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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 $370,341,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 148,517 $91,762,322 24.78%
2.
Ishares Trust
 IEF 54,260 $23,037,760 6.22%
3.
Neos Etf Trust
 336,056 $16,712,078 4.51%
4.
Spdr Series Trust
 272,487 $14,261,974 3.85%
5.
Hartford Fds Exchange Traded - TOTAL RTRN ETF
 352,805 $11,949,491 3.23%
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)