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ATTICUS WEALTH MANAGEMENT, LLC

13F
ATTICUS WEALTH MANAGEMENT, LLC
Last update 2025-07-10 679 Stocks (189 new)
Value $370.00 Mil Turnover 12 %
Countries:
Top Holdings: SPY(24.78%)IWF(6.22%)CSHI(4.51%)SPYV(3.85%)HTRB(3.23%)
Summary Stock Picks Current Portfolio
ATTICUS WEALTH MANAGEMENT, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
148,517
91,762.3
+6.24%
24.780
+1.45%
0.010
+17.14%
+7.04%
641,384.0
 
IWF
iShares Russell 1000 Growth ETF
54,260
23,037.8
+14.45%
6.220
+0.79%
0.020
+22.27%
+6.69%
112,514.3
 
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
NEOS Enhanced Income 1-3 Month T-Bill ETF
336,056
16,712.1
-10.49%
4.510
-0.64%
3.160
+2.05%
+2.62%
529.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
272,487
14,262.0
+0.92%
3.850
+0.04%
0.050
+11.42%
+4.64%
27,084.8
 
HTRB
Hartford Total Return Bond ETF
352,805
11,949.5
+3.72%
3.230
+0.12%
0.590
+2.49%
+2.99%
2,008.6
 
AAPL
Apple Inc
50,141
10,287.3
+7.30%
2.780
+0.19%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
OEF
iShares S&P 100 ETF
31,194
9,493.9
+2.29%
2.560
+0.06%
0.050
+18.30%
+6.78%
20,745.3
 
SPLV
Invesco S&P 500 Low Volatility ETF
126,623
9,220.7
+20.94%
2.490
+0.43%
0.120
+2.03%
+4.63%
7,652.5
 
MSFT
Microsoft Corp
15,895
7,906.6
+6.24%
2.130
+0.13%
0.000
+29.81%
+19.87%
3,740,948.0
Software
XMHQ
Invesco S&P MidCap Quality ETF
73,104
7,181.7
+10.98%
1.940
+0.19%
0.140
+12.69%
+1.36%
5,027.2
 

ATTICUS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

ATTICUS WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+1.45%
●
496.48 ($571.44) 617.85
$623.62
9.13%
Add 6.24%
148,517
8,719
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Add
Add
+0.79%
●
320.42 ($382.13) 424.58
$427.57
11.89%
Add 14.45%
54,260
6,850
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
NEOS Enhanced Income 1-3 Month T-Bill ETF
2025-06-30
Reduce
Reduce
-0.64%
●
48.87 ($49.66) 49.94
$49.81
0.31%
Reduce -10.49%
336,056
-39,375
SPLV
Invesco S&P 500 Low Volatility ETF
2025-06-30
Add
Add
+0.43%
●
68.13 ($72.42) 74.77
$72.57
0.21%
Add 20.94%
126,623
21,925
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.30%
●
146.29 ($216.36) 275.65
$274.38
26.82%
Add 142.61%
6,873
4,040
VDE
Vanguard Energy ETF
2025-06-30
Reduce
Reduce
-0.25%
●
105.87 ($116.59) 130.56
$125.09
7.29%
Reduce -90.98%
566
-5,707
TPR
Tapestry Inc
2025-06-30
New Buy
New Buy
+0.23%
●
60.6 ($75.65) 87.81
$98.43
30.11%
New holding
9,687
9,687
ORCL
Oracle Corp
2025-06-30
Add
Add
+0.22%
●
122.82 ($161.13) 218.63
$230.56
43.09%
Add 242.9%
5,267
3,731
JPM
JPMorgan Chase & Co
2025-06-30
Add
Add
+0.20%
●
210.28 ($255.03) 289.91
$286.86
12.48%
Add 65.38%
6,453
2,551
AAPL
Apple Inc
2025-06-30
Add
Add
+0.19%
●
172.42 ($202.27) 223.89
$211.16
4.40%
Add 7.3%
50,141
3,413

ATTICUS WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

ATTICUS WEALTH MANAGEMENT, LLC's Asset Allocation

To

ATTICUS WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ATTICUS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30

ATTICUS WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ATTICUS WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

ATTICUS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

ATTICUS WEALTH MANAGEMENT, LLC News

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