ATTICUS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, ATTICUS WEALTH MANAGEMENT, LLC held in its portfolio 192 assets valued at $404,910,914 (i.e. $404.91M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($95.34M), ISHARES TR ($23.38M), and SPDR SERIES TRUST ($21.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 192 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ATTICUS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 139805 | 95335587 | TR UNIT |
| ISHARES TR | 49388 | 23375337 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 363240 | 21666729 | STATE STREET SPD |
| NEOS ETF TRUST | 380707 | 18932573 | NEOS ENH INC 1-3 |
| HARTFORD FDS EXCHANGE TRADED | 479488 | 16374513 | TOTAL RTRN ETF |
| INNOVATOR ETFS TRUST | 367304 | 15534326 | US EQTY PWR BUF |
| APPLE INC | 50162 | 13637094 | COM |
| ISHARES TR | 29316 | 10054609 | S&P 100 ETF |
| INVESCO EXCH TRADED FD TR II | 138966 | 9924960 | S&P500 LOW VOL |
| MICROSOFT CORP | 16079 | 7776043 | COM |
| INVESCO EXCHANGE TRADED FD T | 72520 | 7427550 | S&P MDCP QUALITY |
| INVESCO QQQ TR | 10627 | 6528515 | UNIT SER 1 |
| SPDR GOLD TR | 14822 | 5874107 | GOLD SHS |
| COCA COLA CO | 70246 | 4910880 | COM |
| VANGUARD WHITEHALL FDS | 31860 | 4572521 | HIGH DIV YLD |
| ALPHABET INC | 13401 | 4194522 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 28928 | 4164778 | STATE STREET TEC |
| VANGUARD INDEX FDS | 11874 | 3737842 | LARGE CAP ETF |
| NVIDIA CORPORATION | 20006 | 3731051 | COM |
| AMAZON COM INC | 14725 | 3398825 | COM |
| BROADCOM INC | 9485 | 3282822 | COM |
| ISHARES TR | 26726 | 3211882 | CORE S&P SCP ETF |
| COSTCO WHSL CORP NEW | 3579 | 3085990 | COM |
| VANGUARD SPECIALIZED FUNDS | 13648 | 2999513 | DIV APP ETF |
| ISHARES TR | 23143 | 2549152 | TRUST ISHARE 0-1 |
| JPMORGAN CHASE & CO. | 7822 | 2520279 | COM |
| TESLA INC | 5327 | 2395659 | COM |
| VANGUARD WORLD FD | 3112 | 2345709 | INF TECH ETF |
| ISHARES TR | 23668 | 2272837 | MSCI EAFE ETF |
| ISHARES INC | 26992 | 1961760 | MSCI EMRG CHN |
| TAPESTRY INC | 14848 | 1897163 | COM |
| ISHARES TR | 28357 | 1871533 | CORE S&P MCP ETF |
| HOME DEPOT INC | 5435 | 1870183 | COM |
| ISHARES TR | 33935 | 1856570 | MSCI EMG MKT ETF |
| ALPHABET INC | 5819 | 1826016 | CAP STK CL C |
| ISHARES TR | 7398 | 1821154 | RUSSELL 2000 ETF |
| ELI LILLY & CO | 1672 | 1796495 | COM |
| META PLATFORMS INC | 2721 | 1796262 | CL A |
| NEXTERA ENERGY INC | 22205 | 1782622 | COM |
| VISA INC | 5036 | 1766342 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 9760 | 1734840 | CL A |
| INVESCO EXCHANGE TRADED FD T | 8943 | 1713064 | S&P500 EQL WGT |
| SELECT SECTOR SPDR TR | 13914 | 1661451 | STATE STREET CON |
| J P MORGAN EXCHANGE TRADED F | 17821 | 1653747 | ACTIVE GROWTH |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| SELECT SECTOR SPDR TR | 8936 | 1383248 | STATE STREET HEA |
| PROCTER AND GAMBLE CO | 8016 | 1148738 | COM |
| GLOBAL X FDS | 22577 | 1148255 | ARTIFICIAL ETF |
| VANGUARD INDEX FDS | 1805 | 1132239 | S&P 500 ETF SHS |
| APPLIED MATLS INC | 4406 | 1132220 | COM |
| ORACLE CORP | 5743 | 1119293 | COM |
| ISHARES TR | 20593 | 1113025 | MSCI INDIA ETF |
| ISHARES TR | 8827 | 1088003 | S&P 500 GRWT ETF |
| MORGAN STANLEY | 6068 | 1077228 | COM NEW |
| ISHARES TR | 7715 | 1056437 | RUS MD CP GR ETF |
| MASTERCARD INCORPORATED | 1781 | 1016884 | CL A |
