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CIK: 0001800234
Total reported value
$420.1M
$420.1M
530 檔
34.5%
In Q4 2024, Atticus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $420.1M, distributed across 530 disclosed stock positions.
Atticus Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 24 positions.
Showing top 200 holdings (of 530 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 | 24.36% | -0.33% | +0.61% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.29% | -2.83% | -0.27% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 6.19% | +0.58% | -0.08% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.52% | -0.07% | EXIT | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.70% | -0.03% | -0.26% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.60% | +0.17% | +1.82% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.00% | -0.06% | +0.12% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.49% | +0.03% | +1.83% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.43% | -0.01% | +2.91% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.17% | +0.03% | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.93% | -0.26% | -47.52% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.45% | -0.09% | -4.46% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | +0.26% | -0.83% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.22% | -0.43% | +0.42% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | -0.09% | +5.15% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.22% | -1.73% | |
| 17 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.18% | -0.15% | -7.04% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.04% | +1.64% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.10% | +0.01% | -4.16% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | -0.02% | -1.24% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.17% | -0.55% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.02% | -0.95% | |
| 23 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.84% | -0.08% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.05% | -0.20% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.71% | +0.26% | -6.42% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.04% | +0.15% | |
| 27 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.03% | +2.42% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.65% | +0.01% | +2.41% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | +0.12% | -0.63% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.02% | +3.14% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.03% | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.57% | -0.05% | -0.28% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.10% | +0.09% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +0.05% | +1.53% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.45% | -0.04% | -0.17% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.04% | -1.85% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | -1.49% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | +2.55% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.02% | +4.36% | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.33% | — | -15.76% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | — | -3.05% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -0.27% | |
| 43 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.02% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.06% | +0.06% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.01% | +0.04% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.02% | +2.95% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.08% | +0.06% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | +0.96% | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.25% | — | -9.82% | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.25% | -0.10% | -26.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +4.5% | NEW | New buy |
| 2 | IWF | Ishares Russell 1000 Growth | +0.2% | +1.82% | Add |
| 3 | AAPL | Apple Inc | +0.1% | -0.26% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.1% | -0.95% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.20% | Trim |
| 6 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 7 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +1.64% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +0.15% | Add |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.1% | -0.28% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | +2.55% | Add |
| 12 | NFLX | Netflix Inc | 0% | -0.25% | Trim |
| 13 | FTNT | Fortinet Inc | 0% | -1.04% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | 0% | +2.95% | Add |
| 15 | AVGO | Broadcom Inc | 0% | -2.41% | Trim |
| 16 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 17 | XBIL | F/m US Treasury 6 Month Bill | 0% | +35.16% | Add |
| 18 | OEF | Ishares S&p 100 ETF | 0% | +0.12% | Add |
| 19 | TTD | Trade Desk Inc/the -class A | 0% | +14.54% | Add |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +0.06% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.15% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.83% | Trim |
| 23 | VGT | Vanguard Info Tech ETF | 0% | -0.63% | Trim |
| 24 | PNOV | Innovator U.s. Equity Power | 0% | +2.42% | Add |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.91% | Add |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | +1.83% | Add |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 0% | -49.28% | Trim |
| 28 | BLKCHF | Blackrock Inc | 0% | EXIT | Sold out |
| 29 | JPST | Jpmorgan Ultra-short Income | 0% | -16.09% | Trim |
| 30 | VDE | Vanguard Energy ETF | 0% | -9.82% | Trim |
| 31 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 32 | EEM | Ishares Msci Emerging Market | -0.1% | +1.53% | Add |
| 33 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 34 | EFA | Ishares Msci Eafe ETF | -0.1% | +3.14% | Add |
| 35 | FPE | Ft-preferred Secur & Inc ETF | -0.1% | -74.30% | Trim |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | -0.17% | Trim |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -6.42% | Trim |
| 38 | MCD | Mcdonald's CORP | -0.1% | -19.87% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.1% | -1.49% | Trim |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | +2.41% | Add |
| 41 | PJUL | Innovator U.s. Equity Power | -0.1% | -26.73% | Trim |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -15.76% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.1% | +0.09% | Add |
| 44 | PMAY | Innovator U.s. Equity Power | -0.1% | -7.04% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.61% | Add |
| 46 | JNJ | Johnson & Johnson | -0.1% | -27.56% | Trim |
| 47 | MSFT | Microsoft CORP | -0.1% | +0.03% | Add |
| 48 | KO | Coca-cola Co/the | -0.4% | -4.46% | Trim |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.5% | -0.27% | Trim |
| 50 | HTRB | Hartford Ttl Rtrn Bnd ETF | -2.1% | -47.52% | 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 530 disclosed positions in Q4 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 34.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
AGG
市值: $14.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $176.2K
During Q4 2024, Atticus Wealth Management, LLC's top holdings by market value included SPY (24.4%)、SPYV (6.3%)、CSHI (6.2%). The largest single position, SPY, represented 24.4% of total portfolio value.
In Q4 2024, Atticus Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 24 holdings, and fully liquidating 2 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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