Atticus Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Atticus Wealth Management, LLC reported 678 stock positions worth $370.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.8% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 6.2%) and Neos Enhanced Income 1-3 Mon (CSHI, 4.5%). Compared with Q1 2025, it opened 186 new positions, sold out of 16, added to 217 and reduced 70. The biggest buy was iShares Russell 1000 Growth (IWF, shares +14%) and the biggest sale Neos Enhanced Income 1-3 Mon (CSHI, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001800234
- Portfolio Value
- $370.3M (Q2 2025)
- SEC Filing
- 0001085146-25-003716 ↗ filed Jul 10, 2025
Holdings Value
Holdings 678 stocks · $370.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 24.78% | 148,517 | $91.8M | Add +6.2% |
| IWF iShares Russell 1000 Growth | 6.22% | 54,260 | $23.0M | Add +14.4% |
| CSHI Neos Enhanced Income 1-3 Mon | 4.51% | 336,056 | $16.7M | Reduce -10.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.85% | 272,487 | $14.3M | Add +0.9% |
| HTRB Hartford TTL RTRN BND ETF | 3.23% | 352,805 | $11.9M | Add +3.7% |
| AAPL Apple Inc. | 2.78% | 50,141 | $10.3M | Add +7.3% |
| OEF iShares S&P 100 ETF | 2.56% | 31,194 | $9.5M | Add +2.3% |
| SPLV Invesco S&P 500 Low Volatili | 2.49% | 126,623 | $9.2M | Add +20.9% |
| MSFT Microsoft Corp. | 2.14% | 15,895 | $7.9M | Add +6.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.94% | 73,104 | $7.2M | Add +11.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.46% | 9,793 | $5.4M | Add +8.5% |
| KO The Coca-Cola Co. | 1.34% | 70,241 | $5.0M | Reduce -2.0% |
| GLD SPDR Gold Shares | 1.22% | 14,830 | $4.5M | Reduce -5.6% |
| VYM Vanguard High DVD Yield ETF | 1.11% | 30,887 | $4.1M | Add +3.8% |
| PMAY Innovator U.S. Equity Power | 1.11% | 108,604 | $4.1M | Add +4.3% |
| XLK SS Technology Select Sector | 1.04% | 15,206 | $3.9M | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.01% | 39,169 | $3.7M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.96% | 3,598 | $3.6M | Add +1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.95% | 12,268 | $3.5M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.94% | 17,077 | $3.5M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.85% | 14,422 | $3.2M | Add +14.5% |
| NVDA Nvidia Corp. | 0.84% | 19,605 | $3.1M | Add +20.4% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 25,970 | $2.8M | Add +12.8% |
| PMAR Innovator U.S. Equity Power | 0.75% | 65,615 | $2.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.67% | 14,132 | $2.5M | Reduce -0.3% |
| PNOV Innovator U.S. Equity Power | 0.60% | 56,358 | $2.2M | No change |
| VGT Vanguard Info Tech ETF | 0.60% | 3,338 | $2.2M | Add +4.0% |
| EFA iShares MSCI Eafe ETF | 0.58% | 23,892 | $2.1M | Add +5.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.54% | 18,016 | $2.0M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 31,701 | $2.0M | Reduce -16.6% |
| PDEC Innovator U.S. Equity Power | 0.52% | 47,728 | $1.9M | No change |
| AVGO Broadcom Inc. | 0.51% | 6,873 | $1.9M | Add +142.6% |
| JPM JPMorgan Chase & Co. | 0.51% | 6,453 | $1.9M | Add +65.4% |
| IWM iShares Russell 2000 ETF | 0.50% | 8,498 | $1.8M | Reduce -17.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.49% | 28,794 | $1.8M | Add +0.7% |
| EEM iShares MSCI Emerging Market | 0.46% | 35,225 | $1.7M | Add +2.2% |
| HD Home Depot Inc. | 0.45% | 4,497 | $1.6M | Add +36.9% |
| NEE Nextera Energy Inc. | 0.44% | 23,698 | $1.6M | Add +17.9% |
| XLY SS Consumer Disc Select Sect | 0.44% | 7,534 | $1.6M | Add +4.0% |
| V Visa Inc. Class A | 0.44% | 4,556 | $1.6M | Add +21.4% |
| META Meta Platforms Inc. Class A | 0.37% | 1,860 | $1.4M | Add +30.6% |
| LLY Eli Lilly & Co. | 0.36% | 1,707 | $1.3M | Add +3.5% |
| PFEB Innovator U.S. Equity Power | 0.36% | 34,596 | $1.3M | No change |
| NFLX Netflix Inc. | 0.33% | 899 | $1.2M | Reduce -3.0% |
