ATTICUS WEALTH MANAGEMENT, LLC Diversified Active

Location: Palm Beach Gardens, FL

CIK: 0001800234 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $369M (100.0% shares, 0.0% debt)

Holdings (181)

SPY STATE STR SPDR S&P 500 ETF T 23.0%
Value $84.98M Shares 130,667 Est. Cost $391.72 Unrealized
IWF ISHARES TR 5.9%
Value $21.69M Shares 50,876 Est. Cost $356.24 Unrealized
CSHI NEOS ETF TRUST 4.5%
Value $16.76M Shares 336,587 Est. Cost $49.87 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 4.3%
Value $16.02M Shares 474,703 Est. Cost $34.39 Unrealized
SPYV SPDR SERIES TRUST 4.0%
Value $14.6M Shares 258,012 Est. Cost $41.53 Unrealized
AAPL APPLE INC 3.4%
Value $12.51M Shares 49,283 Est. Cost $116.78 Unrealized +125.0%
SPLV INVESCO EXCH TRADED FD TR II 2.7%
Value $9.942M Shares 135,924 Est. Cost $74.31 Unrealized
OEF ISHARES TR 2.5%
Value $9.175M Shares 28,844 Est. Cost $174.69 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.9%
Value $7.141M Shares 69,079 Est. Cost $92.19 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value $6.019M Shares 10,428 Est. Cost $320.48 Unrealized
GLD SPDR GOLD TR 1.6%
Value $5.853M Shares 13,602 Est. Cost $187.47 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $5.493M Shares 14,840 Est. Cost $196.09 Unrealized +121.6%
KO COCA COLA CO 1.4%
Value $5.345M Shares 70,282 Est. Cost $45.84 Unrealized +63.1%
VYM VANGUARD WHITEHALL FDS 1.2%
Value $4.568M Shares 30,844 Est. Cost $102.20 Unrealized
PMAY INNOVATOR ETFS TRUST 1.0%
Value $3.629M Shares 90,861 Est. Cost $30.65 Unrealized
GOOGL ALPHABET INC 1.0%
Value $3.6M Shares 12,521 Est. Cost $96.04 Unrealized +236.6%
XLK SELECT SECTOR SPDR TR 1.0%
Value $3.578M Shares 26,924 Est. Cost $128.34 Unrealized
VV VANGUARD INDEX FDS 1.0%
Value $3.519M Shares 11,774 Est. Cost $157.49 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value $3.293M Shares 18,880 Est. Cost $111.45 Unrealized +67.5%
IJR ISHARES TR 0.9%
Value $3.199M Shares 25,731 Est. Cost $105.48 Unrealized
SPYG SPDR SERIES TRUST 0.9%
Value $3.169M Shares 32,367 Est. Cost $59.56 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $3.062M Shares 3,073 Est. Cost $418.83 Unrealized +130.1%
AMZN AMAZON COM INC 0.8%
Value $2.893M Shares 13,889 Est. Cost $138.25 Unrealized +64.1%
AVGO BROADCOM INC 0.8%
Value $2.838M Shares 9,169 Est. Cost $223.77 Unrealized +49.3%
EFA ISHARES TR 0.8%
Value $2.819M Shares 29,025 Est. Cost $76.29 Unrealized
PMAR INNOVATOR ETFS TRUST 0.8%
Value $2.795M Shares 62,633 Est. Cost $32.33 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value $2.251M Shares 10,468 Est. Cost $137.17 Unrealized
PNOV INNOVATOR ETFS TRUST 0.6%
Value $2.248M Shares 55,028 Est. Cost $31.70 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $2.181M Shares 7,413 Est. Cost $209.12 Unrealized +48.9%
VGT VANGUARD WORLD FD 0.6%
Value $2.137M Shares 3,063 Est. Cost $276.40 Unrealized
TPR TAPESTRY INC 0.6%
Value $2.099M Shares 14,873 Est. Cost $85.01 Unrealized +64.2%
SHV ISHARES TR 0.5%
Value $1.993M Shares 18,052 Est. Cost $110.20 Unrealized
TSLA TESLA INC 0.5%
Value $1.983M Shares 5,334 Est. Cost $297.94 Unrealized +43.0%
PDEC INNOVATOR ETFS TRUST 0.5%
Value $1.957M Shares 46,048 Est. Cost $32.21 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value $1.954M Shares 21,035 Est. Cost $64.96 Unrealized +34.2%
