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Catamount Wealth Management

Q4 2017 Holdings

Filed 2018-02-13 | 192 holdings | $8.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$7.6M44,33094.4%
Adobe SYS Inc COM(ADBE)Stock00724F101$86.0K4901.1%
Boston Scientific Corp COM(BSX)Stock101137107$74.0K3,0000.9%
Abbvie Inc COM(ABBV)Stock00287Y109$45.0K4660.6%
Facebook Inc CL A(META)Stock30303M102$40.9K231,7480.5%
Charter Communications Inc New CL A(CHTR)Stock16119P108$38.0K1140.5%
Constellation Brands Inc CL A(STZ)Stock21036P108$23.0K1000.3%
Spdr S&P 500 ETF(SPY)ETF78462F103$17.2K64,3640.2%
Conocophillips COM(COP)Stock20825C104$14.0K2540.2%
Visa Inc COM CL A(V)Stock92826C839$10.0K87,5250.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$8.9K44,8050.1%
Powershares QQQ Trust, Series 1ETF73935A104$7.2K46,4110.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$7.1K66,7180.1%
Goldman Sachs Group Inc COM(GS)Stock38141G104$7.0K27,4950.1%
Bank Amer Corp COM(BAC)Stock060505104$6.8K231,7220.1%
Raytheon Co COM New(RTN1USD)Stock755111507$6.5K34,3360.1%
Amazon COM Inc COM(AMZN)Stock023135106$4.9K4,1510.1%
Spdr DOW Jones Industrial Average ETF(DIA)ETF78467X109$4.8K19,5910.1%
Unilever PLC Spon ADR NewADR904767704$4.8K86,6340.1%
Ishares Nasdaq Biotechnology Index Fund(IBB)ETF464287556$4.0K37,7250.0%
Chevron Corp New COM(CVX)Stock166764100$4.0K32,0170.0%
Citigroup Inc COM New(C)Stock172967424$3.9K52,7710.0%
Verizon Communications Inc COM(VZ)Stock92343V104$3.6K67,8660.0%
AT&T Inc COM(T)Stock00206R102$3.4K87,5750.0%
Activision Blizzard Inc COM(ATVIEUR)Stock00507V109$3.2K50,4200.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2.9K28,2650.0%
Tesla Inc COM(TSLA)Stock88160R101$2.5K8,1050.0%
Pulte Group Inc COM(PHM)Stock745867101$2.5K73,8010.0%
Morgan Stanley COM New(MS)Stock617446448$1.7K31,5750.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.6K18,8220.0%
Pepsico Inc COM(PEP)Stock713448108$1.2K10,0030.0%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$8475,6550.0%
Procter and Gamble Co COM(PG)Stock742718109$5576,0610.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$45816,4210.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$4507,0300.0%
Peoples United Financial Inc COM(PBCTEUR)Stock712704105$38120,4000.0%
General Electric Co COMStock369604103$36621,0000.0%
Honeywell Intl Inc COM(HON)Stock438516106$3382,2070.0%
General MLS Inc COM(GIS)Stock370334104$3185,3660.0%
Nvidia Corp COM(NVDA)Stock67066G104$3151,6300.0%
Johnson & Johnson COM(JNJ)Stock478160104$3092,2100.0%
YUM Brands Inc COM(YUM)Stock988498101$2863,5000.0%
Microsoft Corp COM(MSFT)Stock594918104$2803,2790.0%
Boeing Co COM(BA)Stock097023105$2207450.0%
Apple Inc COM(AAPL)Stock037833100$2121,2500.0%
Caterpillar Inc del COM(CAT)Stock149123101$2101,3330.0%
Mcdonalds Corp COM(MCD)Stock580135101$1841,0670.0%
Coca Cola Co COM(KO)Stock191216100$1753,8140.0%
Norfolk Southern Corp COM(NSC)Stock655844108$1741,2000.0%
Invesco LTD SHS(IVZ)StockG491BT108$1724,6990.0%
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