$261 Million is the total value of ATTICUS WEALTH MANAGEMENT, LLC's 583 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | WISDOMTREE TRfloatng rat trea | $21,984,625 | -3.4% | 436,896 | -3.4% | 8.42% | +0.5% | |
| SHV | Sell | ISHARES TRshort treas bd | $9,781,615 | -1.7% | 88,545 | -1.8% | 3.75% | +2.2% |
| MSFT | Sell | MICROSOFT CORP | $5,220,693 | -7.4% | 16,534 | -0.2% | 2.00% | -3.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $5,038,822 | -6.5% | 28,510 | -0.9% | 1.93% | -2.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $3,159,797 | -8.9% | 16,147 | -5.6% | 1.21% | -5.2% |
| PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,967,233 | -17.3% | 100,516 | -16.4% | 1.14% | -14.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,335,753 | -6.6% | 18,143 | -3.7% | 0.90% | -2.9% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,269,437 | -7.1% | 14,098 | -2.0% | 0.87% | -3.3% |
| PMAR | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,173,501 | -1.4% | 64,900 | -0.6% | 0.83% | +2.5% |
| AMZN | Sell | AMAZON COM INC | $1,722,604 | -3.3% | 13,551 | -0.9% | 0.66% | +0.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,287,377 | -7.1% | 8,266 | -1.3% | 0.49% | -3.5% |
| HD | Sell | HOME DEPOT INC | $1,199,876 | -19.9% | 3,971 | -17.6% | 0.46% | -16.7% |
| NEE | Sell | NEXTERA ENERGY INC | $1,183,074 | -25.1% | 20,651 | -3.0% | 0.45% | -22.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,129,932 | -6.4% | 12,369 | -1.0% | 0.43% | -2.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,026,168 | -8.6% | 8,922 | -2.6% | 0.39% | -5.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $958,839 | -17.2% | 6,574 | -13.9% | 0.37% | -14.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $742,537 | -4.8% | 4,656 | -1.3% | 0.28% | -0.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $736,327 | -4.0% | 4,850 | -0.2% | 0.28% | -0.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $669,542 | -14.1% | 20,185 | -12.7% | 0.26% | -10.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $649,078 | -10.6% | 8,635 | -10.1% | 0.25% | -7.1% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $631,908 | -15.2% | 18,547 | -6.2% | 0.24% | -12.0% |
| ADBE | Sell | ADOBE INC | $577,717 | +0.6% | 1,133 | -3.5% | 0.22% | +4.2% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $562,802 | -4.1% | 51,397 | -0.4% | 0.22% | 0.0% |
| AMAT | Sell | APPLIED MATLS INC | $516,488 | -5.5% | 3,731 | -1.3% | 0.20% | -1.5% |
| MRK | Sell | MERCK & CO INC | $511,837 | -11.3% | 4,972 | -0.6% | 0.20% | -8.0% |
| PEP | Sell | PEPSICO INC | $508,105 | -14.3% | 2,999 | -6.3% | 0.20% | -11.0% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $498,474 | -4.6% | 7,453 | -0.5% | 0.19% | -0.5% |
| FTNT | Sell | FORTINET INC | $484,110 | -23.3% | 8,250 | -1.2% | 0.19% | -20.2% |
| TFC | Sell | TRUIST FINL CORP | $471,391 | -6.3% | 16,476 | -0.6% | 0.18% | -2.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $464,047 | -16.2% | 15,827 | -15.9% | 0.18% | -12.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $448,994 | -19.3% | 1,020 | -16.4% | 0.17% | -16.1% |
| Sell | INNOVATOR ETFS TRgrwt accltd plus | $437,859 | -77.1% | 21,112 | -77.5% | 0.17% | -76.2% | |
| AVGO | Sell | BROADCOM INC | $434,283 | -13.9% | 523 | -10.1% | 0.17% | -10.8% |
| APD | Sell | AIR PRODS & CHEMS INC | $433,036 | -5.6% | 1,528 | -0.2% | 0.17% | -1.8% |
| IGSB | Sell | ISHARES TR | $397,477 | -12.4% | 7,977 | -11.8% | 0.15% | -9.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $382,876 | -28.6% | 6,513 | -23.7% | 0.15% | -25.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $371,485 | -22.0% | 5,132 | -19.9% | 0.14% | -18.9% |
| NVDA | Sell | NVIDIA CORPORATION | $368,256 | -15.0% | 847 | -17.4% | 0.14% | -11.9% |
| WMT | Sell | WALMART INC | $360,135 | -8.7% | 2,252 | -10.3% | 0.14% | -4.8% |
| GD | Sell | GENERAL DYNAMICS CORP | $333,223 | +0.4% | 1,508 | -2.3% | 0.13% | +4.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $318,732 | -9.3% | 3,936 | -9.2% | 0.12% | -6.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $317,204 | -3.7% | 4,221 | -3.1% | 0.12% | +0.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $315,219 | -4.0% | 2,392 | -1.7% | 0.12% | 0.0% |
| Sell | LINDE PLC | $312,030 | -4.0% | 838 | -1.8% | 0.12% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $295,778 | -19.7% | 4,012 | -18.2% | 0.11% | -16.9% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $287,336 | -67.9% | 8,461 | -68.4% | 0.11% | -66.7% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $232,258 | -14.3% | 1,192 | -9.5% | 0.09% | -11.0% |
| INTU | Sell | INTUIT | $215,285 | +9.3% | 421 | -2.1% | 0.08% | +12.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $207,630 | -39.3% | 3,782 | -37.3% | 0.08% | -36.5% |
| XYLD | Sell | GLOBAL X FDSs&p 500 covered | $207,904 | -27.9% | 5,346 | -23.9% | 0.08% | -24.5% |
| Sell | TENAYA THERAPEUTICS INC | $204,095 | -58.3% | 80,037 | -4.1% | 0.08% | -56.7% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $197,199 | -4.2% | 5,029 | -0.6% | 0.08% | 0.0% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $187,125 | -12.3% | 3,903 | -9.9% | 0.07% | -8.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $186,024 | -20.8% | 3,205 | -12.8% | 0.07% | -18.4% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $173,268 | -13.5% | 6,626 | -1.1% | 0.07% | -10.8% |
| ANTM | Sell | ELEVANCE HEALTH INC | $164,993 | -3.5% | 379 | -1.6% | 0.06% | 0.0% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $162,173 | -22.6% | 9,670 | -18.1% | 0.06% | -19.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $148,106 | -14.9% | 2,152 | -8.3% | 0.06% | -10.9% |
| DIS | Sell | DISNEY WALT CO | $146,043 | -18.3% | 1,802 | -10.0% | 0.06% | -15.2% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $140,391 | -57.2% | 25,760 | -27.2% | 0.05% | -55.4% |
| XLC | Sell | SELECT SECTOR SPDR TR | $141,731 | -23.1% | 2,162 | -23.6% | 0.05% | -20.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $138,848 | -13.4% | 591 | -9.8% | 0.05% | -10.2% |
| PFE | Sell | PFIZER INC | $130,605 | -42.3% | 3,937 | -36.2% | 0.05% | -39.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $122,902 | -13.3% | 2,481 | -9.8% | 0.05% | -9.6% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $115,259 | -22.9% | 1,137 | -18.3% | 0.04% | -20.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $111,427 | -11.0% | 1,891 | -1.2% | 0.04% | -6.5% |
| CTVA | Sell | CORTEVA INC | $110,813 | -11.5% | 2,166 | -0.8% | 0.04% | -8.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $102,885 | -14.6% | 1,008 | -9.5% | 0.04% | -11.4% |
| DUK | Sell | DUKE ENERGY CORP NEW | $98,016 | -6.1% | 1,111 | -4.5% | 0.04% | 0.0% |
| PWR | Sell | QUANTA SVCS INC | $94,097 | -5.5% | 503 | -0.8% | 0.04% | -2.7% |
| RTX | Sell | RTX CORPORATION | $94,785 | -60.2% | 1,317 | -45.8% | 0.04% | -59.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $87,303 | -9.3% | 943 | -4.4% | 0.03% | -5.7% |
| Sell | PEAKSTONE REALTY TRUST | $83,553 | -44.3% | 5,021 | -6.6% | 0.03% | -41.8% | |
| CHGG | Sell | CHEGG INC | $78,461 | -11.0% | 8,796 | -11.4% | 0.03% | -6.2% |
| MO | Sell | ALTRIA GROUP INC | $78,634 | -14.6% | 1,870 | -8.0% | 0.03% | -11.8% |
| ABNB | Sell | AIRBNB INC | $69,978 | +4.6% | 510 | -2.3% | 0.03% | +8.0% |
| PFFV | Sell | GLOBAL X FDSrate preferred | $70,766 | -16.6% | 3,082 | -18.9% | 0.03% | -12.9% |
| WDAY | Sell | WORKDAY INCcl a | $64,885 | -9.1% | 302 | -4.4% | 0.02% | -3.8% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $61,059 | -10.9% | 777 | -6.0% | 0.02% | -8.0% |
| ALL | Sell | ALLSTATE CORP | $57,042 | -79.2% | 512 | -79.6% | 0.02% | -78.2% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $49,176 | -48.7% | 2,008 | -47.6% | 0.02% | -45.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $50,097 | -40.4% | 666 | -33.3% | 0.02% | -38.7% |
| ENPH | Sell | ENPHASE ENERGY INC | $49,983 | -31.9% | 416 | -5.0% | 0.02% | -29.6% |
| INTC | Sell | INTEL CORP | $46,500 | -25.4% | 1,308 | -29.8% | 0.02% | -21.7% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $46,867 | -21.3% | 2,492 | -18.9% | 0.02% | -18.2% |
| Sell | DUOLINGO INC | $44,785 | +11.1% | 270 | -4.3% | 0.02% | +13.3% | |
| WM | Sell | WASTE MGMT INC DEL | $44,443 | -16.8% | 292 | -5.2% | 0.02% | -15.0% |
| OGE | Sell | OGE ENERGY CORP | $44,396 | -38.1% | 1,332 | -33.3% | 0.02% | -34.6% |
| DDOG | Sell | DATADOG INC | $41,355 | -72.3% | 454 | -70.1% | 0.02% | -70.9% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $37,973 | -49.1% | 1,322 | -49.0% | 0.02% | -44.4% |
| Sell | FLUENCE ENERGY INC | $35,865 | -17.9% | 1,560 | -4.9% | 0.01% | -12.5% | |
| PYPL | Sell | PAYPAL HLDGS INC | $35,603 | -13.0% | 609 | -0.7% | 0.01% | -6.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $33,745 | -28.0% | 420 | -27.2% | 0.01% | -23.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $34,762 | -12.2% | 85 | -1.2% | 0.01% | -13.3% |
| IYJ | Sell | ISHARES TRus industrials | $31,359 | -51.6% | 311 | -49.1% | 0.01% | -50.0% |
| TNA | Sell | DIREXION SHS ETF TRdly smcap bull3x | $28,740 | -67.4% | 1,000 | -60.0% | 0.01% | -66.7% |
| FLEX | Sell | FLEX LTDord | $28,195 | -14.6% | 1,045 | -12.6% | 0.01% | -8.3% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $29,310 | -19.4% | 16 | -5.9% | 0.01% | -15.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $29,366 | -57.3% | 577 | -57.4% | 0.01% | -56.0% |
| TGT | Sell | TARGET CORP | $29,905 | -18.3% | 270 | -2.5% | 0.01% | -15.4% |
| D | Sell | DOMINION ENERGY INC | $26,490 | -56.1% | 593 | -49.1% | 0.01% | -54.5% |
| MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $23,187 | -3.4% | 520 | -7.0% | 0.01% | 0.0% |
| ROST | Sell | ROSS STORES INC | $22,026 | -3.7% | 195 | -4.4% | 0.01% | 0.0% |
| CHCO | Sell | CITY HLDG CO | $19,877 | -9.5% | 220 | -9.8% | 0.01% | 0.0% |
| HUT | Sell | HUT 8 MNG CORP | $17,833 | -72.3% | 9,145 | -53.1% | 0.01% | -70.8% |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $15,633 | -11.2% | 965 | -8.4% | 0.01% | 0.0% |
| Sell | GLOBAL X FDSsuperdividend | $16,900 | -10.0% | 771 | -7.3% | 0.01% | -14.3% | |
| CBSH | Sell | COMMERCE BANCSHARES INC | $16,650 | -46.5% | 347 | -45.7% | 0.01% | -45.5% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $14,397 | -49.1% | 157 | -46.4% | 0.01% | -40.0% |
| NOW | Sell | SERVICENOW INC | $12,857 | -4.7% | 23 | -4.2% | 0.01% | 0.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $14,096 | -90.8% | 150 | -90.4% | 0.01% | -91.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $13,011 | -37.6% | 150 | -40.0% | 0.01% | -37.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $14,019 | -9.7% | 207 | -4.6% | 0.01% | -16.7% |
| FE | Sell | FIRSTENERGY CORP | $13,775 | -37.2% | 403 | -28.5% | 0.01% | -37.5% |
| CRM | Sell | SALESFORCE INC | $9,734 | -75.0% | 48 | -73.9% | 0.00% | -71.4% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $8,231 | -54.0% | 210 | -51.5% | 0.00% | -57.1% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $6,650 | -89.1% | 29 | -88.8% | 0.00% | -86.4% |
| WSO | Sell | WATSCO INC | $4,155 | -27.7% | 11 | -26.7% | 0.00% | 0.0% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $5,191 | -18.5% | 17 | -5.6% | 0.00% | 0.0% |
| MET | Sell | METLIFE INC | $6,291 | -1.5% | 100 | -11.5% | 0.00% | 0.0% |
| PSA | Sell | PUBLIC STORAGE | $1,582 | -54.8% | 6 | -50.0% | 0.00% | 0.0% |