EMXC ISHARES INC 0.5%
Value $1.936M Shares 24,607 Est. Cost $56.23 Unrealized
EEM ISHARES TR 0.5%
Value $1.903M Shares 33,503 Est. Cost $39.83 Unrealized
HD HOME DEPOT INC 0.5%
Value $1.806M Shares 5,492 Est. Cost $265.44 Unrealized +42.0%
JGRO J P MORGAN EXCHANGE TRADED F 0.5%
Value $1.712M Shares 20,255 Est. Cost $89.74 Unrealized
IJH ISHARES TR 0.5%
Value $1.684M Shares 24,943 Est. Cost $92.19 Unrealized
GOOG ALPHABET INC 0.4%
Value $1.651M Shares 5,755 Est. Cost $124.93 Unrealized +159.1%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $1.623M Shares 8,458 Est. Cost $178.23 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $1.537M Shares 10,509 Est. Cost $139.85 Unrealized +10.2%
LLY ELI LILLY & CO 0.4%
Value $1.523M Shares 1,655 Est. Cost $175.22 Unrealized +497.6%
IWM ISHARES TR 0.4%
Value $1.488M Shares 5,998 Est. Cost $199.30 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value $1.472M Shares 13,505 Est. Cost $127.08 Unrealized
V VISA INC 0.4%
Value $1.46M Shares 4,829 Est. Cost $236.77 Unrealized +39.0%
AMAT APPLIED MATLS INC 0.4%
Value $1.422M Shares 4,162 Est. Cost $104.57 Unrealized +212.3%
PFEB INNOVATOR ETFS TRUST 0.4%
Value $1.38M Shares 34,421 Est. Cost $31.02 Unrealized
QTUM ETF SER SOLUTIONS 0.4%
Value $1.367M Shares 12,744 Est. Cost $106.55 Unrealized
META META PLATFORMS INC 0.4%
Value $1.329M Shares 2,322 Est. Cost $502.41 Unrealized +30.5%
IVV ISHARES TR 0.3%
Value $1.282M Shares 1,963 Est. Cost $641.11 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $1.281M Shares 8,739 Est. Cost $136.94 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.3%
Value $1.145M Shares 14,390 Est. Cost $87.08 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $1.093M Shares 1,829 Est. Cost $487.39 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value $1.089M Shares 7,537 Est. Cost $133.69 Unrealized +13.5%
XOM EXXON MOBIL CORP 0.3%
Value $1.024M Shares 6,033 Est. Cost $81.51 Unrealized +70.2%
AIQ GLOBAL X FDS 0.3%
Value $1.013M Shares 21,697 Est. Cost $37.51 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $995K Shares 4,808 Est. Cost $104.49 Unrealized +64.5%
MS MORGAN STANLEY 0.3%
Value $993K Shares 6,034 Est. Cost $122.58 Unrealized +46.6%
INDA ISHARES TR 0.3%
Value $988K Shares 21,102 Est. Cost $51.58 Unrealized
IWP ISHARES TR 0.3%
Value $959K Shares 7,486 Est. Cost $85.02 Unrealized
SPYD SPDR SERIES TRUST 0.3%
Value $940K Shares 20,656 Est. Cost $44.26 Unrealized
NFLX NETFLIX INC. 0.3%
Value $926K Shares 9,629 Est. Cost $102.42 Unrealized -18.1%
IVW ISHARES TR 0.2%
Value $903K Shares 7,986 Est. Cost $61.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.2%
Value $901K Shares 11,136 Est. Cost $70.32 Unrealized +15.9%
ADI ANALOG DEVICES INC 0.2%
Value $896K Shares 2,816 Est. Cost $213.68 Unrealized +48.0%
GEV GE VERNOVA INC 0.2%
Value $848K Shares 971 Est. Cost $483.03 Unrealized +52.6%
CEF SPROTT ASSET MANAGEMENT LP 0.2%
Value $830K Shares 17,388 Est. Cost $40.62 Unrealized
CSCO CISCO SYS INC 0.2%
Value $817K Shares 10,532 Est. Cost $62.06 Unrealized +25.5%
UNOV INNOVATOR ETFS TRUST 0.2%
Value $812K Shares 21,778 Est. Cost $27.71 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value $808K Shares 3,924 Est. Cost $126.01 Unrealized
