Altium Wealth Management LLC

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CIK 1739594

13F portfolio (2022-Q2)

$1.4B

Positions

374

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-Q1. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2022-Q2)

Holdings

374

Top 5

34.7%

Top 10

47.9%

Effective N

27.5

HHI

0.036

This quarter

22 new · 0 exit →

By sector

Unclassified65.7%

Information Technology9.1%

Financials6.8%

Consumer Discretionary3.8%

Health Care3.3%

Industrials3.0%

Communication Services2.2%

Energy1.7%

Other4.3%

By market cap

Unknown68.5%

Mega (>$200B)18.8%

Large ($10–200B)12.4%

Mid ($2–10B)0.2%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other65.7%

North America32.0%

Europe1.5%

Asia-Pacific0.7%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	67.15%	117
Technology Hardware & Equipment	3.98%	7
Pharmaceuticals & Biotechnology	2.87%	19
Software	2.80%	11
Banks	2.29%	29
Specialty Retail	2.05%	11
Software & IT Services	1.75%	5
Oil, Gas & Consumable Fuels	1.71%	11
Semiconductors & Semiconductor Equipment	1.60%	10
Commercial Services & Supplies	1.49%	12
Insurance	1.43%	11
Chemicals	1.30%	14
Capital Markets	1.00%	9
Utilities	0.94%	13
Automobiles & Components	0.89%	4
Beverages	0.75%	3
Machinery	0.69%	8
Aerospace & Defense	0.64%	6
Road & Rail	0.52%	4
Hotels, Restaurants & Leisure	0.51%	6
Health Care Equipment & Supplies	0.47%	6
Equity Real Estate Investment Trusts (REITs)	0.43%	7
Media & Entertainment	0.32%	6
Tobacco	0.27%	3
Electrical Equipment & Components	0.27%	4
Diversified Telecommunication Services	0.24%	4
Metals & Mining	0.23%	7
Food Products	0.20%	5
Distributors	0.20%	4
Communications Equipment	0.17%	3
Entertainment	0.16%	1
Food & Staples Retailing	0.12%	1
Paper & Forest Products	0.10%	1
Airlines	0.10%	2
Household Durables	0.08%	1
Construction & Engineering	0.07%	1
Health Care Providers & Services	0.06%	2
Transportation Infrastructure	0.06%	1
Textiles, Apparel & Luxury Goods	0.04%	1
Media & Publishing	0.03%	1
Life Sciences Tools & Services	0.03%	1
Leisure Products	0.01%	1
Marine	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	12.06%
2	IEFA	ISHARES TR	Unclassified	9.20%
3	IJH	ISHARES TR	Unclassified	4.86%
4	IEMG	ISHARES INC	Unclassified	4.38%
5	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	4.22%
6	AAPL	Apple Inc.	Information Technology	3.13%
7	VO	VANGUARD INDEX FDS	Unclassified	2.74%
8	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	2.73%
9	VTEB	VANGUARD MUN BD FDS	Unclassified	2.33%
10	IJR	ISHARES TR	Unclassified	2.23%

258/374 names classified · sector 34.3% of weight · industry 32.9% · mkt cap 31.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 19 quarters

Information TechnologyAAPL, MSFT, INTC, HUBB, ADP · other

FinancialsBRK.B, JPM, UNH, MA, SCHW · other

Health CareJNJ, PFE, MRK, ABT, ABBV · other

Consumer DiscretionaryAMZN, HD, COST, MCD, TSLA · other

Communication ServicesGOOGL, GOOG, META, T, VZ · other

IndustrialsUNP, HON, MMM, ACN, BA · other

EnergyXOM, CVX, VLO, MUR, HAL · other

MaterialsPG, NKE, KMB, CHD, LIN · other

Consumer StaplesPEP, KO, PM, MDLZ, MO · other

UtilitiesNEE, AEP, EXC, DUK, SO · other

Real EstateAMT, PLD, CCI, O, SBAC · other

UnclassifiedVOO, IEFA, IJH, VEA, IEMG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 34.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2022-Q2), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 30% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (196 classified)Altium Wealth Management LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsHealth CareCommunication ServicesMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for Altium Wealth Management LLC: centroid Large Core. Heaviest cells: Large Growth 10.8%, Large Core 8.0%, Large Value 7.9%.