| ISHARES TR | 1465 | 1003478 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 5114 | 976723 | VALUE ETF |
| NETFLIX INC | 9671 | 906753 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 10990 | 882482 | COM |
| ANALOG DEVICES INC | 3199 | 867565 | COM |
| ETF SER SOLUTIONS | 7600 | 833363 | DEFIANCE QUANTUM |
| INNOVATOR ETFS TRUST | 21778 | 828775 | US EQTY ULTRA BU |
| CISCO SYS INC | 10753 | 828302 | COM |
| ABBVIE INC | 3609 | 824725 | COM |
| VANGUARD INDEX FDS | 3917 | 819175 | EXTEND MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 9083 | 818131 | U S TECH LEADERS |
| WALMART INC | 7272 | 810176 | COM |
| GOLDMAN SACHS GROUP INC | 906 | 796711 | COM |
| MCDONALDS CORP | 2604 | 795764 | COM |
| INNOVATOR ETFS TRUST | 19838 | 776063 | US EQT PWR BUF |
| OLD REP INTL CORP | 16921 | 772254 | COM |
| TRUIST FINL CORP | 15634 | 769350 | COM |
| INTUITIVE SURGICAL INC | 1355 | 767418 | COM NEW |
| EA SERIES TRUST | 11660 | 761345 | US QUAN MOMENTUM |
| CUMMINS INC | 1429 | 729382 | COM |
| ARES MANAGEMENT CORPORATION | 4489 | 725544 | CL A COM STK |
| CHEVRON CORP NEW | 4759 | 725311 | COM |
| EXXON MOBIL CORP | 6006 | 722745 | COM |
| SELECT SECTOR SPDR TR | 12307 | 674037 | STATE STREET FIN |
| VERIZON COMMUNICATIONS INC | 15900 | 647608 | COM |
| J P MORGAN EXCHANGE TRADED F | 11287 | 646043 | EQUITY PREMIUM |
| NORTHROP GRUMMAN CORP | 1122 | 639546 | COM |
| GE VERNOVA INC | 967 | 631780 | COM |
| FORTINET INC | 7955 | 631707 | COM |
| MEDTRONIC PLC | 6532 | 627464 | SHS |
| MERCK & CO INC | 5673 | 597175 | COM |
| PALO ALTO NETWORKS INC | 3101 | 571205 | COM |
| JOHNSON & JOHNSON | 2747 | 568545 | COM |
| ABBOTT LABS | 4528 | 567254 | COM |
| SPROTT ASSET MANAGEMENT LP | 12190 | 558302 | PHYSICAL GOLD AN |
| LAMAR ADVERTISING CO NEW | 4351 | 550690 | CL A |
| VANGUARD INDEX FDS | 2504 | 530258 | SM CP VAL ETF |
| RTX CORPORATION | 2811 | 515488 | COM |
| L3HARRIS TECHNOLOGIES INC | 1656 | 486147 | COM |
| VERTIV HOLDINGS CO | 2929 | 474592 | COM CL A |
| INTUIT | 707 | 468314 | COM |
| NEW YORK LIFE INVESTMENTS ET | 14291 | 463741 | NYLI FTSE INTERN |
| COCA COLA CONS INC | 3000 | 459900 | COM |
| PHILLIPS 66 | 3530 | 455481 | COM |
| ASML HOLDING N V | 420 | 449342 | N Y REGISTRY SHS |
| J P MORGAN EXCHANGE TRADED F | 6121 | 438999 | ACTIVE VALUE ETF |
| ISHARES TR | 2079 | 437297 | RUS 1000 VAL ETF |
| ISHARES TR | 3034 | 427896 | RUS MDCP VAL ETF |
| GRAHAM HLDGS CO | 386 | 424481 | COM CL B |
| VANGUARD SCOTTSDALE FDS | 5003 | 418988 | INT-TERM CORP |
| BERKLEY W R CORP | 5711 | 400477 | COM |
| J P MORGAN EXCHANGE TRADED F | 7897 | 399494 | ULTRA SHRT ETF |
| TRAVELERS COMPANIES INC | 1369 | 396971 | COM |
| INNOVATOR ETFS TRUST | 10000 | 393308 | US EQTY ULTRA B |
| INNOVATOR ETFS TRUST | 10640 | 392191 | QUITY MANAGD FLR |
| ADVANCED MICRO DEVICES INC | 1826 | 391057 | COM |
| VANGUARD WHITEHALL FDS | 4333 | 389981 | INTL HIGH ETF |
| BOSTON SCIENTIFIC CORP | 4086 | 389601 | COM |
| TOLL BROTHERS INC | 2874 | 388584 | COM |
| GENERAL DYNAMICS CORP | 1139 | 383519 | COM |
| AGNICO EAGLE MINES LTD | 2252 | 381782 | COM |
| REALTY INCOME CORP | 6772 | 381727 | COM |
| AUTOZONE INC | 112 | 379848 | COM |
| LOCKHEED MARTIN CORP | 779 | 376993 | COM |
| SERVICENOW INC | 2430 | 372252 | COM |
| AMERICAN HEALTHCARE REIT INC | 7811 | 367586 | COM SHS |
| ISHARES TR | 2472 | 367514 | CORE S&P TTL STK |
| SALESFORCE INC | 1386 | 367069 | COM |
| UNITED PARCEL SERVICE INC | 3698 | 366771 | CL B |
| MARATHON PETE CORP | 2232 | 363024 | COM |
| RELIANCE INC | 1236 | 356964 | COM |
| ADOBE INC | 1019 | 356640 | COM |
| ARISTA NETWORKS INC | 2714 | 355616 | COM SHS |
| EATON CORP PLC | 1109 | 353228 | SHS |
| VANGUARD INDEX FDS | 716 | 349390 | GROWTH ETF |
| ALLSTATE CORP | 1677 | 349068 | COM |
| LINDE PLC | 800 | 341112 | SHS |
| JOHNSON CTLS INTL PLC | 2839 | 339971 | SHS |
| ISHARES TR | 1695 | 336664 | MSCI USA QLT FCT |
| VANGUARD SCOTTSDALE FDS | 5608 | 329342 | SHORT TERM TREAS |
| DIAMONDBACK ENERGY INC | 2126 | 319580 | COM |
| UNILEVER PLC | 4787 | 313070 | SPON ADR NEW |
| INNOVATOR ETFS TRUST | 7155 | 309454 | US EQTY PWR BF |
| PACER FDS TR | 5125 | 308399 | US CASH COWS 100 |
| INTERNATIONAL BUSINESS MACHS | 1035 | 306587 | COM |
| INTERACTIVE BROKERS GROUP IN | 4765 | 306423 | COM CL A |
| GREEN BRICK PARTNERS INC | 4886 | 306157 | COM |
| PUBLIC STORAGE OPER CO | 1180 | 306150 | COM |
| VALERO ENERGY CORP | 1851 | 301375 | COM |
| ISHARES TR | 2015 | 300137 | ESG AWR MSCI USA |
| UNION PAC CORP | 1265 | 292620 | COM |
| COMCAST CORP NEW | 9784 | 292432 | CL A |
| AUTODESK INC | 987 | 292162 | COM |
| SCHWAB STRATEGIC TR | 10617 | 285691 | US LRG CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 3104 | 280586 | FTSE PACIFIC ETF |
| CONOCOPHILLIPS | 2982 | 279131 | COM |
| TRANE TECHNOLOGIES PLC | 714 | 277889 | SHS |
| MARKEL GROUP INC | 129 | 277305 | COM |
| TRACTOR SUPPLY CO | 5525 | 276330 | COM |
| EA SERIES TRUST | 7455 | 276240 | STRIVE 1000 DIV |
| LANDBRIDGE COMPANY LLC | 5586 | 273678 | CL A |
| CHUBB LIMITED | 876 | 273384 | COM |
| WEC ENERGY GROUP INC | 2541 | 267963 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 877 | 266512 | SPONSORED ADS |
| ISHARES TR | 2650 | 264639 | CORE US AGGBD ET |
| ADVISOR MANAGED PORTFOLIOS | 5653 | 264309 | CORNERCAP FUNDAM |
| XYLEM INC | 1904 | 259281 | COM |
| CROWDSTRIKE HLDGS INC | 547 | 256412 | CL A |
| OREILLY AUTOMOTIVE INC | 2809 | 256209 | COM |
| PARKER-HANNIFIN CORP | 291 | 255878 | COM |
| VANGUARD INDEX FDS | 1395 | 247398 | MCAP VL IDXVIP |
| INTERCONTINENTAL EXCHANGE IN | 1526 | 247076 | COM |
| RBB FD INC | 4752 | 237958 | US TRSRY 6 MNTH |
| NEOS ETF TRUST | 4369 | 235315 | NASDAQ 100 HIGH |
| NXP SEMICONDUCTORS N V | 1063 | 230735 | COM |
| LOWES COS INC | 954 | 230077 | COM |
| DANAHER CORPORATION | 1002 | 229381 | COM |
| SELECT SECTOR SPDR TR | 5364 | 229003 | STATE STREET UTI |
| INVESCO EXCH TRADED FD TR II | 898 | 227168 | NASDAQ 100 ETF |
| SELECT SECTOR SPDR TR | 5581 | 225191 | STATE STREET REA |
| MOTOROLA SOLUTIONS INC | 586 | 224627 | COM NEW |
| CME GROUP INC | 795 | 217195 | COM |
| AMPHENOL CORP NEW | 1606 | 217085 | CL A |
| VANGUARD WORLD FD | 739 | 212726 | HEALTH CAR ETF |
| ISHARES TR | 848 | 212329 | MSCI USA MMENTM |
| GLOBAL X FDS | 11863 | 209622 | NASDAQ 100 COVER |
| LAM RESEARCH CORP | 1220 | 208788 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 357 | 206621 | COM |
| GARMIN LTD | 1000 | 202876 | SHS |
| S&P GLOBAL INC | 388 | 202672 | COM |
| MICROCHIP TECHNOLOGY INC. | 3178 | 202496 | COM |
| QUANTA SVCS INC | 477 | 201323 | COM |
| INNOVATOR ETFS TRUST | 5865 | 201053 | NASDAQ 100 MANA |
| TJX COS INC NEW | 1308 | 200872 | COM |
| CION INVT CORP | 10594 | 102444 | COM |
| TENAYA THERAPEUTICS INC | 43237 | 30764 | COM |
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