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
QCOM
Qualcomm Inc

Technology
422
+ 3.33%
$120.09 - $153.81 $50.7K - $64.9K
13.1K $1.67M
ACN
Accenture PLC

Technology
1.69K
+ 13.36%
$270.9 - $344.47 $459K - $583K
14.4K $3.99M
MA
Mastercard Inc

Financial Services
697
+ 5.73%
$308.78 - $378.83 $215K - $264K
12.9K $4.06M
DE
Deere & CO

Industrials
441
+ 11.74%
$297.51 - $438.45 $131K - $193K
4.2K $1.26M
WFC
Wells Fargo & Company

Financial Services
3.66K
+ 6.22%
$37.43 - $49.33 $137K - $180K
62.5K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
63
+ 0.87%
$209.9 - $283.21 $13.2K - $17.8K
7.34K $1.61M
NKE
Nike, Inc.

Consumer Cyclical
1.03K
+ 6.33%
$102.2 - $137.05 $105K - $140K
17.2K $1.76M
CRM
Salesforce, Inc.

Technology
416
+ 3.78%
$155.6 - $218.85 $64.7K - $91K
11.4K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
172
+ 0.84%
$268.98 - $315.31 $46.3K - $54.2K
20.7K $5.68M
AMAT
Applied Materials Inc

Technology
881
+ 6.27%
$89.59 - $129.44 $78.9K - $114K
14.9K $1.36M
UNP
Union Pacific Corp

Industrials
1.41K
+ 9.44%
$206.45 - $259.96 $290K - $366K
16.3K $3.48M
ADBE
Adobe Inc.

Technology
546
+ 6.03%
$360.79 - $468.81 $197K - $256K
9.6K $3.52M
COST
Costco Wholesale Corp

Consumer Defensive
534
+ 5.79%
$416.43 - $608.05 $222K - $325K
9.75K $4.67M
CSCO
Cisco Systems, Inc.

Technology
182
+ 0.33%
$41.72 - $55.87 $7.59K - $10.2K
54.7K $2.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.25K
+ 0.97%
$49.13 - $51.51 $307K - $322K
649K $32.4M
VO
Vanguard Mid Cap ETF

ETFs
29.6K
+ 18.07%
$190.36 - $240.41 $5.63M - $7.11M
193K $38.1M
NFLX
Netflix Inc

Communication Services
826
+ 15.97%
$166.37 - $391.5 $137K - $323K
6K $1.05M
BAC
Bank Of America Corp

Financial Services
384
+ 0.37%
$31.13 - $40.9 $12K - $15.7K
103K $3.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
182
+ 1.12%
$365.86 - $456.8 $66.6K - $83.1K
16.4K $6.19M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 1.91%
$112.61 - $135.91 $134K - $162K
63.3K $7.13M
META
Meta Platforms, Inc.

Communication Services
608
+ 2.54%
$155.85 - $233.89 $94.8K - $142K
24.5K $3.95M
GOOGL
Alphabet Inc.

Communication Services
231
+ 6.67%
$105.81 - $142.97 $24.4K - $33K
3.7K $8.06M
GOOG
Alphabet Inc.

Communication Services
221
+ 6.24%
$105.84 - $143.64 $23.4K - $31.7K
3.76K $8.23M
TSLA
Tesla, Inc.

Consumer Cyclical
3.42K
+ 34.22%
$628.16 - $1145.45 $2.15M - $3.91M
13.4K $9.02M
VOOV
Vanguard S&P 500 Value ETF

ETFs
595
+ 0.48%
$129.51 - $153.39 $77.1K - $91.3K
124K $16.5M
NVDA
Nvidia Corp

Technology
5.39K
+ 18.16%
$151.59 - $273.6 $818K - $1.48M
35.1K $5.32M
VEA
Vanguard Ftse Developed Market

ETFs
157K
+ 12.24%
$40.38 - $48.66 $6.33M - $7.63M
1.44M $58.6M
MSFT
Microsoft Corp

Technology
6.28K
+ 6.6%
$242.26 - $314.97 $1.52M - $1.98M
101K $26M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
3.11K
+ 4.54%
N/A
71.6K $19.5M
IEMG
Ishares Inc

ETFs
37.1K
+ 3.08%
$48.46 - $57.45 $1.8M - $2.13M
1.24M $60.8M
AMZN
Amazon Com Inc

Consumer Cyclical
93.2K
+ 1839.96%
$102.31 - $168.35 $9.54M - $15.7M
98.3K $10.4M
AAPL
Apple Inc.

Technology
6.92K
+ 2.23%
$130.06 - $178.44 $900K - $1.23M
318K $43.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
+ 4.0%
$337.07 - $419.85 $6.26M - $7.79M
483K $167M
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
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email