ATTICUS WEALTH MANAGEMENT, LLC

RIA/Wealth

ATTICUS WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Palm Beach Gardens, FL led by Enoch Carter Morris, reporting $447.5M in AUM as of Q3 2025 with 70% ETF concentration, 54% concentrated in top 10 holdings, and 24% allocation to SPY.

CCOEnoch Carter Morris

Portfolio Value: $396.2M
Positions: 197
Top Holding: SPY at 23.7%
Last Reported: Q3 2025

Address11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL, 33410, United States

Top Holdings

Largest long holdings in ATTICUS WEALTH MANAGEMENT, LLC's portfolio (54.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$93.9M	23.70%	-$5.1M Sold	— 140.9K shares	Q4 2019 Held for 5y 11m
2 iShares Russell 1000 Growth IWF	ETF ETF	$23.0M	5.80%	-$2.5M Sold	— 49.0K shares	Q4 2019 Held for 5y 11m
3 NEOS Enhanced Income 1-3 Month T-Bill CSHI	ETF ETF	$18.8M	4.75%	+$2.1M Bought	— 378.2K shares	Q3 2023 Held for 2y 2m
4 Hartford Total Return Bond HTRB	ETF ETF	$15.4M	3.90%	+$3.3M Bought	— 450.1K shares	Q3 2024 Held for 1y 2m
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$14.5M	3.66%	-$576.5K Sold	— 262.1K shares	Q3 2020 Held for 5y 2m
6 Apple AAPL	Consumer Electronics Technology	$13.0M	3.29%	+$271.2K Bought	0.00% 51.2K shares	Q3 2021 Held for 4y 2m
7 Invesco S&P 500 Low Volatility SPLV	ETF ETF	$10.2M	2.58%	+$908.7K Bought	— 139.0K shares	Q1 2022 Held for 3y 8m
8 iShares S&P 100 OEF	ETF ETF	$9.9M	2.50%	-$481.6K Sold	— 29.7K shares	Q4 2019 Held for 5y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$8.5M	2.16%	+$313.9K Bought	0.00% 16.5K shares	Q4 2019 Held for 5y 11m
10 Invesco S&P MidCap Quality XMHQ	ETF ETF	$7.6M	1.93%	-$25.0K Sold	— 72.9K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ATTICUS WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$396.2M

Prior: $370.2M

Q/Q Change

+7.02%

+$26.0M

Net Flows % of MV

+0.193%

Turnover Ratio

7.33%

New Purchases

2 stocks

$866.5K

Added To

129 stocks

+$28.6M

Sold Out Of

480 stocks

$17.1M

Reduced Holdings

42 stocks

-$11.5M

Increased Positions

Position	Shares Δ	Change
1 Defiance Quantum QTUM	New	0 → 5.8K +$605.4K
2 CornerCap Fundametrics Large-Cap FUNL	New	0 → 5.7K +$261.1K
3 JTEK JPMorgan U.S. Tech Leaders JTEK	+3,954.05%	185.0 → 7.5K +$672.8K
4 JPMorgan Active Value JAVA	+215.09%	2.2K → 7.0K +$327.4K
5 United Parcel Service, Inc. UPS	+205.75%	1.5K → 4.6K +$260.2K

Decreased Positions

Position	Shares Δ	Change
1 The Trade Desk TTD	Sold	4.5K → 0 −$321.3K
2 UnitedHealth Group UNH	Sold	731.0 → 0 −$228.0K
3 Danaher DHR	Sold	1.0K → 0 −$197.9K
4 Mercado Libre MELI	Sold	74.0 → 0 −$193.4K
5 Walt Disney DIS	Sold	1.5K → 0 −$185.5K

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Analytics

Portfolio insights and performance metrics for ATTICUS WEALTH MANAGEMENT, LLC

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Sector Allocation

ETF

70.10%

Technology

10.30%

Consumer Cyclical

3.10%

Financial Services

2.90%

Consumer Defensive

2.70%

Communication Services

2.30%

Industrials

1.50%

Healthcare

1.40%

Energy

0.90%

Utilities

0.90%

Real Estate

0.50%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

18.49%

Large Cap ($10B - $200B)

7.90%

Mid Cap ($2B - $10B)

0.29%

Small Cap ($300M - $2B)

0.10%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.13%

N/A (ETF or Unknown)

73.07%

Portfolio Concentration

Top 10 Holdings %

54.25%

Top 20 Holdings %

65.28%

Top 50 Holdings %

81.48%

Top 100 Holdings %

91.54%