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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 (2016Q4)
Portfolio Summary: 174 holdings with a total value of $123,182,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 HEWLETT PACKARD ENTERPRISE C 0 0 0.00%
2 HP INC 0 0 0.00%
3 INVENTERGY GLOBAL INC COM NEW 1 0 0.00%
4 ADVANSIX INC 16 0 0.00%
5 TRAVELERS COMPANIES INC 0 0 0.00%
6 TIME INC NEW 3 0 0.00%
7 FEDEX CORP 0 0 0.00%
8 ISHARES TR 0 0 0.00%
9 GLADSTONE COMMERCIAL CORP 0 0 0.00%
10 ISHARES 20 YEAR TREASURY BOND ETF 1 0 0.00%
11 YAHOO INC 25 1,000 0.00%
12 NUANCE COMM 50 1,000 0.00%
13 MSA SAFETY INC 10 1,000 0.00%
14 UNITED STATES STL CORP NEW 30 1,000 0.00%
15 FRONTIER COMMUNICATIONS CORP 221 1,000 0.00%
16 ADAMS DIVERSIFIED EQUITY FD 70 1,000 0.00%
17 POWERSHARES ETF TR II 19 1,000 0.00%
18 VANGUARD INDEX FDS 8 1,000 0.00%
19 SQUARE INC 100 1,000 0.00%
20 ISHARES TR 12 1,000 0.00%
21 ALLEGHENY TECHNOLOGIES INC 46 1,000 0.00%
22 DELL TECHNOLOGIES INC 30 2,000 0.00%
23 SPDR SER TR 25 2,000 0.00%
24 FIRST TR EXCHANGE TRADED FD 42 3,000 0.00%
25 PANERA BREAD CO 16 3,000 0.00%
26 ISHARES TR 30 3,000 0.00%
27 JOHNSON CTLS INTL PLC 63 3,000 0.00%
28 ALIBABA GROUP HLDG LTD 50 4,000 0.00%
29 MARATHON OIL CORP 205 4,000 0.00%
30 WGL HLDGS INC COM 50 4,000 0.00%
31 SHERWIN WILLIAMS CO 15 4,000 0.00%
32 ISHARES TR 22 4,000 0.00%
33 MARSH & MCLENNAN COS INC 59 4,000 0.00%
34 PETROLEO BRASILEIRO SA PETRO 400 4,000 0.00%
35 ISHARES INC 75 4,000 0.00%
36 MASTERCARD INCORPORATED 36 4,000 0.00%
37 ISHARES RUSSELL 2000 GROWTH ETF 25 4,000 0.00%
38 GOLDMAN SACHS GROUP INC 20 5,000 0.00%
39 SUNCOR ENERGY INC NEW 140 5,000 0.00%
40 VANGUARD INDEX FDS 39 5,000 0.00%
41 ISHARES TR 57 6,000 0.00%
42 FIDELITY 160 6,000 0.00%
43 VANGUARD INDEX FDS 59 6,000 0.00%
44 PNC FINL SVCS GROUP INC 50 6,000 0.00%
45 USA Technologies Inc 1,300 6,000 0.00%
46 QUALCOMM INC 100 7,000 0.01%
47 BROADRIDGE FINL SOLUTIONS IN 100 7,000 0.01%
48 MONSANTO CO NEW 68 7,000 0.01%
49 EXELON CORP 202 7,000 0.01%
50 ISHARES TR 76 7,000 0.01%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001958, filed 2017.02.14).

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.