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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001800234

ATTICUS WEALTH MANAGEMENT, LLC

ATLANTA, GA · File #028-19728

Latest AUM
$404.9M
Positions
204
Top-10 Concentration
66.3%
Filings
13

Sector Allocation

Technology
9.1%$36.8M
Financials
7.7%$31.2M
Materials
4.8%$19.5M
Industrials
1.6%$6.5M
Healthcare
1.4%$5.8M
Energy
0.8%$3.1M
Real Estate
0.3%$1.3M
Utilities
0.1%$267,963

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY139,805$95.3M28.97%
2ISHARES TR46428761449,388$23.4M7.10%
3NEOS ETF TRUST78433H501380,707$18.9M5.75%
4HARTFORD FDS EXCHANGE TRADED41653L305479,488$16.4M4.98%
5SPDR SERIES TRUST78464A508271,841$15.4M4.69%
6APPLE INCAAPL50,162$13.6M4.14%
7ISHARES TR46428710129,316$10.1M3.06%
8INVESCO EXCH TRADED FD TR IIIVZ138,966$9.9M3.02%
9MICROSOFT CORPMSFT16,079$7.8M2.36%
10INVESCO EXCHANGE TRADED FD TIVZ72,520$7.4M2.26%
11INVESCO QQQ TRIVZ10,627$6.5M1.98%
12SPDR GOLD TRGLD14,822$5.9M1.79%
13COCA COLA COKO70,246$4.9M1.49%
14VANGUARD WHITEHALL FDS92194640631,860$4.6M1.39%
15INNOVATOR ETFS TRUSTINHD107,937$4.3M1.30%
16ALPHABET INCGOOG13,401$4.2M1.27%
17SELECT SECTOR SPDR TR81369Y80328,928$4.2M1.27%
18VANGUARD INDEX FDS92290863711,874$3.7M1.14%
19NVIDIA CORPORATIONNVDA20,006$3.7M1.13%
20SPDR SERIES TRUST78464A40932,825$3.5M1.06%