ATTICUS WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$306.4B
Holdings
513
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (513 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 139,798 | $78.2B | 25.52% | |
| 2 | CSHINEOS ETF TRUST | 375,431 | $18.6B | 6.08% | |
| 3 | IWFISHARES TR | 47,410 | $17.1B | 5.59% | |
| 4 | SPYVSPDR SER TR | 270,008 | $13.8B | 4.50% | |
| 5 | HTRBHARTFORD FDS EXCHANGE TRADED | 340,154 | $11.5B | 3.76% | |
| 6 | AAPLAPPLE INC | 46,728 | $10.4B | 3.39% | |
| 7 | OEFISHARES TR | 30,495 | $8.3B | 2.70% | |
| 8 | SPLVINVESCO EXCH TRADED FD TR II | 104,698 | $7.8B | 2.55% | |
| 9 | XMHQINVESCO EXCHANGE TRADED FD T | 65,874 | $6.0B | 1.97% | |
| 10 | MSFTMICROSOFT CORP | 14,961 | $5.6B | 1.83% | |
| 11 | KOCOCA COLA CO | 71,690 | $5.1B | 1.68% | |
| 12 | GQ9SPDR GOLD TR | 15,712 | $4.5B | 1.48% | |
| 13 | NDQINVESCO QQQ TR | 9,029 | $4.2B | 1.38% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 29,765 | $3.8B | 1.25% | |
| 15 | PMAYINNOVATOR ETFS TRUST | 104,134 | $3.7B | 1.22% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 3,557 | $3.4B | 1.10% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 17,103 | $3.3B | 1.08% | |
| 18 | SPYGSPDR SER TR | 40,370 | $3.2B | 1.06% | |
| 19 | XLKSELECT SECTOR SPDR TR | 15,416 | $3.2B | 1.04% | |
| 20 | VVVANGUARD INDEX FDS | 12,363 | $3.2B | 1.04% | |
| 21 | PMARINNOVATOR ETFS TRUST | 65,615 | $2.6B | 0.86% | |
| 22 | IJRISHARES TR | 23,034 | $2.4B | 0.79% | |
| 23 | AMZNAMAZON COM INC | 12,591 | $2.4B | 0.78% | |
| 24 | IJHISHARES TR | 38,020 | $2.2B | 0.72% | |
| 25 | GOOGLALPHABET INC | 14,171 | $2.2B | 0.72% | |
| 26 | PNOVINNOVATOR ETFS TRUST | 56,358 | $2.1B | 0.68% | |
| 27 | IWMISHARES TR | 10,274 | $2.0B | 0.67% | |
| 28 | SHVISHARES TR | 17,963 | $2.0B | 0.65% | |
| 29 | EFAISHARES TR | 22,627 | $1.8B | 0.60% | |
| 30 | PDECINNOVATOR ETFS TRUST | 47,728 | $1.8B | 0.59% | |
| 31 | NVDANVIDIA CORPORATION | 16,276 | $1.8B | 0.58% | |
| 32 | VGTVANGUARD WORLD FD | 3,210 | $1.7B | 0.57% | |
| 33 | EMXCISHARES INC | 28,606 | $1.6B | 0.51% | |
| 34 | EEMISHARES TR | 34,465 | $1.5B | 0.49% | |
| 35 | XLYSELECT SECTOR SPDR TR | 7,246 | $1.4B | 0.47% | |
| 36 | NEENEXTERA ENERGY INC | 20,100 | $1.4B | 0.47% | |
| 37 | LLYELI LILLY & CO | 1,649 | $1.4B | 0.44% | |
| 38 | VVISA INC | 3,753 | $1.3B | 0.43% | |
| 39 | DDTOINNOVATOR ETFS TRUST | 34,596 | $1.2B | 0.40% | |
| 40 | XLVSELECT SECTOR SPDR TR | 8,459 | $1.2B | 0.40% | |
| 41 | HDHOME DEPOT INC | 3,286 | $1.2B | 0.39% | |
| 42 | SPIBSPDR SER TR | 34,977 | $1.2B | 0.38% | |
| 43 | JPMJPMORGAN CHASE & CO. | 3,902 | $957.2M | 0.31% | |
| 44 | SPYDSPDR SER TR | 20,360 | $901.1M | 0.29% | |
| 45 | VTVVANGUARD INDEX FDS | 5,160 | $891.3M | 0.29% | |
| 46 | IWPISHARES TR | 7,570 | $889.4M | 0.29% | |
| 47 | INDAISHARES TR | 17,210 | $886.0M | 0.29% | |
| 48 | NFLXNETFLIX INC | 927 | $864.5M | 0.28% | |
| 49 | IVWISHARES TR | 9,224 | $856.3M | 0.28% | |
| 50 | MCDMCDONALDS CORP | 2,688 | $839.6M | 0.27% | |
