13F-HR filed by ATTICUS WEALTH MANAGEMENT, LLC
ATTICUS WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-22, with 514 holding rows worth $306,415,666.
- Accession
- 0001085146-25-002231
- Filer
- CIK 1800234
- Filed
- 2025-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 514 entries on the cover page, a total value of $306,415,666 stated on the cover page (in dollars after the unit check, H1), rows summing to $306,415,666 with VALUE read as dollars as filed, 13F file number 028-19728. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 4 | $97 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1 | $85 | dollars as filed | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 26 | $56 | dollars as filed | |
| PROSHARES TR | 74347G242 | S&P 500 HIGH INC | 1 | $43 | dollars as filed | |
| CHEGG INC | 163092109 | COM | 28 | $18 | dollars as filed | |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | SHS | 1 | $15 | dollars as filed | |
| LUMINAR TECHNOLOGIES INC | 550424303 | COM NEW CL A | 2 | $11 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 1 | $9 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| PIMCO Investment Grade Co | 72201R817 | INV GRD CRP BD | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
| NUVEEN CR STRATEGIES INCOME | 67073D110 | RIGHT 04/29/2025 | 1,799 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002231 | this filing | 2025-04-22 | acceptance time not in the bulk data set |