03-31
Filed2026-04-28
ASML
1.67%ASML HLDG NV
Shares427
Event2026-03-31
Filed2026-04-28
VBR
-1.80%VANGUARD INDEX FDS
Shares2.5K
Event2026-03-31
Filed2026-04-28
MPC
-3.18%MARATHON PETE CORP
Shares2.2K
Event2026-03-31
Filed2026-04-28
RTX
-7.08%RTX CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-04-28
ARES
2.85%ARES MANAGEMENT CORPORATION
Shares4.6K
Event2026-03-31
Filed2026-04-28
HFXI
0.08%NEW YORK LIFE INVESTMENTS ET
Shares14.3K
Event2026-03-31
Filed2026-04-28
LMT
-2.05%LOCKHEED MARTIN CORP
Shares763
Event2026-03-31
Filed2026-04-28
AEM
0.75%AGNICO EAGLE MINES LTD
Shares2.3K
Event2026-03-31
Filed2026-04-28
VLO
0.54%VALERO ENERGY CORP
Shares1.9K
Event2026-03-31
Filed2026-04-28
XBIL
93.20%RBB FD INC
Shares9.2K
Event2026-03-31
Filed2026-04-28
GHC
10.88%GRAHAM HLDGS CO
Shares428
Event2026-03-31
Filed2026-04-28
XLF
-25.79%SELECT SECTOR SPDR TR
Shares9.1K
Event2026-03-31
Filed2026-04-28
VYMI
10.41%VANGUARD WHITEHALL FDS
Shares4.8K
Event2026-03-31
Filed2026-04-28
LHX
-21.74%L3HARRIS TECHNOLOGIES INC
Shares1.3K
Event2026-03-31
Filed2026-04-28
GS
-41.72%GOLDMAN SACHS GROUP INC
Shares528
Event2026-03-31
Filed2026-04-28
PANW
-12.38%PALO ALTO NETWORKS INC
Shares2.7K
Event2026-03-31
Filed2026-04-28
JAVA
-4.69%J P MORGAN EXCHANGE TRADED F
Shares5.8K
Event2026-03-31
Filed2026-04-28
VCIT
0.76%VANGUARD SCOTTSDALE FDS
Shares5.0K
Event2026-03-31
Filed2026-04-28
SCHX
50.95%SCHWAB STRATEGIC TR
Shares16.0K
Event2026-03-31
Filed2026-04-28
IWD
-8.18%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-28
ABT
-13.32%ABBOTT LABORATORIES
Shares3.9K
Event2026-03-31
Filed2026-04-28
TRV
0.22%TRAVELERS COMPANIES INC
Shares1.4K
Event2026-03-31
Filed2026-04-28
LB
2.74%LANDBRIDGE COMPANY LLC
Shares5.7K
Event2026-03-31
Filed2026-04-28
VTV
-60.62%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-04-28
TOL
0.10%TOLL BROTHERS INC
Shares2.9K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
-1.62%EATON CORP PLC
Shares1.1K
Event2026-03-31
Filed2026-04-28
AZO
2.68%AUTOZONE INC
Shares115
Event2026-03-31
Filed2026-04-28
WRB
2.57%BERKLEY W R CORP
Shares5.9K
Event2026-03-31
Filed2026-04-28
USEP
0.00%INNOVATOR ETFS TRUST
Shares10.0K
Event2026-03-31
Filed2026-04-28
IWS
-14.63%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-28
JCI
1.23%JOHNSON CONTROLS INTERNATION
Shares2.9K
Event2026-03-31
Filed2026-04-28
AMD
0.16%ADVANCED MICRO DEVICES INC
Shares1.8K
Event2026-03-31
Filed2026-04-28
POCT
0.00%INNOVATOR ETFS TRUST
Shares8.5K
Event2026-03-31
Filed2026-04-28
LINDE PLC
-8.75%LINDE PLC
Shares730
Event2026-03-31
Filed2026-04-28
ITOT
0.12%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-28
ALL
0.30%ALLSTATE CORP
Shares1.7K
Event2026-03-31
Filed2026-04-28
IBKR
0.08%INTERACTIVE BROKERS GROUP IN
Shares4.8K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
-18.44%GENERAL DYNAMICS CORP
Shares929
Event2026-03-31
Filed2026-04-28
UPS
-12.49%UNITED PARCEL SVCS INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
GRBK
0.00%GREEN BRICK PARTNERS INC
Shares4.9K
Event2026-03-31
Filed2026-04-28
VUG
0.00%VANGUARD INDEX FDS
Shares716
Event2026-03-31
Filed2026-04-28
TSM
