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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
51 ALPHABET INC 120 93,000 0.08%
52 NUVEEN CONNECTICUT QLTY MUN FD 7,308 90,000 0.07%
53 BOSTON SCIENTIFIC CORP 4,000 87,000 0.07%
54 TEVA PHARMACEUTICAL INDS LTD 2,000 73,000 0.06%
55 PPL CORP 2,100 72,000 0.06%
56 AUTOMATIC DATA PROCESSING IN 700 72,000 0.06%
57 TIME WARNER INC 731 71,000 0.06%
58 WAL-MART STORES INC 1,000 69,000 0.06%
59 Northstar Realty Fin REIT 4,496 68,000 0.06%
60 BRISTOL MYERS SQUIBB CO 1,133 66,000 0.05%
61 SPDR GOLD TR 600 66,000 0.05%
62 POWERSHARES ETF TR II 4,513 64,000 0.05%
63 EMERSON ELEC CO 1,100 61,000 0.05%
64 WESTERN GAS PARTNERS LP 1,000 59,000 0.05%
65 AETNA INC NEW 451 56,000 0.05%
66 ADOBE INC 530 55,000 0.04%
67 ABBOTT LABS 1,300 50,000 0.04%
68 DOW CHEM CO 850 49,000 0.04%
69 FLEXSHARES QUALITY DIVIDEND INDEX FUND 1,242 49,000 0.04%
70 COLGATE PALMOLIVE CO 750 49,000 0.04%
71 ETF MANAGERS TR 1,800 48,000 0.04%
72 EDWARDS LIFESCIENCES CORP 500 47,000 0.04%
73 HOME DEPOT INC 342 46,000 0.04%
74 VANGUARD INDEX FDS 500 41,000 0.03%
75 LILLY ELI & CO 500 37,000 0.03%
76 AMERICAN EXPRESS CO 501 37,000 0.03%
77 Endurance Specialty 400 37,000 0.03%
78 UBS AG JERSEY BRH 1,288 37,000 0.03%
79 SOUTHERN CO 750 37,000 0.03%
80 NEXTERA ENERGY INC 300 36,000 0.03%
81 ISHARES TR 341 36,000 0.03%
82 UNILEVER N V 800 33,000 0.03%
83 MONDELEZ INTL INC 750 33,000 0.03%
84 MERCK & CO INC 560 33,000 0.03%
85 CHARTER COMMUNICATIONS INC N 114 33,000 0.03%
86 DIREXION DAILY TECHNOLOGY BULL 3X SHARES 600 30,000 0.02%
87 CONSOLIDATED EDISON INC 395 29,000 0.02%
88 ABBVIE INC 466 29,000 0.02%
89 BANK NEW YORK MELLON CORP 595 28,000 0.02%
90 ASTRAZENECA PLC 1,000 27,000 0.02%
91 DISNEY WALT CO 263 27,000 0.02%
92 BP PLC 700 26,000 0.02%
93 FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 960 24,000 0.02%
94 EVERSOURCE ENERGY 428 24,000 0.02%
95 BAXTER INTL INC 500 22,000 0.02%
96 ISHARES TR 200 22,000 0.02%
97 ISHARES TR 169 21,000 0.02%
98 ALLERGAN PLC 100 21,000 0.02%
99 POWERSHARES ETF TR II 500 20,000 0.02%
100 ISHARES TR 194 20,000 0.02%
Page 2 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.