Atticus Wealth Management, LLC Top Holdings and 13F Report (2023) About Atticus Wealth Management, LLCInvestment ActivityAtticus Wealth Management, LLC has $306.42 million in total holdings as of March 31, 2023.Atticus Wealth Management, LLC owns shares of 513 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atticus Wealth Management, LLC has purchased 525 new stocks and bought additional shares in 90 stocks.Atticus Wealth Management, LLC sold shares of 111 stocks and completely divested from 30 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $78,202,164NEOS Enhanced Income Cash Alternative ETF $18,632,617iShares Russell 1000 Growth ETF $17,119,345SPDR Portfolio S&P 500 Value ETF $13,789,312Hartford Total Return Bond ETF $11,517,617 Largest New Holdings this Quarter 46137V472 - Invesco S&P MidCap Quality ETF $6,029,479 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $901,131 Holding37954Y632 - Global X Future Analytics Tech ETF $714,358 Holding58733R102 - MercadoLibre $95,593 Holding25460G286 - Direxion Daily TSLA Bull 2X Shares $35,434 Holding Largest Purchases this Quarter Invesco S&P 500 Low Volatility ETF 104,690 shares (about $7.82M)iShares Russell 1000 Growth ETF 18,559 shares (about $6.70M)Invesco S&P MidCap Quality ETF 65,874 shares (about $6.03M)Hartford Total Return Bond ETF 154,148 shares (about $5.22M)SPDR S&P 500 ETF Trust 6,134 shares (about $3.43M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 143,109 shares (about $14.16M)SPDR Portfolio S&P 500 Value ETF 125,784 shares (about $6.42M)iShares Russell 2000 ETF 25,962 shares (about $5.18M)iShares Core S&P Mid-Cap ETF 87,290 shares (about $5.09M)NEOS Enhanced Income Cash Alternative ETF 24,316 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtticus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$78,202,164$3,431,323 ▲4.6%139,79825.5%FinanceCSHINEOS Enhanced Income Cash Alternative ETF$18,632,617$1,206,802 ▼-6.1%375,4316.1%ETFIWFiShares Russell 1000 Growth ETF$17,119,345$6,701,496 ▲64.3%47,4105.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,789,312$6,423,790 ▼-31.8%270,0084.5%ETFHTRBHartford Total Return Bond ETF$11,517,617$5,219,452 ▲82.9%340,1543.8%ETFAAPLApple$10,379,748$180,815 ▼-1.7%46,7283.4%Computer and TechnologyOEFiShares S&P 100 ETF$8,258,906$797,860 ▼-8.8%30,4952.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$7,823,018$7,822,420 ▲1,308,625.0%104,6982.6%ETFXMHQInvesco S&P MidCap Quality ETF$6,029,479$6,029,479 ▲New Holding65,8742.0%ETFMSFTMicrosoft$5,616,181$311,947 ▼-5.3%14,9611.8%Computer and TechnologyKOCoca-Cola$5,134,438$222,022 ▼-4.1%71,6901.7%Consumer StaplesGLDSPDR Gold Shares$4,527,256$153,002 ▼-3.3%15,7121.5%FinanceQQQInvesco QQQ$4,233,6710.0%9,0291.4%FinanceVYMVanguard High Dividend Yield ETF$3,838,501$31,595 ▼-0.8%29,7651.3%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,727,998$51,373 ▼-1.4%104,1341.2%ETFCOSTCostco Wholesale$3,364,086$94,576 ▲2.9%3,5571.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$3,317,897$35,307 ▲1.1%17,1031.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,244,576$134,461 ▼-4.0%40,3701.1%ETFXLKTechnology Select Sector SPDR Fund$3,183,098$198,634 ▼-5.9%15,4161.0%ETFVVVanguard Large-Cap ETF$3,177,712$184,293 ▼-5.5%12,3631.0%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$2,620,322$63,496 ▼-2.4%65,6150.9%TransportationIJRiShares Core S&P Small-Cap ETF$2,408,632$2,408,109 ▲460,580.0%23,0340.8%ETFAMZNAmazon.com$2,395,564$94,179 ▼-3.8%12,5910.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,218,454$5,093,342 ▼-69.7%38,0200.7%ETFGOOGLAlphabet$2,191,452$8,660 ▼-0.4%14,1710.7%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$2,097,6450.0%56,3580.7%ETFIWMiShares Russell 2000 ETF$2,049,657$5,179,404 ▼-71.6%10,2740.7%FinanceSHViShares Short Treasury Bond ETF$1,984,210$299,460 ▼-13.1%17,9630.6%ETFEFAiShares MSCI EAFE ETF$1,849,306$141,883 ▼-7.1%22,6270.6%FinancePDECInnovator U.S. Equity Power Buffer ETF - December$1,794,5730.0%47,7280.6%ETFNVDANVIDIA$1,764,019$1,517 ▲0.1%16,2760.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,741,299$60,756 ▼-3.4%3,2100.