Atticus Wealth Management, Llc

Q1 2021 13F Holdings Report, Stock Holdings

Signature - Title
E. Carter Morris IV - CEO
Location
Palm Beach Gardens, FL
Holdings as of
31 Mar 2021
Value $
$210M
Num holdings
339
Date filed
15 Apr 2021, 09:28
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, IGSB, OEF, MBB, and AAPL.
Previous filing
Q4 2020 - 20 Jan 2021
Next filing
Q2 2021 - 21 Jul 2021
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q1 compared to 2020 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
E. Carter Morris IV CEO Atlanta, Georgia 14 Apr 2021