Classified: 30.0% of book weight (196/340 names) · unclassified 70.0%: VOO, IEFA, IJH, IEMG, VEA, VO, VWO, VTEB, IJR, VOOG +134 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 374 positions (2022-Q2) · largest first · Δ vs 2022-Q1

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	482,795	$167M	12.1%	ADD 4%
2	IEFAISHARES TR	2,172,132	$128M	9.2%	TRIM −3%
3	IJHISHARES TR	298,638	$68M	4.9%	TRIM −3%
4	IEMGISHARES INC	1,240,049	$61M	4.4%	ADD 3%
5	VEAVANGUARD TAX-MANAGED FDS	1,436,805	$59M	4.2%	ADD 12%
6	AAPLAPPLE INC	317,619	$43M	3.1%	ADD 2%
7	VOVANGUARD INDEX FDS	193,233	$38M	2.7%	ADD 18%
8	VWOVANGUARD INTL EQUITY INDEX F	910,913	$38M	2.7%	ADD 19%
9	VTEBVANGUARD MUN BD FDS	648,667	$32M	2.3%	HOLD
10	IJRISHARES TR	334,817	$31M	2.2%	TRIM −3%
11	VOOGVANGUARD ADMIRAL FDS INC	127,362	$28M	2.0%	HOLD
12	VCITVANGUARD SCOTTSDALE FDS	328,349	$26M	1.9%	TRIM −12%
13	MSFTMICROSOFT CORP	101,333	$26M	1.9%	ADD 7%
14	SPYGSPDR SERIES TRUST STATE STREET SPD	444,939	$23M	1.7%	TRIM −12%
15	SPYVSPDR SERIES TRUST	621,125	$23M	1.6%	TRIM −9%
16	MUBISHARES TR	195,745	$21M	1.5%	ADD 4%
17	VGITVANGUARD SCOTTSDALE FDS	335,667	$21M	1.5%	HOLD
18	BRK.BBERKSHIRE HATHAWAY INC DEL	71,575	$20M	1.4%	ADD 5%
19	VTVVANGUARD INDEX FDS	128,077	$17M	1.2%	ADD 13%
20	VBVANGUARD INDEX FDS	94,750	$17M	1.2%	ADD 37%
21	VOOVVANGUARD ADMIRAL FDS INC	124,242	$17M	1.2%	HOLD
22	HMOPHARTFORD FDS EXCHANGE TRADED	396,157	$15M	1.1%	ADD 21%
23	VRPINVESCO EXCH TRADED FD TR II	668,995	$15M	1.1%	ADD 34%
24	AMZNAMAZON COM INC	98,317	$10M	0.8%	ADD 1840%
25	VUGVANGUARD INDEX FDS	41,545	$9M	0.7%	ADD 43%
26	TSLATESLA INC	13,399	$9M	0.6%	ADD 34%
27	GOOGALPHABET INC	3,762	$8M	0.6%	ADD 6%
28	UNHUNITEDHEALTH GROUP INC	15,758	$8M	0.6%	ADD 7%
29	GOOGLALPHABET INC	3,696	$8M	0.6%	ADD 7%
30	JNJJOHNSON & JOHNSON	44,134	$8M	0.6%	ADD 11%
31	XOMEXXON MOBIL CORP	90,986	$8M	0.6%	ADD 8%
32	JPMJPMORGAN CHASE & CO	63,341	$7M	0.5%	HOLD
33	PGPROCTER AND GAMBLE CO	48,463	$7M	0.5%	ADD 14%
34	SPYSTATE STR SPDR S&P 500 ETF T	16,395	$6M	0.4%	HOLD
