ATTICUS WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ATTICUS WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001800234 · BROOKHAVEN, GA
As of Sep 30, 2025, ATTICUS WEALTH MANAGEMENT, LLC reported
197 positions worth $396.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 140,927 | $93.9M | 23.70% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 49,018 | $23.0M | 5.80% |
| NEOS Enhanced Income CA Alt ETF | CSHI | — | 378,154 |
|
8.8M4.75% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 450,133 |
5.4M | 3.90% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 262,067 |
4.5M | 3.66% |
| APPLE INC | AAPL | Technology | 51,206 |
3.0M | 3.29% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 138,989 |
0.2M | 2.58% |
| ISHARES S&P 100 ETF | OEF | — | 29,747 | $9.9M | 2.50% |
| MICROSOFT CORP | MSFT | Technology | 16,501 | $8.5M | 2.16% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 72,866 | $7.6M | 1.93% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,071 | $6.0M | 1.53% |
| SPDR GOLD TRUST | GQ9 | — | 14,904 | $5.3M | 1.34% |
| COCA COLA CO | KO | Consumer Defensive | 70,241 | $4.7M | 1.18% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 31,179 | $4.4M | 1.11% |
| INNOVATOR US EQUITY POWER BUFFER ETF - MAY | PMAY | — | 108,604 | $4.2M | 1.07% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 14,664 | $4.1M | 1.04% |
| NVIDIA CORP | NVDA | Technology | 21,908 | $4.1M | 1.03% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 17,323 | $3.7M | 0.94% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 11,916 | $3.7M | 0.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 32,954 | $3.4M | 0.87% |
| ALPHABET INC | GOOGL | Equity | 14,094 | $3.4M | 0.86% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 3,591 | $3.3M | 0.84% |
| AMAZON.COM INC | AMZN | Equity | 15,073 | $3.3M | 0.84% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 26,702 | $3.2M | 0.80% |
| BROADCOM INC | AVGO | Technology | 9,532 | $3.1M | 0.79% |