ATTICUS WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•197 long positions•$396.2M portfolio value
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Holding677 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $93.9M 23.7% | -$5.1M Sold | — 140.9K shares | 148.5K → 140.9K −$5.1M | -5.11% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $23.0M 5.8% | -$2.5M Sold | — 49.0K shares | 54.3K → 49.0K −$2.5M | -9.66% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.8M 4.75% | +$2.1M Bought | — 378.2K shares | 336.1K → 378.2K +$2.1M | +12.53% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $15.4M 3.9% | +$3.3M Bought | — 450.1K shares | 352.8K → 450.1K +$3.3M | +27.59% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.5M 3.66% | -$576.5K Sold | — 262.1K shares | 272.5K → 262.1K −$576.5K | -3.82% | — — | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $13.0M 3.29% | +$271.2K Bought | 0.0% 51.2K shares | 50.1K → 51.2K +$271.2K | +2.12% | $3.78T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $10.2M 2.58% | +$908.7K Bought | — 139.0K shares | 126.6K → 139.0K +$908.7K | +9.77% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $9.9M 2.5% | -$481.6K Sold | — 29.7K shares | 31.2K → 29.7K −$481.6K | -4.64% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $8.5M 2.16% | +$313.9K Bought | 0.0% 16.5K shares | 15.9K → 16.5K +$313.9K | +3.81% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.6M 1.93% | -$25.0K Sold | — 72.9K shares | 73.1K → 72.9K −$25.0K | -0.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.0M 1.53% | +$166.9K Bought | — 10.1K shares | 9.8K → 10.1K +$166.9K | +2.84% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $5.3M 1.34% | +$26.3K Bought | — 14.9K shares | 14.8K → 14.9K +$26.3K | +0.5% | — — | Q4 2022 Held for 2y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.7M 1.18% | — | 0.002% 70.2K shares | — | — | $285.42B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 1.11% | +$41.2K Bought | — 31.2K shares | 30.9K → 31.2K +$41.2K | +0.95% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.2M 1.07% | — | — 108.6K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.1M 1.04% | -$152.8K Sold | — 14.7K shares | 15.2K → 14.7K −$152.8K | -3.56% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $4.1M 1.03% | +$429.7K Bought | 0.0% 21.9K shares | 19.6K → 21.9K +$429.7K | +11.75% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $3.7M 0.944% | +$53.1K Bought | — 17.3K shares | 17.1K → 17.3K +$53.1K | +1.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 0.926% | -$108.4K Sold | — 11.9K shares | 12.3K → 11.9K −$108.4K | -2.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.4M 0.869% | -$649.5K Sold | — 33.0K shares | 39.2K → 33.0K −$649.5K | -15.87% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $3.4M 0.865% | -$9.2K Sold | 0.0% 14.1K shares | 14.1K → 14.1K −$9.2K | -0.27% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $3.3M 0.839% | -$6.5K Sold | 0.001% 3.6K shares | 3.6K → 3.6K −$6.5K | -0.19% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $3.3M 0.835% | +$142.9K Bought | 0.0% 15.1K shares | 14.4K → 15.1K +$142.9K | +4.51% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.2M 0.801% | +$87.0K Bought | — 26.7K shares | 26.0K → 26.7K +$87.0K | +2.82% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.1M 0.794% | +$877.2K Bought | 0.0% 9.5K shares | 6.9K → 9.5K +$877.2K | +38.69% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.9M 0.727% | — | — 65.6K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.8M 0.708% | +$816.3K Bought | — 25.4K shares | 18.0K → 25.4K +$816.3K | +41.01% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.5M 0.628% | -$5.2K Sold | — 3.3K shares | 3.3K → 3.3K −$5.2K | -0.21% | — — | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $2.5M 0.623% | +$434.0K Bought | 0.0% 7.8K shares | 6.5K → 7.8K +$434.0K | +21.32% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.4M 0.598% | +$1.4M Bought | 0.0% 5.3K shares | 2.2K → 5.3K +$1.4M | +146.73% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 0.57% | -$54.6K Sold | — 55.0K shares | 56.4K → 55.0K −$54.6K | -2.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.533% | -$119.5K Sold | — 22.6K shares | 23.9K → 22.6K −$119.5K | -5.36% | — — | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $2.1M 0.522% | +$247.6K Bought | 0.001% 5.1K shares | 4.5K → 5.1K +$247.6K | +13.59% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.0M 0.506% | — | — 47.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.9M 0.478% | +$526.6K Bought | 0.0% 2.6K shares | 1.9K → 2.6K +$526.6K | +38.55% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 0.468% | -$214.1K Sold | — 28.4K shares | 31.7K → 28.4K −$214.1K | -10.35% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.8M 0.463% | -$108.3K Sold | — 27.2K shares | 28.8K → 27.2K −$108.3K | -5.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.455% | -$2.9K Sold | — 7.5K shares | 7.5K → 7.5K −$2.9K | -0.16% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.8M 0.453% | -$259.9K Sold | — 7.4K shares | 8.5K → 7.4K −$259.9K | -12.64% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $1.8M 0.453% | +$1.2M Bought | 0.0% 9.8K shares | 3.3K → 9.8K +$1.2M | +194.61% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.8M 0.449% | -$103.8K Sold | — 33.3K shares | 35.2K → 33.3K −$103.8K | -5.52% | — — | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $1.7M 0.433% | +$161.8K Bought | 0.0% 5.0K shares | 4.6K → 5.0K +$161.8K | +10.4% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Luxury Goods Consumer Cyclical | $1.7M 0.424% | +$581.2K Bought | 0.007% 14.8K shares | 9.7K → 14.8K +$581.2K | +52.99% | $23.4B Large Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $1.7M 0.422% | -$115.5K Sold | 0.001% 22.2K shares | 23.7K → 22.2K −$115.5K | -6.46% | $155.46B Large Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $1.6M 0.408% | +$134.4K Bought | 0.0% 5.7K shares | 5.3K → 5.7K +$134.4K | +9.08% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.5M 0.378% | +$635.7K Bought | — 7.9K shares | 4.5K → 7.9K +$635.7K | +73.81% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.5M 0.368% | +$208.0K Bought | 0.0% 6.0K shares | 5.1K → 6.0K +$208.0K | +16.64% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.347% | — | — 34.6K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.331% | +$636.8K Bought | — 14.0K shares | 7.2K → 14.0K +$636.8K | +94.61% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $1.3M 0.323% | -$23.7K Sold | 0.0% 1.7K shares | 1.7K → 1.7K −$23.7K | -1.82% | $684.00B Mega Cap | Q4 2019 Held for 5y 11m |