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,575,894$513,105 ▼-24.6%28,6060.5%ManufacturingEEMiShares MSCI Emerging Markets ETF$1,506,142$26,395 ▼-1.7%34,4650.5%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,430,775$174,750 ▼-10.9%7,2460.5%FinanceNEENextEra Energy$1,424,866$78,332 ▼-5.2%20,1000.5%UtilitiesLLYEli Lilly and Company$1,362,082$48,734 ▲3.7%1,6490.4%MedicalVVisa$1,315,130$22,777 ▼-1.7%3,7530.4%Business ServicesPFEBInnovator U.S. Equity Power Buffer ETF - February$1,239,229$309,736 ▲33.3%34,5960.4%ETFXLVHealth Care Select Sector SPDR Fund$1,235,095$308,226 ▼-20.0%8,4590.4%ETFHDHome Depot$1,204,149$733 ▲0.1%3,2860.4%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,162,636$72,496 ▲6.7%34,9770.4%ETFJPMJPMorgan Chase & Co.$957,212$49,063 ▲5.4%3,9020.3%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$901,131$901,131 ▲New Holding20,3600.3%ETFVTVVanguard Value ETF$891,339$45,949 ▼-4.9%5,1600.3%ETFIWPiShares Russell Mid-Cap Growth ETF$889,359$91,873 ▼-9.4%7,5700.3%ETFINDAiShares MSCI India ETF$885,980$720,419 ▲435.1%17,2100.3%ETFNFLXNetflix$864,456$123,094 ▲16.6%9270.3%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$856,283$34,069 ▼-3.8%9,2240.3%ETFMCDMcDonald's$839,642$97,771 ▲13.2%2,6880.3%Retail/WholesalePGProcter & Gamble$839,584$26,242 ▼-3.0%4,9270.3%Consumer StaplesMETAMeta Platforms$820,658$31,120 ▲3.9%1,4240.3%Computer and TechnologyVDEVanguard Energy ETF$813,689$39,433 ▼-4.6%6,2730.3%ETFABBVAbbVie$783,669$7,753 ▼-1.0%3,7400.3%MedicalPJULInnovator U.S. Equity Power Buffer ETF - July$771,2470.0%19,1900.3%ETFMAMastercard$766,148$21,921 ▼-2.8%1,3980.3%Business ServicesFTNTFortinet$765,749$9,626 ▼-1.2%7,9550.2%Computer and TechnologyUNOVInnovator U.S. Equity Ultra Buffer ETF - November$739,3640.0%21,7780.2%ManufacturingCVXChevron$731,3920.0%4,3720.2%EnergyAIQGlobal X Future Analytics Tech ETF$714,358$714,358 ▲New Holding19,6360.2%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$709,2070.0%19,8880.2%ETFSDYSPDR S&P Dividend ETF$703,5120.0%5,1850.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$696,834$14,157,186 ▼-95.3%7,0440.2%FinanceXLFFinancial Select Sector SPDR Fund$673,183$5,529 ▼-0.8%13,5150.2%ETFVXFVanguard Extended Market ETF$667,525$2,239 ▲0.3%3,8750.2%ETFXBILUS Treasury 6 Month Bill ETF$656,288$179,763 ▲37.7%13,0810.2%ETFGOOGAlphabet$652,484$113,278 ▼-14.8%4,1760.2%Computer and TechnologyTFCTruist Financial$643,3400.0%15,6340.2%FinanceJNJJohnson & Johnson$633,447$63,013 ▼-9.0%3,8200.2%MedicalPJANInnovator U.S. Equity Power Buffer ETF - January$553,5420.0%13,3480.2%ETFNOCNorthrop Grumman$522,2510.0%1,0200.2%AerospaceIWDiShares Russell 1000 Value ETF$520,827$44,218 ▼-7.8%2,7680.2%ETFPANWPalo Alto Networks$500,146$51,363 ▲11.4%2,9310.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$494,943$253 ▲0.1%9,7760.2%ETFAVGOBroadcom$474,353$88,407 ▲22.9%2,8330.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$466,283$8,187 ▼-1.7%3,7020.2%ETFVOOVanguard S&P 500 ETF$464,025$514 ▲0.1%9030.2%ETFVBRVanguard Small-Cap Value ETF$458,977$37,068 ▼-7.5%2,4640.1%ETFTSLATesla$447,829$41,725 ▼-8.5%1,7280.1%Auto/Tires/TrucksAMATApplied Materials$438,6030.0%3,0220.1%Computer and TechnologyINTUIntuit$431,093$85,973 ▲24.9%7020.1%Computer and TechnologyCOKECoca-Cola Consolidated$405,0000.0%3000.1%Consumer StaplesCMICummins$395,8750.0%1,2630.1%Auto/Tires/TrucksADBEAdobe$373,559$144,591 ▲63.1%9740.1%Computer and TechnologyLINDE PLC$372,512$6,985 ▼-1.8%8000.1%SHSMRKMerck & Co., Inc.$362,906$539 ▲0.1%4,0430.1%MedicalXOMExxon Mobil$361,4290.0%3,0390.1%EnergyPEGPublic Service Enterprise Group$358,1700.0%4,3520.1%UtilitiesABTAbbott Laboratories$351,674$929 ▲0.3%2,6510.1%MedicalWMTWalmart$346,3600.0%3,9450.1%Retail/WholesaleUSEPInnovator U.S. Equity Ultra Buffer ETF - September$344,1130.0%10,0000.1%ETFPSAPublic Storage$341,339$97,012 ▲39.7%1,1400.1%FinanceVGSHVanguard Short-Term Treasury Index ETF$339,785$163,113 ▲92.3%5,7890.1%ETFAPDAir Products and Chemicals$337,988$295 ▲0.1%1,1460.1%Basic MaterialsGDGeneral Dynamics$331,185$55,879 ▼-14.4%1,2150.1%AerospacePJUNInnovator U.S. Equity Power Buffer ETF - June$329,7230.0%8,9090.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$328,7100.0%8,4610.1%ETFTTDTrade Desk$309,168$7,770 ▲2.6%5,6500.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$303,816$488 ▲0.2%2,4900.1%ETFXLREReal Estate Select Sector SPDR Fund$297,055$100,985 ▼-25.4%7,0980.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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