HoldingsChannel.com
Altium Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 367,158 +29,010 $100,087
     VOO367,158+29,010$100,087
ISHARES TR (IEFA) 1,473,127 +228,177 $89,964
     IEFA1,473,127+228,177$89,964
ISHARES TR (IJH) 204,551 +20,429 $39,525
     IJH204,551+20,429$39,525
VANGUARD TAX MANAGED INTL FD (VEA) 828,285 -31,707 $34,026
     VEA828,285-31,707$34,026
VANGUARD MUN BD FD INC (VTEB) 469,374 +38,471 $25,168
     VTEB469,374+38,471$25,168
VANGUARD ADMIRAL FDS INC (VOOG) 154,878 +1,055 $25,038
     VOOG154,878+1,055$25,038
SPDR SERIES TRUST (SPYG) 631,730 +48,009 $24,568
     SPYG631,730+48,009$24,568
VANGUARD SCOTTSDALE FDS (VCIT) 262,399 +25,333 $23,941
     VCIT262,399+25,333$23,941
SPDR SERIES TRUST (SPYV) 718,283 +82,406 $22,956
     SPYV718,283+82,406$22,956
VANGUARD ADMIRAL FDS INC (VOOV) 187,186 -80 $21,519
     VOOV187,186-80$21,519
ISHARES INC (IEMG) 420,745 +23,312 $20,625
     IEMG420,745+23,312$20,625
ISHARES TR (IJR) 215,757 +25,150 $16,795
     IJR215,757+25,150$16,795
BERKSHIRE HATHAWAY INC DEL      $13,902
     BRK.B57,838-506$12,031
     BRK.A6UNCH$1,871
VANGUARD INDEX FDS (VO) 77,685 +3,317 $13,020
     VO77,685+3,317$13,020
APPLE INC 45,643 +2,383 $10,223
     AAPL45,643+2,383$10,223
SPDR S&P 500 ETF TR (SPY) 30,766 +1,547 $9,130
     SPY30,766+1,547$9,130
VANGUARD INTL EQUITY INDEX F (VWO) 193,903 +24,712 $7,807
     VWO193,903+24,712$7,807
MICROSOFT CORP 54,335 +3,258 $7,554
     MSFT54,335+3,258$7,554
JPMORGAN CHASE & CO 43,023 +1,992 $5,063
     JPM43,023+1,992$5,063
ISHARES TR (TLT) 34,400 -142 $4,922
     TLT34,400-142$4,922
AMAZON COM INC 2,777 +183 $4,820
     AMZN2,777+183$4,820
PROCTER & GAMBLE CO 36,030 -1,329 $4,481
     PG36,030-1,329$4,481
HOME DEPOT INC 17,844 +684 $4,140
     HD17,844+684$4,140
JOHNSON & JOHNSON 27,657 +484 $3,578
     JNJ27,657+484$3,578
INTEL CORP 64,162 +969 $3,306
     INTC64,162+969$3,306
CHEVRON CORP NEW 27,406 +2,563 $3,250
     CVX27,406+2,563$3,250
AT&T INC 83,598 +3,865 $3,163
     T83,598+3,865$3,163
EXXON MOBIL CORP 44,454 +1,825 $3,139
     XOM44,454+1,825$3,139
ISHARES TR (ITOT) 43,216 +11,805 $2,898
     ITOT43,216+11,805$2,898
ABBOTT LABS 34,392 +1,296 $2,878
     ABT34,392+1,296$2,878
MASTERCARD INC 10,469 +1,424 $2,843
     MA10,469+1,424$2,843
AUTOMATIC DATA PROCESSING IN 17,528 -1,811 $2,829
     ADP17,528-1,811$2,829
MERCK & CO INC 33,373 +1,043 $2,809
     MRK33,373+1,043$2,809
SELECT SECTOR SPDR TR (XLU) 42,714 +93 $2,765
     XLU42,714+93$2,765
VANGUARD INDEX FDS (VB) 17,820 +400 $2,742
     VB17,820+400$2,742
CISCO SYS INC 53,618 +1,056 $2,649
     CSCO53,618+1,056$2,649
PEPSICO INC 19,252 +902 $2,639
     PEP19,252+902$2,639
SELECT SECTOR SPDR TR (XLP) 42,536 +436 $2,613
     XLP42,536+436$2,613
ALPHABET INC 2,123 +196 $2,592
     GOOGL2,123+196$2,592
VISA INC 14,612 +1,134 $2,513
     V14,612+1,134$2,513
DISNEY WALT CO 19,046 +687 $2,482
     DIS19,046+687$2,482
FACEBOOK INC 12,954 +1,172 $2,307
     FB12,954+1,172$2,307
VERIZON COMMUNICATIONS INC 38,056 +1,398 $2,297
     VZ38,056+1,398$2,297
HUBBELL INC 17,244 UNCH $2,266
     HUBB17,244UNCH$2,266
PFIZER INC 63,059 +1,617 $2,266
     PFE63,059+1,617$2,266
ALPHABET INC 1,828 +188 $2,228
     GOOG1,828+188$2,228
INTERNATIONAL BUSINESS MACHS 14,909 +688 $2,168
     IBM14,909+688$2,168
VANGUARD INDEX FDS (VUG) 12,882 -110 $2,142
     VUG12,882-110$2,142
BANK AMER CORP 71,166 +5,835 $2,076
     BAC71,166+5,835$2,076
COCA COLA CO 37,076 -615 $2,018
     KO37,076-615$2,018

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 09/30/2019: $742,305
At 06/30/2019: $689,564

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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