Altium Wealth Management LLC Incresed Positions in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
2.31K
+ 8.96%
$47.61 - $61.15 $110K - $141K
28.1K $1.48M
ATO
Atmos Energy Corp

Utilities
1.87K
+ 33.69%
$103.51 - $122.69 $194K - $230K
7.43K $833K
ING
Ing Groep Nv

Financial Services
18.6K
+ 33.38%
$9.15 - $11.32 $170K - $210K
74.1K $735K
UBS
Ubs Group Ag

Financial Services
13.7K
+ 67.35%
$15.58 - $19.96 $214K - $274K
34.1K $553K
DHR
Danaher Corp

Healthcare
1.77K
+ 23.1%
$237.11 - $299.66 $419K - $529K
9.42K $2.39M
LIN
Linde PLC

Basic Materials
960
+ 22.68%
$287.53 - $335.76 $276K - $322K
5.19K $1.49M
ED
Consolidated Edison Inc

Utilities
1.43K
+ 12.62%
$86.88 - $100.58 $124K - $144K
12.7K $1.21M
CB
Chubb LTD

Financial Services
1.91K
+ 13.97%
$186.97 - $216.55 $357K - $413K
15.6K $3.06M
FIS
Fidelity National Information Services, Inc.

Technology
1.87K
+ 47.48%
$90.7 - $106.19 $170K - $199K
5.82K $534K
GSK
Gsk PLC

Healthcare
3.15K
+ 10.39%
$42.05 - $47.77 $132K - $150K
33.4K $1.46M
D
Dominion Energy, Inc

Utilities
2.25K
+ 22.07%
$73.41 - $88.38 $165K - $199K
12.4K $992K
GM
General Motors CO

Consumer Cyclical
9.76K
+ 57.98%
$31.42 - $43.18 $307K - $421K
26.6K $844K
TMO
Thermo Fisher Scientific Inc.

Healthcare
722
+ 11.58%
$500.9 - $612.21 $362K - $442K
6.96K $3.78M
AMD
Advanced Micro Devices Inc

Technology
7.74K
+ 51.19%
$76.47 - $110.53 $592K - $855K
22.8K $1.75M
TJX
Tjx Companies Inc

Consumer Cyclical
2.92K
+ 17.85%
$54.99 - $66.78 $161K - $195K
19.3K $1.08M
ZTS
Zoetis Inc.

Healthcare
1.2K
+ 16.29%
$155.97 - $200.09 $186K - $239K
8.53K $1.47M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
6.4K
+ 22.43%
$13.12 - $15.03 $84K - $96.2K
34.9K $491K
QQQ
Invesco Qqq Trust, Series 1

ETFs
640
+ 53.78%
$271.39 - $369.3 $174K - $236K
1.83K $513K
CVS
Cvs Health Corp

Healthcare
2.3K
+ 14.68%
$88.66 - $106.64 $204K - $245K
17.9K $1.66M
VTV
Vanguard Value ETF

ETFs
14.3K
+ 12.56%
$128.01 - $150.8 $1.83M - $2.16M
128K $16.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.02K
+ 43.36%
$61.48 - $74.59 $185K - $225K
9.98K $623K
DEO
Diageo PLC

Consumer Defensive
866
+ 29.27%
$167.67 - $211.86 $145K - $183K
3.83K $666K
PCT
Pure Cycle Technologies, Inc.

Industrials
9.3K
+ 73.22%
$6.31 - $9.85 $58.7K - $91.6K
22K $163K
BEN
Franklin Resources Inc

Financial Services
6.91K
+ 29.87%
$23.07 - $28.02 $159K - $194K
30.1K $701K
MMM
3 M CO

Industrials
2.57K
+ 17.99%
$129.41 - $154.23 $332K - $396K
16.8K $2.18M
EQIX
Equinix Inc

Real Estate
206
+ 21.17%
$616.28 - $768.78 $127K - $158K
1.18K $775K
USB
Us Bancorp \De\

Financial Services
5.92K
+ 19.0%
$45.41 - $53.07 $269K - $314K
37.1K $1.71M
BTI
British American Tobacco P.L.C.

Consumer Defensive
768
+ 3.75%
$40.72 - $45.21 $31.3K - $34.7K
21.2K $911K
INGR
Ingredion Inc

Consumer Defensive
462
+ 10.49%
$84.62 - $95.92 $39.1K - $44.3K
4.87K $429K
RPM
Rpm International Inc

Basic Materials
734
+ 12.46%
$75.2 - $90.89 $55.2K - $66.7K
6.63K $522K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
932
+ 29.18%
$66.73 - $79.1 $62.2K - $73.7K
4.13K $290K
VFC
V F Corp

Consumer Cyclical
3.63K
+ 37.6%
$44.17 - $57.68 $160K - $209K
13.3K $586K
VLO
Valero Energy Corp

Energy
19
+ 0.3%
$100.74 - $145.08 $1.91K - $2.76K
6.41K $681K
DECK
Deckers Outdoor Corp

Consumer Cyclical
189
+ 20.81%
$226.79 - $290.36 $42.9K - $54.9K
1.1K $280K
SLB
Schlumberger Limited

Energy
4.47K
+ 18.33%
$34.98 - $49.57 $156K - $221K
28.8K $1.03M
EOG
Eog Resources Inc

Energy
1.41K
+ 9.17%
$107.17 - $145.93 $151K - $205K
16.7K $1.85M
ESS
Essex Property Trust, Inc.

Real Estate
690
+ 36.09%
$253.94 - $359.31 $175K - $248K
2.6K $681K
MDT
Medtronic PLC

Healthcare
4.38K
+ 24.51%
$87.4 - $113.09 $383K - $495K
22.3K $2M
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.54%
$90.37 - $108.28 $1.08K - $1.3K
2.23K $225K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.37K
+ 19.53%
$37.9 - $46.81 $128K - $158K
20.6K $782K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.25K
+ 5.9%
$41.53 - $51.1 $52K - $64K
22.5K $1M
ABT
Abbott Laboratories

Healthcare
2.28K
+ 9.05%
$102.07 - $123.37 $232K - $281K
27.4K $2.98M
HSY
Hershey CO

Consumer Defensive
6
+ 0.58%
$202.26 - $229.68 $1.21K - $1.38K
1.05K $225K
VEU
Vanguard Ftse All World Ex Us

ETFs
953
+ 15.1%
$49.43 - $58.65 $47.1K - $55.9K
7.27K $363K
IVE
Ishares S&P 500 Value ETF

ETFs
496
+ 12.43%
$133.27 - $158.52 $66.1K - $78.6K
4.49K $617K
JCI
Johnson Controls International PLC

Industrials
2.68K
+ 35.4%
$47.23 - $66.64 $126K - $178K
10.2K $490K
IWM
Ishares Russell 2000 ETF

ETFs
778
+ 28.22%
$163.9 - $207.91 $128K - $162K
3.54K $599K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.59K
+ 19.62%
$43.35 - $54.51 $242K - $304K
34.1K $1.52M
HMC
Honda Motor CO LTD

Consumer Cyclical
3.86K
+ 14.98%
$23.98 - $28.47 $92.6K - $110K
29.7K $716K
Activity Summary
Buys All Purchases 206 New Holdings 22 Increased Positions 184 Sells All Sells 158 Reductions 133 Sold out 25 Options Calls 0 Puts 0
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