QMOM EA SERIES TRUST 0.2%
Value $805K Shares 11,783 Est. Cost $64.83 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $800K Shares 1,601 Est. Cost $357.16 Unrealized +50.9%
PJUL INNOVATOR ETFS TRUST 0.2%
Value $790K Shares 17,190 Est. Cost $33.70 Unrealized
CMI CUMMINS INC 0.2%
Value $770K Shares 1,430 Est. Cost $173.07 Unrealized +232.5%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $765K Shares 1,122 Est. Cost $314.52 Unrealized +114.2%
SDY SPDR SERIES TRUST 0.2%
Value $757K Shares 5,185 Est. Cost $107.58 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $750K Shares 14,947 Est. Cost $41.89 Unrealized +4.6%
WMT WALMART INC 0.2%
Value $719K Shares 5,783 Est. Cost $71.85 Unrealized +69.9%
TFC TRUIST FINL CORP 0.2%
Value $719K Shares 15,634 Est. Cost $40.57 Unrealized +26.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $718K Shares 1 Est. Cost $746423.56 Unrealized -0.8%
VRT VERTIV HOLDINGS CO 0.2%
Value $713K Shares 2,845 Est. Cost $98.94 Unrealized +102.0%
ORCL ORACLE CORP 0.2%
Value $705K Shares 4,795 Est. Cost $147.01 Unrealized +15.4%
ABBV ABBVIE INC 0.2%
Value $699K Shares 3,215 Est. Cost $95.83 Unrealized +132.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $699K Shares 12,336 Est. Cost $56.72 Unrealized
ORI OLD REP INTL CORP 0.2%
Value $688K Shares 17,242 Est. Cost $35.42 Unrealized +17.4%
MRK MERCK & CO INC 0.2%
Value $686K Shares 5,700 Est. Cost $71.87 Unrealized +59.0%
PJUN INNOVATOR ETFS TRUST 0.2%
Value $662K Shares 15,838 Est. Cost $35.21 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value $662K Shares 16,640 Est. Cost $31.34 Unrealized
MCD MCDONALDS CORP 0.2%
Value $657K Shares 2,115 Est. Cost $237.59 Unrealized +33.5%
FTNT FORTINET INC 0.2%
Value $650K Shares 7,955 Est. Cost $53.00 Unrealized +50.9%
JNJ JOHNSON & JOHNSON 0.2%
Value $647K Shares 2,645 Est. Cost $129.43 Unrealized +76.1%
SFLR INNOVATOR ETFS TRUST 0.2%
Value $641K Shares 18,113 Est. Cost $36.26 Unrealized
PSX PHILLIPS 66 0.2%
Value $602K Shares 3,303 Est. Cost $114.19 Unrealized +28.8%
PJAN INNOVATOR ETFS TRUST 0.2%
Value $583K Shares 12,633 Est. Cost $34.26 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $568K Shares 6,554 Est. Cost $86.40 Unrealized +15.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $565K Shares 1,226 Est. Cost $476.27 Unrealized +9.4%
LAMR LAMAR ADVERTISING CO 0.2%
Value $565K Shares 4,457 Est. Cost $121.86 Unrealized
ASML ASML HLDG NV 0.2%
Value $564K Shares 427 Est. Cost $854.66 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $534K Shares 2,459 Est. Cost $148.77 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $528K Shares 2,161 Est. Cost $159.19 Unrealized +16.0%
RTX RTX CORPORATION 0.1%
Value $504K Shares 2,612 Est. Cost $109.06 Unrealized +80.3%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value $504K Shares 4,617 Est. Cost $163.86 Unrealized -9.3%
HFXI NEW YORK LIFE INVESTMENTS ET 0.1%
Value $480K Shares 14,302 Est. Cost $30.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $461K Shares 763 Est. Cost $451.83 Unrealized +33.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $461K Shares 2,269 Est. Cost $118.91 Unrealized +73.3%
VLO VALERO ENERGY CORP 0.1%
Value $460K Shares 1,861 Est. Cost $132.24 Unrealized +43.7%
