Atticus Wealth Management

Palm Beach Gardens, FLfiles as ATTICUS WEALTH MANAGEMENT, LLC

$420m in 177 US stocks at the end of 30 June 2026. The top 10 are 54.8% of the money. It changed about 11.2% of the portfolio this quarter.

Value

$420m

Stocks

177

Top 10 share

54.8%

Turnover

11.2%

What changed this quarter

New

Bought for the first time this quarter.

Texas InstrumentsTXN
0.1% of the fund
IntelINTC
<0.1% of the fund
Cadence Design SystemsCDNS
<0.1% of the fund
Ishares TRVLUE
<0.1% of the fund
Innovator Etfs TrustQFLR
<0.1% of the fund
Schwab Strategic TRSCHV
<0.1% of the fund
Ishares TRIWO
<0.1% of the fund
CortevaCTVA
<0.1% of the fund
Proshares TR IISCO
<0.1% of the fund

Added

Bought more of a stock they already held.

Innovator Etfs TrustSFLR
5.9% of the fund
+3459%
Neos ETF TrustCSHI
5.1% of the fund
+28%
Hartford FDS Exchange TradedHTRB
4.1% of the fund
+7%
Invesco Exchange Traded FD TXMHQ
1.9% of the fund
+2%
Invesco QQQ TRQQQ
1.9% of the fund
+4%
Ishares TRSHV
0.8% of the fund
+70%
Ishares TREFA
0.7% of the fund
+3%
ETF SER SolutionsQTUM
0.7% of the fund
+32%
Ishares TREEM
0.6% of the fund
+4%
J P Morgan Exchange Traded FJTEK
0.5% of the fund
+37%
AlphabetGOOG
0.5% of the fund
+6%
Palantir TechnologiesPLTR
0.5% of the fund
+70%
Ishares TRIVV
0.5% of the fund
+36%
Invesco Exch Traded FD TR IIQQQM
0.4% of the fund
+600%
Morgan StanleyMS
0.3% of the fund
+17%
Meta PlatformsMETA
0.3% of the fund
+12%
Vanguard Index FDSVOO
0.3% of the fund
+4%
Advanced Micro DevicesAMD
0.3% of the fund
+19%
Ishares TRINDA
0.3% of the fund
+15%
EA Series TrustQMOM
0.3% of the fund
+17%
New York Life Investments ETHFXI
0.3% of the fund
+99%
Public Service Enterprise GroupPEG
0.2% of the fund
+5%
ASML Holding NVASML
0.2% of the fund
+5%
MastercardMA
0.2% of the fund
+3%
OracleORCL
0.2% of the fund
+12%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
22.7% of the fund
-2%
Ishares TROEF
2.4% of the fund
-3%
Select Sector Spdr TRXLK
1.2% of the fund
-2%
Spdr Gold TRGLD
1.2% of the fund
-3%
Spdr Series TrustSPYV
1.1% of the fund
-70%
AlphabetGOOGL
1.0% of the fund
-4%
NvidiaNVDA
0.9% of the fund
-5%
Ishares TRIJR
0.8% of the fund
-7%
Innovator Etfs TrustPMAY
0.8% of the fund
-7%
Amazon.comAMZN
0.8% of the fund
-3%
Innovator Etfs TrustPMAR
0.7% of the fund
-5%
Costco WholesaleCOST
0.7% of the fund
-3%
IsharesEMXC
0.5% of the fund
-12%
Home DepotHD
0.4% of the fund
-3%
Select Sector Spdr TRXLY
0.4% of the fund
-7%
Select Sector Spdr TRXLV
0.3% of the fund
-7%
Global X FDSAIQ
0.3% of the fund
-17%
Ishares TRIVW
0.3% of the fund
-2%
Procter & GamblePG
0.2% of the fund
-15%
Palo Alto NetworksPANW
0.2% of the fund
-7%
J P Morgan Exchange Traded FJGRO
0.2% of the fund
-65%
Lamar AdvertisingLAMR
0.2% of the fund
-6%
NetflixNFLX
0.2% of the fund
-8%
Innovator Etfs TrustPJUN
0.1% of the fund
-8%
Innovator Etfs TrustPAPR
0.1% of the fund
-13%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Berkshire Hathaway INC DELBRK-A
-100%
J P Morgan Exchange Traded FJAVA
-100%
WEC Energy GroupWEC
-100%
Ishares TRAGG
-100%
Boston ScientificBSX
-100%
CME GroupCME
-100%
SalesforceCRM
-100%
ServiceNowNOW
-100%
AutodeskADSK
-100%
EA Series TrustSTXD
-100%
Tractor SupplyTSCO
-100%
Intercontinental ExchangeICE
-100%

