ATTICUS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$311M
Signature - Title
E. Carter Morris IV - CCO
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by ATTICUS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ATTICUS WEALTH MANAGEMENT, LLC reported 521 stock holdings with total value $311M as of Q3 2024. Top holdings included SPY, SPYV, CSHI, HTRB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 521 $311M +$20.3M -$28.9M -$8.66M SPY, SPYV, CSHI, HTRB, AAPL 13F-HR 10/15/2024, 09:06 AM
Q2 2024 530 $306M +$11.3M -$19.2M -$7.89M SPY, CSHI, SPYV, SHV, AAPL 13F-HR 7/17/2024, 04:42 PM
Q1 2024 545 $306M +$26.9M -$17.5M +$9.41M SPY, CSHI, SPYV, SHV, OEF 13F-HR 4/17/2024, 01:51 PM
Q4 2023 558 $283M +$41.7M -$43.3M -$1.61M SPY, CSHI, SPYV, SPYG, AAPL 13F-HR 1/17/2024, 10:15 AM
Q3 2023 583 $261M +$8.11M -$7.97M +$136K SPY, USFR, SPYV, SHV, AAPL Restatement 11/15/2023, 08:10 PM
Q2 2023 582 $271M +$16M -$21.4M -$5.36M SPY, USFR, SPYV, AAPL, SHV 13F-HR 7/20/2023, 06:47 PM
Q1 2023 542 $262M +$68.1M -$61.8M +$6.3M SPY, USFR, SPYV, SHV, AAPL 13F-HR 4/17/2023, 05:06 PM
Q4 2022 531 $243M +$63.1M -$25.8M +$37.3M SPY, SHV, AAPL, IJH, KO 13F-HR 1/31/2023, 05:23 PM
Q3 2022 566 $197M $0 -$33.9M -$33.9M SPY, IGSB, SHV, AAPL, IJH 13F-HR 10/18/2022, 05:01 PM
Q2 2022 600 $241M +$35.4M -$27.7M +$7.69M SPY, IGSB, SHV, AAPL, IJH 13F-HR 7/13/2022, 12:57 PM
Q1 2022 586 $274M +$39.7M -$8.2M +$31.5M SPY, IGSB, BSV, AAPL, OEF 13F-HR 4/15/2022, 03:02 PM
Q4 2021 435 $256M +$34.1M -$24M +$10.2M SPY, IGSB, BSV, AAPL, OEF 13F-HR 1/26/2022, 01:04 PM
Q3 2021 400 $228M +$33.4M -$33.7M -$278K SPY, IGSB, AAPL, OEF, IJH Restatement 11/8/2021, 06:03 PM
Q2 2021 376 $230M +$12.6M -$4.67M +$7.89M SPY, IGSB, OEF, LQD, AAPL 13F-HR 7/21/2021, 03:55 PM
Q1 2021 339 $210M +$37.5M -$31.9M +$5.62M SPY, IGSB, OEF, MBB, AAPL 13F-HR 4/15/2021, 09:28 AM
Q4 2020 332 $199M +$20.1M -$3.73M +$16.4M SPY, XLK, AAPL, QLTA, OEF 13F-HR 1/20/2021, 12:40 PM
Q3 2020 313 $168M +$15.9M -$6.87M +$9.03M SPY, XLK, OEF, QLTA, AAPL 13F-HR 10/21/2020, 04:02 PM
Q2 2020 293 $151M +$36.2M -$29.8M +$6.4M SPY, OEF, QLTA, XLK, KO 13F-HR 7/14/2020, 07:45 PM
Q1 2020 299 $124M +$11.2M -$17.2M -$5.95M SPY, IGSB, OEF, KO, XLV 13F-HR 4/23/2020, 01:40 PM
Q4 2019 379 $157M $0 $0 SPY, OEF, IGSB, KO, XLY 13F-HR 2/3/2020, 11:30 AM