13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001800234
Total reported value
$420.1M
$420.1M
513 檔
33.1%
The Q1 2025 SEC filing reveals that Atticus Wealth Management, LLC held a total portfolio value of $420.1M, covering 513 public equity positions.
In Q1 2025, Atticus Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 513 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 | 25.52% | -0.33% | +4.59% | |
| 2 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 6.08% | +0.58% | -6.08% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.59% | +0.17% | +64.33% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.50% | -2.83% | -31.78% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.76% | -0.26% | +82.87% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.39% | -0.03% | -1.71% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.70% | -0.06% | -8.81% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.55% | -2.59% | +1308625.00% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.97% | -0.05% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.17% | -5.26% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.68% | -0.09% | -4.14% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.48% | -0.43% | -3.27% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.26% | — | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | -0.09% | -0.82% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.15% | -1.36% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.17% | +2.89% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.02% | +1.08% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.04% | -3.98% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.22% | -5.87% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.04% | +0.01% | -5.48% | |
| 21 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.86% | -0.08% | -2.37% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | -0.03% | +460580.00% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.02% | -3.78% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | -0.01% | -69.66% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.05% | -0.39% | |
| 26 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.03% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.03% | -71.65% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.65% | +0.26% | -13.11% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.02% | -7.13% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.03% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.04% | +0.09% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | +0.12% | -3.37% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.51% | +0.01% | -24.56% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.05% | -1.72% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | -0.05% | -10.88% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.10% | -5.21% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.07% | +3.71% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | -1.70% | |
| 39 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.40% | -0.02% | +33.32% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.40% | -0.04% | -19.97% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.04% | +0.06% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.38% | — | +6.65% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.02% | +5.40% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.01% | -4.90% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.29% | — | -9.36% | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.29% | +0.01% | +435.14% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.10% | +16.60% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | -3.83% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.05% | +13.18% |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 513 disclosed positions in Q1 2025.
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, CSHI, IWF) accounted for 33.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $78.2M
During Q1 2025, Atticus Wealth Management, LLC's top holdings by market value included SPY (25.5%)、CSHI (6.1%)、IWF (5.6%). The largest single position, SPY, represented 25.5% of total portfolio value.
In Q1 2025, Atticus Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.