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
LMT
Lockheed Martin Corp

Industrials
644
+ 40.71%
$404.01 - $469.19 $260K - $302K
2.23K $957K
CDK
Cdk Global, Inc.

Technology
4.61K
New
$48.65 - $54.82 $224K - $253K
4.61K $252K
NVO
Novo Nordisk A S

Healthcare
2.11K
+ 12.21%
$103.24 - $121.81 $218K - $258K
19.4K $2.17M
FHN
First Horizon Corp

Financial Services
11.1K
New
$20.74 - $23.62 $230K - $262K
11.1K $242K
IBMO
Ishares Tr Ibonds December 202

ETFs
9.14K
New
$24.88 - $25.49 $227K - $233K
9.14K $232K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.18K
New
$24.68 - $25.42 $226K - $233K
9.18K $231K
O
Realty Income Corp

Real Estate
3.52K
+ 36.59%
$62.79 - $74.93 $221K - $264K
13.2K $898K
DUK
Duke Energy Corp

Utilities
2.7K
+ 19.33%
$97.82 - $115.43 $264K - $312K
16.7K $1.79M
SYY
Sysco Corp

Consumer Defensive
2.36K
+ 28.7%
$76.98 - $89.74 $182K - $212K
10.6K $897K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.86K
New
$56.16 - $65.68 $217K - $253K
3.86K $223K
HSBC
Hsbc Holdings PLC

Financial Services
8.12K
+ 27.63%
$29.55 - $34.97 $240K - $284K
37.5K $1.23M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.42K
New
$37.47 - $48.5 $166K - $215K
4.42K $215K
SO
Southern CO

Utilities
3.21K
+ 21.49%
$65.39 - $76.51 $210K - $246K
18.1K $1.29M
GPC
Genuine Parts CO

Consumer Cyclical
1.32K
+ 27.27%
$125.93 - $140.81 $166K - $186K
6.17K $820K
ADSK
Autodesk, Inc.

Technology
1.47K
+ 137.89%
$164.31 - $218.77 $242K - $322K
2.54K $437K
MET
Metlife Inc

Financial Services
5.96K
+ 26.6%
$60.87 - $72.44 $362K - $431K
28.3K $1.78M
MASI
Masimo Corp

Healthcare
1.55K
New
$112.97 - $151.71 $175K - $236K
1.55K $203K
SNY
Sanofi

Healthcare
4.48K
+ 27.2%
$48.99 - $57.46 $219K - $257K
21K $1.05M
MUB
Ishares National Muni Bond ETF

ETFs
7.5K
+ 3.98%
$104.73 - $109.51 $785K - $821K
196K $20.8M
TTE
Total Energies Se

Energy
2.31K
+ 8.96%
$47.61 - $61.15 $110K - $141K
28.1K $1.48M
ATO
Atmos Energy Corp

Utilities
1.87K
+ 33.69%
$103.51 - $122.69 $194K - $230K
7.43K $833K
ING
Ing Groep Nv

Financial Services
18.6K
+ 33.38%
$9.15 - $11.32 $170K - $210K
74.1K $735K
UBS
Ubs Group Ag

Financial Services
13.7K
+ 67.35%
$15.58 - $19.96 $214K - $274K
34.1K $553K
DHR
Danaher Corp

Healthcare
1.77K
+ 23.1%
$237.11 - $299.66 $419K - $529K
9.42K $2.39M
LIN
Linde PLC

Basic Materials
960
+ 22.68%
$287.53 - $335.76 $276K - $322K
5.19K $1.49M
ED
Consolidated Edison Inc

Utilities
1.43K
+ 12.62%
$86.88 - $100.58 $124K - $144K
12.7K $1.21M
CB
Chubb LTD

Financial Services
1.91K
+ 13.97%
$186.97 - $216.55 $357K - $413K
15.6K $3.06M
FIS
Fidelity National Information Services, Inc.

Technology
1.87K
+ 47.48%
$90.7 - $106.19 $170K - $199K
5.82K $534K
GSK
Gsk PLC

Healthcare
3.15K
+ 10.39%
$42.05 - $47.77 $132K - $150K
33.4K $1.46M
CAH
Cardinal Health Inc

Healthcare
3.58K
+ 30.19%
$50.48 - $63.86 $181K - $229K
15.4K $807K
D
Dominion Energy, Inc

Utilities
2.25K
+ 22.07%
$73.41 - $88.38 $165K - $199K
12.4K $992K
FNB
Fnb Corp

Financial Services
11.3K
New
$10.58 - $12.55 $119K - $142K
11.3K $122K
GM
General Motors CO

Consumer Cyclical
9.76K
+ 57.98%
$31.42 - $43.18 $307K - $421K
26.6K $844K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
11K
New
$9.18 - $27.81 $101K - $306K
11K $101K
TMO
Thermo Fisher Scientific Inc.

Healthcare
722
+ 11.58%
$500.9 - $612.21 $362K - $442K
6.96K $3.78M
AMD
Advanced Micro Devices Inc

Technology
7.74K
+ 51.19%
$76.47 - $110.53 $592K - $855K
22.8K $1.75M
TJX
Tjx Companies Inc

Consumer Cyclical
2.92K
+ 17.85%
$54.99 - $66.78 $161K - $195K
19.3K $1.08M
ZTS
Zoetis Inc.

Healthcare
1.2K
+ 16.29%
$155.97 - $200.09 $186K - $239K
8.53K $1.47M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
6.4K
+ 22.43%
$13.12 - $15.03 $84K - $96.2K
34.9K $491K
QQQ
Invesco Qqq Trust, Series 1

ETFs
640
+ 53.78%
$271.39 - $369.3 $174K - $236K
1.83K $513K
CVS
Cvs Health Corp

Healthcare
2.3K
+ 14.68%
$88.66 - $106.64 $204K - $245K
17.9K $1.66M
VTV
Vanguard Value ETF

ETFs
14.3K
+ 12.56%
$128.01 - $150.8 $1.83M - $2.16M
128K $16.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.02K
+ 43.36%
$61.48 - $74.59 $185K - $225K
9.98K $623K
DEO
Diageo PLC

Consumer Defensive
866
+ 29.27%
$167.67 - $211.86 $145K - $183K
3.83K $666K
PCT
Pure Cycle Technologies, Inc.

Industrials
9.3K
+ 73.22%
$6.31 - $9.85 $58.7K - $91.6K
22K $163K
BEN
Franklin Resources Inc

Financial Services
6.91K
+ 29.87%
$23.07 - $28.02 $159K - $194K
30.1K $701K
MMM
3 M CO

Industrials
2.57K
+ 17.99%
$129.41 - $154.23 $332K - $396K
16.8K $2.18M
EQIX
Equinix Inc

Real Estate
206
+ 21.17%
$616.28 - $768.78 $127K - $158K
1.18K $775K
USB
Us Bancorp \De\

Financial Services
5.92K
+ 19.0%
$45.41 - $53.07 $269K - $314K
37.1K $1.71M
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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