Catamount Wealth Management 13F Holdings
CIK 0001677443 · Westport, CT
As of Mar 31, 2019, Catamount Wealth Management reported 192 positions worth
CIK 0001677443 · Westport, CT
As of Mar 31, 2019, Catamount Wealth Management reported 192 positions worth
75.7K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| META PLATFORMS INC | META | Communication Services | 169,663 | $28.3K | 16.10% |
| SPDR S&P 500 ETF TRUST | SPY | — | 75,978 | $21.5K | 12.22% |
| VISA INC-CLASS A SHARES | V | Financial Services | 86,911 | 3.6K | 7.73% |
| AMAZON.COM INC | AMZN | Equity | 5,269 | $9.4K | 5.34% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 46,685 | $9.4K | 5.34% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 79,871 | $8.1K | 4.60% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 44,826 | $8.1K | 4.58% |
| BANK OF AMERICA CORP | BAC | Financial Services | 247,872 | $6.8K | 3.89% |
| PALO ALTO NETWORKS INC | PANW | Technology | 22,660 | $5.5K | 3.13% |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 33,575 | $5.5K | 3.13% |
| WORKDAY INC | WDAY | Technology | 26,595 | $5.1K | 2.92% |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 24,940 | $4.8K | 2.72% |
| TWILIO INC | TWLO | Communication Services | 34,970 | $4.5K | 2.57% |
| RTX CORP | RTN | Industrials | 23,597 | $4.3K | 2.45% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 41,367 | $4.3K | 2.45% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 72,068 | $4.3K | 2.43% |
| CHEVRON CORP | CHV | Energy | 30,711 | $3.8K | 2.15% |
| UNILEVER PLC | UL | Consumer Defensive | 55,976 | $3.2K | 1.84% |
| TESLA INC | TSLA | Consumer Cyclical | 7,620 | $2.1K | 1.21% |
| SALESFORCE INC | CRM | Technology | 13,305 | $2.1K | 1.20% |
| NIKE INC | NKE | Consumer Cyclical | 23,954 | $2.0K | 1.15% |
| AT&T INC | T | Communication Services | 47,162 | .5K | 0.84% |
| PEPSICO INC | PEP | Consumer Defensive | 10,000 | .2K | 0.70% |
| MORGAN STANLEY | MS | Financial Services | 27,250 | .2K | 0.65% |
| The Blackstone Group Inc. | BX | Financial Services | 26,625 | $931.0 | 0.53% |