| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 20.4% |
| ISHARES TR | 16 | Q3 2023 | 10.1% |
| APPLE INC | 16 | Q3 2023 | 4.3% |
| COCA COLA CO | 16 | Q3 2023 | 4.6% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 4.4% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.8% |
| ISHARES TR | 16 | Q3 2023 | 2.9% |
| INVESCO QQQ TR | 16 | Q3 2023 | 2.4% |
View ATTICUS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| SC 13G | 2024-01-17 |
| 13F-HR/A | 2023-11-16 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-13 |
View ATTICUS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.