Atticus Wealth Management, LLC Top Holdings and 13F Report (2023) → How Biden has already won 2024 (From Porter & Company) (Ad) About Atticus Wealth Management, LLCInvestment ActivityAtticus Wealth Management, LLC has $305.80 million in total holdings as of March 31, 2023.Atticus Wealth Management, LLC owns shares of 549 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 8.80% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atticus Wealth Management, LLC has purchased 558 new stocks and bought additional shares in 105 stocks.Atticus Wealth Management, LLC sold shares of 147 stocks and completely divested from 42 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $72,099,823NEOS Enhanced Income Cash Alternative ETF $29,424,090SPDR Portfolio S&P 500 Value ETF $19,178,433iShares Short Treasury Bond ETF $9,659,962iShares S&P 100 ETF $8,871,377 Largest New Holdings this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF $599,143 HoldingSterling Infrastructure $55,155 HoldingINNOVATOR ETFS TRUST $50,647 HoldingBiogen $43,126 HoldingNEOS ETF TRUST $40,878 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 22,471 shares (about $7.57M)iShares Core S&P Mid-Cap ETF 99,979 shares (about $6.07M)SPDR S&P 500 ETF Trust 6,541 shares (about $3.42M)NEOS Enhanced Income Cash Alternative ETF 64,550 shares (about $3.21M)SPDR Portfolio S&P 500 Value ETF 13,021 shares (about $652.35K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 92,771 shares (about $6.79M)Technology Select Sector SPDR Fund 6,050 shares (about $1.26M)WisdomTree Bloomberg Floating Rate Treasury Fund 16,016 shares (about $805.51K)Apple 4,167 shares (about $714.56K)American Express 2,500 shares (about $569.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtticus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$72,099,823$3,421,717 ▲5.0%137,82723.6%FinanceCSHINEOS Enhanced Income Cash Alternative ETF$29,424,090$3,214,591 ▲12.3%590,8459.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$19,178,433$652,352 ▲3.5%382,8036.3%ETFSHViShares Short Treasury Bond ETF$9,659,962$593,930 ▲6.6%87,3893.2%ETFOEFiShares S&P 100 ETF$8,871,377$8,659 ▲0.1%35,8572.9%ETFAAPLApple$8,450,086$714,563 ▼-7.8%49,2772.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$8,304,080$7,573,707 ▲1,037.0%24,6382.7%ETFIJHiShares Core S&P Mid-Cap ETF$7,510,338$6,072,740 ▲422.4%123,6472.5%ETFIWMiShares Russell 2000 ETF$7,328,483$496,515 ▲7.3%34,8482.4%FinanceMSFTMicrosoft$6,944,783$68,577 ▼-1.0%16,5072.3%Computer and TechnologyKOCoca-Cola$6,682,587$36,708 ▼-0.5%109,2282.2%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$4,915,476$6,786,220 ▼-58.0%67,1971.6%ETFQQQInvesco QQQ$4,226,756$142,076 ▼-3.3%9,5201.4%FinanceXLKTechnology Select Sector SPDR Fund$3,874,375$1,260,010 ▼-24.5%18,6031.3%ETFJPSTJPMorgan Ultra-Short Income ETF$3,762,580$194,233 ▲5.4%74,5801.2%ETFVYMVanguard High Dividend Yield ETF$3,462,439$19,479 ▼-0.6%28,6181.1%ETFVVVanguard Large-Cap ETF$3,302,011$69,771 ▼-2.1%13,7721.1%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,263,7200.0%100,5141.1%ETFVIGVanguard Dividend Appreciation ETF$3,120,403$47,478 ▲1.5%17,0881.0%ETFGLDSPDR Gold Shares$2,767,552$42,790 ▼-1.5%13,4530.9%FinanceAMZNAmazon.com$2,504,938$18,579 ▲0.7%13,8870.8%Retail/WholesalePMARInnovator U.S. Equity Power Buffer ETF - March$2,473,817$84,847 ▲3.6%67,2050.8%TransportationCOSTCostco Wholesale$2,463,702$121,610 ▲5.2%3,3630.8%Retail/WholesaleGOOGLAlphabet$2,265,158$247,978 ▼-9.9%15,0080.7%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$2,073,783$170,654 ▼-7.6%11,2770.7%FinanceEFAiShares MSCI EAFE ETF$2,043,281$515,811 ▼-20.2%25,5860.7%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$2,038,9710.0%57,3550.7%ETFVGTVanguard Information Technology ETF$1,973,102$133,707 ▼-6.3%3,7630.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,960,817$497,343 ▲34.0%34,0600.6%ManufacturingXLVHealth Care Select Sector SPDR Fund$1,824,363$85,538 ▼-4.5%12,3490.6%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$1,746,7400.0%47,7280.6%ETFEEMiShares MSCI Emerging Markets ETF$1,394,069$70,987 ▲5.4%33,9350.5%FinanceHDHome Depot$1,323,059$32,990 ▼-2.4%3,4490.4%Retail/WholesaleLLYEli Lilly and Company$1,290,106$38,127 ▼-2.9%1,6580.4%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,229,336$24,769 ▼-2.0%10,7700.4%ETFJNJJohnson & Johnson$1,217,289$79,887 ▼-6.2%7,6950.4%MedicalPAUGInnovator U.S. Equity Power Buffer ETF - August$1,202,920$3,538 ▼-0.3%34,0000.4%ETFSDYSPDR S&P Dividend ETF$1,180,113$3,806 ▲0.3%8,9920.4%ETFNEENextEra Energy$1,176,762$10,417 ▼-0.9%18,4130.4%UtilitiesNVDANVIDIA$1,098,399$253,824 ▲30.1%1,2160.4%Computer and TechnologyVVisa$1,096,863$33,492 ▲3.1%3,9300.4%Business ServicesIVWiShares S&P 500 Growth ETF$1,056,955$95,335 ▼-8.3%12,5170.