HoldingsChannel.com
Altium Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 395,568 +28,410 $117,009
     VOO395,568+28,410$117,009
ISHARES TR (IEFA) 1,619,468 +146,341 $105,654
     IEFA1,619,468+146,341$105,654
ISHARES TR (IJH) 222,748 +18,197 $45,846
     IJH222,748+18,197$45,846
VANGUARD TAX MANAGED INTL FD (VEA) 822,249 -6,036 $36,228
     VEA822,249-6,036$36,228
VANGUARD MUN BD FD INC (VTEB) 535,632 +66,258 $28,678
     VTEB535,632+66,258$28,678
VANGUARD SCOTTSDALE FDS (VCIT) 296,497 +34,098 $27,079
     VCIT296,497+34,098$27,079
VANGUARD ADMIRAL FDS INC (VOOG) 154,739 -139 $26,983
     VOOG154,739-139$26,983
SPDR SERIES TRUST (SPYG) 643,348 +11,618 $26,963
     SPYG643,348+11,618$26,963
SPDR SERIES TRUST (SPYV) 752,728 +34,445 $26,278
     SPYV752,728+34,445$26,278
ISHARES INC (IEMG) 467,957 +47,212 $25,157
     IEMG467,957+47,212$25,157
VANGUARD ADMIRAL FDS INC (VOOV) 185,891 -1,295 $23,352
     VOOV185,891-1,295$23,352
ISHARES TR (IJR) 231,163 +15,406 $19,383
     IJR231,163+15,406$19,383
BERKSHIRE HATHAWAY INC DEL      $15,295
     BRK.B58,528+690$13,257
     BRK.A6UNCH$2,038
APPLE INC 51,193 +5,550 $15,033
     AAPL51,193+5,550$15,033
VANGUARD INDEX FDS (VO) 76,961 -724 $13,713
     VO76,961-724$13,713
SPDR S&P 500 ETF TR (SPY) 30,729 -37 $9,890
     SPY30,729-37$9,890
MICROSOFT CORP 55,799 +1,464 $8,799
     MSFT55,799+1,464$8,799
VANGUARD INTL EQUITY INDEX F (VWO) 191,246 -2,657 $8,505
     VWO191,246-2,657$8,505
JPMORGAN CHASE & CO 45,136 +2,113 $6,292
     JPM45,136+2,113$6,292
AMAZON COM INC 3,023 +246 $5,585
     AMZN3,023+246$5,585
PROCTER & GAMBLE CO 37,504 +1,474 $4,684
     PG37,504+1,474$4,684
ISHARES TR (TLT) 34,435 +35 $4,665
     TLT34,435+35$4,665
JOHNSON & JOHNSON 27,968 +311 $4,080
     JNJ27,968+311$4,080
HOME DEPOT INC 18,519 +675 $4,044
     HD18,519+675$4,044
INTEL CORP 67,320 +3,158 $4,029
     INTC67,320+3,158$4,029
AT&T INC 89,063 +5,465 $3,481
     T89,063+5,465$3,481
ISHARES TR (ITOT) 43,841 +625 $3,187
     ITOT43,841+625$3,187
CHEVRON CORP NEW 26,149 -1,257 $3,151
     CVX26,149-1,257$3,151
MASTERCARD INC 10,414 -55 $3,110
     MA10,414-55$3,110
MERCK & CO INC 33,721 +348 $3,067
     MRK33,721+348$3,067
ABBOTT LABS 35,259 +867 $3,063
     ABT35,259+867$3,063
ALPHABET INC 2,250 +127 $3,014
     GOOGL2,250+127$3,014
VANGUARD INDEX FDS (VB) 17,930 +110 $2,970
     VB17,930+110$2,970
AUTOMATIC DATA PROCESSING IN 17,187 -341 $2,930
     ADP17,187-341$2,930
FACEBOOK INC 14,227 +1,273 $2,920
     FB14,227+1,273$2,920
VISA INC 15,163 +551 $2,849
     V15,163+551$2,849
PEPSICO INC 20,522 +1,270 $2,805
     PEP20,522+1,270$2,805
DISNEY WALT CO 19,369 +323 $2,801
     DIS19,369+323$2,801
EXXON MOBIL CORP 39,778 -4,676 $2,776
     XOM39,778-4,676$2,776
SELECT SECTOR SPDR TR (XLU) 42,678 -36 $2,758
     XLU42,678-36$2,758
BANK AMER CORP 77,683 +6,517 $2,736
     BAC77,683+6,517$2,736
SELECT SECTOR SPDR TR (XLP) 43,045 +509 $2,711
     XLP43,045+509$2,711
ALPHABET INC 1,993 +165 $2,665
     GOOG1,993+165$2,665
HUBBELL INC 17,244 UNCH $2,549
     HUBB17,244UNCH$2,549
CISCO SYS INC 53,123 -495 $2,548
     CSCO53,123-495$2,548
VERIZON COMMUNICATIONS INC 40,623 +2,567 $2,494
     VZ40,623+2,567$2,494
PFIZER INC 63,469 +410 $2,487
     PFE63,469+410$2,487
VANGUARD INDEX FDS (VUG) 12,679 -203 $2,310
     VUG12,679-203$2,310
ADOBE INC 6,964 -165 $2,297
     ADBE6,964-165$2,297
UNITEDHEALTH GROUP INC 7,791 +557 $2,290
     UNH7,791+557$2,290

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 12/31/2019: $835,826
At 09/30/2019: $742,305

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.