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
FNDF
Schwab Fundamental Intl Large

ETFs
401
+ 5.79%
$28.1 - $32.52 $11.3K - $13K
7.32K $207K
SHW
Sherwin Williams CO

Basic Materials
432
+ 9.92%
$218.95 - $282.53 $94.6K - $122K
4.79K $1.07M
OTIS
Otis Worldwide Corp

Industrials
28
+ 0.82%
$67.88 - $77.54 $1.9K - $2.17K
3.43K $242K
PSX
Phillips 66

Energy
28
+ 0.57%
$81.02 - $110.25 $2.27K - $3.09K
4.94K $405K
RELX
Relx PLC

Communication Services
4.19K
+ 13.09%
$24.94 - $32.19 $105K - $135K
36.2K $976K
MCO
Moodys Corp

Financial Services
701
+ 21.54%
$253.64 - $343.38 $178K - $241K
3.96K $1.08M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
3.49K
+ 49.99%
$36.45 - $45.33 $127K - $158K
10.5K $400K
SAP
Sap Se

Technology
1.35K
+ 18.49%
$90.37 - $112.48 $122K - $152K
8.67K $787K
TROW
Price T Rowe Group Inc

Financial Services
1.26K
+ 27.86%
$106.09 - $155.76 $134K - $197K
5.8K $658K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.63%
$91.33 - $121.06 $1.37K - $1.82K
2.38K $228K
COP
Conocophillips

Energy
1.7K
+ 9.05%
$87.89 - $122.71 $149K - $208K
20.4K $1.84M
HUBB
Hubbell Inc

Industrials
300
+ 1.68%
$171.33 - $203.71 $51.4K - $61.1K
18.1K $3.24M
CHD
Church & Dwight CO Inc

Consumer Defensive
87
+ 0.87%
$81.5 - $104.16 $7.09K - $9.06K
10.1K $936K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
172
+ 2.18%
$99.2 - $114.57 $17.1K - $19.7K
8.08K $822K
ADP
Automatic Data Processing Inc

Industrials
922
+ 6.2%
$199.94 - $238.5 $184K - $220K
15.8K $3.32M
ETN
Eaton Corp PLC

Industrials
1.41K
+ 14.8%
$125.52 - $151.81 $177K - $214K
10.9K $1.38M
CARR
Carrier Global Corp

Industrials
25
+ 0.36%
$34.41 - $46.04 $860 - $1.15K
6.9K $246K
FNDX
Schwab Fundamental U S Large C

ETFs
88
+ 0.9%
$49.93 - $59.29 $4.39K - $5.22K
9.82K $500K
FRT
Federal Realty Investment Trust

Real Estate
1.01K
+ 15.86%
$93.85 - $126.48 $94.7K - $128K
7.37K $706K
VLY
Valley National Bancorp

Financial Services
2.18K
+ 6.13%
$10.34 - $13.04 $22.6K - $28.4K
37.8K $393K
MS
Morgan Stanley

Financial Services
1.29K
+ 8.4%
$72.9 - $90.61 $94K - $117K
16.6K $1.27M
SYK
Stryker Corp

Healthcare
831
+ 23.12%
$194.09 - $276.37 $161K - $230K
4.43K $880K
KEY
Keycorp

Financial Services
96
+ 0.58%
$17.0 - $21.75 $1.63K - $2.09K
16.5K $285K
V
Visa Inc.

Financial Services
2.16K
+ 10.47%
$189.05 - $227.74 $409K - $493K
22.8K $4.49M
AON
Aon PLC

Financial Services
391
+ 10.58%
$248.5 - $333.61 $97.2K - $130K
4.09K $1.1M
IVV
Ishares Core S&P 500 ETF

ETFs
388
+ 11.43%
$366.99 - $458.8 $142K - $178K
3.78K $1.43M
NEE
Nextera Energy Inc

Utilities
2.27K
+ 5.75%
$68.51 - $87.08 $155K - $197K
41.7K $3.23M
HON
Honeywell International Inc

Industrials
1.14K
+ 7.66%
$173.2 - $205.85 $198K - $235K
16K $2.79M
CIG
Energy CO Of Minas Gerais

Utilities
15.1K
+ 12.79%
$2.02 - $3.36 $30.5K - $50.7K
133K $269K
IX
Orix Corp

Financial Services
47
+ 0.62%
$84.16 - $101.89 $3.96K - $4.79K
7.6K $639K
RIO
Rio Tinto PLC

Basic Materials
2.56K
+ 17.89%
$60.81 - $82.68 $156K - $212K
16.9K $1.03M
ORCL
Oracle Corp

Technology
3.75K
+ 12.56%
$64.05 - $84.07 $240K - $316K
33.6K $2.35M
CAT
Caterpillar Inc

Industrials
1.46K
+ 16.36%
$178.67 - $235.08 $261K - $343K
10.4K $1.86M
SONY
Sony Group Corp

Technology
1.33K
+ 11.17%
$80.06 - $105.04 $107K - $140K
13.3K $1.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
+ 12.79%
$1748.99 - $2374.97 $87.4K - $119K
441 $771K
ASML
Asml Holding Nv

Technology
672
+ 26.73%
$468.15 - $680.83 $315K - $458K
3.19K $1.52M
EW
Edwards Lifesciences Corp

Healthcare
286
+ 3.3%
$86.5 - $128.27 $24.7K - $36.7K
8.95K $851K
SBUX
Starbucks Corp

Consumer Cyclical
476
+ 3.32%
$69.9 - $91.49 $33.3K - $43.5K
14.8K $1.13M
TXN
Texas Instruments Inc

Technology
1.92K
+ 11.86%
$150.2 - $182.71 $288K - $350K
18.1K $2.78M
INTU
Intuit Inc

Technology
391
+ 10.98%
$353.31 - $505.65 $138K - $198K
3.95K $1.52M
C
Citigroup Inc

Financial Services
329
+ 1.12%
$45.69 - $54.09 $15K - $17.8K
29.7K $1.37M
MU
Micron Technology Inc

Technology
1.64K
+ 12.6%
$55.01 - $77.67 $90.1K - $127K
14.6K $809K
PLD
Prologis, Inc.

Real Estate
2.28K
+ 21.02%
$108.43 - $173.01 $247K - $395K
13.1K $1.55M
AVGO
Broadcom Inc.

Technology
889
+ 19.58%
$485.81 - $634.85 $432K - $564K
5.43K $2.64M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
858
+ 0.32%
$5.34 - $6.31 $4.58K - $5.41K
272K $1.45M
HCA
Hca Healthcare, Inc.

Healthcare
220
+ 6.66%
$168.06 - $275.16 $37K - $60.5K
3.52K $592K
UPS
United Parcel Service Inc

Industrials
1.08K
+ 7.98%
$167.39 - $206.64 $181K - $224K
14.6K $2.67M
PNC
Pnc Financial Services Group, Inc.

Financial Services
32
+ 0.35%
$151.48 - $184.7 $4.85K - $5.91K
9.18K $1.45M
CVX
Chevron Corp

Energy
2.84K
+ 7.77%
$142.43 - $181.13 $405K - $514K
39.4K $5.7M
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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