Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ATTICUS WEALTH MANAGEMENT LLC
  City: BROOKHAVEN
  State: GA
  Zip: 30319
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $305,801,000
  Total Value Change : $22,395,000
  Securities Held Change : -13
   
All Securities Held : 549
  New Positions : 25
  Closed Positions : 40
  Increased Positions : 107
  Unchanged Positions : 270
  Decreased Positions : 147

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 23     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (STRL)1 Year Chart         STRL Sterling Construction Co Inc 234 New $128.87 $55,000 500 0.02% 55,000 500 0    Residential Construct...
   (AJAN)1 Year Chart         AJAN Innovator Equity Defined Pr... New $0.00 $51,000 2,034 0.02% 51,000 2,034 0.023    N/A
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 259 New $221.50 $43,000 200 0.01% 43,000 200 0    Biotechnology
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 280 New $0.00 $33,000 527 0.01% 33,000 527 0    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 294 New $95.40 $27,000 332 0.01% 27,000 332 0    N/A
   (DB)1 Year Chart         DB Deutsche Bank AG (USA) 305 New $17.14 $24,000 1,500 0.01% 24,000 1,500 0    Foreign Money Center ...
   (SHOP)1 Year Chart         SHOP Shopify Inc 330 New $58.94 $19,000 250 0.01% 19,000 250 0    N/A
   (EDIV)1 Year Chart         EDIV Spdr S&P Emerging Markets D... 346 New $35.18 $16,000 480 0.01% 16,000 480 0    N/A
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... 387 New $21.20 $11,000 520 0% 11,000 520 0    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 383 New $44.35 $11,000 250 0% 11,000 250 0    N/A
   (NXT)1 Year Chart         NXT Nextracker Inc. 396 New $42.25 $10,000 174 0% 10,000 174 0    N/A
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 405 New $44.82 $9,000 190 0% 9,000 190 0    Closed - End Fund - Debt
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 435 New $3.45 $6,000 2,000 0% 6,000 2,000 0    Savings & Loans
   (XPO)1 Year Chart         XPO XPO Logistics Inc 436 New $114.42 $6,000 50 0% 6,000 50 0    AirDelivery & Freight...
   (EQNR)1 Year Chart         EQNR Equinor ASA ADR 440 New $28.53 $5,000 200 0% 5,000 200 0    Independent Oil & Gas
   (LYFT)1 Year Chart         LYFT Lyft, Inc. 486 New $17.18 $2,000 106 0% 2,000 106 0    N/A
   (PAA)1 Year Chart         PAA Plains All American Pipelin... 469 New $17.64 $2,000 88 0% 2,000 88 0    Oil & Gas Pipelines &...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 489 New $0.00 $2,000 34 0% 2,000 34 0    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 493 New $61.27 $1,000 10 0% 1,000 10 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 515 New $117.44 $1,000 8 0% 1,000 8 0    Closed - End Fund - E...
   (APLD)1 Year Chart         APLD Applied Blockchain Ord Shs 499 New $0.93 $1,000 281 0% 1,000 281 0    Aerospace/Defense Pro...
   (ABCL)1 Year Chart         ABCL Abcellera Biologics Inc. 534 New $0.00 $0 100 0% 0 100 0    N/A
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 521 New $26.87 $0 3 0% 0 3 0    Closed - End Fund - E...

      23 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results