| XLV SS Health Care Select Sector | 0.31% | 8,638 | $1.2M | Add +2.1% |
| ORCL Oracle Corp. | 0.31% | 5,267 | $1.2M | Add +242.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.30% | 32,973 | $1.1M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.30% | 6,893 | $1.1M | Add +39.9% |
| INDA iShares MSCI India ETF | 0.29% | 19,382 | $1.1M | Add +12.6% |
| IWP iShares Russell Mid-Cap Grow | 0.28% | 7,577 | $1.1M | Add +0.1% |
| AIQ Global X Art Intel & Tech | 0.27% | 22,683 | $991K | Add +15.5% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,729 | $982K | Add +91.5% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 8,737 | $962K | Reduce -5.3% |
| MA Mastercard Inc. Class A | 0.25% | 1,651 | $928K | Add +18.1% |
| GOOG Alphabet Inc. Class C | 0.25% | 5,131 | $910K | Add +22.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 5,114 | $904K | Reduce -0.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 20,436 | $867K | Add +0.4% |
| TPR Tapestry Inc. | 0.23% | 9,687 | $851K | New |
| PJUL Innovator U.S. Equity Power | 0.23% | 19,190 | $841K | No change |
| FTNT Fortinet Inc. | 0.23% | 7,955 | $841K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 4,540 | $825K | Add +185.5% |
| MCD McDonald's Corp. | 0.22% | 2,752 | $804K | Add +2.4% |
| UNOV Innovator U.S. Equity Ultra | 0.21% | 21,778 | $786K | No change |
| VXF Vanguard Extended Market ETF | 0.20% | 3,886 | $749K | Add +0.3% |
| PAPR Innovator U.S. Equity Power | 0.20% | 19,888 | $742K | No change |
| PEG Public Service Enterprise GP | 0.20% | 8,727 | $735K | Add +100.5% |
| AMAT Applied Materials Inc. | 0.19% | 3,916 | $717K | Add +29.6% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 5,185 | $704K | No change |
| ABBV Abbvie Inc. | 0.19% | 3,698 | $686K | Reduce -1.1% |
| TSLA Tesla Inc. | 0.19% | 2,159 | $686K | Add +24.9% |
| XBIL F/M US Treasury 6 Month Bill | 0.18% | 13,407 | $672K | Add +2.5% |
| TFC Truist Financial Corp. | 0.18% | 15,634 | $672K | No change |
| XLF SS Financial Select Sector | 0.17% | 12,342 | $646K | Reduce -8.7% |
| PANW Palo Alto Networks Inc. | 0.17% | 3,154 | $645K | Add +7.6% |
| XOM Exxon Mobil Corp. | 0.17% | 5,972 | $644K | Add +96.5% |
| CVX Chevron Corp. | 0.17% | 4,428 | $634K | Add +1.3% |
| PJUN Innovator U.S. Equity Power | 0.17% | 15,838 | $630K | Add +77.8% |
| JGRO JPMorgan Active Growth ETF | 0.17% | 7,179 | $618K | New |
| PJAN Innovator U.S. Equity Power | 0.16% | 13,348 | $588K | No change |
| WMT Walmart Inc. | 0.16% | 6,002 | $587K | Add +52.1% |
| MS Morgan Stanley | 0.16% | 4,122 | $581K | Add +384.9% |
| INTU Intuit Inc. | 0.16% | 735 | $579K | Add +4.7% |
| ISRG Intuitive Surgical Inc. | 0.15% | 1,030 | $560K | Add +96.2% |
| JNJ Johnson & Johnson | 0.15% | 3,612 | $552K | Reduce -5.5% |
| JPST JPMorgan Ultra-Short Income | 0.15% | 10,797 | $547K | Add +10.4% |
| IWD iShares Russell 1000 Value E | 0.14% | 2,718 | $528K | Reduce -1.8% |
| NOC Northrop Grumman Corp. | 0.14% | 1,049 | $524K | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.14% | 7,334 | $509K | Add +1112.2% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 3,767 | $498K | Add +1.8% |
| MRK Merck & Co. Inc. | 0.13% | 6,140 | $486K | Add +51.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 2,464 | $480K | No change |
| ABT Abbott Laboratories | 0.13% | 3,511 | $478K | Add +32.4% |
| ARES Ares Management Corp. Class A | 0.13% | 2,720 | $471K | New |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 3,340 | $455K | Add +209.0% |
| CMI Cummins Inc. | 0.12% | 1,370 | $449K | Add +8.5% |
| GS Goldman Sachs Group Inc. | 0.12% | 621 | $440K | Add +63.4% |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 7,711 | $438K | Add +482.0% |
| VCIT Vanguard Int-Term Corporate | 0.12% | 5,278 | $438K | New |
| ADBE Adobe Inc. | 0.11% | 1,098 | $425K | Add +12.7% |
| ADI Analog Devices Inc. | 0.11% | 1,781 | $424K | Add +241.8% |
Options reported separately and not counted above: TTD calls ($36K).
