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CIK: 0001800234
Total reported value
$420.1M
$420.1M
521 檔
33.5%
At the close of Q3 2024, Atticus Wealth Management, LLC disclosed equity holdings valued at approximately $420.1M, spread across 521 reported holdings.
In Q3 2024, Atticus Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 521 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 | 24.47% | -0.33% | +1.54% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.73% | -2.83% | +2.82% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 6.40% | +0.58% | -40.96% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.98% | -0.26% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.03% | -0.37% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.41% | +0.17% | +4.21% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.97% | -0.06% | -1.12% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.52% | +0.03% | +1.23% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.44% | -0.01% | +3.06% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.17% | +0.39% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.81% | -0.09% | +4.53% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.26% | -1.62% | |
| 13 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.29% | -0.15% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.26% | -0.43% | +7.15% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.22% | -3.32% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.17% | -0.09% | +1.69% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.15% | +0.01% | -0.63% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.04% | -5.70% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.09% | -0.02% | +2.79% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.17% | +1.08% | |
| 21 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.85% | -0.08% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.02% | +0.69% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.78% | +0.26% | -77.24% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.05% | +1.26% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.73% | +0.01% | +1.69% | |
| 26 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.03% | -4.06% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.02% | +2.52% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.04% | +27.03% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.12% | -0.24% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.03% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.10% | +15.27% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.52% | -0.05% | -5.10% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.04% | +0.29% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | +0.05% | +2.46% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.07% | +1.00% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.04% | -2.45% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.42% | — | +137.99% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.02% | +1.82% | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.34% | -0.10% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -2.33% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.32% | — | -6.42% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | +0.06% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.02% | -10.16% | |
| 44 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.02% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -1.95% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.05% | +20.00% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.29% | — | +2.09% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.08% | -2.81% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.06% | -7.50% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | +15.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | +4% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +1.54% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +2.82% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -0.37% | Trim |
| 5 | KO | Coca-cola Co/the | +0.3% | +4.53% | Add |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +137.99% | Add |
| 7 | GLD | Spdr Gold Shares | +0.2% | +7.15% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +1.23% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.06% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | +4.21% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +15.27% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +27.03% | Add |
| 13 | AGGY | Wisdomtree Yield Enhanced US | +0.1% | NEW | New buy |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.79% | Add |
| 15 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.69% | Add |
| 16 | MCD | Mcdonald's CORP | +0.1% | +20.00% | Add |
| 17 | AHR | American Healthcare Reit Inc | +0.1% | NEW | New buy |
| 18 | XBIL | F/m US Treasury 6 Month Bill | +0.1% | +141.39% | Add |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +29.75% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +15.98% | Add |
| 21 | OEF | Ishares S&p 100 ETF | +0.1% | -1.12% | Trim |
| 22 | HD | Home Depot Inc | +0.1% | -2.45% | Trim |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | +2.52% | Add |
| 24 | EEM | Ishares Msci Emerging Market | 0% | +2.46% | Add |
| 25 | FTNT | Fortinet Inc | 0% | — | Unchanged |
| 26 | IWS | Ishares Russell Mid-cap Valu | 0% | +23.52% | Add |
| 27 | TSLA | Tesla Inc | 0% | -0.32% | Trim |
| 28 | VV | Vanguard Large-cap ETF | 0% | -0.63% | Trim |
| 29 | COST | Costco Wholesale CORP | 0% | +1.08% | Add |
| 30 | ABBV | Abbvie Inc | 0% | +1.62% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +1.69% | Add |
| 32 | NOBL | Proshares S&p 500 Dividend A | 0% | NEW | New buy |
| 33 | PSA | Public Storage | 0% | +20.06% | Add |
| 34 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 35 | XLV | Ss Health Care Select Sector | 0% | +0.29% | Add |
| 36 | PMAR | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 37 | PMAY | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 38 | FPE | Ft-preferred Secur & Inc ETF | 0% | -27.58% | Trim |
| 39 | VAW | Vanguard Materials ETF | 0% | -64.44% | Trim |
| 40 | AMAT | Applied Materials Inc | 0% | -1.05% | Trim |
| 41 | ADBE | Adobe Inc | -0.1% | -28.69% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -7.50% | Trim |
| 43 | XLK | Ss Technology Select Sector | -0.1% | -3.32% | Trim |
| 44 | XLC | Ss Comm Select Sector Spdr | -0.1% | -63.98% | Trim |
| 45 | HON | Honeywell International Inc | -0.1% | -94.83% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.26% | Add |
| 47 | MSFT | Microsoft CORP | -0.1% | +0.39% | Add |
| 48 | JPST | Jpmorgan Ultra-short Income | -1.2% | -86.36% | Trim |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | -2.7% | -77.24% | Trim |
| 50 | CSHI | Neos Enhanced Income 1-3 Mon | -4.6% | -40.96% | Trim |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 521 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SPYV, CSHI) accounted for 33.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
HTRB
市值: $12.4M
Top Position Liquidated / Trimmed
CSHI
前期市值: $33.7M
During Q3 2024, Atticus Wealth Management, LLC's top holdings by market value included SPY (24.5%)、SPYV (6.7%)、CSHI (6.4%). The largest single position, SPY, represented 24.5% of total portfolio value.
In Q3 2024, Atticus Wealth Management, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 16 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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