Latest ATTICUS WEALTH MANAGEMENT, LLC Stock Portfolio
ATTICUS WEALTH MANAGEMENT, LLC Performance:
2025 Q3: 5.57%YTD: 7.96%2024: 10.24%
Performance for 2025 Q3 is 5.57%, and YTD is 7.96%, and 2024 is 10.24%.
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 12-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $365.4 Millions. In it's latest 13F Holdings report, ATTICUS WEALTH MANAGEMENT, LLC reported an equity portfolio of $396.2 Millions as of 30 Sep, 2025.
The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, IJR, KOCG. The fund has invested 23.7% of it's portfolio in SPDR S&P 500 ETF TR and 5.8% of portfolio in ISHARES TR.
The fund managers got completely rid off THE TRADE DESK INC (TTD), UNITEDHEALTH GROUP INC (UNH) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in RBB FD INC (EERN), J P MORGAN EXCHANGE TRADED F (BBAX) and JOHNSON & JOHNSON (JNJ). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in ETF SER SOLUTIONS (ACIO) and ADVISOR MANAGED PORTFOLIOS. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and UNITED PARCEL SERVICE INC (UPS).
The top stock holdings of ATTICUS WEALTH MANAGEMENT, LLC are SPY, IJR, KOCG. The fund has invested 23.7% of it's portfolio in SPDR S&P 500 ETF TR and 5.8% of portfolio in ISHARES TR.
The fund managers got completely rid off THE TRADE DESK INC (TTD), UNITEDHEALTH GROUP INC (UNH) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in RBB FD INC (EERN), J P MORGAN EXCHANGE TRADED F (BBAX) and JOHNSON & JOHNSON (JNJ). ATTICUS WEALTH MANAGEMENT, LLC opened new stock positions in ETF SER SOLUTIONS (ACIO) and ADVISOR MANAGED PORTFOLIOS. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and UNITED PARCEL SERVICE INC (UPS).
ATTICUS WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ATTICUS WEALTH MANAGEMENT, LLC made a return of 5.57% in the last quarter. In trailing 12 months, it's portfolio return was 8.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| etf ser solutions | 605,397 |
| advisor managed portfolios | 261,143 |
New stocks bought by ATTICUS WEALTH MANAGEMENT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 3,954 |
| j p morgan exchange traded f | 215 |
| united parcel service inc | 205 |
| palantir technologies inc | 194 |
| landbridge company llc | 184 |
| autodesk inc | 147 |
| tesla inc | 146 |
| eaton corp plc | 127 |
Additions to existing portfolio by ATTICUS WEALTH MANAGEMENT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| rbb fd inc | -34.00 |
| j p morgan exchange traded f | -29.11 |
| johnson & johnson | -19.99 |
| arista networks inc | -17.4 |
| spdr series trust | -15.87 |
| ishares tr | -15.38 |
| ishares tr | -14.66 |
| ishares tr | -12.64 |
ATTICUS WEALTH MANAGEMENT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| taysha gene therapies inc | -17,152 |
| schwab strategic tr | -161,497 |
| invesco exch traded fd tr ii | -54,492 |
| invesco exch traded fd tr ii | -93,480 |
| the trade desk inc | -321,292 |
| innovator etfs trust | -160,883 |
| kyndryl hldgs inc | -140,021 |
| intel corp | -64,759 |
ATTICUS WEALTH MANAGEMENT, LLC got rid off the above stocks
Sector Distribution
ATTICUS WEALTH MANAGEMENT, LLC has about 73.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 73.3 |
| Technology | 10.3 |
| Consumer Cyclical | 3.1 |
| Financial Services | 2.9 |
| Consumer Defensive | 2.7 |
| Communication Services | 2.2 |
| Industrials | 1.5 |
| Healthcare | 1.4 |
Market Cap. Distribution
ATTICUS WEALTH MANAGEMENT, LLC has about 25.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 73.3 |
| MEGA-CAP | 17 |
| LARGE-CAP | 8.5 |
Stocks belong to which Index?
About 24.7% of the stocks held by ATTICUS WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.7 |
| S&P 500 | 24.7 |
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 197 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. KO proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for ATTICUS WEALTH MANAGEMENT, LLC last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.29 | 51,206 | 13,038,600 | added | 2.12 | ||
| AAXJ | ishares tr | 0.71 | 25,404 | 2,806,860 | added | 41.01 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.22 | 3,722 | 861,824 | added | 0.65 | ||
| ABT | abbott labs | 0.15 | 4,515 | 604,751 | added | 28.6 | ||
| ACIO | etf ser solutions | 0.15 | 5,771 | 605,397 | new | |||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSI | tidal trust i | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.09 | 1,050 | 370,388 | reduced | -4.37 | ||
| ADI | analog devices inc | 0.18 | 2,878 | 707,211 | added | 61.59 | ||
| ADSK | autodesk inc | 0.07 | 887 | 281,774 | added | 147 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||