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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 (2015Q2)
Portfolio Summary: 211 holdings with a total value of $129,149,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 SOUTHERN CO 400 17,000 0.01%
102 SUNTRUST BKS INC 400 17,000 0.01%
103 BAYTEX ENERGY CORP 1,000 16,000 0.01%
104 EATON CORP PLC 232 16,000 0.01%
105 MONDELEZ INTL INC 400 16,000 0.01%
106 POWERSHARES ETF TR II 500 16,000 0.01%
107 AMERIGAS PARTNERS L P 320 15,000 0.01%
108 ABERDEEN ASIA PACIFIC INCOM 2,907 14,000 0.01%
109 ISHARES TR 37 14,000 0.01%
110 SOUTH JERSEY INDS INC COM 556 14,000 0.01%
111 EOG RES INC 150 13,000 0.01%
112 APPLIED MATLS INC 660 13,000 0.01%
113 FRONTIER COMMUNICATIONS CORP 2,647 13,000 0.01%
114 SKECHERS U S A INC 105 12,000 0.01%
115 GLAXOSMITHKLINE PLC 300 12,000 0.01%
116 FORD MTR CO DEL 700 11,000 0.01%
117 TEXAS INSTRS INC 185 10,000 0.01%
118 AIR PRODS & CHEMS INC 75 10,000 0.01%
119 PNC FINL SVCS GROUP INC 100 10,000 0.01%
120 RELIANCE STEEL & ALUMINUM CO 150 9,000 0.01%
121 KINDER MORGAN INC DEL 245 9,000 0.01%
122 AQUA AMERICA INC 330 8,000 0.01%
123 MEDTRONIC PLC 103 8,000 0.01%
124 Spectra Energy Corp Com 259 8,000 0.01%
125 ORACLE CORP 200 8,000 0.01%
126 OCCIDENTAL PETE CORP DEL 100 8,000 0.01%
127 ISHARES TR 60 7,000 0.01%
128 ISHARES TR 172 7,000 0.01%
129 COHEN STEERS INC 215 7,000 0.01%
130 MONSANTO CO NEW 68 7,000 0.01%
131 AMERICAN ELEC PWR INC 123 7,000 0.01%
132 EXELON CORP 202 6,000 0.00%
133 FIRST TR EXCHANGE TRADED FD 94 6,000 0.00%
134 UNILEVER PLC 136 6,000 0.00%
135 TJX COS INC NEW 70 5,000 0.00%
136 LIGAND PHARMACEUTICALS INC 50 5,000 0.00%
137 ISHARES TR 66 5,000 0.00%
138 FIRST NBC BK HLDG CO 134 5,000 0.00%
139 CORESITE RLTY CORP 100 5,000 0.00%
140 WISDOMTREE TR 110 5,000 0.00%
141 QUALCOMM INC 79 5,000 0.00%
142 INTL PAPER CO 100 5,000 0.00%
143 BROOKFIELD INFRAST PARTNERS 105 5,000 0.00%
144 VANGUARD WORLD FDS 75 4,000 0.00%
145 PETROLEO BRASILEIRO SA PETRO 400 4,000 0.00%
146 WPX ENERGY INC 333 4,000 0.00%
147 USA Technologies Inc 1,300 4,000 0.00%
148 VANGUARD BD INDEX FDS 49 4,000 0.00%
149 WHOLE FOODS MKT INC 100 4,000 0.00%
150 ISHARES TR 22 4,000 0.00%
Page 3 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-014429, 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.