Universe · entity
ATTICUS WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1800234
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $301M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $85M | 130,667 |
| 2 | ISHARES TR | $22M | 50,876 |
| 3 | NEOS ETF TRUST | $17M | 336,587 |
| 4 | HARTFORD FDS EXCHANGE TRADED | $16M | 474,703 |
| 5 | SPDR SERIES TRUST | $15M | 258,012 |
| 6 | APPLE INC | $13M | 49,283 |
| 7 | INVESCO EXCH TRADED FD TR II | $10M | 135,924 |
| 8 | ISHARES TR | $9M | 28,844 |
| 9 | INVESCO EXCHANGE TRADED FD T | $7M | 69,079 |
| 10 | INVESCO QQQ TR | $6M | 10,428 |
| 11 | SPDR GOLD TR | $6M | 13,602 |
| 12 | MICROSOFT CORP | $5M | 14,840 |
| 13 | COCA COLA CO | $5M | 70,282 |
| 14 | VANGUARD WHITEHALL FDS | $5M | 30,844 |
| 15 | INNOVATOR ETFS TRUST | $4M | 90,861 |
| 16 | ALPHABET INC | $4M | 12,521 |
| 17 | SELECT SECTOR SPDR TR | $4M | 26,924 |
| 18 | VANGUARD INDEX FDS | $4M | 11,774 |
| 19 | NVIDIA CORPORATION | $3M | 18,880 |
| 20 | ISHARES TR | $3M | 25,731 |
| 21 | SPDR SERIES TRUST | $3M | 32,367 |
| 22 | COSTCO WHOLESALE CORPORATION | $3M | 3,073 |
| 23 | AMAZON COM INC | $3M | 13,889 |
| 24 | BROADCOM INC | $3M | 9,169 |
| 25 | ISHARES TR | $3M | 29,025 |
| 26 | INNOVATOR ETFS TRUST | $3M | 62,633 |
| 27 | VANGUARD SPECIALIZED FUNDS | $2M | 10,468 |
| 28 | INNOVATOR ETFS TRUST | $2M | 55,028 |
| 29 | JPMORGAN CHASE & CO | $2M | 7,413 |
| 30 | VANGUARD WORLD FD | $2M | 3,063 |
| 31 | TAPESTRY INC | $2M | 14,873 |
| 32 | ISHARES TR | $2M | 18,052 |
| 33 | TESLA INC | $2M | 5,334 |
| 34 | INNOVATOR ETFS TRUST | $2M | 46,048 |
| 35 | NEXTERA ENERGY INC | $2M | 21,035 |
| 36 | ISHARES INC | $2M | 24,607 |
| 37 | ISHARES TR | $2M | 33,503 |
| 38 | HOME DEPOT INC | $2M | 5,492 |
| 39 | J P MORGAN EXCHANGE TRADED F | $2M | 20,255 |
| 40 | ISHARES TR | $2M | 24,943 |
| 41 | ALPHABET INC | $2M | 5,755 |
| 42 | INVESCO EXCHANGE TRADED FD T | $2M | 8,458 |
| 43 | PALANTIR TECHNOLOGIES INC | $2M | 10,509 |
| 44 | ELI LILLY & CO | $2M | 1,655 |
| 45 | ISHARES TR | $1M | 5,998 |
| 46 | SELECT SECTOR SPDR TR | $1M | 13,505 |
| 47 | VISA INC | $1M | 4,829 |
| 48 | APPLIED MATLS INC | $1M | 4,162 |
| 49 | INNOVATOR ETFS TRUST | $1M | 34,421 |
| 50 | ETF SER SOLUTIONS | $1M | 12,744 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.