35	CVXCHEVRON CORP NEW	39,372	$6M	0.4%	ADD 8%
36	HDHOME DEPOT INC	20,708	$6M	0.4%	HOLD
37	NVDANVIDIA CORPORATION	35,102	$5M	0.4%	ADD 18%
38	PFEPFIZER INC	100,523	$5M	0.4%	ADD 6%
39	PEPPEPSICO INC	30,527	$5M	0.4%	ADD 13%
40	KOCOCA COLA CO	74,620	$5M	0.3%	ADD 12%
41	COSTCOSTCO WHSL CORP NEW	9,749	$5M	0.3%	ADD 6%
42	SCHWSCHWAB CHARLES CORP	73,212	$5M	0.3%	TRIM −23%
43	VVISA INC	22,825	$4M	0.3%	ADD 10%
44	MCDMCDONALDS CORP	17,024	$4M	0.3%	ADD 32%
45	ABBVABBVIE INC	27,248	$4M	0.3%	ADD 20%
46	MAMASTERCARD INCORPORATED	12,861	$4M	0.3%	ADD 6%
47	ACNACCENTURE PLC IRELAND	14,366	$4M	0.3%	ADD 13%
48	METAMETA PLATFORMS INC	24,517	$4M	0.3%	ADD 3%
49	ITOTISHARES TR	45,326	$4M	0.3%	TRIM −3%
50	TMOTHERMO FISHER SCIENTIFIC INC	6,958	$4M	0.3%	ADD 12%
51	ADBEADOBE INC	9,603	$4M	0.3%	ADD 6%
52	UNPUNION PAC CORP	16,306	$3M	0.3%	ADD 9%
53	ADPAUTOMATIC DATA PROCESSING IN	15,799	$3M	0.2%	ADD 6%
54	HUBBHUBBELL INC	18,123	$3M	0.2%	HOLD
55	NEENEXTERA ENERGY INC	41,660	$3M	0.2%	ADD 6%
56	BACBANK AMERICA CORP	102,897	$3M	0.2%	HOLD
57	IBMINTERNATIONAL BUSINESS MACHS	21,828	$3M	0.2%	ADD 11%
58	GSGOLDMAN SACHS GROUP INC	10,315	$3M	0.2%	ADD 36%
59	CBCHUBB LIMITED	15,561	$3M	0.2%	ADD 14%
60	MRKMERCK & CO INC	33,366	$3M	0.2%	ADD 9%
61	RTXRTX CORPORATION	31,502	$3M	0.2%	ADD 19%
62	LLYELI LILLY & CO	9,260	$3M	0.2%	ADD 23%
63	ABTABBOTT LABS	27,428	$3M	0.2%	ADD 9%
64	HONHONEYWELL INTL INC	16,044	$3M	0.2%	ADD 8%
65	TXNTEXAS INSTRS INC	18,082	$3M	0.2%	ADD 12%
66	UPSUNITED PARCEL SERVICE INC	14,635	$3M	0.2%	ADD 8%
67	BKLNINVESCO EXCH TRADED FD TR II	130,263	$3M	0.2%	NEW
68	AVGOBROADCOM INC	5,429	$3M	0.2%	ADD 20%
69	AXPAMERICAN EXPRESS CO	18,467	$3M	0.2%	ADD 10%
70	BRK.ABERKSHIRE HATHAWAY INC DEL	6	$2M	0.2%	HOLD
71	INTCINTEL CORP	65,523	$2M	0.2%	TRIM −5%
72	LOWLOWES COS INC	14,031	$2M	0.2%	HOLD
73	WFCWELLS FARGO CO NEW	62,474	$2M	0.2%	ADD 6%
74	DHRDANAHER CORP DEL	9,418	$2M	0.2%	ADD 23%
75	ORCLORACLE CORP	33,637	$2M	0.2%	ADD 13%
76	CSCOCISCO SYS INC	54,677	$2M	0.2%	HOLD
77	ITWILLINOIS TOOL WKS INC	12,687	$2M	0.2%	ADD 51%
