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Home > Institutional Investor > Atticus Wealth Management, Llc > Profile

Instuitional Investor - Atticus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Atticus Wealth Management, Llc
Portfolio Value $306,415,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 139,798 $78,202,164 25.52%
2.
Neos Etf Trust
 375,431 $18,632,617 6.08%
3.
Ishares Trust
 IEF 47,410 $17,119,345 5.59%
4.
Spdr Series Trust
 270,008 $13,789,312 4.5%
5.
Hartford Fds Exchange Traded - TOTAL RTRN ETF
 340,154 $11,517,617 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)