ATTICUS WEALTH MANAGEMENT, LLC
182 holdingsFiling period: 2026-03-31Current AUM: $411.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 130.7K | $85.0M | $97.6M | 23.70% | -9,138 | 2026-03-31 |
| 2 | IWF | ISHARES TR | 50.9K | $21.7M | $24.1M | 5.85% | +1.5K | 2026-03-31 |
| 3 | CSHI | NEOS ETF TRUST | 336.6K | $16.8M | $16.8M | 4.07% | -44,120 | 2026-03-31 |
| 4 | HTRB | HARTFORD FDS EXCHANGE TRADED | 474.7K | $16.0M | $15.7M | 3.81% | -4,785 | 2026-03-31 |
| 5 | SPYV | SPDR SERIES TRUST | 258.0K | $14.6M | $16.0M | 3.89% | -13,829 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 49.3K | $12.5M | $15.2M | 3.70% | -879 | 2026-03-31 |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | 135.9K | $9.9M | $10.4M | 2.52% | -3,042 | 2026-03-31 |
| 8 | OEF | ISHARES TR | 28.8K | $9.2M | $10.6M | 2.58% | -472 | 2026-03-31 |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 69.1K | $7.1M | $7.9M | 1.93% | -3,441 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 10.4K | $6.0M | $7.2M | 1.74% | -199 | 2026-03-31 |
| 11 | GLD | SPDR GOLD TR | 13.6K | $5.9M | $5.1M | 1.23% | -1,220 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 14.8K | $5.5M | $6.9M | 1.67% | -1,239 | 2026-03-31 |
| 13 | KO | COCA COLA CO | 70.3K | $5.3M | $6.2M | 1.49% | +36 | 2026-03-31 |
| 14 | VYM | VANGUARD WHITEHALL FDS | 30.8K | $4.6M | $5.0M | 1.21% | -1,016 | 2026-03-31 |
| 15 | PMAY | INNOVATOR ETFS TRUST | 90.9K | $3.6M | $3.8M | 0.92% | -17,076 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 12.5K | $3.6M | $4.5M | 1.08% | -880 | 2026-03-31 |
| 17 | XLK | SELECT SECTOR SPDR TR | 26.9K | $3.6M | $4.7M | 1.15% | -2,004 | 2026-03-31 |
| 18 | VV | VANGUARD INDEX FDS | 11.8K | $3.5M | $4.0M | 0.98% | -100 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 18.9K | $3.3M | $3.8M | 0.92% | -1,126 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 25.7K | $3.2M | $3.7M | 0.91% | -995 | 2026-03-31 |
| 21 | SPYG | SPDR SERIES TRUST | 32.4K | $3.2M | $3.8M | 0.92% | -458 | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 3.1K | $3.1M | $2.9M | 0.71% | -506 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 13.9K | $2.9M | $3.8M | 0.92% | -836 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 9.2K | $2.8M | $3.6M | 0.87% | -316 | 2026-03-31 |
| 25 | EFA | ISHARES TR | 29.0K | $2.8M | $3.1M | 0.74% | +5.4K | 2026-03-31 |
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