XBIL RBB FD INC 0.1%
Value $459K Shares 9,181 Est. Cost $50.08 Unrealized
GHC GRAHAM HLDGS CO 0.1%
Value $452K Shares 428 Est. Cost $985.96 Unrealized +14.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value $451K Shares 9,133 Est. Cost $37.98 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $451K Shares 4,784 Est. Cost $80.73 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $447K Shares 1,296 Est. Cost $231.39 Unrealized +48.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $447K Shares 528 Est. Cost $518.05 Unrealized +80.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value $436K Shares 2,717 Est. Cost $166.74 Unrealized +3.2%
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value $419K Shares 5,834 Est. Cost $67.86 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $417K Shares 5,041 Est. Cost $82.92 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $411K Shares 16,026 Est. Cost $26.48 Unrealized
IWD ISHARES TR 0.1%
Value $408K Shares 1,909 Est. Cost $151.65 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $403K Shares 3,925 Est. Cost $102.73 Unrealized +12.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value $400K Shares 1,372 Est. Cost $262.48 Unrealized +9.9%
LB LANDBRIDGE COMPANY LLC 0.1%
Value $396K Shares 5,739 Est. Cost $60.95 Unrealized -5.0%
VTV VANGUARD INDEX FDS 0.1%
Value $395K Shares 2,014 Est. Cost $142.69 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value $393K Shares 2,877 Est. Cost $117.80 Unrealized +27.3%
ETN EATON CORP PLC 0.1%
Value $390K Shares 1,091 Est. Cost $338.43 Unrealized +4.5%
AZO AUTOZONE INC 0.1%
Value $388K Shares 115 Est. Cost $3813.47 Unrealized -4.9%
WRB BERKLEY W R CORP 0.1%
Value $388K Shares 5,858 Est. Cost $69.96 Unrealized -0.8%
USEP INNOVATOR ETFS TRUST 0.1%
Value $387K Shares 10,000 Est. Cost $26.40 Unrealized
IWS ISHARES TR 0.1%
Value $377K Shares 2,590 Est. Cost $110.84 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $376K Shares 2,874 Est. Cost $97.13 Unrealized +29.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $372K Shares 1,829 Est. Cost $116.24 Unrealized +90.7%
POCT INNOVATOR ETFS TRUST 0.1%
Value $365K Shares 8,461 Est. Cost $30.07 Unrealized
LIN LINDE PLC 0.1%
Value $362K Shares 730 Est. Cost $322.30 Unrealized +42.7%
ITOT ISHARES TR 0.1%
Value $352K Shares 2,475 Est. Cost $93.63 Unrealized
ALL ALLSTATE CORP 0.1%
Value $349K Shares 1,682 Est. Cost $175.27 Unrealized +15.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $320K Shares 4,769 Est. Cost $54.78 Unrealized +34.4%
GD GENERAL DYNAMICS CORP 0.1%
Value $319K Shares 929 Est. Cost $204.42 Unrealized +73.4%
UPS UNITED PARCEL SVCS INC 0.1%
Value $318K Shares 3,236 Est. Cost $91.81 Unrealized +19.7%
GRBK GREEN BRICK PARTNERS INC 0.1%
Value $315K Shares 4,886 Est. Cost $63.87 Unrealized +14.4%
VUG VANGUARD INDEX FDS 0.1%
Value $313K Shares 716 Est. Cost $287.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $310K Shares 917 Est. Cost $114.04 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value $306K Shares 735 Est. Cost $405.16 Unrealized +4.2%
PAUG INNOVATOR ETFS TRUST 0.1%