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,042,586$195,074 ▲23.0%6,3440.3%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$994,6970.0%26,1900.3%ETFMCDMcDonald's$965,264$51,026 ▲5.6%3,4240.3%Retail/WholesalePGProcter & Gamble$960,770$167,267 ▼-14.8%5,9220.3%Consumer StaplesVDEVanguard Energy ETF$954,779$35,557 ▼-3.6%7,2500.3%ETFVTVVanguard Value ETF$930,647$651 ▼-0.1%5,7140.3%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$886,418$33,545 ▲3.9%25,9490.3%ETFMAMastercard$835,244$11,079 ▲1.3%1,7340.3%Business ServicesGOOGAlphabet$790,382$23,296 ▼-2.9%5,1910.3%Computer and TechnologyABBVAbbVie$726,233$43,341 ▼-5.6%3,9880.2%MedicalUNOVInnovator U.S. Equity Ultra Buffer ETF - November$712,0370.0%21,7780.2%ManufacturingAMATApplied Materials$701,312$71,760 ▼-9.3%3,4010.2%Computer and TechnologyCVXChevron$693,652$39,439 ▲6.0%4,3970.2%Oils/EnergyIWDiShares Russell 1000 Value ETF$690,649$24,359 ▼-3.4%3,8560.2%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$672,237$109,168 ▲19.4%20,0130.2%ETFVXFVanguard Extended Market ETF$670,835$1,753 ▲0.3%3,8270.2%ETFXLFFinancial Select Sector SPDR Fund$666,195$68,612 ▲11.5%15,8170.2%ETFJPMJPMorgan Chase & Co.$628,562$139,814 ▲28.6%3,1380.2%FinanceTFCTruist Financial$615,277$4,054 ▼-0.7%15,7840.2%FinanceVBRVanguard Small-Cap Value ETF$614,191$54,684 ▼-8.2%3,2010.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$599,143$599,143 ▲New Holding18,3280.2%ETFMETAMeta Platforms$573,836$148,557 ▲34.9%1,1820.2%Computer and TechnologyFTNTFortinet$560,8260.0%8,2100.2%Computer and TechnologyMRKMerck & Co., Inc.$559,097$74,027 ▼-11.7%4,2370.2%MedicalPJANInnovator U.S. Equity Power Buffer ETF - January$522,0410.0%13,3480.2%ETFFPEFirst Trust Preferred Securities and Income ETF$516,214$9,838 ▲1.9%29,8040.2%ETFNFLXNetflix$511,372$66,199 ▼-11.5%8420.2%Consumer DiscretionaryNOCNorthrop Grumman$488,2340.0%1,0200.2%AerospaceRSPInvesco S&P 500 Equal Weight ETF$455,543$1,524 ▲0.3%2,6900.1%ETFXLREReal Estate Select Sector SPDR Fund$452,508$56,134 ▼-11.0%11,4470.1%ETFVOOVanguard S&P 500 ETF$450,789$481 ▲0.1%9380.1%ETFTTDTrade Desk$442,083$218,463 ▼-33.1%5,0570.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$435,500$16,167 ▼-3.6%3,4750.1%ETFGDGeneral Dynamics$425,9950.0%1,5080.1%AerospaceTSLATesla$420,666$58,011 ▼-12.1%2,3930.1%Auto/Tires/TrucksADBEAdobe$418,818$46,928 ▼-10.1%8300.1%Computer and TechnologyAVGOBroadcom$398,130$272,056 ▼-40.6%3000.1%Computer and TechnologyLINDE PLC$387,243$1,857 ▼-0.5%8340.1%SHSWMTWalmart$379,066$226,657 ▲148.7%6,3000.1%Retail/WholesaleCMICummins$372,1430.0%1,2630.1%Auto/Tires/TrucksINTUIntuit$361,654$85,860 ▲31.1%5560.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$349,053$124,717 ▼-26.3%2,2390.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$345,582$5,641 ▼-1.6%6,7390.1%ManufacturingVPLVanguard FTSE Pacific ETF$333,315$53,373 ▼-13.8%4,3840.1%ETFXOMExxon Mobil$332,912$133,676 ▼-28.6%2,8640.1%Oils/EnergyUSEPInnovator U.S. Equity Ultra Buffer ETF - September$329,4510.0%10,0000.1%ETFPFFiShares Preferred and Income Securities ETF$325,418$23,592 ▼-6.8%10,0970.1%ETFPANWPalo Alto Networks$325,045$75,010 ▲30.0%1,1440.1%Computer and TechnologyPEPPepsiCo$322,831$138,756 ▼-30.1%1,8450.1%Consumer StaplesPOCTInnovator U.S. Equity Power Buffer ETF - October$317,2030.0%8,4610.1%ETFAPDAir Products and Chemicals$311,275$6,540 ▼-2.1%1,2850.1%Basic MaterialsABTAbbott Laboratories$308,865$31,262 ▼-9.2%2,7170.1%MedicalPJUNInnovator U.S. Equity Power Buffer ETF - June$307,5390.0%8,9090.1%ETFBDXBecton, Dickinson and Company$304,8590.0%1,2320.1%MedicalUNHUnitedHealth Group$298,511$124,751 ▲71.8%6030.1%MedicalTNYATenaya Therapeutics$295,558$67,007 ▼-18.5%56,5120.1%MedicalPGXInvesco Preferred ETF$292,973$14,529 ▼-4.7%24,6610.1%ETFPEGPublic Service Enterprise Group$290,6270.0%4,3520.1%UtilitiesShowing largest 100 holdings. 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