ATTICUS WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
197
Total value ($000)
$396,200
Net value change ($000)
+25,859 (7.0%)
New positions
2
Sold out positions
483
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HTRB 3,486 29.2%
AAPL 2,752 26.8%
SPY 2,120 2.3%
CSHI 2,091 12.5%
TSLA 1,683 245.3%
PLTR 1,340 294.5%
AVGO 1,250 66.0%
SPLV 992 10.8%
NVDA 991 32.0%
GOOGL 935 37.5%
Top Reduces (Value $000, Stocks/ETFs)
TTD -321 -100.0%
KO -312 -6.3%
SPYG -290 -7.8%
COST -238 -6.7%
XBIL -228 -33.9%
UNH -228 -100.0%
DHR -198 -100.0%
MELI -193 -100.0%
DIS -186 -100.0%
AMGN -183 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type