Universe · entity

ATTICUS WEALTH MANAGEMENT, LLC

Institutional manager (13F) · CIK 1800234
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $301M
#IssuerValueShares
1STATE STR SPDR S&P 500 ETF T$85M130,667
2ISHARES TR$22M50,876
3NEOS ETF TRUST$17M336,587
4HARTFORD FDS EXCHANGE TRADED$16M474,703
5SPDR SERIES TRUST$15M258,012
6APPLE INC$13M49,283
7INVESCO EXCH TRADED FD TR II$10M135,924
8ISHARES TR$9M28,844
9INVESCO EXCHANGE TRADED FD T$7M69,079
10INVESCO QQQ TR$6M10,428
11SPDR GOLD TR$6M13,602
12MICROSOFT CORP$5M14,840
13COCA COLA CO$5M70,282
14VANGUARD WHITEHALL FDS$5M30,844
15INNOVATOR ETFS TRUST$4M90,861
16ALPHABET INC$4M12,521
17SELECT SECTOR SPDR TR$4M26,924
18VANGUARD INDEX FDS$4M11,774
19NVIDIA CORPORATION$3M18,880
20ISHARES TR$3M25,731
21SPDR SERIES TRUST$3M32,367
22COSTCO WHOLESALE CORPORATION$3M3,073
23AMAZON COM INC$3M13,889
24BROADCOM INC$3M9,169
25ISHARES TR$3M29,025
26INNOVATOR ETFS TRUST$3M62,633
27VANGUARD SPECIALIZED FUNDS$2M10,468
28INNOVATOR ETFS TRUST$2M55,028
29JPMORGAN CHASE & CO$2M7,413
30VANGUARD WORLD FD$2M3,063
31TAPESTRY INC$2M14,873
32ISHARES TR$2M18,052
33TESLA INC$2M5,334
34INNOVATOR ETFS TRUST$2M46,048
35NEXTERA ENERGY INC$2M21,035
36ISHARES INC$2M24,607
37ISHARES TR$2M33,503
38HOME DEPOT INC$2M5,492
39J P MORGAN EXCHANGE TRADED F$2M20,255
40ISHARES TR$2M24,943
41ALPHABET INC$2M5,755
42INVESCO EXCHANGE TRADED FD T$2M8,458
43PALANTIR TECHNOLOGIES INC$2M10,509
44ELI LILLY & CO$2M1,655
45ISHARES TR$1M5,998
46SELECT SECTOR SPDR TR$1M13,505
47VISA INC$1M4,829
48APPLIED MATLS INC$1M4,162
49INNOVATOR ETFS TRUST$1M34,421
50ETF SER SOLUTIONS$1M12,744
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.