Latest ATTICUS WEALTH MANAGEMENT, LLC Stock Portfolio

ATTICUS WEALTH MANAGEMENT, LLC Performance:

2026 Q1: -2.87%YTD: -2.87%2025: 13.65%

Performance for 2026 Q1 is -2.87%, and YTD is -2.87%, and 2025 is 13.65%.

About ATTICUS WEALTH MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

ATTICUS WEALTH MANAGEMENT, LLC is a hedge fund based in North Palm Beach, FL. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATTICUS WEALTH MANAGEMENT, LLC reported an equity portfolio of $368.9 Millions as of 31 Mar, 2026.

The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, IJR, KOCG. The fund has invested 23% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5.9% of portfolio in ISHARES TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), INTUIT (INTU) and COCA COLA CONS INC (COKE) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and GOLDMAN SACHS GROUP INC (GS). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in CITIGROUP INC (C) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to RBB FD INC (EERN), INNOVATOR ETFS TRUST (BALT) and ETF SER SOLUTIONS (ACIO).

ATTICUS WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ATTICUS WEALTH MANAGEMENT, LLC made a return of -2.87% in the last quarter. In trailing 12 months, it's portfolio return was 13.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
citigroup inc	225,970
caterpillar inc	220,355

New stocks bought by ATTICUS WEALTH MANAGEMENT, LLC

Additions

Ticker	% Inc.
rbb fd inc	93.2
innovator etfs trust	70.23
etf ser solutions	67.68
j p morgan exchange traded f	58.43
schwab strategic tr	50.95
sprott asset management lp	42.64
ishares tr	33.99
ishares tr	22.63

Additions to existing portfolio by ATTICUS WEALTH MANAGEMENT, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-60.62
berkshire hathaway inc del	-50.00
goldman sachs group inc	-41.72
public storage oper co	-27.71
j p morgan exchange traded f	-26.72
select sector spdr tr	-25.79
arista networks inc	-24.61
ishares tr	-23.3

ATTICUS WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tenaya therapeutics inc	-30,764
spdr series trust	-1,108,940
cion invt corp	-102,444
comcast corp new	-292,432
american healthcare reit inc	-367,586
realty income corp	-381,727
innovator etfs trust	-201,053
advisor managed portfolios	-264,309

ATTICUS WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 74.4% of it's holdings in Others sector.

Sector	%
Others	74.4
Technology	9.1
Consumer Cyclical	3
Consumer Defensive	2.9
Financial Services	2.8
Communication Services	2.2
Industrials	1.7
Healthcare	1.4
Utilities	1.1

Market Cap. Distribution

ATTICUS WEALTH MANAGEMENT, LLC has about 25.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.4
MEGA-CAP	18.4
LARGE-CAP	6.7

Stocks belong to which Index?

About 23.8% of the stocks held by ATTICUS WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.7
S&P 500	23.8

Top 5 Winners (%)		%
VRT	vertiv holdings co	53.9 %
VLO	valero energy corp	51.5 %
MPC	marathon pete corp	49.4 %
XOM	exxon mobil corp	40.9 %
	landbridge company llc	40.2 %

Top 5 Winners ($)		$
GLD	spdr gold tr	0.5 M
COST	costco wholesale corporation	0.4 M
KO	coca cola co	0.4 M
AMAT	applied matls inc	0.4 M
XOM	exxon mobil corp	0.3 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-34.2 %
ARES	ares management corporation	-32.2 %
NOW	servicenow inc	-31.4 %
CRM	salesforce inc	-28.9 %
MSFT	microsoft corp	-22.6 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-4.3 M
IJR	ishares tr	-2.4 M
MSFT	microsoft corp	-1.8 M
AAPL	apple inc	-0.9 M
IJR	ishares tr	-0.7 M

ATTICUS WEALTH MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH MANAGEMENT, LLC has 181 stocks in it's portfolio. About 53.9% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for ATTICUS WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.39	49,283	12,507,500	reduced	-1.75

AAXJ	ishares tr	0.54	18,052	1,992,720	reduced	-22.00

ABBV	abbvie inc	0.19	3,215	699,271	reduced	-10.92

ABT	abbott laboratories	0.11	3,925	402,937	reduced	-13.32

ACIO	etf ser solutions	0.37	12,744	1,367,470	added	67.68

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.24	2,816	895,772	reduced	-11.97

ADSK	autodesk inc	0.06	987	236,288	unchanged	0.00

AEM	agnico eagle mines ltd	0.12	2,269	460,562	added	0.75

AFTY	pacer fds tr	0.00	0.00	0.00	sold off	-100

AGGP	new york life investments et	0.13	14,302	480,253	added	0.08

AGNG	global x fds	0.27	21,697	1,012,600	reduced	-3.9

AGNG	global x fds	0.05	11,107	190,486	reduced	-6.37

AGT	ishares tr	0.08	2,020	285,649	added	0.25

ALL	allstate corp	0.10	1,682	348,801	added	0.3

AMAT	applied matls inc	0.39	4,162	1,422,440	reduced	-5.54

AMD	advanced micro devices inc	0.10	1,829	372,074	added	0.16

AMPS	ishares tr	0.27	21,102	988,433	added	2.47

AMZN	amazon com inc	0.78	13,889	2,892,660	reduced	-5.68

ANET	arista networks inc	0.07	2,046	251,208	reduced	-24.61