78	PMPHILIP MORRIS INTL INC	23,306	$2M	0.2%	ADD 7%
79	MMM3M CO	16,836	$2M	0.2%	ADD 18%
80	VTIVANGUARD INDEX FDS	11,526	$2M	0.2%	TRIM −12%
81	NVONOVO-NORDISK A S	19,426	$2M	0.2%	ADD 12%
82	BLKBLACKROCK INC	3,553	$2M	0.2%	TRIM −6%
83	DISDISNEY WALT CO	22,850	$2M	0.2%	TRIM −15%
84	MDTMEDTRONIC PLC	22,254	$2M	0.1%	ADD 25%
85	AGGISHARES TR	19,120	$2M	0.1%	NEW
86	AZNASTRAZENECA PLC	29,395	$2M	0.1%	ADD 20%
87	CRMSALESFORCE INC	11,408	$2M	0.1%	ADD 4%
88	EMREMERSON ELEC CO	23,447	$2M	0.1%	TRIM −8%
89	CATCATERPILLAR INC	10,389	$2M	0.1%	ADD 16%
90	EOGEOG RES INC	16,732	$2M	0.1%	ADD 9%
91	CMCSACOMCAST CORP NEW	46,834	$2M	0.1%	TRIM −6%
92	COPCONOCOPHILLIPS	20,432	$2M	0.1%	ADD 9%
93	MDLZMONDELEZ INTL INC	29,505	$2M	0.1%	TRIM −13%
94	EXCEXELON CORP	39,903	$2M	0.1%	ADD 121%
95	TMTOYOTA MOTOR CORP	11,721	$2M	0.1%	TRIM −5%
96	DUKDUKE ENERGY CORP NEW	16,663	$2M	0.1%	ADD 19%
97	BMYBRISTOL-MYERS SQUIBB CO	23,155	$2M	0.1%	ADD 29%
98	METMETLIFE INC	28,345	$2M	0.1%	ADD 27%
99	NKENIKE INC	17,222	$2M	0.1%	ADD 6%
100	NMFCNEW MTN FIN CORP	147,067	$2M	0.1%	HOLD
101	AMDADVANCED MICRO DEVICES INC	22,848	$2M	0.1%	ADD 51%
102	IXUSISHARES TR	30,595	$2M	0.1%	TRIM −3%
103	USBUS BANCORP	37,092	$2M	0.1%	ADD 19%
104	NVSNOVARTIS AG	20,131	$2M	0.1%	ADD 27%
105	QCOMQUALCOMM INC	13,087	$2M	0.1%	ADD 3%
106	CVSCVS HEALTH CORP	17,941	$2M	0.1%	ADD 15%
107	SHELSHELL PLC	31,551	$2M	0.1%	ADD 213%
108	IWFISHARES TR	7,343	$2M	0.1%	HOLD
109	CITHE CIGNA GROUP	5,931	$2M	0.1%	ADD 38%
110	PLDPROLOGIS INC.	13,133	$2M	0.1%	ADD 21%
111	VZVERIZON COMMUNICATIONS INC	30,134	$2M	0.1%	TRIM −7%
112	INTUINTUIT	3,953	$2M	0.1%	ADD 11%
113	SCHXSCHWAB U.S. LARGE-CAP ETF	34,053	$2M	0.1%	ADD 20%
114	MRSHMARSH & MCLENNAN COS INC	9,779	$2M	0.1%	HOLD
115	ASMLASML HOLDING N V	3,186	$2M	0.1%	ADD 27%
116	APDAIR PRODS & CHEMS INC	6,246	$2M	0.1%	ADD 180%
117	LINLINDE PLC	5,193	$1M	0.1%	ADD 23%
118	TOTALENERGIES SE	28,081	$1M	0.1%	ADD 9%
119	ZTSZOETIS INC	8,533	$1M	0.1%	ADD 16%
120	CLCOLGATE PALMOLIVE CO	18,191	$1M	0.1%	ADD 142%
121	GLAXOSMITHKLINE PLC	33,425	$1M	0.1%	ADD 10%
