Altium Wealth Management LLC has filed its 13F form on July 22, 2022 for Q2 2022 where it was disclosed a total value porftolio of $1.39 Billion distributed in 374 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $167M, Ishares Tr with a value of $128M, Ishares Core S&P Mid Cap ETF with a value of $67.6M, Ishares Inc with a value of $60.8M, and Vanguard Ftse Developed Market with a value of $58.6M.
Examining the 13F form we can see an decrease of $163M in the current position value, from $1.55B to 1.39B.
Also it can be appreciated an additional of 22 stocks purchases and 25 closed positions.
Below you can find more details about Altium Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
ETFs: $894 Million
Technology: $118 Million
Financial Services: $92.4 Million
Healthcare: $67.4 Million
Consumer Cyclical: $45.2 Million
Industrials: $40.2 Million
Consumer Defensive: $38.5 Million
Communication Services: $32.2 Million
Other: $54.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
