HoldingsChannel.com
Catamount Wealth Management Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
FACEBOOK INC CL A 169,663 +2,805 $28,281
     FB169,663+2,805$28,281
SPDR S&P 500 ETF (SPY) 75,978 -1,574 $21,462
     SPY75,978-1,574$21,462
VISA INC 86,911 +3,657 $13,575
     V86,911+3,657$13,575
AMAZON.COM INC 5,269 +1,244 $9,383
     AMZN5,269+1,244$9,383
BERKSHIRE HATHAWAY INC DEL CL B NEW      $9,379
     BRK.B46,685+2,745$9,379
JPMORGAN CHASE & CO COM 79,871 +1,880 $8,085
     JPM79,871+1,880$8,085
POWERSHARES QQQ TR (QQQ) 44,826 -195 $8,053
     QQQ44,826-195$8,053
BANK AMER CORP COM 247,872 +6,351 $6,839
     BAC247,872+6,351$6,839
PALO ALTO NETWORKS INC COM 22,660 +22,660 $5,504
     PANW22,660+22,660$5,504
LULULEMON ATHLETICA INC COM 33,575 +3,580 $5,502
     LULU33,575+3,580$5,502
WORKDAY INC CL A 26,595 +1,490 $5,129
     WDAY26,595+1,490$5,129
EDWARDS LIFESCIENCES CORP COM 24,940 +1,100 $4,772
     EW24,940+1,100$4,772
TWILIO INC CL A 34,970 +8,285 $4,517
     TWLO34,970+8,285$4,517
RAYTHEON CO COM NEW 23,597 -1,650 $4,297
     RTN23,597-1,650$4,297
PAYPAL HLDGS INC COM 41,367 +40,035 $4,296
     PYPL41,367+40,035$4,296
VERIZON COMMUNICATIONS 72,068 +1,754 $4,261
     VZ72,068+1,754$4,261
CHEVRON CORP NEW COM 30,711 +776 $3,783
     CVX30,711+776$3,783
UNILEVER PLC SPON ADR NEW 55,976 -328 $3,231
     UL55,976-328$3,231
TESLA MOTORS INC 7,620 +280 $2,133
     TSLA7,620+280$2,133
SALESFORCE COM INC COM 13,305 +13,305 $2,107
     CRM13,305+13,305$2,107
NIKE INC CLASS B 23,954 +23,954 $2,017
     NKE23,954+23,954$2,017
AT&T INC COM 47,162 +22,460 $1,479
     T47,162+22,460$1,479
PEPSICO INC COM 10,000 -34 $1,226
     PEP10,000-34$1,226
MORGAN STANLEY 27,250 UNCH $1,150
     MS27,250UNCH$1,150
BLACKSTONE GROUP LP 26,625 +25,500 $931
     BX26,625+25,500$931
PROCTER AND GAMBLE CO COM 6,625 +975 $689
     PG6,625+975$689
JOHNSON & JOHNSON COM 4,280 +3,200 $598
     JNJ4,280+3,200$598
EXXON MOBIL CORP COM 6,544 +2,490 $529
     XOM6,544+2,490$529
MICROSOFT 4,454 +951 $525
     MSFT4,454+951$525
TECHNOLOGY SELECT SECTOR SPDR (XLK) 6,799 -252 $503
     XLK6,799-252$503
INTEL CORP COM 9,327 +8,800 $501
     INTC9,327+8,800$501
FINANCIAL SELECT SECTOR SPDR (XLF) 17,123 -585 $440
     XLF17,123-585$440
BRISTOL MYERS SQUIBB CO COM 9,100 +9,100 $434
     BMY9,100+9,100$434
HOME DEPOT 2,250 +2,100 $432
     HD2,250+2,100$432
COCA COLA CO COM 8,785 +3,775 $412
     KO8,785+3,775$412
CONOCOPHILLIPS COM 6,100 -420 $407
     COP6,100-420$407
HEALTH CARE SELECT SECTOR SPDR (XLV) 4,188 -176 $384
     XLV4,188-176$384
HONEYWELL INTL INC 2,219 -275 $353
     HON2,219-275$353
AVID BIOSERVICES INC COM 82,571 UNCH $351
     CDMO82,571UNCH$351
YUM BRANDS INC COM 3,500 UNCH $349
     YUM3,500UNCH$349
PEOPLES BK BRIDGEPORT CN 19,500 UNCH $321
     PBCT19,500UNCH$321
ISHARES MSCI EMERGING MARKETS ETF (EEM) 6,480 -270 $278
     EEM6,480-270$278
GENERAL ELECTRIC CO COM 27,250 UNCH $272
     GE27,250UNCH$272
BOEING CO COM 700 +634 $267
     BA700+634$267
ISHARES S&P NORTH AMER TECH SOFTWARE (IGV) 1,175 -55 $248
     IGV1,175-55$248
INTL BUSINESS MACHINES 1,600 +1,200 $226
     IBM1,600+1,200$226
NORFOLK SOUTHERN CRP 1,200 UNCH $224
     NSC1,200UNCH$224
SERVICENOW INC COM 800 +800 $197
     NOW800+800$197
ABBOTT LABS COM 2,400 UNCH $192
     ABT2,400UNCH$192
MCDONALDS CORP COM 1,000 -124 $190
     MCD1,000-124$190

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

See Details: Top 10 Stocks Held By Catamount Wealth Management

Size ($ in 1000's)
At 03/31/2019: $175,697
At 12/31/2018: $146,495

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

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

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