4.56%TAIWAN SEMICONDUCTOR MANUFAC
Shares917
Event2026-03-31
Filed2026-04-28
TT
2.94%TRANE TECHNOLOGIES PLC
Shares735
Event2026-03-31
Filed2026-04-28
PAUG
0.00%INNOVATOR ETFS TRUST
Shares7.2K
Event2026-03-31
Filed2026-04-28
VGSH
-7.13%VANGUARD SCOTTSDALE FDS
Shares5.2K
Event2026-03-31
Filed2026-04-28
JPST
-26.72%J P MORGAN EXCHANGE TRADED F
Shares5.8K
Event2026-03-31
Filed2026-04-28
VPL
-3.51%VANGUARD INTL EQUITY INDEX F
Shares3.0K
Event2026-03-31
Filed2026-04-28
UNP
-6.40%UNION PAC CORP
Shares1.2K
Event2026-03-31
Filed2026-04-28
ESGU
0.25%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-28
UNILEVER PLC
0.00%UNILEVER PLC
Shares4.8K
Event2026-03-31
Filed2026-04-28
WEC ENERGY GROUP INC
-7.52%WEC ENERGY GROUP INC
Shares2.4K
Event2026-03-31
Filed2026-04-28
AGG
0.11%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-28
PWR
0.00%QUANTA SVCS INC
Shares477
Event2026-03-31
Filed2026-04-28
MSI
2.90%MOTOROLA SOLUTIONS INC
Shares603
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
0.25%LAM RESEARCH CORP
Shares1.2K
Event2026-03-31
Filed2026-04-28
PH
0.00%PARKER-HANNIFIN CORP
Shares291
Event2026-03-31
Filed2026-04-28
CB
-8.90%CHUBB LTD SWITZ
Shares798
Event2026-03-31
Filed2026-04-28
ORLY
-0.53%OREILLY AUTOMOTIVE INC
Shares2.8K
Event2026-03-31
Filed2026-04-28
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares4.1K
Event2026-03-31
Filed2026-04-28
MKL
3.10%MARKEL GROUP INC
Shares133
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
-24.61%ARISTA NETWORKS INC
Shares2.0K
Event2026-03-31
Filed2026-04-28
CME
6.29%CME GROUP INC
Shares845
Event2026-03-31
Filed2026-04-28
QUAL
-23.30%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-28
VOE
-3.08%VANGUARD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-04-28
CRM
-3.90%SALESFORCE INC
Shares1.3K
Event2026-03-31
Filed2026-04-28
NOW
-2.43%SERVICENOW INC
Shares2.4K
Event2026-03-31
Filed2026-04-28
GRMN
4.50%GARMIN LTD
Shares1.0K
Event2026-03-31
Filed2026-04-28
IBM
-5.60%INTERNATIONAL BUSINESS MACHS
Shares977
Event2026-03-31
Filed2026-04-28
ADSK
0.00%AUTODESK INC
Shares987
Event2026-03-31
Filed2026-04-28
STXD
-11.97%EA SERIES TRUST
Shares6.6K
Event2026-03-31
Filed2026-04-28
PSA
-27.71%PUBLIC STORAGE OPER CO
Shares853
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
NewCITIGROUP INC
Shares2.0K
Event2026-03-31
Filed2026-04-28
CAT
NewCATERPILLAR INC
Shares311
Event2026-03-31
Filed2026-04-28
NXPI
4.05%NXP SEMICONDUCTORS N V
Shares1.1K
Event2026-03-31
Filed2026-04-28
XLRE
-6.70%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-03-31
Filed2026-04-28
QQQM
-2.67%INVESCO EXCH TRADED FD TR II
Shares874
Event2026-03-31
Filed2026-04-28
APH
1.68%AMPHENOL CORP
Shares1.6K
Event2026-03-31
Filed2026-04-28
MCHP
0.47%MICROCHIP TECHNOLOGY INC.
Shares3.2K
Event2026-03-31
Filed2026-04-28
TSCO
-18.55%TRACTOR SUPPLY CO
Shares4.5K
Event2026-03-31
Filed2026-04-28
MTUM
0.12%ISHARES TR
Shares849
Event2026-03-31
Filed2026-04-28
ICE
-15.86%INTERCONTINENTAL EXCHANGE IN
Shares1.3K
Event2026-03-31
Filed2026-04-28
QYLD
-6.37%GLOBAL X FDS
Shares11.1K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available