122	MUFGMITSUBISHI UFJ FINANCIAL GRO	272,148	$1M	0.1%	HOLD
123	BPBP PLC	51,232	$1M	0.1%	HOLD
124	PNCPNC FINL SVCS GROUP INC	9,179	$1M	0.1%	HOLD
125	IVVISHARES TR	3,782	$1M	0.1%	ADD 11%
126	ADIANALOG DEVICES INC	9,673	$1M	0.1%	ADD 60%
127	SPGIS&P GLOBAL INC	4,132	$1M	0.1%	ADD 65%
128	ETNEATON CORP PLC	10,921	$1M	0.1%	ADD 15%
129	CCITIGROUP INC	29,722	$1M	0.1%	HOLD
130	KMBKIMBERLY-CLARK CORP	10,078	$1M	0.1%	ADD 28%
131	AMATAPPLIED MATLS INC	14,926	$1M	0.1%	ADD 6%
132	NOWSERVICENOW INC	2,743	$1M	0.1%	ADD 47%
133	SOSOUTHERN CO	18,146	$1M	0.1%	ADD 21%
134	WMWASTE MGMT INC DEL	8,292	$1M	0.1%	ADD 56%
135	TGTTARGET CORP	8,974	$1M	0.1%	TRIM −5%
136	MSMORGAN STANLEY	16,640	$1M	0.1%	ADD 8%
137	DEDEERE & CO	4,196	$1M	0.1%	ADD 12%
138	HSBCHSBC HLDGS PLC	37,522	$1M	0.1%	ADD 28%
139	EDCONSOLIDATED EDISON INC	12,749	$1M	0.1%	ADD 13%
140	CLXCLOROX CO DEL	8,536	$1M	0.1%	ADD 37%
141	SBUXSTARBUCKS CORP	14,833	$1M	0.1%	ADD 3%
142	ABBNYABB LTD	41,645	$1M	0.1%	TRIM −7%
143	PYPLPAYPAL HLDGS INC	15,920	$1M	0.1%	TRIM −3%
144	WMTWALMART INC	9,123	$1M	0.1%	TRIM −5%
145	AMGNAMGEN INC	4,542	$1M	0.1%	TRIM −14%
146	FDXFEDEX CORP	4,869	$1M	0.1%	ADD 45%
147	AONAON PLC	4,087	$1M	0.1%	ADD 11%
148	TAT&T INC	52,464	$1M	0.1%	TRIM −18%
149	SONYSONY GROUP CORP	13,254	$1M	0.1%	ADD 11%
150	TJXTJX COS INC NEW	19,286	$1M	0.1%	ADD 18%
151	MCOMOODYS CORP	3,956	$1M	0.1%	ADD 22%
152	SHWSHERWIN WILLIAMS CO	4,789	$1M	0.1%	ADD 10%
153	NFLXNETFLIX INC	5,997	$1M	0.1%	ADD 16%
154	SNYSANOFI SA	20,952	$1M	0.1%	ADD 27%
155	SLBSCHLUMBERGER LTD	28,821	$1M	0.1%	ADD 18%
156	RIORIO TINTO PLC	16,869	$1M	0.1%	ADD 18%
157	BHPBHP BILLITON LIMITED	18,282	$1M	0.1%	TRIM −11%
158	IWDISHARES TR	6,928	$1M	0.1%	HOLD
159	TOLTOLL BROTHERS INC	22,508	$1M	0.1%	ADD 6%
160	DDOMINION ENERGY INC	12,432	$992,000	0.1%	ADD 22%
161	BRBROADRIDGE FINL SOLUTIONS IN	6,919	$986,000	0.1%	HOLD
162	RELXRELX PLC	36,242	$976,000	0.1%	ADD 13%
163	NOCNORTHROP GRUMMAN CORP	2,007	$960,000	0.1%	NEW
164	LMTLOCKHEED MARTIN CORP	2,226	$957,000	0.1%	ADD 41%
