Skip to content

13F-HR filed by ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-10, with 679 holding rows worth $370,341,265.

Accession
0001085146-25-003716
Filed
2025-07-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 679 entries on the cover page, a total value of $370,341,265 stated on the cover page (in dollars after the unit check, H1), rows summing to $370,341,265 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 filedCUSIPClassAmountValueValue read asType
PRICE T ROWE GROUP INC COM74144T108Stock80$7,720dollars as filed
INNOVATOR ETFS TRUST45782C672US EQT ULTRA BF200$7,485dollars as filed
ALCOA CORP COM013872106Stock250$7,378dollars as filed
HUMANA INC COM444859102Stock30$7,335dollars as filed
Bristol-Myers Squibb Company110122108COM155$7,191dollars as filed
CMS ENERGY CORP COM125896100Stock100$6,928dollars as filed
HERTZ GLOBAL HLDGS INC42806J700COM NEW1,000$6,830dollars as filed
GRACO INC COM384109104Stock77$6,620dollars as filed
NEUROGENE INC64135M105COMMON STOCK437$6,534dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF57$6,384dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock36$6,073dollars as filed
DOMINOS PIZZA INC COM25754A201Stock13$5,858dollars as filed
SNOWFLAKE INC COM SHS833445109Stock26$5,819dollars as filed
TRANSUNION COM89400J107Stock66$5,808dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock421$5,785dollars as filed
HOME BANCSHARES INC COM436893200Stock200$5,692dollars as filed
INVESCO EXCH TRADED FD TR II46138G847GBL CLEAN ENRG432$5,443dollars as filed
CORNING INC219350105COM97$5,079dollars as filed
HUT 8 CORP44812J104COM270$5,022dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW105$5,014dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock16$5,011dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock16$4,934dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS30$4,853dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock66$4,831dollars as filed
FEDERAL RLTY INVT TR NEW313745101SH BEN INT NEW50$4,750dollars as filed
HALLIBURTON CO COM406216101Stock230$4,688dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock25$4,324dollars as filed
VTI922908769COM14$4,256dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock30$4,174dollars as filed
ETF OPPORTUNITIES TRUST26923N819CMN283$4,125dollars as filed
Airbnb, Inc. Class A009066101COM31$4,103dollars as filed
Avantis International Equity ETF025072703SHS55$4,071dollars as filed
FRANKLIN TEMPLETON ETF TR35473P744FTSE JAPAN ETF125$4,019dollars as filed
SPDW78463X889COM99$4,009dollars as filed
CALUMET INC131428104COM250$3,939dollars as filed
QUANTUM COMPUTING INC74766W108COM196$3,758dollars as filed
DEXCOM INC COM252131107Stock43$3,754dollars as filed
APA CORPORATION COM03743Q108Stock205$3,750dollars as filed
RALLIANT CORP750940108COM75$3,637dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT133$3,417dollars as filed
PROGYNY INC COM74340E103Stock154$3,388dollars as filed
iShares S&P 500 Value ETF464287408SHS17$3,323dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock17$3,219dollars as filed
RAVE RESTAURANT GROUP INC754198109COM1,170$3,218dollars as filed
DYCOM INDS INC COM267475101Stock13$3,178dollars as filed
MAGNA INTL INC COM559222401Stock82$3,167dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT111$3,165dollars as filed
MARINEMAX INC567908108COM125$3,143dollars as filed
Prologis,Inc.74340W103COM29$3,049dollars as filed
ETSY INC29786A106COM60$3,010dollars as filed
BALL CORP058498106COM52$2,917dollars as filed
POLARIS INC COM731068102Stock70$2,846dollars as filed
MP MATERIALS CORP553368101COM CL A85$2,828dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS39$2,674dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock33$2,667dollars as filed
SNAP INC83304A106CL A299$2,599dollars as filed
V F CORP COM918204108Stock220$2,585dollars as filed
MONGODB INC CL A60937P106Stock12$2,520dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS120$2,504dollars as filed
EOG RES INC COM26875P101Stock19$2,273dollars as filed
Micron Technology,Inc.595112103COM18$2,219dollars as filed
ONTERRIS INC615111101COM100$2,189dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock311$2,090dollars as filed
General Electric Company369604301COM8$2,060dollars as filed
DUTCH BROS INC26701L100CL A30$2,052dollars as filed
INVESCO EXCHANGE TRADED FD T46137V100AEROSPACE DEFN14$1,984dollars as filed
CLEAN ENERGY FUELS CORP184499101COMMON STOCK1,000$1,950dollars as filed
MATCH GROUP INC NEW57667L107COM62$1,916dollars as filed
TC ENERGY CORP87807B107COM39$1,903dollars as filed
C3 AI INC12468P104CL A75$1,843dollars as filed
Schwab US REIT ETF808524847SHS87$1,831dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF22$1,791dollars as filed
MSCI INC COM55354G100Stock3$1,731dollars as filed
KENVUE INC49177J102COM80$1,675dollars as filed
VANECK ETF TRUST92189F676COM6$1,674dollars as filed
PHINIA INC71880K101COMMON STOCK37$1,647dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock20$1,633dollars as filed
USBANCORPDEL902973304COM NEW36$1,629dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock6$1,599dollars as filed
PRUDENTIAL FINL INC COM744320102Stock14$1,505dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock24$1,504dollars as filed
MCKESSON CORP COM58155Q103Stock2$1,466dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock61$1,435dollars as filed
GRAIL INC384747101COM27$1,389dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A77$1,385dollars as filed
MDU RES GROUP INC552690109COM80$1,334dollars as filed