Value $306K Shares 7,155 Est. Cost $31.60 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $305K Shares 5,208 Est. Cost $58.24 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $293K Shares 5,787 Est. Cost $50.28 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $293K Shares 2,995 Est. Cost $63.61 Unrealized
UNP UNION PAC CORP 0.1%
Value $287K Shares 1,184 Est. Cost $187.96 Unrealized +29.5%
ESGU ISHARES TR 0.1%
Value $286K Shares 2,020 Est. Cost $100.74 Unrealized
UL UNILEVER PLC 0.1%
Value $273K Shares 4,787 Est. Cost $65.40 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $272K Shares 2,350 Est. Cost $102.57 Unrealized +7.2%
AGG ISHARES TR 0.1%
Value $263K Shares 2,653 Est. Cost $96.94 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $262K Shares 477 Est. Cost $439.27 Unrealized +10.7%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $262K Shares 603 Est. Cost $425.53 Unrealized -2.3%
LRCX LAM RESEARCH CORP 0.1%
Value $261K Shares 1,223 Est. Cost $155.36 Unrealized +45.4%
PH PARKER-HANNIFIN CORP 0.1%
Value $261K Shares 291 Est. Cost $202.43 Unrealized +373.1%
CB CHUBB LTD SWITZ 0.1%
Value $260K Shares 798 Est. Cost $269.35 Unrealized +17.4%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $258K Shares 2,794 Est. Cost $94.93 Unrealized +0.1%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $256K Shares 4,086 Est. Cost $102.52 Unrealized -16.3%
MKL MARKEL GROUP INC 0.1%
Value $255K Shares 133 Est. Cost $1919.74 Unrealized +8.2%
ANET ARISTA NETWORKS INC 0.1%
Value $251K Shares 2,046 Est. Cost $100.54 Unrealized +34.3%
CME CME GROUP INC 0.1%
Value $250K Shares 845 Est. Cost $270.22 Unrealized +7.1%
QUAL ISHARES TR 0.1%
Value $249K Shares 1,300 Est. Cost $150.59 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $249K Shares 1,352 Est. Cost $135.42 Unrealized
CRM SALESFORCE INC 0.1%
Value $249K Shares 1,332 Est. Cost $258.80 Unrealized -16.6%
NOW SERVICENOW INC 0.1%
Value $248K Shares 2,371 Est. Cost $173.94 Unrealized -30.3%
GRMN GARMIN LTD 0.1%
Value $243K Shares 1,045 Est. Cost $208.76 Unrealized +2.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $237K Shares 977 Est. Cost $191.56 Unrealized +48.2%
ADSK AUTODESK INC 0.1%
Value $236K Shares 987 Est. Cost $296.86 Unrealized -14.5%
STXD EA SERIES TRUST 0.1%
Value $233K Shares 6,563 Est. Cost $35.67 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value $231K Shares 853 Est. Cost $278.83 Unrealized -7.3%
C CITIGROUP INC 0.1%
Value $226K Shares 1,993 Est. Cost $116.18 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $220K Shares 311 Est. Cost $684.39 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $218K Shares 1,106 Est. Cost $202.51 Unrealized +15.8%
XLRE SELECT SECTOR SPDR TR 0.1%
Value $213K Shares 5,207 Est. Cost $45.55 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $208K Shares 874 Est. Cost $252.97 Unrealized
APH AMPHENOL CORP 0.1%
Value $206K Shares 1,633 Est. Cost $133.75 Unrealized +9.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $206K Shares 3,193 Est. Cost $58.20 Unrealized +30.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value $204K Shares 4,500 Est. Cost $53.70 Unrealized -1.8%
MTUM ISHARES TR 0.1%
Value $204K Shares 849 Est. Cost $240.63 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $202K Shares 1,284 Est. Cost $156.44 Unrealized +5.5%
QYLD GLOBAL X FDS 0.1%
Value $190K Shares 11,107 Est. Cost $16.97 Unrealized