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CIK: 0001800234
Total reported value
$420.1M
$420.1M
678 檔
37.5%
According to the latest 13F quarterly dataset, Atticus Wealth Management, LLC managed an equity portfolio of $420.1M at the end of Q2 2025, spanning 678 distinct U.S. exchange-listed positions.
In Q2 2025, Atticus Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 678 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 | 24.78% | -0.33% | +6.24% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.22% | +0.17% | +14.45% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 4.51% | +0.58% | -10.49% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.85% | -2.83% | +0.92% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.23% | -0.26% | +3.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.03% | +7.30% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.56% | -0.06% | +2.29% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.49% | -2.59% | +20.94% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.17% | +6.24% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.94% | -0.05% | +10.98% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | +0.26% | +8.46% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | -0.09% | -2.02% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.22% | -0.43% | -5.61% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.09% | +3.77% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.11% | -0.15% | +4.29% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.22% | -1.36% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.04% | -2.98% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.17% | +1.15% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.95% | +0.01% | -0.77% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.94% | -0.02% | -0.15% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | +14.54% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.04% | +20.45% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.03% | +12.75% | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.08% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.05% | -0.28% | |
| 26 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.60% | -0.03% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.12% | +3.99% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.02% | +5.59% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.54% | +0.26% | +0.30% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.01% | -16.62% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.03% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.05% | +142.60% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.02% | +65.38% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.03% | -17.29% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | +0.01% | +0.66% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +0.05% | +2.21% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.04% | +36.85% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.10% | +17.90% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.44% | -0.05% | +3.97% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +21.40% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.01% | +30.62% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.07% | +3.52% | |
| 43 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.02% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.10% | -3.02% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | -0.04% | +2.12% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.31% | — | +242.90% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.30% | — | -5.73% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.08% | +39.90% | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.29% | +0.01% | +12.62% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.28% | — | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.6% | +14.45% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | +142.60% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +6.24% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +20.45% | Add |
| 5 | ORCL | Oracle CORP | +0.2% | +242.90% | Add |
| 6 | TPR | Tapestry Inc | +0.2% | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +65.38% | Add |
| 8 | JGRO | Jpmorgan Active Growth ETF | +0.2% | NEW | New buy |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +185.53% | Add |
| 10 | MS | Morgan Stanley | +0.1% | +384.94% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +1112.23% | Add |
| 12 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +91.47% | Add |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 15 | ORI | Old Republic Intl CORP | +0.1% | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | +0.1% | +3399.26% | Add |
| 17 | QMOM | Alpha US Quant Mom ETF | +0.1% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +30.62% | Add |
| 19 | MDT | Medtronic plc | +0.1% | +4672.22% | Add |
| 20 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +481.96% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +208.97% | Add |
| 22 | LAMR | Lamar Advertising Co-a | +0.1% | NEW | New buy |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.46% | Add |
| 25 | PEG | Public Service Enterprise Gp | +0.1% | +100.53% | Add |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +501.00% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | +241.84% | Add |
| 28 | O | Realty Income CORP | +0.1% | +1036.94% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | +1580.00% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +14.54% | Add |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +96.19% | Add |
| 32 | HD | Home Depot Inc | +0.1% | +36.85% | Add |
| 33 | PJUN | Innovator U.s. Equity Power | +0.1% | +77.78% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | -3.02% | Trim |
| 35 | VGT | Vanguard Info Tech ETF | 0% | +3.99% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +21.40% | Add |
| 37 | XLK | Ss Technology Select Sector | — | -1.36% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +12.75% | Add |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +10.98% | Add |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -2.98% | Trim |
| 41 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | +20.94% | Add |
| 42 | VV | Vanguard Large-cap ETF | -0.1% | -0.77% | Trim |
| 43 | PMAY | Innovator U.s. Equity Power | -0.1% | +4.29% | Add |
| 44 | OEF | Ishares S&p 100 ETF | -0.1% | +2.29% | Add |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.2% | -59.48% | Trim |
| 46 | VDE | Vanguard Energy ETF | -0.3% | -90.98% | Trim |
| 47 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.5% | +3.72% | Add |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.7% | +0.92% | Add |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | +6.24% | Add |
| 50 | CSHI | Neos Enhanced Income 1-3 Mon | -1.6% | -10.49% | 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 678 disclosed positions in Q2 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, IWF, CSHI) accounted for 37.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
TPR
市值: $850.6K
Top Position Liquidated / Trimmed
CSHI
前期市值: $18.6M
During Q2 2025, Atticus Wealth Management, LLC's top holdings by market value included SPY (24.8%)、IWF (6.2%)、CSHI (4.5%). The largest single position, SPY, represented 24.8% of total portfolio value.
In Q2 2025, Atticus Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 7 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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