Avantis US Small Cap Value ETF025072877SHS14$1,276dollars as filed
EVERUS CONSTR GROUP COM300426103Stock20$1,271dollars as filed
ISHARES TR464288414NATIONAL MUN ETF12$1,254dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock4$1,246dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock4$1,226dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock100$1,186dollars as filed
ARCADIA BIOSCIENCES INC039014303COM272$1,172dollars as filed
NUCOR CORP COM670346105Stock9$1,166dollars as filed
BILL HOLDINGS INC090043100COM24$1,111dollars as filed
Marsh & McLennan Companies,Inc.571748102COM5$1,094dollars as filed
ENTERGY CORP NEW COM29364G103Stock13$1,081dollars as filed
WELLTOWER INC COM95040Q104REIT7$1,077dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock2$1,050dollars as filed
KEYCORP COM493267108Stock60$1,046dollars as filed
WILLIAMS COS INC COM969457100Stock16$1,005dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock3$997dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW20$981dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW14$976dollars as filed
ISHARES TR46428743220 YR TR BD ETF11$971dollars as filed
BLOCK INC CL A852234103Stock14$952dollars as filed
TIDAL TR II88636J444YIELDMAX TSLA OP115$943dollars as filed
ENPHASE ENERGY INC COM29355A107Stock23$912dollars as filed
ARHAUS INC04035M102COMMON STOCK105$911dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock54$906dollars as filed
PROSHARES TR74347G234NASDAQ 100 HIGH18$752dollars as filed
HOWMET AEROSPACE INC COM443201108Stock4$745dollars as filed
LITHIUM ARGENTINA AGH5012F103COM SHS345$718dollars as filed
WEBSTER FINL CORP947890109COM13$710dollars as filed
GAMING & LEISURE P COM36467J108REIT15$701dollars as filed
DATADOGINCCLASSA23804L103STOK5$672dollars as filed
TIDAL TRUST II88636J154DEFIANCE NASDAQ26$667dollars as filed
TILRAY INC88688T100COM CL 21,600$664dollars as filed
CENTERPOINT ENERGY INC15189T107COM18$662dollars as filed
KROGER CO COM501044101Stock9$646dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK15$640dollars as filed
ELECTRONIC ARTS INC COM285512109Stock4$639dollars as filed
WABTEC COM929740108Stock3$629dollars as filed
ROLLINS INC COM775711104Stock11$621dollars as filed
MGM RESORTS INTERNATIONAL552953101COM18$620dollars as filed
AMC ENTMT HLDGS INC00165C302CL A NEW200$620dollars as filed
SPORTRADAR GROUP AGH8088L103COM22$618dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock4$614dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock7$613dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE12$593dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A13$575dollars as filed
T1 ENERGY INC COM NEW35834F104Stock460$566dollars as filed
IDEXX LABS INC COM45168D104Stock1$537dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS10$533dollars as filed
CAE INC COM124765108Stock17$498dollars as filed
GLOBE LIFE INC37959E102COM4$498dollars as filed
MEDICAL PROPERTIES TRUST INC COM58463J304REIT115$496dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock3$489dollars as filed
GRAYSCALE ETHEREUM STAKING38964R203SHS NEW20$475dollars as filed
ISHARES TR464287341GLOBAL ENERG ETF12$472dollars as filed
FEDEX CORP COM31428X106Stock2$455dollars as filed
TRADEWEB MKTS INC CL A892672106Stock3$440dollars as filed
LENNAR CORP CL B526057302Stock4$421dollars as filed
DUOLINGO INC CL A COM26603R106Stock1$411dollars as filed
BLOOM ENERGY CORP093712107COM17$407dollars as filed
EVERPURE INC CL A74624M102Stock7$404dollars as filed
LITHIUM AMERS CORP NEW COM SHS53681J103Stock145$389dollars as filed
BOX INC CL A10316T104Stock11$376dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1$375dollars as filed
TWILIO INC CL A90138F102Stock3$374dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock5$371dollars as filed
FORTREA HLDGS INC COMMON STOCK34965K107Stock73$361dollars as filed
GODADDY INC CL A380237107Stock2$361dollars as filed
SPHERE ENTERTAINMENT CO CL A55826T102Stock8$335dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock3$324dollars as filed
MADISON SQUARE GARDEN ENTMT558256103COM CL A8$320dollars as filed
INSULET CORP COM45784P101Stock1$315dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock69$311dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS11$293dollars as filed
EVERCORE INC CLASS A29977A105Stock1$271dollars as filed
OLAPLEX HLDGS INC679369108COM191$268dollars as filed
SPDR SER TR78464A862S&P SEMICNDCTR1$257dollars as filed
PINTEREST INC CL A72352L106Stock7$252dollars as filed
UNITY SOFTWARE INC COM91332U101Stock10$242dollars as filed
WORKDAY INC CL A98138H101Stock1$240dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock3$234dollars as filed
BIONTECH SE SPONSORED ADS09075V102ADR2$213dollars as filed
ILLUMINA INC452327109COM2$191dollars as filed
EMBECTA CORP29082K105COMMON STOCK16$156dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS1$145dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS4$105dollars as filed
VIRGIN GALACTIC HOLDINGS INC92766K403COMMON STOCK37$102dollars as filed
ORION PROPERTIES INC COM68629Y103REIT24$52dollars as filed
PROSHARES TR74347G242S&P 500 HIGH INC1$43dollars as filed
CHEGG INC163092109COM28$34dollars as filed
ZIM INTEGRATED SHIPPING SERVM9T951109SHS1$17dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock1$10dollars as filed
VIATRIS INC COM92556V106Stock1$9dollars as filed
LUMINAR TECHNOLOGIES INC550424303COM NEW CL A2$6dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-003716this filing2025-07-10acceptance time not in the bulk data set