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CIK: 0001800234
Total reported value
$420.1M
$420.1M
549 檔
33.1%
In Q1 2024, Atticus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $420.1M, distributed across 549 disclosed stock positions.
During Q1 2024, Atticus Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 549 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.58% | -0.33% | +4.98% | |
| 2 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 9.62% | +0.58% | +12.27% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.27% | -2.83% | +3.52% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.16% | +0.26% | +6.55% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.90% | -0.06% | +0.10% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.76% | -0.03% | -7.80% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.72% | +0.17% | +1036.96% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.46% | -0.01% | +422.42% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.40% | +0.03% | +7.27% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.17% | -0.98% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.19% | -0.09% | -0.55% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | +0.04% | -57.99% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.26% | -3.25% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.27% | +0.22% | -24.54% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.23% | -0.01% | +5.44% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.09% | -0.56% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.08% | +0.01% | -2.07% | |
| 18 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.07% | -0.15% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | -0.02% | +1.54% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | -0.43% | -1.52% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.02% | +0.75% | |
| 22 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.81% | -0.08% | +3.55% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.17% | +5.19% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.05% | -9.87% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | -0.05% | -7.60% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.02% | -20.16% | |
| 27 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.03% | — | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.12% | -6.35% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.64% | +0.01% | +33.98% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.60% | -0.04% | -4.48% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.03% | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +0.05% | +5.37% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.04% | -2.43% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.07% | -2.87% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.40% | — | -1.98% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | -6.16% | |
| 37 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.39% | — | -0.29% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.39% | -0.02% | +0.32% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.10% | -0.88% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.04% | +30.05% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +3.15% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | -8.27% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.02% | +23.02% | |
| 44 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.10% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.05% | +5.58% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.08% | -14.83% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.31% | — | -3.59% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | -0.07% | |
| 49 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.02% | +3.93% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.02% | +1.34% |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 549 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, CSHI, SPYV) accounted for 33.1% of total reported equity market value during Q1 2024.
During Q1 2024, Atticus Wealth Management, LLC's top holdings by market value included SPY (23.6%)、CSHI (9.6%)、SPYV (6.3%). The largest single position, SPY, represented 23.6% of total portfolio value.
In Q1 2024, Atticus Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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