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Institutional Investment Manager
Catamount Wealth Management
Catamount Wealth Management (CIK: 0001677443) incorporated in Connecticut, located at 943 Post Rd East, Westport, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 180 holdings with a total value of $121,454,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 AIR PRODS & CHEMS INC 75 11,000 0.01%
102 FORD MTR CO DEL 700 11,000 0.01%
103 RELIANCE STEEL & ALUMINUM CO 150 9,000 0.01%
104 ORACLE CORP 200 9,000 0.01%
105 Spectra Energy Corp Com 259 9,000 0.01%
106 COHEN STEERS INC 215 9,000 0.01%
107 MEDTRONIC PLC 103 8,000 0.01%
108 MONSANTO CO NEW 68 8,000 0.01%
109 AMERICAN ELEC PWR INC 123 7,000 0.01%
110 ISHARES TR 172 7,000 0.01%
111 HOME DEPOT INC 60 7,000 0.01%
112 ISHARES TR 60 7,000 0.01%
113 OCCIDENTAL PETE CORP DEL 100 7,000 0.01%
114 EXELON CORP 202 7,000 0.01%
115 FIRST TR EXCHANGE TRADED FD 94 6,000 0.00%
116 UNILEVER PLC 146 6,000 0.00%
117 SELECT SECTOR SPDR TR 78 6,000 0.00%
118 CORESITE RLTY CORP 100 5,000 0.00%
119 TJX COS INC NEW 70 5,000 0.00%
120 UNITED TECHNOLOGIES CORP 40 5,000 0.00%
121 ISHARES TR 66 5,000 0.00%
122 USA Technologies Inc 1,300 4,000 0.00%
123 VANGUARD INDEX FDS 35 4,000 0.00%
124 ISHARES TR 22 4,000 0.00%
125 VANGUARD BD INDEX FDS 49 4,000 0.00%
126 ANTHEM INC 25 4,000 0.00%
127 FIRST NBC BK HLDG CO 134 4,000 0.00%
128 WGL HLDGS INC COM 50 3,000 0.00%
129 ISHARES TR 34 3,000 0.00%
130 TIME INC NEW 119 3,000 0.00%
131 PHILIP MORRIS INTL INC 40 3,000 0.00%
132 UNITEDHEALTH GROUP INC 25 3,000 0.00%
133 QUALCOMM INC 43 3,000 0.00%
134 ISHARES TR 39 2,000 0.00%
135 SIRIUS XM HOLDINGS INC 650 2,000 0.00%
136 VANGUARD MALVERN FDS 37 2,000 0.00%
137 PETROLEO BRASILEIRO SA PETRO 400 2,000 0.00%
138 VANGUARD INTL EQUITY INDEX F 41 2,000 0.00%
139 VANGUARD SCOTTSDALE FDS 31 2,000 0.00%
140 VANECK ETF TRUST 100 2,000 0.00%
141 SPDR SER TR 25 2,000 0.00%
142 ISHARES TR 8 1,000 0.00%
143 VANGUARD INTL EQUITY INDEX F 16 1,000 0.00%
144 ISHARES TR 10 1,000 0.00%
145 ISHARES TR 12 1,000 0.00%
146 YAHOO INC 25 1,000 0.00%
147 SPDR SERIES TRUST LEHMAN SHORT TERM INTL 34 1,000 0.00%
148 ISHARES TR 13 1,000 0.00%
149 POWERSHARES ETF TRUST II 30 1,000 0.00%
150 ISHARES TR 7 1,000 0.00%
Page 3 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-014423, filed 2016.06.22).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.