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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 (2017Q1)
Portfolio Summary: 174 holdings with a total value of $145,996,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHLUMBERGER LTD 1,445 113,000 0.08%
52 PHILLIPS 66 1,420 112,000 0.08%
53 DOMINION ENERGY INC 1,433 111,000 0.08%
54 WELLS FARGO & CO NEW 1,873 104,000 0.07%
55 ABBOTT LABS 2,300 102,000 0.07%
56 PUBLIC SVC ENTERPRISE GRP IN 2,175 96,000 0.07%
57 EDWARDS LIFESCIENCES CORP 1,000 94,000 0.06%
58 NUVEEN CONNECTICUT QLTY MUN FD 7,308 90,000 0.06%
59 DISNEY WALT CO 763 87,000 0.06%
60 CORESITE RLTY CORP 900 81,000 0.06%
61 APPLE INC 565 81,000 0.06%
62 PPL CORP 2,100 79,000 0.05%
63 SELECT SECTOR SPDR TR 1,450 76,000 0.05%
64 BOSTON SCIENTIFIC CORP 3,000 75,000 0.05%
65 AUTOMATIC DATA PROCESSING IN 700 72,000 0.05%
66 TIME WARNER INC 731 71,000 0.05%
67 SPDR GOLD TR 600 71,000 0.05%
68 POWERSHARES ETF TR II 4,500 67,000 0.05%
69 EMERSON ELEC CO 1,100 66,000 0.05%
70 ISHARES TR 722 66,000 0.05%
71 COLONY NORTHSTAR A 4,942 64,000 0.04%
72 TEVA PHARMACEUTICAL INDS LTD 2,000 64,000 0.04%
73 ADOBE INC 490 64,000 0.04%
74 BRISTOL MYERS SQUIBB CO 1,133 62,000 0.04%
75 ISHARES TR 539 61,000 0.04%
76 WESTERN GAS PARTNERS LP 1,000 60,000 0.04%
77 AETNA INC NEW 451 58,000 0.04%
78 COLGATE PALMOLIVE CO 750 55,000 0.04%
79 DOW CHEM CO 850 54,000 0.04%
80 ETF MANAGERS TR 1,800 53,000 0.04%
81 ROYAL BK SCOTLAND GROUP PLC 2,000 51,000 0.03%
82 FLEXSHARES QUALITY DIVIDEND INDEX FUND 1,242 51,000 0.03%
83 MAGELLAN MIDSTREAM PRTNRS LP 650 50,000 0.03%
84 HOME DEPOT INC 292 43,000 0.03%
85 LILLY ELI & CO 500 42,000 0.03%
86 VANGUARD INDEX FDS 500 41,000 0.03%
87 DIREXION DAILY TECHNOLOGY BULL 3X SHARES 600 40,000 0.03%
88 UNILEVER N V 800 40,000 0.03%
89 AMERICAN EXPRESS CO 501 40,000 0.03%
90 NEXTERA ENERGY INC 300 39,000 0.03%
91 UBS AG JERSEY BRH 1,288 38,000 0.03%
92 CHARTER COMMUNICATIONS INC N 114 37,000 0.03%
93 SOUTHERN CO 750 37,000 0.03%
94 MERCK & CO INC 560 36,000 0.02%
95 BROOKFIELD RENEWABLE PARTNER 1,100 33,000 0.02%
96 POWERSHARES ETF TR II 767 33,000 0.02%
97 MONDELEZ INTL INC 750 32,000 0.02%
98 ONEOK PARTNERS LP 584 32,000 0.02%
99 ROWAN COMPANIES PLC 2,000 31,000 0.02%
100 CONSOLIDATED EDISON INC 395 31,000 0.02%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-006321, filed 2017.05.12).

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.