Titelia

Holdings of ATTICUS WEALTH MANAGEMENT, LLC

163 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.3 % of the equity sleeve

Sector breakdown

  • Technology 10.1 %
  • Funds 3.1 %
  • Consumer staples 3.1 %
  • Consumer discretionary 3.1 %
  • Financials 2.8 %
  • Communication 2.5 %
  • Industrials 1.8 %
  • Health care 1.4 %
  • Utilities 0.9 %
  • Energy 0.8 %
  • Unattributed 70.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • NL 0.2 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US161335.7M $99.74 %
2NL1564K $0.17 %
3TW1309.9K $0.09 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 130,66785M $
2iShares Russell 1000 Growth ETF 50,87621.7M $
3Hartford Total Return Bond ETF 474,70316M $
4SPDR Series Trust 258,01214.6M $
5Apple Inc 49,28312.5M $
6Invesco S&P 500 Low Volatility 135,9249.9M $
7Ishares S&p 100 Etf 28,8449.2M $
8Invesco QQQ Trust Series 1 10,4286M $
9SPDR Gold Shares 13,6025.9M $
10Microsoft Corp 14,8405.5M $
11Coca-Cola Co/The 70,2825.3M $
12Vanguard High Dividend Yield E 30,8444.6M $
13Innovator U.S. Equity Power Bu 90,8613.6M $
14Alphabet Inc 12,5213.6M $
15SELECT SECTOR SPDR TRUST (THE) 26,9243.6M $
16Vanguard Large-Cap ETF 11,7743.5M $
17NVIDIA Corp 18,8803.3M $
18iShares Core S&P Small-Cap ETF 25,7313.2M $
19SPDR Series Trust 32,3673.2M $
20Costco Wholesale Corp 3,0733.1M $
21Amazon.com Inc 13,8892.9M $
22Broadcom Inc 9,1692.8M $
23iShares MSCI EAFE ETF 29,0252.8M $
24Innovator U.S. Equity Power Bu 62,6332.8M $
25VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 10,4682.3M $
26Innovator U.S. Equit 55,0282.2M $
27JPMorgan Chase & Co 7,4132.2M $
28Vanguard Information Technology ETF 3,0632.1M $
29Tapestry Inc 14,8732.1M $
30iShares 0-1 Year Treasury Bond ETF 18,0522M $
31Tesla Inc 5,3342M $
32Innovator U.S. Equity Power Bu 46,0482M $
33NextEra Energy Inc 21,0352M $
34Ishares Inc 24,6071.9M $
35iShares MSCI Emerging Markets ETF 33,5031.9M $
36Home Depot Inc/The 5,4921.8M $
37JPMorgan Active Growth ETF 20,2551.7M $
38iShares Core S&P Mid-Cap ETF 24,9431.7M $
39Alphabet Inc 5,7551.7M $
40Invesco S&P 500 Equal Weight ETF 8,4581.6M $
41Palantir Technologies Inc 10,5091.5M $
42Eli Lilly & Co 1,6551.5M $
43iShares Russell 2000 ETF 5,9981.5M $
44Select Sector Spdr Trust 13,5051.5M $
45Visa Inc 4,8291.5M $
46Applied Materials Inc 4,1621.4M $
47Innovator U.S. Equity Power Bu 34,4211.4M $
48Meta Platforms Inc 2,3221.3M $
49iShares Core S&P 500 ETF 1,9631.3M $
50State Street Health Care Select Sector SPDR ETF 8,7391.3M $
51Vanguard S&P 500 ETF 1,8291.1M $
52Procter & Gamble Co/The 7,5371.1M $
53Exxon Mobil Corp 6,0331M $
54Global X Artificial Intelligence & Technology ETF 21,6971M $
55Chevron Corp 4,808994.7K $
56Morgan Stanley 6,034993K $
57iShares Trust 21,102988.4K $
58iShares Trust 7,486959.1K $
59State Street SPDR Portfolio S& 20,656940.3K $
60Netflix Inc 9,629925.8K $
61iShares Trust 7,986903.3K $
62Public Service Enterprise Group Inc 11,136901.4K $
63Analog Devices Inc 2,816895.8K $
64GE Vernova Inc 971847.7K $
65Cisco Systems, Inc. 10,532817.2K $
66Vanguard Extended Market ETF 3,924807.6K $
67Alpha Architect US Quantitativ 11,783804.9K $
68Mastercard Inc 1,601799.7K $
69Innovator U.S. Equity Power Bu 17,190790.2K $
70Cummins Inc 1,430769.5K $
71Northrop Grumman Corp 1,122765.4K $
72State Street SPDR S&P Dividend ETF 5,185756.7K $
73Verizon Communications Inc 14,947750.4K $
74Walmart Inc 5,783718.7K $
75Truist Financial Corp 15,634718.7K $
76Berkshire Hathaway Inc 1718.1K $
77Vertiv Holdings Co 2,845712.9K $
78Oracle Corp 4,795705.3K $
79AbbVie Inc 3,215699.3K $
80J P Morgan Exchange Traded Fund Trust 12,336699.2K $
81Old Republic International Corp 17,242688K $
82Merck & Co Inc 5,700685.7K $
83Innovator U.S. Equity Power Bu 15,838662.5K $
84Innovator U.S. Equity Power Bu 16,640662.3K $
85McDonald's Corp. 2,115657.4K $
86Fortinet Inc 7,955650.1K $
87Johnson & Johnson 2,645646.5K $
88Innovator Equity Man 18,113641.4K $
89Phillips 66 3,303601.7K $
90Innovator U.S. Equity Power Bu 12,633582.8K $
91Intuitive Surgical Inc 1,226565.2K $
92Lamar Advertising Co 4,457564.5K $
93ASML Holding NV 427564K $
94Vanguard Index Funds 2,459534.3K $
95Marathon Petroleum Corp 2,161527.8K $
96RTX Corp 2,612503.9K $
97Ares Management Corp 4,617503.7K $
98Lockheed Martin Corp 763461.1K $
99Valero Energy Corp 1,861459.8K $
100F/m US Treasury 6 Month Bill E 9,181459.3K $