Notify me when ATTICUS WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 204 | $404,910,914 | +$13,472,594 | -$7,709,025 | +$5,763,569 | SPY, IWF, CSHI, HTRB, SPYV | 13F-HR | 09 Feb 2026, 10:08 |
| Q3 2025 | 197 | $396,200,245 | +$29,439,614 | -$28,770,077 | +$669,537 | SPY, IWF, CSHI, HTRB, SPYV | 13F-HR | 07 Nov 2025, 09:19 |
| Q2 2025 | 678 | $370,305,270 | +$45,661,470 | -$5,796,708 | +$39,864,762 | SPY, IWF, CSHI, SPYV, HTRB | 13F-HR | 10 Jul 2025, 10:27 |
| Q1 2025 | 507 | $306,388,301 | +$36,430,819 | -$40,895,064 | -$4,464,245 | SPY, CSHI, IWF, SPYV, HTRB | 13F-HR | 22 Apr 2025, 14:52 |
| Q4 2024 | 525 | $321,564,494 | +$18,099,488 | -$9,677,030 | +$8,422,458 | SPY, SPYV, CSHI, AGG, AAPL | 13F-HR | 22 Jan 2025, 09:17 |
| Q3 2024 | 521 | $311,442,436 | +$20,285,477 | -$28,945,226 | -$8,659,749 | SPY, SPYV, CSHI, HTRB, AAPL | 13F-HR | 15 Oct 2024, 09:06 |
| Q2 2024 | 530 | $305,840,797 | +$11,328,641 | -$19,219,221 | -$7,890,580 | SPY, CSHI, SPYV, SHV, AAPL | 13F-HR | 17 Jul 2024, 16:42 |
| Q1 2024 | 545 | $305,803,121 | +$26,896,139 | -$17,488,043 | +$9,408,096 | SPY, CSHI, SPYV, SHV, OEF | 13F-HR | 17 Apr 2024, 13:51 |
| Q4 2023 | 558 | $283,401,767 | +$41,690,338 | -$43,302,601 | -$1,612,263 | SPY, CSHI, SPYV, SPYG, AAPL | 13F-HR | 17 Jan 2024, 10:15 |
| Q3 2023 | 583 | $260,954,491 | +$8,108,904 | -$7,972,893 | +$136,011 | SPY, USFR, SPYV, SHV, AAPL | Restatement | 15 Nov 2023, 20:10 |
| Q2 2023 | 582 | $271,372,295 | +$16,025,894 | -$21,388,983 | -$5,363,089 | SPY, USFR, SPYV, AAPL, SHV | 13F-HR | 20 Jul 2023, 18:47 |
| Q1 2023 | 542 | $261,736,044 | +$68,117,282 | -$61,819,694 | +$6,297,588 | SPY, USFR, SPYV, SHV, AAPL | 13F-HR | 17 Apr 2023, 17:06 |
| Q4 2022 | 531 | $243,298,943 | +$63,147,973 | -$25,840,328 | +$37,307,645 | SPY, SHV, AAPL, IJH, KO | 13F-HR | 31 Jan 2023, 17:23 |
| Q3 2022 | 566 | $197,435,000 | $0 | -$33,931,000 | -$33,931,000 | SPY, IGSB, SHV, AAPL, IJH | 13F-HR | 18 Oct 2022, 17:01 |
| Q2 2022 | 600 | $240,766,000 | +$35,412,832 | -$27,725,760 | +$7,687,072 | SPY, IGSB, SHV, AAPL, IJH | 13F-HR | 13 Jul 2022, 12:57 |
| Q1 2022 | 586 | $273,885,000 | +$39,658,563 | -$8,196,330 | +$31,462,233 | SPY, IGSB, BSV, AAPL, OEF | 13F-HR | 15 Apr 2022, 15:02 |
| Q4 2021 | 435 | $256,281,000 | +$34,140,626 | -$23,979,338 | +$10,161,288 | SPY, IGSB, BSV, AAPL, OEF | 13F-HR | 26 Jan 2022, 13:04 |
| Q3 2021 | 400 | $227,768,000 | +$33,395,364 | -$33,673,148 | -$277,784 | SPY, IGSB, AAPL, OEF, IJH | Restatement | 08 Nov 2021, 18:03 |
| Q2 2021 | 376 | $229,665,000 | +$12,554,986 | -$4,668,369 | +$7,886,617 | SPY, IGSB, OEF, LQD, AAPL | 13F-HR | 21 Jul 2021, 15:55 |
| Q1 2021 | 339 | $209,907,000 | +$37,501,731 | -$31,880,428 | +$5,621,303 | SPY, IGSB, OEF, MBB, AAPL | 13F-HR | 15 Apr 2021, 09:28 |
| Q4 2020 | 332 | $198,644,000 | +$20,142,244 | -$3,732,850 | +$16,409,394 | SPY, XLK, AAPL, QLTA, OEF | 13F-HR | 20 Jan 2021, 12:40 |
| Q3 2020 | 313 | $167,707,000 | +$15,898,365 | -$6,866,365 | +$9,032,000 | SPY, XLK, OEF, QLTA, AAPL | 13F-HR | 21 Oct 2020, 16:02 |
| Q2 2020 | 293 | $151,467,000 | +$36,181,648 | -$29,783,902 | +$6,397,746 | SPY, OEF, QLTA, XLK, KO | 13F-HR | 14 Jul 2020, 19:45 |
| Q1 2020 | 299 | $124,015,000 | +$11,226,789 | -$17,172,317 | -$5,945,528 | SPY, IGSB, OEF, KO, XLV | 13F-HR | 23 Apr 2020, 13:40 |
| Q4 2019 | 379 | $156,753,000 | $0 | $0 | $0 | SPY, OEF, IGSB, KO, XLY | 13F-HR | 03 Feb 2020, 11:30 |