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Altium Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Altium Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Altium Wealth Management LLC. In the Altium Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Altium Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Altium Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 482,795 +18,561 $167,472
     VOO482,795+18,561$167,472
ISHARES TR (IEFA) 2,172,132 -56,352 $127,830
     IEFA2,172,132-56,352$127,830
ISHARES TR (IJH) 298,638 -8,191 $67,561
     IJH298,638-8,191$67,561
ISHARES INC (IEMG) 1,240,049 +37,097 $60,837
     IEMG1,240,049+37,097$60,837
VANGUARD TAX MANAGED INTL FD (VEA) 1,436,805 +156,703 $58,622
     VEA1,436,805+156,703$58,622
APPLE INC 317,619 +6,917 $43,425
     AAPL317,619+6,917$43,425
VANGUARD INDEX FDS (VO) 193,233 +29,575 $38,061
     VO193,233+29,575$38,061
VANGUARD INTL EQUITY INDEX F (VWO) 910,913 +145,427 $37,940
     VWO910,913+145,427$37,940
VANGUARD MUN BD FDS (VTEB) 648,667 +6,254 $32,381
     VTEB648,667+6,254$32,381
ISHARES TR (IJR) 334,817 -9,840 $30,940
     IJR334,817-9,840$30,940
VANGUARD ADMIRAL FDS INC (VOOG) 127,362 -827 $27,719
     VOOG127,362-827$27,719
VANGUARD SCOTTSDALE FDS (VCIT) 328,349 -45,230 $26,274
     VCIT328,349-45,230$26,274
MICROSOFT CORP 101,333 +6,275 $26,025
     MSFT101,333+6,275$26,025
SPDR SER TR (SPYG) 444,939 -59,867 $23,261
     SPYG444,939-59,867$23,261
SPDR SER TR (SPYV) 621,125 -62,990 $22,870
     SPYV621,125-62,990$22,870
BERKSHIRE HATHAWAY INC DEL      $21,995
     BRK.B71,575+3,106$19,541
     BRK.A6UNCH$2,454
ISHARES TR (MUB) 195,745 +7,496 $20,819
     MUB195,745+7,496$20,819
VANGUARD SCOTTSDALE FDS (VGIT) 335,667 -2,499 $20,529
     VGIT335,667-2,499$20,529
VANGUARD INDEX FDS (VTV) 128,077 +14,296 $16,891
     VTV128,077+14,296$16,891
VANGUARD INDEX FDS (VB) 94,750 +25,515 $16,687
     VB94,750+25,515$16,687
VANGUARD ADMIRAL FDS INC (VOOV) 124,242 +595 $16,507
     VOOV124,242+595$16,507
HARTFORD FDS EXCHANGE TRADED (HMOP) 396,157 +68,993 $14,967
     HMOP396,157+68,993$14,967
INVESCO EXCH TRADED FD TR II (VRP) 668,995 +171,229 $14,845
     VRP668,995+171,229$14,845
AMAZON COM INC 98,317 +93,249 $10,442
     AMZN98,317+93,249$10,442
VANGUARD INDEX FDS (VUG) 41,545 +12,468 $9,260
     VUG41,545+12,468$9,260
TESLA INC 13,399 +3,416 $9,023
     TSLA13,399+3,416$9,023
ALPHABET INC 3,762 +221 $8,229
     GOOG3,762+221$8,229
UNITEDHEALTH GROUP INC 15,758 +1,090 $8,094
     UNH15,758+1,090$8,094
ALPHABET INC 3,696 +231 $8,055
     GOOGL3,696+231$8,055
JOHNSON & JOHNSON 44,134 +4,378 $7,834
     JNJ44,134+4,378$7,834
EXXON MOBIL CORP 90,986 +6,944 $7,792
     XOM90,986+6,944$7,792
JPMORGAN CHASE & CO 63,341 +1,190 $7,133
     JPM63,341+1,190$7,133
PROCTER AND GAMBLE CO 48,463 +6,053 $6,969
     PG48,463+6,053$6,969
SPDR S&P 500 ETF TR (SPY) 16,395 +182 $6,185
     SPY16,395+182$6,185
CHEVRON CORP NEW 39,372 +2,840 $5,700
     CVX39,372+2,840$5,700
HOME DEPOT INC 20,708 +172 $5,680
     HD20,708+172$5,680
NVIDIA CORPORATION 35,102 +5,394 $5,321
     NVDA35,102+5,394$5,321
PFIZER INC 100,523 +5,492 $5,270
     PFE100,523+5,492$5,270
PEPSICO INC 30,527 +3,404 $5,088
     PEP30,527+3,404$5,088
COCA COLA CO 74,620 +8,104 $4,694
     KO74,620+8,104$4,694
COSTCO WHSL CORP NEW 9,749 +534 $4,673
     COST9,749+534$4,673
SCHWAB CHARLES CORP 73,212 -22,138 $4,626
     SCHW73,212-22,138$4,626
VISA INC 22,825 +2,163 $4,494
     V22,825+2,163$4,494
MCDONALDS CORP 17,024 +4,163 $4,203
     MCD17,024+4,163$4,203
ABBVIE INC 27,248 +4,609 $4,173
     ABBV27,248+4,609$4,173
MASTERCARD INCORPORATED 12,861 +697 $4,057
     MA12,861+697$4,057
ACCENTURE PLC IRELAND 14,366 +1,693 $3,989
     ACN14,366+1,693$3,989
META PLATFORMS INC 24,517 +608 $3,953
     FB24,517+608$3,953
ISHARES TR (ITOT) 45,326 -1,429 $3,797
     ITOT45,326-1,429$3,797
THERMO FISHER SCIENTIFIC INC 6,958 +722 $3,780
     TMO6,958+722$3,780

See Full List: All Stocks Held By Altium Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Altium Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $1,388,954
At 03/31/2022: $1,551,638

Altium Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altium Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Altium Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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