$210 Million is the total value of ATTICUS WEALTH MANAGEMENT, LLC's 375 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | New | DEERE & CO | $614,000 | – | 1,640 | +100.0% | 0.29% | – |
| DOW | New | DOW INC | $149,000 | – | 2,336 | +100.0% | 0.07% | – |
| GNRC | New | GENERAC HLDGS INC | $136,000 | – | 414 | +100.0% | 0.06% | – |
| USO | New | UNITED STS OIL FD LPunits | $87,000 | – | 2,154 | +100.0% | 0.04% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $72,000 | – | 294 | +100.0% | 0.03% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $71,000 | – | 1,017 | +100.0% | 0.03% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $47,000 | – | 97 | +100.0% | 0.02% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $43,000 | – | 1,300 | +100.0% | 0.02% | – |
| TTEK | New | TETRA TECH INC NEW | $34,000 | – | 250 | +100.0% | 0.02% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $29,000 | – | 800 | +100.0% | 0.01% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $29,000 | – | 400 | +100.0% | 0.01% | – |
| ICLN | New | ISHARES TRcall | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $24,000 | – | 1,080 | +100.0% | 0.01% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $24,000 | – | 804 | +100.0% | 0.01% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $20,000 | – | 302 | +100.0% | 0.01% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $21,000 | – | 750 | +100.0% | 0.01% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $17,000 | – | 100 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $13,000 | – | 158 | +100.0% | 0.01% | – |
| ARKK | New | ARK ETF TRinnovation etf | $10,000 | – | 85 | +100.0% | 0.01% | – |
| VTGN | New | VISTAGEN THERAPEUTICS INC | $6,000 | – | 2,692 | +100.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DEL | $2,000 | – | 100 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| MGNI | New | MAGNITE INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,000 | – | 27 | +100.0% | 0.00% | – |
| New | APPLE INCcall | $0 | – | 1,100 | +100.0% | 0.00% | – | |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $0 | – | 11 | +100.0% | 0.00% | – |
| VACQ | New | VECTOR ACQUISITION CORP | $1,000 | – | 78 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
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.