The Analysis of ATTICUS WEALTH MANAGEMENT, LLC's Holdings
Currently, ATTICUS WEALTH MANAGEMENT, LLC holds 204 types of securities in its portfolio with a total value $404.9M. In the most recent quarter, they have increased their positions in XLK (+14.3K shares, valued at $2.1M), BRK.A (+2 shares, valued at $1.5M), HTRB (+29.4K shares, valued at $1.0M); decreased their positions in VIG (-3.7K shares, valued at $807.7K), SPY (-1.1K shares, valued at $765.1K), NVDA (-1.9K shares, valued at $354.7K); initiated new positions in BRK.A (+2 shares, valued at $1.5M), SFLR (+10.6K shares, valued at $392.2K), N/A (+4.8K shares, valued at $313.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR139.8K shares-0.80%2025-12-312026-02-09
IWF ISHARES TR49.4K shares0.75%2025-12-312026-02-09 CSHI NEOS ETF TRUST380.7K shares0.68%2025-12-312026-02-09 HTRB HARTFORD FDS EXCHANGE TRADED479.5K shares6.52%2025-12-312026-02-09 SPYV SPDR SERIES TRUST271.8K shares3.73%2025-12-312026-02-09 AAPL APPLE INC50.2K shares-2.04%2025-12-312026-02-09 OEF ISHARES TR29.3K shares-1.45%2025-12-312026-02-09 MSFT MICROSOFT CORP16.1K shares-2.56%2025-12-312026-02-09 XMHQ INVESCO EXCHANGE TRADED FD T72.5K shares-0.47%2025-12-312026-02-09 GLD SPDR GOLD TR14.8K shares-0.55%2025-12-312026-02-09 KO COCA COLA CO70.2K shares0.01%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS31.9K shares2.18%2025-12-312026-02-09 PMAY INNOVATOR ETFS TRUST107.9K shares-0.61%2025-12-312026-02-09 ALPHABET INC ALPHABET INC13.4K shares-4.92%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR28.9K shares97.27%2025-12-312026-02-09 VV VANGUARD INDEX FDS11.9K shares-0.35%2025-12-312026-02-09 NVDA NVIDIA CORPORATION20.0K shares-8.68%2025-12-312026-02-09 SPYG SPDR SERIES TRUST32.8K shares-0.39%2025-12-312026-02-09 AMZN AMAZON COM INC14.7K shares-2.31%2025-12-312026-02-09 BROADCOM INC BROADCOM INC9.5K shares-0.49%2025-12-312026-02-09 IJR ISHARES TR26.7K shares0.09%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW3.6K shares-0.33%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS13.6K shares-21.21%2025-12-312026-02-09 PMAR INNOVATOR ETFS TRUST65.3K shares-0.53%2025-12-312026-02-09 SHV ISHARES TR23.1K shares-8.90%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.7.8K shares-0.09%2025-12-312026-02-09 TSLA TESLA INC5.3K shares0.00%2025-12-312026-02-09 VGT VANGUARD WORLD FD3.1K shares-6.57%2025-12-312026-02-09 PNOV INNOVATOR ETFS TRUST55.0K shares0.00%2025-12-312026-02-09 EFA ISHARES TR23.7K shares4.67%2025-12-312026-02-09 PDEC INNOVATOR ETFS TRUST47.6K shares-0.19%2025-12-312026-02-09 EMXC ISHARES INC27.0K shares-0.73%2025-12-312026-02-09 TPR TAPESTRY INC14.8K shares0.19%2025-12-312026-02-09 IJH ISHARES TR28.4K shares-0.22%2025-12-312026-02-09 HD HOME DEPOT INC5.4K shares6.40%2025-12-312026-02-09 EEM ISHARES TR33.9K shares1.97%2025-12-312026-02-09 ALPHABET INC ALPHABET INC5.8K shares-2.77%2025-12-312026-02-09 IWM ISHARES TR7.4K shares-0.35%2025-12-312026-02-09 LLY ELI LILLY & CO1.7K shares-0.24%2025-12-312026-02-09 META META PLATFORMS INC2.7K shares5.59%2025-12-312026-02-09 NEE NEXTERA ENERGY INC22.2K shares0.17%2025-12-312026-02-09 