| 51 | PGPROCTER AND GAMBLE CO | 4,927 | $839.6M | 0.27% | |
| 52 | METAMETA PLATFORMS INC | 1,424 | $820.7M | 0.27% | |
| 53 | VDEVANGUARD WORLD FD | 6,273 | $813.7M | 0.27% | |
| 54 | ABBVABBVIE INC | 3,740 | $783.7M | 0.26% | |
| 55 | PJULINNOVATOR ETFS TRUST | 19,190 | $771.2M | 0.25% | |
| 56 | MAMASTERCARD INCORPORATED | 1,398 | $766.1M | 0.25% | |
| 57 | FTNTFORTINET INC | 7,955 | $765.7M | 0.25% | |
| 58 | UNOVINNOVATOR ETFS TRUST | 21,778 | $739.4M | 0.24% | |
| 59 | CVXCHEVRON CORP NEW | 4,372 | $731.4M | 0.24% | |
| 60 | AIQGLOBAL X FDS | 19,636 | $714.4M | 0.23% | |
| 61 | PAPRINNOVATOR ETFS TRUST | 19,888 | $709.2M | 0.23% | |
| 62 | SDYSPDR SER TR | 5,185 | $703.5M | 0.23% | |
| 63 | AGGISHARES TR | 7,044 | $696.8M | 0.23% | |
| 64 | XLFSELECT SECTOR SPDR TR | 13,515 | $673.2M | 0.22% | |
| 65 | VXFVANGUARD INDEX FDS | 3,875 | $667.5M | 0.22% | |
| 66 | XBILRBB FD INC | 13,081 | $656.3M | 0.21% | |
| 67 | GOOGALPHABET INC | 4,176 | $652.5M | 0.21% | |
| 68 | TFCTRUIST FINL CORP | 15,634 | $643.3M | 0.21% | |
| 69 | JNJJOHNSON & JOHNSON | 3,820 | $633.4M | 0.21% | |
| 70 | PJANINNOVATOR ETFS TRUST | 13,348 | $553.5M | 0.18% | |
| 71 | NOCNORTHROP GRUMMAN CORP | 1,020 | $522.3M | 0.17% | |
| 72 | IWDISHARES TR | 2,768 | $520.8M | 0.17% | |
| 73 | PANWPALO ALTO NETWORKS INC | 2,931 | $500.1M | 0.16% | |
| 74 | JPSTJ P MORGAN EXCHANGE TRADED F | 9,776 | $494.9M | 0.16% | |
| 75 | AVGOBROADCOM INC | 2,833 | $474.4M | 0.15% | |
| 76 | IWSISHARES TR | 3,702 | $466.3M | 0.15% | |
| 77 | VOOVANGUARD INDEX FDS | 903 | $464.0M | 0.15% | |
| 78 | VBRVANGUARD INDEX FDS | 2,464 | $459.0M | 0.15% | |
| 79 | TSLATESLA INC | 1,728 | $447.8M | 0.15% | |
| 80 | AMATAPPLIED MATLS INC | 3,022 | $438.6M | 0.14% | |
| 81 | INTUINTUIT | 702 | $431.1M | 0.14% | |
| 82 | COKECOCA COLA CONS INC | 300 | $405.0M | 0.13% | |
| 83 | CMICUMMINS INC | 1,263 | $395.9M | 0.13% | |
| 84 | ADBEADOBE INC | 974 | $373.6M | 0.12% | |
| 85 | LINLINDE PLC | 800 | $372.5M | 0.12% | |
| 86 | MRKMERCK & CO INC | 4,043 | $362.9M | 0.12% | |
| 87 | XOMEXXON MOBIL CORP | 3,039 | $361.4M | 0.12% | |
| 88 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,352 | $358.2M | 0.12% | |
| 89 | ABTABBOTT LABS | 2,651 | $351.7M | 0.11% | |
| 90 | WMTWALMART INC | 3,945 | $346.4M | 0.11% | |
| 91 | USEPINNOVATOR ETFS TRUST | 10,000 | $344.1M | 0.11% | |
| 92 | PSAPUBLIC STORAGE OPER CO | 1,140 | $341.3M | 0.11% | |
| 93 | VGSHVANGUARD SCOTTSDALE FDS | 5,789 | $339.8M | 0.11% | |
| 94 | APDAIR PRODS & CHEMS INC | 1,146 | $338.0M | 0.11% | |
| 95 | GDGENERAL DYNAMICS CORP | 1,215 | $331.2M | 0.11% | |
| 96 | PJUNINNOVATOR ETFS TRUST | 8,909 | $329.7M | 0.11% | |
| 97 | POCTINNOVATOR ETFS TRUST | 8,461 | $328.7M | 0.11% | |
| 98 | TTDTHE TRADE DESK INC | 5,650 | $309.2M | 0.10% | Call |
| 99 | ITOTISHARES TR | 2,490 | $303.8M | 0.10% | |
| 100 | XLRESELECT SECTOR SPDR TR | 7,098 | $297.1M | 0.10% |
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