Portfolio (Quarterly)
Guide ↗
ATTICUS WEALTH MANAGEMENT, LLC
· CIK 0001800234| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 17,856.0 | $2.1M | 0.50% | NEW | — | $116.67 | +59.7% |
| 42 | IVV | ISHARES TR | — | 2,674.0 | $2.0M | 0.48% | NEW | — | $748.80 | +3.4% |
| 43 | LLY | ELI LILLY & CO | Healthcare | 1,664.0 | $2.0M | 0.47% | NEW | — | $1199.48 | -2.1% |
| 44 | IJH | ISHARES TR | — | 24,737.0 | $1.9M | 0.45% | NEW | — | $77.11 | -0.6% |
| 45 | HD | HOME DEPOT INC | Consumer Cyclical | 5,330.0 | $1.9M | 0.45% | NEW | — | $352.66 | -7.0% |
| 46 | QQQM | INVESCO EXCH TRADED FD TR II | — | 6,120.0 | $1.9M | 0.44% | NEW | — | $302.97 | -2.2% |
| 47 | NEE | NEXTERA ENERGY INC | Utilities | 20,645.0 | $1.8M | 0.43% | NEW | — | $87.77 | -4.6% |
| 48 | IWM | ISHARES TR | — | 5,989.0 | $1.8M | 0.43% | NEW | — | $300.44 | -0.1% |
| 49 | V | VISA INC | Financial Services | 4,892.0 | $1.7M | 0.40% | NEW | — | $343.06 | +10.7% |
| 50 | XLY | SELECT SECTOR SPDR TR | — | 12,612.0 | $1.5M | 0.35% | NEW | — | $117.28 | -1.1% |
| 51 | PFEB | INNOVATOR ETFS TRUST | — | 34,296.0 | $1.5M | 0.35% | NEW | — | $43.06 | +2.0% |
| 52 | MS | MORGAN STANLEY | Financial Services | 7,031.0 | $1.5M | 0.35% | NEW | — | $209.05 | +2.6% |
| 53 | META | META PLATFORMS INC | Communication Services | 2,605.0 | $1.5M | 0.35% | NEW | — | $563.28 | +1.1% |
| 54 | VOO | VANGUARD INDEX FDS | — | 1,902.0 | $1.3M | 0.31% | NEW | — | $686.75 | +3.1% |
| 55 | XLV | SELECT SECTOR SPDR TR | — | 8,125.0 | $1.3M | 0.31% | NEW | — | $158.67 | +8.3% |
| 56 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,182.0 | $1.3M | 0.30% | NEW | — | $580.95 | -18.5% |
| 57 | CSCO | CISCO SYS INC | Technology | 10,446.0 | $1.2M | 0.29% | NEW | — | $117.46 | -4.9% |
| 58 | — | FORTINET INC | — | 7,955.0 | $1.2M | 0.29% | NEW | — | $153.62 | — |
| 59 | INDA | ISHARES TR | — | 24,178.0 | $1.2M | 0.28% | NEW | — | $49.39 | +0.3% |
| 60 | AIQ | GLOBAL X FDS | — | 18,022.0 | $1.2M | 0.28% | NEW | — | $65.61 | -1.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
56.5%
Technology
20.1%
Consumer Cyclical
5.4%
Consumer Defensive
5.0%
Communication Services
3.3%
Industrials
3.3%
Healthcare
2.5%
Utilities
1.8%
Energy
1.1%
Basic Materials
0.4%