V VISA INC5.0K shares0.12%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC9.8K shares-0.81%2025-12-312026-02-09 XLY SELECT SECTOR SPDR TR13.9K shares84.98%2025-12-312026-02-09 JGRO J P MORGAN EXCHANGE TRADED F17.8K shares27.56%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2025-12-312026-02-09 PFEB INNOVATOR ETFS TRUST34.6K shares0.00%2025-12-312026-02-09 XLV SELECT SECTOR SPDR TR8.9K shares6.25%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO8.0K shares-1.04%2025-12-312026-02-09 AIQ GLOBAL X FDS22.6K shares-1.72%2025-12-312026-02-09 AMAT APPLIED MATLS INC4.4K shares0.05%2025-12-312026-02-09 ORCL ORACLE CORP5.7K shares-0.03%2025-12-312026-02-09 INDA ISHARES TR20.6K shares0.44%2025-12-312026-02-09 SPIB SPDR SERIES TRUST32.8K shares-0.74%2025-12-312026-02-09 IVW ISHARES TR8.8K shares1.16%2025-12-312026-02-09 MS MORGAN STANLEY6.1K shares0.31%2025-12-312026-02-09 IWP ISHARES TR7.7K shares2.74%2025-12-312026-02-09 MA MASTERCARD INCORPORATED1.8K shares-0.84%2025-12-312026-02-09 IVV ISHARES TR1.5K shares61.52%2025-12-312026-02-09 VTV VANGUARD INDEX FDS5.1K shares0.00%2025-12-312026-02-09 NFLX NETFLIX INC9.7K shares877.86%2025-12-312026-02-09 PJUL INNOVATOR ETFS TRUST19.2K shares0.00%2025-12-312026-02-09 SPYD SPDR SERIES TRUST20.6K shares0.40%2025-12-312026-02-09 PEG PUBLIC SVC ENTERPRISE GRP IN11.0K shares-1.95%2025-12-312026-02-09 ADI ANALOG DEVICES INC3.2K shares11.15%2025-12-312026-02-09 QTUM ETF SER SOLUTIONS7.6K shares31.69%2025-12-312026-02-09 UNOV INNOVATOR ETFS TRUST21.8K shares0.00%2025-12-312026-02-09 CSCO CISCO SYS INC10.8K shares-1.11%2025-12-312026-02-09 ABBV ABBVIE INC3.6K shares-3.04%2025-12-312026-02-09 VXF VANGUARD INDEX FDS3.9K shares0.15%2025-12-312026-02-09 JTEK J P MORGAN EXCHANGE TRADED F9.1K shares21.11%2025-12-312026-02-09 WMT WALMART INC7.3K shares-0.21%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC906 shares0.00%2025-12-312026-02-09 MCD MCDONALDS CORP2.6K shares-0.42%2025-12-312026-02-09 PAPR INNOVATOR ETFS TRUST19.8K shares-0.25%2025-12-312026-02-09 ORI OLD REP INTL CORP16.9K shares0.37%2025-12-312026-02-09 TFC TRUIST FINL CORP15.6K shares0.00%2025-12-312026-02-09 ISRG INTUITIVE SURGICAL INC1.4K shares-7.57%2025-12-312026-02-09 QMOM EA SERIES TRUST11.7K shares9.88%2025-12-312026-02-09 CMI CUMMINS INC1.4K shares-0.14%2025-12-312026-02-09 ARES ARES MANAGEMENT CORPORATION4.5K shares0.34%2025-12-312026-02-09 CVX CHEVRON CORP NEW4.8K shares4.27%2025-12-312026-02-09 XOM EXXON MOBIL CORP6.0K shares0.12%2025-12-312026-02-09 SDY SPDR SERIES TRUST5.2K shares0.00%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR12.3K shares3.57%2025-12-312026-02-09 PJUN INNOVATOR ETFS TRUST15.8K shares0.00%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC15.9K shares7.87%2025-12-312026-02-09 JEPI J P MORGAN EXCHANGE TRADED F11.3K shares14.09%2025-12-312026-02-09 NOC NORTHROP GRUMMAN CORP1.1K shares0.09%2025-12-312026-02-09 GEV GE VERNOVA INC967 shares-0.72%2025-12-312026-02-09 FTNT FORTINET INC8.0K shares0.00%2025-12-312026-02-09 PJAN INNOVATOR ETFS TRUST13.3K shares0.00%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC3.1K