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Size ($ in 1000's)
At 03/31/2024: $305,795
At 12/31/2023: $283,423
Atticus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atticus Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Atticus Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Atticus Wealth Management LLC.
In the Atticus Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Atticus Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Atticus Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
137,827 |
+6,541 |
$72,100 | | SPY | 137,827 | +6,541 | $72,100 | | NEOS ETF TRUST (CSHI) |
590,845 |
+64,550 |
$29,424 | | CSHI | 590,845 | +64,550 | $29,424 | | SPDR SER TR (SPYV) |
382,803 |
+13,021 |
$19,178 | | SPYV | 382,803 | +13,021 | $19,178 | | ISHARES TR (SHV) |
87,389 |
+5,373 |
$9,660 | | SHV | 87,389 | +5,373 | $9,660 | | ISHARES TR (OEF) |
35,857 |
+35 |
$8,871 | | OEF | 35,857 | +35 | $8,871 | | APPLE INC |
49,277 |
-4,167 |
$8,450 | | AAPL | 49,277 | -4,167 | $8,450 | | ISHARES TR (IWF) |
24,638 |
+22,471 |
$8,304 | | IWF | 24,638 | +22,471 | $8,304 | | ISHARES TR (IJH) |
123,647 |
+99,979 |
$7,510 | | IJH | 123,647 | +99,979 | $7,510 | | ISHARES TR (IWM) |
34,848 |
+2,361 |
$7,328 | | IWM | 34,848 | +2,361 | $7,328 | | MICROSOFT CORP |
16,507 |
-163 |
$6,945 | | MSFT | 16,507 | -163 | $6,945 | | COCA COLA CO |
109,228 |
-600 |
$6,683 | | KO | 109,228 | -600 | $6,683 | | SPDR SER TR (SPYG) |
67,197 |
-92,771 |
$4,915 | | SPYG | 67,197 | -92,771 | $4,915 | | INVESCO QQQ TR |
9,520 |
-320 |
$4,227 | | QQQ | 9,520 | -320 | $4,227 | | SELECT SECTOR SPDR TR (XLK) |
18,603 |
-6,050 |
$3,874 | | XLK | 18,603 | -6,050 | $3,874 | | J P MORGAN EXCHANGE TRADED F (JPST) |
74,580 |
+3,850 |
$3,763 | | JPST | 74,580 | +3,850 | $3,763 | | VANGUARD WHITEHALL FDS (VYM) |
28,618 |
-161 |
$3,462 | | VYM | 28,618 | -161 | $3,462 | | VANGUARD INDEX FDS (VV) |
13,772 |
-291 |
$3,302 | | VV | 13,772 | -291 | $3,302 | | INNOVATOR ETFS TRUST (PMAY) |
100,514 |
UNCH |
$3,264 | | PMAY | 100,514 | UNCH | $3,264 | | VANGUARD SPECIALIZED FUNDS (VIG) |
17,088 |
+260 |
$3,120 | | VIG | 17,088 | +260 | $3,120 | | SPDR GOLD TR (GLD) |
13,453 |
-208 |
$2,768 | | GLD | 13,453 | -208 | $2,768 | | AMAZON COM INC |
13,887 |
+103 |
$2,505 | | AMZN | 13,887 | +103 | $2,505 | | INNOVATOR ETFS TRUST (PMAR) |
67,205 |
+2,305 |
$2,474 | | PMAR | 67,205 | +2,305 | $2,474 | | COSTCO WHSL CORP NEW |
3,363 |
+166 |
$2,464 | | COST | 3,363 | +166 | $2,464 | | ALPHABET INC |
15,008 |
-1,643 |
$2,265 | | GOOGL | 15,008 | -1,443 | $2,265 | | SELECT SECTOR SPDR TR (XLY) |
11,277 |
-928 |
$2,074 | | XLY | 11,277 | -928 | $2,074 | | ISHARES TR (EFA) |
25,586 |
-6,459 |
$2,043 | | EFA | 25,586 | -6,459 | $2,043 | | INNOVATOR ETFS TRUST (PNOV) |
57,355 |
UNCH |
$2,039 | | PNOV | 57,355 | UNCH | $2,039 | | VANGUARD WORLD FD (VGT) |
3,763 |
-255 |
$1,973 | | VGT | 3,763 | -255 | $1,973 | | ISHARES INC (EMXC) |
34,060 |
+8,639 |
$1,961 | | EMXC | 34,060 | +8,639 | $1,961 | | SELECT SECTOR SPDR TR (XLV) |
12,349 |
-579 |
$1,824 | | XLV | 12,349 | -579 | $1,824 | | INNOVATOR ETFS TRUST (PDEC) |
47,728 |
UNCH |
$1,747 | | PDEC | 47,728 | UNCH | $1,747 | | ISHARES TR (EEM) |
33,935 |
+1,728 |
$1,394 | | EEM | 33,935 | +1,728 | $1,394 | | HOME DEPOT INC |
3,449 |
-86 |
$1,323 | | HD | 3,449 | -86 | $1,323 | | ELI LILLY & CO |
1,658 |
-49 |
$1,290 | | LLY | 1,658 | -49 | $1,290 | | ISHARES TR (IWP) |
10,770 |
-217 |
$1,229 | | IWP | 10,770 | -217 | $1,229 | | JOHNSON & JOHNSON |
7,695 |
-505 |
$1,217 | | JNJ | 7,695 | -505 | $1,217 | | INNOVATOR ETFS TRUST (PAUG) |
34,000 |
-100 |
$1,203 | | PAUG | 34,000 | -100 | $1,203 | | SPDR SER TR (SDY) |
8,992 |
+29 |
$1,180 | | SDY | 8,992 | +29 | $1,180 | | NEXTERA ENERGY INC |
18,413 |
-163 |
$1,177 | | NEE | 18,413 | -163 | $1,177 | | NVIDIA CORPORATION |
1,216 |
+281 |
$1,098 | | NVDA | 1,216 | +281 | $1,098 | | VISA INC |
3,930 |
+120 |
$1,097 | | V | 3,930 | +120 | $1,097 | | ISHARES TR (IVW) |
12,517 |
-1,129 |
$1,057 | | IVW | 12,517 | -1,129 | $1,057 | | ISHARES TR (QUAL) |
6,344 |
+1,187 |
$1,043 | | QUAL | 6,344 | +1,187 | $1,043 | | INNOVATOR ETFS TRUST (PJUL) |
26,190 |
UNCH |
$995 | | PJUL | 26,190 | UNCH | $995 | | MCDONALDS CORP |
3,424 |
+181 |
$965 | | MCD | 3,424 | +181 | $965 | | PROCTER AND GAMBLE CO |
5,922 |
-1,031 |
$961 | | PG | 5,922 | -1,031 | $961 | | VANGUARD WORLD FD (VDE) |
7,250 |
-270 |
$955 | | VDE | 7,250 | -270 | $955 | | VANGUARD INDEX FDS (VTV) |
5,714 |
-4 |
$931 | | VTV | 5,714 | -4 | $931 | | INNOVATOR ETFS TRUST (PFEB) |
25,949 |
+982 |
$886 | | PFEB | 25,949 | +982 | $886 | | MASTERCARD INCORPORATED |
1,734 |
+23 |
$835 | | MA | 1,734 | +23 | $835 |
See Full List: All Stocks Held By Atticus Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atticus Wealth Management LLC
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