Atticus Wealth Management, Llc

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
E. Carter Morris IV - CEO
Location
Palm Beach Gardens, FL
Holdings as of
December 31, 2021
Value $
$256M
Num holdings
435
Date filed
1/26/2022, 01:04 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, IGSB, BSV, AAPL, and OEF.
Previous filing
Q3 2021 - Nov 9, 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 Q4 compared to 2021 Q3 - Restatement 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 1/26/2022