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

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
ATTICUS WEALTH MANAGEMENT, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo