ATTICUS WEALTH MANAGEMENT, LLC
CIK: 0001800234SEC EDGAR →
Portfolio Value
$404.9M
Holdings
204
As of
Q4 2025
New Positions
13
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 139,805 | $95.3M | 23.54% |
| 2 | ISHARES TR | 49,388 | $23.4M | 5.77% |
| 3 | NEOS ETF TRUST | 380,707 | $18.9M | 4.68% |
| 4 | HARTFORD FDS EXCHANGE TRADED | 479,488 | $16.4M | 4.04% |
| 5 | SPDR SERIES TRUST | 271,841 | $15.4M | 3.81% |
| 6 | APPLE INC | 50,162 | $13.6M | 3.37% |
| 7 | ISHARES TR | 29,316 | $10.1M | 2.48% |
| 8 | INVESCO EXCH TRADED FD TR II | 138,966 | $9.9M | 2.45% |
| 9 | MICROSOFT CORP | 16,079 | $7.8M | 1.92% |
| 10 | INVESCO EXCHANGE TRADED FD T | 72,520 | $7.4M | 1.83% |
Quarterly Changes
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $290.6M | 71.8% |
| Technology | 28 | $40.5M | 10.0% |
| Unknown | 11 | $19.0M | 4.7% |
| Consumer Cyclical | 12 | $12.4M | 3.1% |
| Consumer Defensive | 7 | $11.1M | 2.8% |
| Communication Services | 5 | $9.0M | 2.2% |
| Healthcare | 11 | $6.6M | 1.6% |
| Industrials | 15 | $5.9M | 1.5% |
| Utilities | 4 | $3.6M | 0.9% |
| Energy | 8 | $3.4M | 0.8% |
| Real Estate | 4 | $1.6M | 0.4% |
| Basic Materials | 3 | $1.1M | 0.3% |