Long-term investor
Atticus Wealth Management, LLC @atticuswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800234).
Record
- Tracked since 2025-06-30 (441 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 22.7% · long · since 2025-06-30
- IWF · 6.1% · long · since 2025-06-30
- SFLR · 5.9% · long · since 2025-12-31
- CSHI · 5.1% · long · since 2025-06-30
- HTRB · 4.1% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- OEF · 2.4% · long · since 2025-06-30
- XMHQ · 1.9% · long · since 2025-06-30
- 46090E103 · 1.9% · long · since 2025-06-30
- KO · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- XLK · 1.2% · long · since 2025-06-30