Atticus Wealth Management, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $271 Million distributed in 549 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $72.1M, Spdr Portfolio S&P 500 Value E with a value of $19.2M, Ishares Tr with a value of $9.66M, Ishares S&P 100 ETF with a value of $8.87M, and Apple Inc. with a value of $8.45M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $252M to 271M.

Below you can find more details about Atticus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $205 Million
Technology: $21.8 Million
Consumer Defensive: $11.8 Million
Healthcare: $6.77 Million
Consumer Cyclical: $6.13 Million
Financial Services: $5.35 Million
Communication Services: $4.94 Million
Industrials: $3.81 Million
Other: $5.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 549
  • Current Value $271 Million
  • Prior Value $252 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 33 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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