165	EQNREQUINOR ASA	27,315	$949,000	0.1%	TRIM −3%
166	CHDCHURCH & DWIGHT CO INC	10,104	$936,000	0.1%	HOLD
167	ELVELEVANCE HEALTH INC FORMERLY	1,938	$935,000	0.1%	ADD 59%
168	MTBM & T BK CORP	5,863	$935,000	0.1%	NEW
169	AMTAMERICAN TOWER CORP	3,580	$915,000	0.1%	TRIM −22%
170	BTIBRITISH AMERN TOB PLC	21,228	$911,000	0.1%	ADD 4%
171	UNILEVER PLC	19,733	$904,000	0.1%	ADD 42%
172	OREALTY INCOME CORP	13,152	$898,000	0.1%	ADD 37%
173	SYYSYSCO CORP	10,584	$897,000	0.1%	ADD 29%
174	LAKELAND BANCORP INC	61,051	$893,000	0.1%	TRIM −6%
175	BROOKFIELD ASSET MGMT INC	19,891	$885,000	0.1%	TRIM −3%
176	SYKSTRYKER CORPORATION	4,426	$880,000	0.1%	ADD 23%
177	XLESELECT SECTOR SPDR TR	11,918	$852,000	0.1%	TRIM −10%
178	EWEDWARDS LIFESCIENCES CORP	8,948	$851,000	0.1%	ADD 3%
179	GMGENERAL MTRS CO	26,586	$844,000	0.1%	ADD 58%
180	ATOATMOS ENERGY CORP	7,432	$833,000	0.1%	ADD 34%
181	VYMVANGUARD WHITEHALL FDS	8,078	$822,000	0.1%	ADD 2%
182	GPCGENUINE PARTS CO	6,165	$820,000	0.1%	ADD 27%
183	SMFGSUMITOMO MITSUI FINL GROUP I	138,484	$817,000	0.1%	TRIM −20%
184	MUMICRON TECHNOLOGY INC	14,640	$809,000	0.1%	ADD 13%
185	CAHCARDINAL HEALTH INC	15,433	$807,000	0.1%	ADD 30%
186	SAPSAP SE	8,672	$787,000	0.1%	ADD 18%
187	WALGREENS BOOTS ALLIANCE INC	20,625	$782,000	0.1%	ADD 20%
188	EQIXEQUINIX INC	1,179	$775,000	0.1%	ADD 21%
189	BKNGBOOKING HOLDINGS INC	441	$771,000	0.1%	ADD 13%
190	INFYINFOSYS LTD	40,597	$751,000	0.1%	HOLD
191	TRVTRAVELERS COMPANIES INC	4,371	$739,000	0.1%	TRIM −3%
192	INGING GROEP N.V.	74,141	$735,000	0.1%	ADD 33%
193	AMPAMERIPRISE FINL INC	3,068	$729,000	0.1%	HOLD
194	HMCHONDA MOTOR LTD	29,658	$716,000	0.1%	ADD 15%
195	FRTFEDERAL RLTY INVT TR NEW	7,369	$706,000	0.1%	ADD 16%
196	XLKSELECT SECTOR SPDR TR	5,534	$703,000	0.1%	TRIM −16%
197	BENFRANKLIN RESOURCES INC	30,052	$701,000	0.1%	ADD 30%
198	ESSEssex Property Trust	2,602	$681,000	0.0%	ADD 36%
199	VLOVALERO ENERGY CORP	6,407	$681,000	0.0%	HOLD
200	AEPAMERICAN ELEC PWR CO INC	7,047	$676,000	0.0%	HOLD

showing the top 200 by weight

☆Altium Wealth Management LLC