ATTICUS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
103 positions ·
$192,460,002 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
130,667 | $84,977,976 | 44.15% | |
| AAPL |
Apple Inc.
Technology
|
49,283 | $12,507,532 | 6.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,428 | $6,018,833 | 3.13% | |
| GLD |
Spdr Gold Trust
|
13,602 | $5,852,804 | 3.04% | |
| MSFT |
Microsoft Corp
Technology
|
14,840 | $5,493,322 | 2.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
70,282 | $5,344,946 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,521 | $3,600,538 | 1.87% | |
| NVDA |
Nvidia Corp
Technology
|
18,880 | $3,292,672 | 1.71% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,073 | $3,062,029 | 1.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,889 | $2,892,662 | 1.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,277 | 5,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $273,658 | 5,586 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $292,304 | 5,479 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $130,159 | 1,926 | Shares | Sole | 2025-07-10 | |
| No 13F history on record for this holder in this stock. | ||||||