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
BTI
British American Tobacco P.L.C.

Consumer Defensive
768
+ 3.75%
$40.72 - $45.21 $31.3K - $34.7K
21.2K $911K
INGR
Ingredion Inc

Consumer Defensive
462
+ 10.49%
$84.62 - $95.92 $39.1K - $44.3K
4.87K $429K
RPM
Rpm International Inc

Basic Materials
734
+ 12.46%
$75.2 - $90.89 $55.2K - $66.7K
6.63K $522K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
932
+ 29.18%
$66.73 - $79.1 $62.2K - $73.7K
4.13K $290K
VFC
V F Corp

Consumer Cyclical
3.63K
+ 37.6%
$44.17 - $57.68 $160K - $209K
13.3K $586K
VLO
Valero Energy Corp

Energy
19
+ 0.3%
$100.74 - $145.08 $1.91K - $2.76K
6.41K $681K
DECK
Deckers Outdoor Corp

Consumer Cyclical
189
+ 20.81%
$226.79 - $290.36 $42.9K - $54.9K
1.1K $280K
SLB
Schlumberger Limited

Energy
4.47K
+ 18.33%
$34.98 - $49.57 $156K - $221K
28.8K $1.03M
EOG
Eog Resources Inc

Energy
1.41K
+ 9.17%
$107.17 - $145.93 $151K - $205K
16.7K $1.85M
ESS
Essex Property Trust, Inc.

Real Estate
690
+ 36.09%
$253.94 - $359.31 $175K - $248K
2.6K $681K
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.54%
$90.37 - $108.28 $1.08K - $1.3K
2.23K $225K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.37K
+ 19.53%
$37.9 - $46.81 $128K - $158K
20.6K $782K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.25K
+ 5.9%
$41.53 - $51.1 $52K - $64K
22.5K $1M
ABT
Abbott Laboratories

Healthcare
2.28K
+ 9.05%
$102.07 - $123.37 $232K - $281K
27.4K $2.98M
HSY
Hershey CO

Consumer Defensive
6
+ 0.58%
$202.26 - $229.68 $1.21K - $1.38K
1.05K $225K
VEU
Vanguard Ftse All World Ex Us

ETFs
953
+ 15.1%
$49.43 - $58.65 $47.1K - $55.9K
7.27K $363K
IVE
Ishares S&P 500 Value ETF

ETFs
496
+ 12.43%
$133.27 - $158.52 $66.1K - $78.6K
4.49K $617K
JCI
Johnson Controls International PLC

Industrials
2.68K
+ 35.4%
$47.23 - $66.64 $126K - $178K
10.2K $490K
IWM
Ishares Russell 2000 ETF

ETFs
778
+ 28.22%
$163.9 - $207.91 $128K - $162K
3.54K $599K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.59K
+ 19.62%
$43.35 - $54.51 $242K - $304K
34.1K $1.52M
HMC
Honda Motor CO LTD

Consumer Cyclical
3.86K
+ 14.98%
$23.98 - $28.47 $92.6K - $110K
29.7K $716K
FNDF
Schwab Fundamental Intl Large

ETFs
401
+ 5.79%
$28.1 - $32.52 $11.3K - $13K
7.32K $207K
SHW
Sherwin Williams CO

Basic Materials
432
+ 9.92%
$218.95 - $282.53 $94.6K - $122K
4.79K $1.07M
OTIS
Otis Worldwide Corp

Industrials
28
+ 0.82%
$67.88 - $77.54 $1.9K - $2.17K
3.43K $242K
PSX
Phillips 66

Energy
28
+ 0.57%
$81.02 - $110.25 $2.27K - $3.09K
4.94K $405K
RELX
Relx PLC

Communication Services
4.19K
+ 13.09%
$24.94 - $32.19 $105K - $135K
36.2K $976K
MCO
Moodys Corp

Financial Services
701
+ 21.54%
$253.64 - $343.38 $178K - $241K
3.96K $1.08M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
3.49K
+ 49.99%
$36.45 - $45.33 $127K - $158K
10.5K $400K
SAP
Sap Se

Technology
1.35K
+ 18.49%
$90.37 - $112.48 $122K - $152K
8.67K $787K
TROW
Price T Rowe Group Inc

Financial Services
1.26K
+ 27.86%
$106.09 - $155.76 $134K - $197K
5.8K $658K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.63%
$91.33 - $121.06 $1.37K - $1.82K
2.38K $228K
GPN
Global Payments Inc

Industrials
533
+ 15.6%
$106.98 - $144.6 $57K - $77.1K
3.95K $437K
HUBB
Hubbell Inc

Industrials
300
+ 1.68%
$171.33 - $203.71 $51.4K - $61.1K
18.1K $3.24M
COP
Conocophillips

Energy
1.7K
+ 9.05%
$87.89 - $122.71 $149K - $208K
20.4K $1.84M
CHD
Church & Dwight CO Inc

Consumer Defensive
87
+ 0.87%
$81.5 - $104.16 $7.09K - $9.06K
10.1K $936K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
172
+ 2.18%
$99.2 - $114.57 $17.1K - $19.7K
8.08K $822K
ADP
Automatic Data Processing Inc

Industrials
922
+ 6.2%
$199.94 - $238.5 $184K - $220K
15.8K $3.32M
ETN
Eaton Corp PLC

Industrials
1.41K
+ 14.8%
$125.52 - $151.81 $177K - $214K
10.9K $1.38M
FNDX
Schwab Fundamental U S Large C

ETFs
88
+ 0.9%
$49.93 - $59.29 $4.39K - $5.22K
9.82K $500K
CARR
Carrier Global Corp

Industrials
25
+ 0.36%
$34.41 - $46.04 $860 - $1.15K
6.9K $246K
FRT
Federal Realty Investment Trust

Real Estate
1.01K
+ 15.86%
$93.85 - $126.48 $94.7K - $128K
7.37K $706K
VLY
Valley National Bancorp

Financial Services
2.18K
+ 6.13%
$10.34 - $13.04 $22.6K - $28.4K
37.8K $393K
MS
Morgan Stanley

Financial Services
1.29K
+ 8.4%
$72.9 - $90.61 $94K - $117K
16.6K $1.27M
SYK
Stryker Corp

Healthcare
831
+ 23.12%
$194.09 - $276.37 $161K - $230K
4.43K $880K
KEY
Keycorp

Financial Services
96
+ 0.58%
$17.0 - $21.75 $1.63K - $2.09K
16.5K $285K
V
Visa Inc.

Financial Services
2.16K
+ 10.47%
$189.05 - $227.74 $409K - $493K
22.8K $4.49M
AON
Aon PLC

Financial Services
391
+ 10.58%
$248.5 - $333.61 $97.2K - $130K
4.09K $1.1M
IVV
Ishares Core S&P 500 ETF

ETFs
388
+ 11.43%
$366.99 - $458.8 $142K - $178K
3.78K $1.43M
NEE
Nextera Energy Inc

Utilities
2.27K
+ 5.75%
$68.51 - $87.08 $155K - $197K
41.7K $3.23M
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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