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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 $368,910,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 130,667 $84,977,691 23.03%
2.
Ishares Trust
 IEF 50,876 $21,693,573 5.88%
3.
Neos Etf Trust
 336,587 $16,755,290 4.54%
4.
Hartford Fds Exchange Traded - TOTAL RTRN ETF
 474,703 $16,016,489 4.34%
5.
Spdr Series Trust
 258,012 $14,598,303 3.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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