ATTICUS WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
ATTICUS WEALTH MANAGEMENT, LLC disclosed 205 stock positions in a recent SEC 13F filing. $347,685,550 of stock holdings were filed, with the largest holdings including SPY, CSHI, and HTRB. This filing represented positions held on March 31, 2026, and was filed on April 28, 2026.We estimate the fund has a total AUM of $565,329,716 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
205Est. Stock Holding Value:
$347,685,550Top Stock Holdings By Sector
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Portfolio Stock Holdings - ATTICUS WEALTH MANAGEMENT, LLC
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