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
22.7%
Value
$95m
Shares
127,732
-2%
Ishares TRIWF
Share
6.1%
Value
$25m
Shares
204,824
Held
Innovator Etfs TrustSFLR
Share
5.9%
Value
$25m
Shares
644,710
+3459%
Neos ETF TrustCSHI
Share
5.1%
Value
$22m
Shares
432,170
+28%
Hartford FDS Exchange TradedHTRB
Share
4.1%
Value
$17m
Shares
507,709
+7%
AppleAAPL
Share
3.4%
Value
$14m
Shares
48,843
Held
Ishares TROEF
Share
2.4%
Value
$10m
Shares
27,944
-3%
Invesco Exchange Traded FD TXMHQ
Share
1.9%
Value
$8m
Shares
70,473
+2%
Invesco QQQ TRQQQ
Share
1.9%
Value
$8m
Shares
10,799
+4%
Coca-ColaKO
Share
1.4%
Value
$6m
Shares
70,278
Held
MicrosoftMSFT
Share
1.3%
Value
$6m
Shares
14,907
Held
Select Sector Spdr TRXLK
Share
1.2%
Value
$5m
Shares
26,292
-2%
Spdr Gold TRGLD
Share
1.2%
Value
$5m
Shares
13,216
-3%
Vanguard Whitehall FDSVYM
Share
1.1%
Value
$5m
Shares
30,501
Held
Spdr Series TrustSPYV
Share
1.1%
Value
$5m
Shares
77,884
-70%
AlphabetGOOGL
Share
1.0%
Value
$4m
Shares
12,062
-4%
Vanguard Index FDSVV
Share
1.0%
Value
$4m
Shares
11,729
Held
Spdr Series TrustSPYG
Share
0.9%
Value
$4m
Shares
31,866
Held
NvidiaNVDA
Share
0.9%
Value
$4m
Shares
17,881
-5%
Ishares TRIJR
Share
0.8%
Value
$4m
Shares
23,889
-7%
Innovator Etfs TrustPMAY
Share
0.8%
Value
$3m
Shares
84,473
-7%
BroadcomAVGO
Share
0.8%
Value
$3m
Shares
9,085
Held
Ishares TRSHV
Share
0.8%
Value
$3m
Shares
30,619
+70%
Amazon.comAMZN
Share
0.8%
Value
$3m
Shares
13,466
-3%
Ishares TREFA
Share
0.7%
Value
$3m
Shares
29,860
+3%
Applied MaterialsAMAT
Share
0.7%
Value
$3m
Shares
4,159
Held
Vanguard World FDVGT
Share
0.7%
Value
$3m
Shares
24,673
Held
Innovator Etfs TrustPMAR
Share
0.7%
Value
$3m
Shares
59,533
-5%
ETF SER SolutionsQTUM
Share
0.7%
Value
$3m
Shares
16,845
+32%
Costco WholesaleCOST
Share
0.7%
Value
$3m
Shares
2,971
-3%
Vanguard Specialized FundsVIG
Share
0.6%
Value
$2m
Shares
10,496
Held
Innovator Etfs TrustPNOV
Share
0.6%
Value
$2m
Shares
54,628
Held
JPMorgan ChaseJPM
Share
0.6%
Value
$2m
Shares
7,354
Held
Ishares TREEM
Share
0.6%
Value
$2m
Shares
34,811
+4%
TeslaTSLA
Share
0.5%
Value
$2m
Shares
5,350
Held
IsharesEMXC
Share
0.5%
Value
$2m
Shares
21,747
-12%
J P Morgan Exchange Traded FJTEK
Share
0.5%
Value
$2m
Shares
19,733
+37%
AlphabetGOOG
Share
0.5%
Value
$2m
Shares
6,114
+6%
TapestryTPR
Share
0.5%
Value
$2m
Shares
14,718
Held
Innovator Etfs TrustPDEC
Share
0.5%
Value
$2m
Shares
45,848
Held
Palantir TechnologiesPLTR
Share
0.5%
Value
$2m
Shares
17,856
+70%
Ishares TRIVV
Share
0.5%
Value
$2m
Shares
2,674
+36%
Eli LillyLLY
Share
0.5%
Value
$2m
Shares
1,664
Held
Ishares TRIJH
Share
0.5%
Value
$2m
Shares
24,737
Held
Home DepotHD
Share
0.4%
Value
$2m
Shares
5,330
-3%
Invesco Exch Traded FD TR IIQQQM
Share
0.4%
Value
$2m
Shares
6,120
+600%
NextEra EnergyNEE
Share
0.4%
Value
$2m
Shares
20,645
Held
Ishares TRIWM
Share
0.4%
Value
$2m
Shares
5,989
Held
VisaV
Share
0.4%
Value
$2m
Shares
4,892
Held
Select Sector Spdr TRXLY
Share
0.4%
Value
$1m
Shares
12,612
-7%
Innovator Etfs TrustPFEB
Share
0.4%
Value
$1m
Shares
34,296
Held
Morgan StanleyMS
Share
0.3%
Value
$1m
Shares
7,031
+17%
Meta PlatformsMETA
Share
0.3%
Value
$1m
Shares
2,605
+12%
Vanguard Index FDSVOO
Share
0.3%
Value
$1m
Shares
1,902
+4%
Select Sector Spdr TRXLV
Share
0.3%
Value
$1m
Shares
8,125
-7%
Advanced Micro DevicesAMD
Share
0.3%
Value
$1m
Shares
2,182
+19%
Cisco SystemsCSCO
Share
0.3%
Value
$1m
Shares
10,446
Held
FortinetFTNT
Share
0.3%
Value
$1m
Shares
7,955
Held
Ishares TRINDA
Share
0.3%
Value
$1m
Shares
24,178
+15%
Global X FDSAIQ
Share
0.3%
Value
$1m
Shares
18,022
-17%
GE VernovaGEV
Share
0.3%
Value
$1m
Shares
966
Held
Analog DevicesADI
Share
0.3%
Value
$1m
Shares
2,814
Held
Ishares TRIWP
Share
0.3%
Value
$1m
Shares
7,417
Held
EA Series TrustQMOM
Share
0.3%
Value
$1m
Shares
13,784
+17%
New York Life Investments ETHFXI
Share
0.3%
Value
$1m
Shares
28,466
+99%
Ishares TRIVW
Share
0.3%
Value
$1m
Shares
7,791
-2%
CumminsCMI
Share
0.2%
Value
$1m
Shares
1,431
Held
Spdr Series TrustSPYD
Share
0.2%
Value
$989,115
Shares
20,732
Held
Vanguard Index FDSVXF
Share
0.2%
Value
$967,382
Shares
3,929
Held
Vertiv HoldingsVRT
Share
0.2%
Value
$947,250
Shares
2,829
Held
Public Service Enterprise GroupPEG
Share
0.2%
Value
$944,914
Shares
11,643
+5%
Procter & GamblePG
Share
0.2%
Value
$937,762
Shares
6,395
-15%
ASML Holding NVASML
Share
0.2%
Value
$895,248
Shares
450
+5%
Innovator Etfs TrustUNOV
Share
0.2%
Value
$874,605
Shares
21,778
Held
Palo Alto NetworksPANW
Share
0.2%
Value
$864,827
Shares
2,536
-7%
MastercardMA
Share
0.2%
Value
$844,970
Shares
1,645
+3%
AbbVieABBV
Share
0.2%
Value
$801,056
Shares
3,183
Held
ChevronCVX
Share
0.2%
Value
$795,540
Shares
4,799
Held
OracleORCL
Share
0.2%
Value
$789,632
Shares
5,388
+12%
Spdr Series TrustSDY
Share
0.2%
Value
$789,066
Shares
5,185
Held
Truist FinancialTFC
Share
0.2%
Value
$778,886
Shares
15,634
Held
MerckMRK
Share
0.2%
Value
$739,608
Shares
5,756
Held
Sprott Asset Management LPCEF
Share
0.2%
Value
$724,543
Shares
18,010
+4%
J P Morgan Exchange Traded FJEPI
Share
0.2%
Value
$714,714
Shares
12,654
+3%
Old Republic InternationalORI
Share
0.2%
Value
$714,155
Shares
17,452
Held
J P Morgan Exchange Traded FJGRO
Share
0.2%
Value
$700,857
Shares
7,109
-65%
Johnson & JohnsonJNJ
Share
0.2%
Value
$685,086
Shares
2,698
+2%
WalmartWMT
Share
0.2%
Value
$660,249
Shares
5,829
Held
Lamar AdvertisingLAMR
Share
0.2%
Value
$655,593
Shares
4,203
-6%
International Business MachinesIBM
Share
0.2%
Value
$648,027
Shares
2,304
+136%
NetflixNFLX
Share
0.2%
Value
$631,248
Shares
8,841
-8%
Innovator Etfs TrustPJUN
Share
0.1%
Value
$629,386
Shares
14,559
-8%
Innovator Etfs TrustPAPR
Share
0.1%
Value
$611,394
Shares
14,488
-13%
Vanguard Index FDSVBR
Share
0.1%
Value
$578,223
Shares
2,380
-3%
Northrop GrummanNOC
Share
0.1%
Value
$571,529
Shares
1,122
Held
Verizon CommunicationsVZ
Share
0.1%
Value
$571,494
Shares
13,498
-10%
Innovator Etfs TrustPJAN
Share
0.1%
Value
$567,502
Shares
11,467
-9%
Marathon PetroleumMPC
Share
0.1%
Value
$553,902
Shares
2,166
Held
Phillips 66PSX
Share
0.1%
Value
$552,990
Shares
3,271
Held
Schwab Strategic TRSCHX
Share
0.1%
Value
$549,657
Shares
18,677
+17%