Portfolio Sells Q1 2025 → Q2 2025
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -10.5% | 4.51% | −1.57 |
| KO The Coca-Cola Co. | Reduce -2.0% | 1.34% | −0.33 |
| GLD SPDR Gold Shares | Reduce -5.6% | 1.22% | −0.26 |
| VDE Vanguard Energy ETF | Reduce -91.0% | 0.02% | −0.25 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.6% | 0.53% | −0.19 |
| IWM iShares Russell 2000 ETF | Reduce -17.3% | 0.50% | −0.17 |
| AGG iShares Core U.S. Aggregate | Reduce -59.5% | 0.08% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.94% | −0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 0.95% | −0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.7% | 0.30% | −0.08 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.19% | −0.07 |
| JNJ Johnson & Johnson | Reduce -5.5% | 0.15% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.0% | 1.01% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 0.24% | −0.05 |
| XLF SS Financial Select Sector | Reduce -8.7% | 0.17% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.67% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -55.1% | 0.02% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -20.3% | 0.06% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -49.9% | 0.02% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -0.8% | 0.05% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -67.9% | 0.01% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -1.8% | 0.14% | −0.03 |
| ACN Accenture PLC Class A | Reduce -23.3% | 0.04% | −0.03 |
| VAW Vanguard Materials ETF | Sold out | 0.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.3% | 0.26% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -84.6% | 0.00% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -57.1% | 0.01% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Reduce -18.7% | 0.04% | −0.01 |
| DIREXION SHARES ETF TRUST | Sold out | 0.00% | −0.01 |
| KBR KBR Inc. | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -49.6% | 0.01% | −0.01 |
| EFT Eaton Vance Fltng RT Inc. TR | Sold out | 0.00% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -5.5% | 0.07% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -2.0% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -1.4% | 0.04% | −0.01 |
| AXTA Axalta Coating Systems Ltd. | Reduce -17.2% | 0.01% | −0.01 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -13.3% | 0.09% | −0.01 |
| BTZ BlackRock Credit Allocation | Reduce -33.7% | 0.01% | −0.00 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -28.7% | 0.01% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| EPI Wisdomtree India Earnings | Reduce -15.6% | 0.01% | −0.00 |
| GDO Western Ast GLB Corp. Opprnty | Sold out | 0.00% | −0.00 |
| SNAP Snap Inc. Class A | Reduce -77.0% | 0.00% | −0.00 |
| IYJ iShares U.S. Industrials ETF | Reduce -6.4% | 0.02% | −0.00 |
| SBUX Starbucks Corp. | Reduce -6.3% | 0.01% | −0.00 |
| INQQ Inqq the India Internet ETF | Reduce -15.8% | 0.01% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| IWF iShares Russell 1000 Growth | Add +14.4% | 6.22% | +0.63 |
| AVGO Broadcom Inc. | Add +142.6% | 0.51% | +0.36 |
| MSFT Microsoft Corp. | Add +6.2% | 2.14% | +0.30 |
| NVDA Nvidia Corp. | Add +20.4% | 0.84% | +0.26 |
| ORCL Oracle Corp. | Add +242.9% | 0.31% | +0.24 |
| TPR Tapestry Inc. | New | 0.23% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +65.4% | 0.51% | +0.19 |
| JGRO JPMorgan Active Growth ETF | New | 0.17% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | Add +185.5% | 0.22% | +0.13 |
