ATTICUS WEALTH MANAGEMENT, LLC - Portfolio overview

ATTICUS WEALTH MANAGEMENT, LLC has 206 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 22.49%
2. IWF - ISHARES TR, 5.74%
3. CSHI - NEOS ETF TRUST, 4.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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