| EFZ | Sell | PROSHARES TR | $2,907 | -0.8% | 153 | -6.1% | 0.00% | 0.0% |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $3,281 | -71.7% | 660 | -50.0% | 0.00% | -75.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $2,294 | -58.0% | 62 | -46.1% | 0.00% | -50.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $3,420 | -69.3% | 45 | -68.1% | 0.00% | -75.0% |
| EWU | Sell | ISHARES TRmsci uk etf new | $3,735 | -71.7% | 118 | -71.1% | 0.00% | -80.0% |
| SPHB | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $1,552 | -83.5% | 22 | -82.1% | 0.00% | -66.7% |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -37 | -100.0% | 0.00% | – |
| Sell | ORION OFFICE REIT INC | $152 | -23.6% | 29 | -3.3% | 0.00% | – | |
| AXSM | Sell | AXSOME THERAPEUTICS INC | $1,049 | -27.1% | 15 | -25.0% | 0.00% | -100.0% |
| OXM | Exit | OXFORD INDS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| RDN | Exit | RADIAN GROUP INC | $0 | – | -37 | -100.0% | 0.00% | – |
| TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -23 | -100.0% | 0.00% | – |
| KOF | Exit | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $0 | – | -14 | -100.0% | 0.00% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -70 | -100.0% | 0.00% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -16 | -100.0% | 0.00% | – |
| SQ | Sell | BLOCK INCcl a | $310 | -98.5% | 7 | -97.7% | 0.00% | -100.0% |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -3 | -100.0% | 0.00% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -1 | -100.0% | 0.00% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -400 | -100.0% | 0.00% | – | |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| CPRT | Exit | COPART INC | $0 | – | -2 | -100.0% | 0.00% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -9 | -100.0% | 0.00% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $210 | -61.4% | 3 | -62.5% | 0.00% | – |
| RACE | Sell | FERRARI N V | $592 | -69.7% | 2 | -66.7% | 0.00% | -100.0% |
| Sell | NEWAMSTERDAM PHARMA COMPANYordinary shares | $925 | -53.1% | 100 | -39.8% | 0.00% | -100.0% | |
| BNTX | Sell | BIONTECH SEsponsored ads | $218 | -89.4% | 2 | -89.5% | 0.00% | -100.0% |
| COLD | Exit | AMERICOLD REALTY TRUST INC | $0 | – | -100 | -100.0% | -0.00% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -151 | -100.0% | -0.00% | – |
| MANH | Exit | MANHATTAN ASSOCIATES INC | $0 | – | -8 | -100.0% | -0.00% | – |
| Exit | CANADIAN PACIFIC KANSAS CITY | $0 | – | -23 | -100.0% | -0.00% | – | |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -94 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -22 | -100.0% | -0.00% | – |
| AIN | Exit | ALBANY INTL CORPcl a | $0 | – | -25 | -100.0% | -0.00% | – |
| Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -100 | -100.0% | -0.00% | – | |
| LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -245 | -100.0% | -0.00% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -408 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -42 | -100.0% | -0.00% | – |
| Exit | ILLUMIN HLDGS INC | $0 | – | -7,040 | -100.0% | -0.00% | – | |
| RUN | Exit | SUNRUN INC | $0 | – | -750 | -100.0% | -0.01% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -500 | -100.0% | -0.01% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -400 | -100.0% | -0.01% | – |
| TPIC | Exit | TPI COMPOSITES INC | $0 | – | -2,515 | -100.0% | -0.01% | – |
| WWE | Exit | WORLD WRESTLING ENTMT INCcl a | $0 | – | -261 | -100.0% | -0.01% | – |
| TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -1,000 | -100.0% | -0.01% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -885 | -100.0% | -0.02% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -2,428 | -100.0% | -0.03% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -1,000 | -100.0% | -0.03% | – |
| DRD | Exit | DRDGOLD LIMITEDspon adr repstg | $0 | – | -9,597 | -100.0% | -0.04% | – |
| GLBE | Exit | GLOBAL E ONLINE LTD | $0 | – | -3,393 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-16
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.