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	22.7%	$95m	127,732	-2%
Ishares TRIWF	6.1%	$25m	204,824	Held
Innovator Etfs TrustSFLR	5.9%	$25m	644,710	+3459%
Neos ETF TrustCSHI	5.1%	$22m	432,170	+28%
Hartford FDS Exchange TradedHTRB	4.1%	$17m	507,709	+7%
AppleAAPL	3.4%	$14m	48,843	Held
Ishares TROEF	2.4%	$10m	27,944	-3%
Invesco Exchange Traded FD TXMHQ	1.9%	$8m	70,473	+2%
Invesco QQQ TRQQQ	1.9%	$8m	10,799	+4%
Coca-ColaKO	1.4%	$6m	70,278	Held
MicrosoftMSFT	1.3%	$6m	14,907	Held
Select Sector Spdr TRXLK	1.2%	$5m	26,292	-2%
Spdr Gold TRGLD	1.2%	$5m	13,216	-3%
Vanguard Whitehall FDSVYM	1.1%	$5m	30,501	Held
Spdr Series TrustSPYV	1.1%	$5m	77,884	-70%
AlphabetGOOGL	1.0%	$4m	12,062	-4%
Vanguard Index FDSVV	1.0%	$4m	11,729	Held
Spdr Series TrustSPYG	0.9%	$4m	31,866	Held
NvidiaNVDA	0.9%	$4m	17,881	-5%
Ishares TRIJR	0.8%	$4m	23,889	-7%
Innovator Etfs TrustPMAY	0.8%	$3m	84,473	-7%
BroadcomAVGO	0.8%	$3m	9,085	Held
Ishares TRSHV	0.8%	$3m	30,619	+70%
Amazon.comAMZN	0.8%	$3m	13,466	-3%
Ishares TREFA	0.7%	$3m	29,860	+3%
Applied MaterialsAMAT	0.7%	$3m	4,159	Held
Vanguard World FDVGT	0.7%	$3m	24,673	Held
Innovator Etfs TrustPMAR	0.7%	$3m	59,533	-5%
ETF SER SolutionsQTUM	0.7%	$3m	16,845	+32%
Costco WholesaleCOST	0.7%	$3m	2,971	-3%
Vanguard Specialized FundsVIG	0.6%	$2m	10,496	Held
Innovator Etfs TrustPNOV	0.6%	$2m	54,628	Held
JPMorgan ChaseJPM	0.6%	$2m	7,354	Held
Ishares TREEM	0.6%	$2m	34,811	+4%
TeslaTSLA	0.5%	$2m	5,350	Held
IsharesEMXC	0.5%	$2m	21,747	-12%
J P Morgan Exchange Traded FJTEK	0.5%	$2m	19,733	+37%
AlphabetGOOG	0.5%	$2m	6,114	+6%
TapestryTPR	0.5%	$2m	14,718	Held
Innovator Etfs TrustPDEC	0.5%	$2m	45,848	Held
Palantir TechnologiesPLTR	0.5%	$2m	17,856	+70%
Ishares TRIVV	0.5%	$2m	2,674	+36%
Eli LillyLLY	0.5%	$2m	1,664	Held
Ishares TRIJH	0.5%	$2m	24,737	Held
Home DepotHD	0.4%	$2m	5,330	-3%
Invesco Exch Traded FD TR IIQQQM	0.4%	$2m	6,120	+600%
NextEra EnergyNEE	0.4%	$2m	20,645	Held
Ishares TRIWM	0.4%	$2m	5,989	Held
VisaV	0.4%	$2m	4,892	Held
Select Sector Spdr TRXLY	0.4%	$1m	12,612	-7%
Innovator Etfs TrustPFEB	0.4%	$1m	34,296	Held
Morgan StanleyMS	0.3%	$1m	7,031	+17%
Meta PlatformsMETA	0.3%	$1m	2,605	+12%
Vanguard Index FDSVOO	0.3%	$1m	1,902	+4%
Select Sector Spdr TRXLV	0.3%	$1m	8,125	-7%
Advanced Micro DevicesAMD	0.3%	$1m	2,182	+19%
Cisco SystemsCSCO	0.3%	$1m	10,446	Held