| ARES Ares Management Corp. Class A | New | 0.13% | +0.13 |
| CSCO Cisco Systems Inc. | Add +1112.2% | 0.14% | +0.13 |
| MS Morgan Stanley | Add +384.9% | 0.16% | +0.12 |
| VCIT Vanguard Int-Term Corporate | New | 0.12% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +91.5% | 0.27% | +0.11 |
| ORI Old Republic Intl Corp. | New | 0.11% | +0.11 |
| VZ Verizon Communications Inc. | Add +3399.3% | 0.11% | +0.11 |
| QMOM Alpha US Quant Mom ETF | New | 0.11% | +0.11 |
| META Meta Platforms Inc. Class A | Add +30.6% | 0.37% | +0.10 |
| MDT Medtronic PLC | Add +4672.2% | 0.10% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +482.0% | 0.12% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +209.0% | 0.12% | +0.09 |
| LAMR Lamar Advertising Co. Class A | New | 0.09% | +0.09 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.09% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +501.0% | 0.10% | +0.08 |
| O Realty Income Corp. | Add +1036.9% | 0.09% | +0.08 |
| PEG Public Service Enterprise GP | Add +100.5% | 0.20% | +0.08 |
| GEV GE Vernova Inc. | Add +1580.0% | 0.08% | +0.08 |
| ADI Analog Devices Inc. | Add +241.8% | 0.11% | +0.08 |
| FANG Diamondback Energy Inc. | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.5% | 1.46% | +0.08 |
| PSX Phillips 66 | Add +1456.3% | 0.08% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +357.6% | 0.10% | +0.07 |
| AMZN Amazon.com Inc. | Add +14.5% | 0.85% | +0.07 |
| RA Brookfield Real Assets Incom | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +96.2% | 0.15% | +0.07 |
| AZO AutoZone Inc. | New | 0.07% | +0.07 |
| TRV The Travelers Cos Inc. | New | 0.07% | +0.07 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | New | 0.06% | +0.06 |
| RS Reliance Inc. | New | 0.06% | +0.06 |
| WEC WEC Energy Group Inc. | Add +1091.9% | 0.07% | +0.06 |
| GHC Graham Holdings Co. Class B | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | Add +978.3% | 0.07% | +0.06 |
| PJUN Innovator U.S. Equity Power | Add +77.8% | 0.17% | +0.06 |
| LMT Lockheed Martin Corp. | Add +2510.0% | 0.07% | +0.06 |
| AEM Agnico Eagle Mines Ltd. | New | 0.06% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +418.0% | 0.08% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +1213.6% | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| WRB WR Berkley Corp. | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | Add +5892.3% | 0.06% | +0.06 |
Notes & Other Activity Q1 2025 → Q2 2025
| BDJ BlackRock Enhanced Eqty DVD | COM | Sold out | 0 | $1before exit |
| PEY Invesco High Yield Equity Di | HIG YLD EQ DIV | Sold out | 0 | $1before exit |
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD | Sold out | 0 | $1before exit |
| IGIB iShares 5-10Y Inv Grade Corp. | ISHS 5-10YR INVT | Sold out | 0 | $1before exit |
| CORP PIMCO Inv Grade Corp. BD ETF | INV GRD CRP BD | Sold out | 0 | $1before exit |
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | Sold out | 1,799 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $420.1M | SPY, IWF, SFLR, CSHI, HTRB |
| Q1 2026 | 181 | $368.9M | SPY, IWF, CSHI, HTRB, SPYV |
| Q4 2025 | 204 | $404.9M | SPY, IWF, CSHI, HTRB, SPYV |
| Q3 2025 | 197 | $396.2M | SPY, IWF, CSHI, HTRB, SPYV |
| Q2 2025 | 678 | $370.3M | SPY, IWF, CSHI, SPYV, HTRB |
| Q1 2025 | 507 | $306.4M | SPY, CSHI, IWF, SPYV, HTRB |
| Q4 2024 | 524 | $321.6M | SPY, SPYV, CSHI, AGG, AAPL |
| Q3 2024 | 519 | $311.4M | SPY, SPYV, CSHI, HTRB, AAPL |
| Q2 2024 | 529 | $305.8M | SPY, CSHI, SPYV, SHV, AAPL |
| Q1 2024 | 544 | $305.8M | SPY, CSHI, SPYV, SHV, OEF |