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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 $321,623,264
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 133,664 $78,338,435 24.35%
2.
Spdr Series Trust
 395,792 $20,240,815 6.29%
3.
Neos Etf Trust
 399,747 $19,915,401 6.19%
4.
Ishares Trust
 IEF 150,153 $14,549,826 4.52%
5.
Apple Inc.
 AAPL 47,542 $11,905,391 3.7%
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)