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ATTICUS WEALTH MANAGEMENT, LLC

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NORTH PALM BEACH FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Atticus Wealth Management is based out of North Palm Beach. Atticus Wealth Management is a large advisory firm with 338 clients and discretionary assets under management (AUM) of $328,160,480 (Form ADV from 2023-04-12). Their last reported 13F filing for Q4 2023 included $283,429,705 in managed 13F securities and a top 10 holdings concentration of 57.58%. Atticus Wealth Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 131,286. Whalewisdom has at least 19 13F filings, and 1 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 22.02%
CSHI NEOS Enhanced Income 9.27%
SPYV SPDR(R) Portfolio S& 6.08%
SPYG SPDR(R) Portfolio S& 3.67%
AAPL Apple Inc 3.63%

2023-12-31

13F Activity

Market Value $283m, Prior: $261m
New Purchases 31 stocks
Added To 106 stocks
Sold out of 55 stocks
Reduced holdings in 156 stocks
Top 10 Holdings % 57.58%
Turnover %[1] 15.28%
Turnover Alt %[2] 14.63%
Time Held Top 20 8.4 quarters
Time Held Top 10 7.4 quarters
Time Held All 9.57 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance