Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$3.48M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.25M |
| 3 |
Innovator Growth Accelerated Plus ETF January
QTJA
|
+$1.63M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.2M |
| 5 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$501K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
+$6.06M |
| 2 |
MPT
Medical Properties Trust
MPT
|
+$1.21M |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$837K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$802K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$734K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.87% |
| 2 | Consumer Staples | 4.28% |
| 3 | Healthcare | 2.54% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Financials | 1.88% |
Similar funds
Atticus Wealth Management's Q2 2023 Portfolio in Review
As of Q2 2023, Atticus Wealth Management held 623 positions worth $271M, up 3.7% from $262M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Atticus Wealth Management's Q2 2023 filing shows 77 new, 104 increased, 145 reduced and 36 closed positions. Its largest new stake was Innovator US Equity Power Buffer ETF May: 120,196 shares worth $3.59M. The largest sale was First Trust Preferred Securities and Income ETF, an estimated $6.06M.
By sector, the portfolio is most concentrated in Technology at 7.9% of assets, up from 6.9% a quarter earlier, followed by Consumer Staples and Healthcare.
- Atticus Wealth Management's largest Q2 2023 buy was Innovator US Equity Power Buffer ETF May: 120,196 shares worth $3.59M.
- Atticus Wealth Management added most to Innovator Growth Accelerated Plus ETF January in Q2 2023, an estimated $1.63M increase.
- Atticus Wealth Management's biggest Q2 2023 reduction was First Trust Preferred Securities and Income ETF, cutting an estimated $6.06M.
- Atticus Wealth Management fully exited ProShares UltraPro Short QQQ in Q2 2023, selling an estimated $262K.
- Atticus Wealth Management's ten largest holdings make up 54% of its $271M portfolio in Q2 2023.
- Atticus Wealth Management opened 77 new positions and closed 36 in Q2 2023.
- Atticus Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $271M.
Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.