Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.39M |
| 2 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$905K |
| 3 |
Innovator US Equity Power Buffer ETF August
PAUG
|
+$821K |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$713K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$645K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator Growth Accelerated Plus ETF January
QTJA
|
+$1.5M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$764K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$618K |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$589K |
| 5 |
Home Depot
HD
|
+$273K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.46% |
| 2 | Consumer Staples | 4.16% |
| 3 | Healthcare | 2.55% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Communication Services | 1.81% |
Similar funds
Atticus Wealth Management's Q3 2023 Portfolio in Review
As of Q3 2023, Atticus Wealth Management held 620 positions worth $261M, down 3.8% from $271M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Atticus Wealth Management's Q3 2023 filing shows 38 new, 112 increased, 135 reduced and 36 closed positions. Its largest new stake was Innovator US Equity Power Buffer ETF July: 26,350 shares worth $888K. The largest sale was Innovator Growth Accelerated Plus ETF January, an estimated $1.5M.
By sector, the portfolio is most concentrated in Technology at 7.5% of assets, down from 7.9% a quarter earlier, followed by Consumer Staples and Healthcare.
- Atticus Wealth Management's largest Q3 2023 buy was Innovator US Equity Power Buffer ETF July: 26,350 shares worth $888K.
- Atticus Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2023, an estimated $1.39M increase.
- Atticus Wealth Management's biggest Q3 2023 reduction was Innovator Growth Accelerated Plus ETF January, cutting an estimated $1.5M.
- Atticus Wealth Management fully exited Global E Online in Q3 2023, selling an estimated $139K.
- Atticus Wealth Management's ten largest holdings make up 55% of its $261M portfolio in Q3 2023.
- Atticus Wealth Management opened 38 new positions and closed 36 in Q3 2023.
- Atticus Wealth Management's portfolio value fell 3.8% quarter-over-quarter to $261M.
Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.