shares-3.73%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON2.7K shares-4.95%2025-12-312026-02-09 ABT ABBOTT LABS4.5K shares0.29%2025-12-312026-02-09 CEF SPROTT ASSET MANAGEMENT LP12.2K shares53.55%2025-12-312026-02-09 LAMR LAMAR ADVERTISING CO NEW4.4K shares-1.14%2025-12-312026-02-09 VBR VANGUARD INDEX FDS2.5K shares0.81%2025-12-312026-02-09 RTX RTX CORPORATION2.8K shares0.14%2025-12-312026-02-09 LHX L3HARRIS TECHNOLOGIES INC1.7K shares-0.36%2025-12-312026-02-09 VRT VERTIV HOLDINGS CO2.9K shares3.72%2025-12-312026-02-09 INTU INTUIT707 shares-1.53%2025-12-312026-02-09 HFXI NEW YORK LIFE INVESTMENTS ET14.3K shares8.69%2025-12-312026-02-09 COKE COCA COLA CONS INC3.0K shares0.00%2025-12-312026-02-09 PSX PHILLIPS 663.5K shares-11.90%2025-12-312026-02-09 ASML ASML HOLDING N V420 shares0.48%2025-12-312026-02-09 JAVA J P MORGAN EXCHANGE TRADED F6.1K shares-11.98%2025-12-312026-02-09 IWD ISHARES TR2.1K shares-9.61%2025-12-312026-02-09 IWS ISHARES TR3.0K shares-19.24%2025-12-312026-02-09 GHC GRAHAM HLDGS CO386 shares0.00%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS5.0K shares-2.95%2025-12-312026-02-09 WRB BERKLEY W R CORP5.7K shares0.09%2025-12-312026-02-09 JPST J P MORGAN EXCHANGE TRADED F7.9K shares3.17%2025-12-312026-02-09 TRV TRAVELERS COMPANIES INC1.4K shares0.29%2025-12-312026-02-09 USEP INNOVATOR ETFS TRUST10.0K shares0.00%2025-12-312026-02-09 SFLR INNOVATOR ETFS TRUST10.6K sharesnew addition2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC1.8K shares-2.35%2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS4.3K shares6.10%2025-12-312026-02-09 BSX BOSTON SCIENTIFIC CORP4.1K shares0.00%2025-12-312026-02-09 TOL TOLL BROTHERS INC2.9K shares0.14%2025-12-312026-02-09 AEM AGNICO EAGLE MINES LTD2.3K shares0.00%2025-12-312026-02-09 O REALTY INCOME CORP6.8K shares-26.30%2025-12-312026-02-09 AZO AUTOZONE INC112 shares1.82%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP779 shares0.52%2025-12-312026-02-09 NOW SERVICENOW INC2.4K shares389.92%2025-12-312026-02-09 POCT INNOVATOR ETFS TRUST8.5K shares0.00%2025-12-312026-02-09 AHR AMERICAN HEALTHCARE REIT INC7.8K shares0.00%2025-12-312026-02-09 ITOT ISHARES TR2.5K shares-1.04%2025-12-312026-02-09 CRM SALESFORCE INC1.4K shares-4.48%2025-12-312026-02-09 UPS UNITED PARCEL SERVICE INC3.7K shares-20.11%2025-12-312026-02-09 MPC MARATHON PETE CORP2.2K shares0.31%2025-12-312026-02-09 RS RELIANCE INC1.2K shares-11.02%2025-12-312026-02-09 ADBE ADOBE INC1.0K shares-2.95%2025-12-312026-02-09 VUG VANGUARD INDEX FDS716 shares0.00%2025-12-312026-02-09 ALL ALLSTATE CORP1.7K shares0.30%2025-12-312026-02-09 LINDE PLC LINDE PLC800 shares0.00%2025-12-312026-02-09 JCI JOHNSON CTLS INTL PLC2.8K shares0.00%2025-12-312026-02-09 QUAL ISHARES TR1.7K shares-0.12%2025-12-312026-02-09 VGSH VANGUARD SCOTTSDALE FDS5.6K shares-16.55%2025-12-312026-02-09 FANG DIAMONDBACK ENERGY INC2.1K shares-36.52%2025-12-312026-02-09 UNILEVER PLC UNILEVER PLC4.8K sharesnew addition2025-12-312026-02-09 PAUG INNOVATOR ETFS TRUST7.2K shares0.00%2025-12-312026-02-09 COWZ PACER FDS TR5.1K shares-52.03%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.29%2025-12-312026-02-09 