FortinetFTNT	0.3%	$1m	7,955	Held
Ishares TRINDA	0.3%	$1m	24,178	+15%
Global X FDSAIQ	0.3%	$1m	18,022	-17%
GE VernovaGEV	0.3%	$1m	966	Held
Analog DevicesADI	0.3%	$1m	2,814	Held
Ishares TRIWP	0.3%	$1m	7,417	Held
EA Series TrustQMOM	0.3%	$1m	13,784	+17%
New York Life Investments ETHFXI	0.3%	$1m	28,466	+99%
Ishares TRIVW	0.3%	$1m	7,791	-2%
CumminsCMI	0.2%	$1m	1,431	Held
Spdr Series TrustSPYD	0.2%	$989,115	20,732	Held
Vanguard Index FDSVXF	0.2%	$967,382	3,929	Held
Vertiv HoldingsVRT	0.2%	$947,250	2,829	Held
Public Service Enterprise GroupPEG	0.2%	$944,914	11,643	+5%
Procter & GamblePG	0.2%	$937,762	6,395	-15%
ASML Holding NVASML	0.2%	$895,248	450	+5%
Innovator Etfs TrustUNOV	0.2%	$874,605	21,778	Held
Palo Alto NetworksPANW	0.2%	$864,827	2,536	-7%
MastercardMA	0.2%	$844,970	1,645	+3%
AbbVieABBV	0.2%	$801,056	3,183	Held
ChevronCVX	0.2%	$795,540	4,799	Held
OracleORCL	0.2%	$789,632	5,388	+12%
Spdr Series TrustSDY	0.2%	$789,066	5,185	Held
Truist FinancialTFC	0.2%	$778,886	15,634	Held
MerckMRK	0.2%	$739,608	5,756	Held
Sprott Asset Management LPCEF	0.2%	$724,543	18,010	+4%
J P Morgan Exchange Traded FJEPI	0.2%	$714,714	12,654	+3%
Old Republic InternationalORI	0.2%	$714,155	17,452	Held
J P Morgan Exchange Traded FJGRO	0.2%	$700,857	7,109	-65%
Johnson & JohnsonJNJ	0.2%	$685,086	2,698	+2%
WalmartWMT	0.2%	$660,249	5,829	Held
Lamar AdvertisingLAMR	0.2%	$655,593	4,203	-6%
International Business MachinesIBM	0.2%	$648,027	2,304	+136%
NetflixNFLX	0.2%	$631,248	8,841	-8%
Innovator Etfs TrustPJUN	0.1%	$629,386	14,559	-8%
Innovator Etfs TrustPAPR	0.1%	$611,394	14,488	-13%
Vanguard Index FDSVBR	0.1%	$578,223	2,380	-3%
Northrop GrummanNOC	0.1%	$571,529	1,122	Held
Verizon CommunicationsVZ	0.1%	$571,494	13,498	-10%
Innovator Etfs TrustPJAN	0.1%	$567,502	11,467	-9%
Marathon PetroleumMPC	0.1%	$553,902	2,166	Held
Phillips 66PSX	0.1%	$552,990	3,271	Held
Schwab Strategic TRSCHX	0.1%	$549,657	18,677	+17%

Showing the largest 100 of 177.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 13.5% since 30 June 2025.

Where the money is

Technology10.2%

Retail & consumer3.0%

Financial services2.8%

Everyday goods2.4%

Media & telecom2.2%

Industrials2.2%

Health care1.3%

Utilities0.7%

Energy0.6%

Real estate0.2%

Materials0.2%

Other74.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.