Altium Wealth Management LLC Purchases in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
171K
+ 34.4%
$22.04 - $24.54 $3.77M - $4.2M
669K $14.8M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
130K
New
$20.27 - $21.94 $2.64M - $2.86M
130K $2.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
145K
+ 19.0%
$40.48 - $47.83 $5.89M - $6.96M
911K $37.9M
HMOP
Hartford Fds Exchange Traded T

ETFs
69K
+ 21.09%
$37.47 - $39.24 $2.59M - $2.71M
396K $15M
VB
Vanguard Small Cap ETF

ETFs
25.5K
+ 36.85%
$170.7 - $214.67 $4.36M - $5.48M
94.8K $16.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.1K
New
$99.01 - $106.84 $1.89M - $2.04M
19.1K $1.94M
SHEL
Shell PLC

Energy
21.5K
+ 213.13%
$24.75 - $30.77 $532K - $661K
31.6K $1.65M
MCD
Mcdonalds Corp

Consumer Cyclical
4.16K
+ 32.37%
$229.0 - $255.85 $953K - $1.07M
17K $4.2M
NOC
Northrop Grumman Corp

Industrials
2.01K
New
$438.62 - $492.06 $880K - $988K
2.01K $960K
EXC
Exelon Corp

Utilities
21.9K
+ 121.28%
$40.91 - $50.25 $895K - $1.1M
39.9K $1.81M
MTB
M&T Bank Corp

Financial Services
5.86K
New
$159.16 - $180.8 $933K - $1.06M
5.86K $935K
VUG
Vanguard Growth ETF

ETFs
12.5K
+ 42.88%
$214.97 - $293.87 $2.68M - $3.66M
41.5K $9.26M
CL
Colgate Palmolive CO

Consumer Defensive
10.7K
+ 141.68%
$73.92 - $82.1 $788K - $876K
18.2K $1.46M
XOM
Exxon Mobil Corp

Energy
6.94K
+ 8.26%
$82.26 - $104.59 $571K - $726K
91K $7.79M
LLY
Eli Lilly & CO

Healthcare
1.72K
+ 22.88%
$278.73 - $327.27 $481K - $564K
9.26K $3M
JNJ
Johnson & Johnson

Healthcare
4.38K
+ 11.01%
$168.19 - $186.01 $736K - $814K
44.1K $7.83M
ATVI
Activision Blizzard, Inc.

Communication Services
7.98K
New
$73.93 - $80.82 $590K - $645K
7.98K $621K
UNH
Unitedhealth Group Inc

Healthcare
1.09K
+ 7.43%
$452.06 - $546.01 $493K - $595K
15.8K $8.09M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
999
New
$548.35 - $738.84 $548K - $738K
999 $591K
KO
Coca Cola CO

Consumer Defensive
8.1K
+ 12.18%
$59.07 - $66.21 $479K - $537K
74.6K $4.69M
SWK
Stanley Black & Decker, Inc.

Industrials
5.41K
New
$101.7 - $144.56 $550K - $782K
5.41K $567K
ITW
Illinois Tool Works Inc

Industrials
4.3K
+ 51.32%
$178.25 - $213.01 $767K - $917K
12.7K $2.31M
GS
Goldman Sachs Group Inc

Financial Services
2.71K
+ 35.55%
$279.79 - $341.06 $757K - $923K
10.3K $3.06M
PEP
Pepsico Inc

Consumer Defensive
3.4K
+ 12.55%
$156.12 - $177.5 $531K - $604K
30.5K $5.09M
CI
Cigna Corp

Healthcare
1.63K
+ 37.87%
$242.23 - $272.4 $395K - $444K
5.93K $1.56M
IBM
International Business Machines Corp

Technology
2.12K
+ 10.74%
$125.98 - $142.88 $267K - $302K
21.8K $3.08M
MRK
Merck & Co., Inc.

Healthcare
2.62K
+ 8.52%
$83.49 - $94.64 $219K - $248K
33.4K $3.04M
ABBV
Abb Vie Inc.

Healthcare
4.61K
+ 20.36%
$137.62 - $174.96 $634K - $806K
27.2K $4.17M
PG
Procter & Gamble CO

Consumer Defensive
6.05K
+ 14.27%
$132.36 - $163.65 $801K - $991K
48.5K $6.97M
BMY
Bristol Myers Squibb CO

Healthcare
5.15K
+ 28.62%
$72.62 - $79.98 $374K - $412K
23.2K $1.78M
Alteryx Inc
510K
New
N/A
510K $447K
WM
Waste Management Inc

Industrials
2.99K
+ 56.31%
$140.65 - $169.65 $420K - $507K
8.29K $1.27M
ADI
Analog Devices Inc

Technology
3.64K
+ 60.41%
$143.46 - $169.24 $523K - $617K
9.67K $1.41M
RTX
Raytheon Technologies Corp

Industrials
5.06K
+ 19.12%
$88.88 - $104.97 $449K - $531K
31.5K $3.03M
VGSH
Vanguard

ETFs
6.87K
New
$58.29 - $59.37 $400K - $408K
6.87K $404K
KMB
Kimberly Clark Corp

Consumer Defensive
2.19K
+ 27.8%
$121.65 - $143.48 $267K - $315K
10.1K $1.36M
FCX
Freeport Mcmoran Inc

Basic Materials
13.1K
New
$29.26 - $50.96 $385K - $670K
13.1K $385K
SPGI
S&P Global Inc.

Financial Services
1.63K
+ 65.15%
$316.03 - $414.99 $515K - $676K
4.13K $1.39M
NEM
Newmont Corp

Basic Materials
5.89K
New
$59.67 - $85.42 $351K - $503K
5.89K $351K
PFE
Pfizer Inc

Healthcare
5.49K
+ 5.78%
$46.53 - $55.17 $256K - $303K
101K $5.27M
ELV
Elevance Health, Inc.

Healthcare
718
+ 58.85%
$444.32 - $529.84 $319K - $380K
1.94K $935K
CLX
Clorox CO

Consumer Defensive
2.3K
+ 36.93%
$122.57 - $158.28 $282K - $364K
8.54K $1.2M
FDX
Fedex Corp

Industrials
1.52K
+ 45.26%
$197.01 - $243.24 $299K - $369K
4.87K $1.1M
AZN
Astrazeneca PLC

Healthcare
4.94K
+ 20.2%
$59.26 - $71.14 $293K - $351K
29.4K $1.94M
NVS
Novartis Ag

Healthcare
4.29K
+ 27.1%
$80.52 - $93.75 $346K - $402K
20.1K $1.7M
UL
Unilever PLC

Consumer Defensive
5.82K
+ 41.82%
$43.05 - $48.33 $251K - $281K
19.7K $904K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.28K
New
$49.95 - $54.8 $264K - $289K
5.28K $269K
NOW
Service Now, Inc.

Technology
878
+ 47.08%
$412.25 - $574.82 $362K - $505K
2.74K $1.3M
PM
Philip Morris International Inc.

Consumer Defensive
1.6K
+ 7.35%
$95.66 - $108.57 $153K - $173K
23.3K $2.3M
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
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