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CIK: 0001800234
Total reported value
$420.1M
$420.1M
534 檔
34.4%
During the Q2 2024 filing period, Atticus Wealth Management, LLC (CIK: 0001800234) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $420.1M across 534 reported positions.
During Q2 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 534 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 | 23.27% | -0.33% | -5.07% | |
| 2 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 11.02% | +0.58% | +14.67% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.15% | -2.83% | +0.83% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.51% | +0.26% | +11.09% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.03% | -2.91% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.24% | +0.17% | +10.36% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.92% | -0.06% | -5.80% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.33% | +0.03% | +0.88% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.17% | -4.73% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.26% | -0.01% | -4.44% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.56% | -0.09% | -31.44% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.26% | -2.78% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.41% | -0.01% | +14.44% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.27% | +0.22% | -7.33% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.27% | -0.15% | +12.99% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.04% | -34.72% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.12% | +0.01% | -0.27% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.09% | -1.93% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.43% | +12.21% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | -0.02% | -2.46% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.17% | +2.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.05% | -6.20% | |
| 23 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.83% | -0.08% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.02% | -5.51% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.70% | +0.01% | +6.91% | |
| 26 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.03% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.12% | -10.95% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.02% | -9.95% | |
| 29 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.03% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.04% | +951.15% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.51% | -0.05% | -23.81% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | -0.04% | -14.51% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.07% | -3.62% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.05% | -0.66% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | -0.10% | -0.18% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.04% | -0.55% | |
| 37 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.10% | — | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | — | -14.52% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -3.00% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | -0.02% | -8.37% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.06% | +2.00% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.02% | -16.13% | |
| 43 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.02% | — | |
| 44 | VDE | Vanguard Energy ETF | ETF-Other | 0.30% | — | -1.46% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -21.64% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | -0.01% | -5.13% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.08% | -11.77% | |
| 48 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.24% | -0.01% | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.24% | +0.33% | -10.20% | |
| 50 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.03% | — |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 534 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, CSHI, SPYV) accounted for 34.4% of total reported equity market value during Q2 2024.
During Q2 2024, Atticus Wealth Management, LLC's top holdings by market value included SPY (23.3%)、CSHI (11.0%)、SPYV (6.2%). The largest single position, SPY, represented 23.3% of total portfolio value.
In Q2 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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