IBKR INTERACTIVE BROKERS GROUP IN4.8K shares0.11%2025-12-312026-02-09 GRBK GREEN BRICK PARTNERS INC4.9K shares0.58%2025-12-312026-02-09 PSA PUBLIC STORAGE OPER CO1.2K shares-12.40%2025-12-312026-02-09 VLO VALERO ENERGY CORP1.9K shares0.22%2025-12-312026-02-09 ESGU ISHARES TR2.0K shares0.35%2025-12-312026-02-09 UNP UNION PAC CORP1.3K shares-7.66%2025-12-312026-02-09 CMCSA COMCAST CORP NEW9.8K shares-38.19%2025-12-312026-02-09 ADSK AUTODESK INC987 shares11.27%2025-12-312026-02-09 SCHX SCHWAB STRATEGIC TR10.6K sharesnew addition2025-12-312026-02-09 VPL VANGUARD INTL EQUITY INDEX F3.1K shares0.84%2025-12-312026-02-09 COP CONOCOPHILLIPS3.0K shares-33.72%2025-12-312026-02-09 TT TRANE TECHNOLOGIES PLC714 shares-0.42%2025-12-312026-02-09 MKL MARKEL GROUP INC129 shares0.00%2025-12-312026-02-09 TSCO TRACTOR SUPPLY CO5.5K shares-6.24%2025-12-312026-02-09 STXD EA SERIES TRUST7.5K shares-3.07%2025-12-312026-02-09 LB LANDBRIDGE COMPANY LLC5.6K shares1.95%2025-12-312026-02-09 CB CHUBB LIMITED876 shares0.23%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD877 shares0.00%2025-12-312026-02-09 AGG ISHARES TR2.6K shares1.34%2025-12-312026-02-09 FUNL ADVISOR MANAGED PORTFOLIOS5.7K shares0.00%2025-12-312026-02-09 XYL XYLEM INC1.9K shares1.44%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC547 shares0.00%2025-12-312026-02-09 ORLY OREILLY AUTOMOTIVE INC2.8K shares0.68%2025-12-312026-02-09 PH PARKER-HANNIFIN CORP291 shares0.00%2025-12-312026-02-09 VOE VANGUARD INDEX FDS1.4K shares-4.91%2025-12-312026-02-09 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-1.10%2025-12-312026-02-09 XBIL RBB FD INC4.8K shares-46.29%2025-12-312026-02-09 QQQI NEOS ETF TRUST4.4K shares1.51%2025-12-312026-02-09 NXPI NXP SEMICONDUCTORS N V1.1K shares-11.34%2025-12-312026-02-09 LOW LOWES COS INC954 shares0.00%2025-12-312026-02-09 DHR DANAHER CORPORATION1.0K sharesnew addition2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR5.4K shares95.91%2025-12-312026-02-09 QQQM INVESCO EXCH TRADED FD TR II898 sharesnew addition2025-12-312026-02-09 XLRE SELECT SECTOR SPDR TR5.6K shares-5.79%2025-12-312026-02-09 MSI MOTOROLA SOLUTIONS INC586 shares-2.50%2025-12-312026-02-09 CME CME GROUP INC795 shares0.25%2025-12-312026-02-09 APH AMPHENOL CORP NEW1.6K sharesnew addition2025-12-312026-02-09 VHT VANGUARD WORLD FD739 sharesnew addition2025-12-312026-02-09 MTUM ISHARES TR848 shares0.24%2025-12-312026-02-09 QYLD GLOBAL X FDS11.9K shares9.53%2025-12-312026-02-09 TMO THERMO FISHER SCIENTIFIC INC357 sharesnew addition2025-12-312026-02-09 GRMN GARMIN LTD1.0K shares-14.46%2025-12-312026-02-09 SPGI S&P GLOBAL INC388 sharesnew addition2025-12-312026-02-09 MCHP MICROCHIP TECHNOLOGY INC.3.2K shares-23.53%2025-12-312026-02-09 PWR QUANTA SVCS INC477 sharesnew addition2025-12-312026-02-09 QFLR INNOVATOR ETFS TRUST5.9K sharesnew addition2025-12-312026-02-09 TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-02-09 CION CION INVT CORP10.6K shares0.00%2025-12-312026-02-09 TNYA TENAYA THERAPEUTICS INC43.2K shares-3.62%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available