13F Filings History of Catamount Wealth Management

Latest 13F report
Q1 2019 - 03 May 2019
Value $
$175,694,000
Signature - Title
Laurie Stefanowicz - VP, Managing Partner
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Catamount Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Catamount Wealth Management reported 187 stock holdings with total value $175,694,000 as of Q1 2019. Top holdings included META, SPY, V, AMZN, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2019 187 $175,694,000 +$23,997,050 -$3,307,703 +$20,689,347 META, SPY, V, AMZN, BRKB 13F-HR 03 May 2019, 13:07
Q4 2018 197 $110,880,000 +$12,900,919 -$60,740,751 -$47,839,832 SPY, V, BRKB, JPM, QQQ 13F-HR 13 Feb 2019, 13:31
Q3 2018 184 $208,815,000 +$14,563,563 -$13,525,973 +$1,037,590 META, SPY, AMZN, V, BRKB 13F-HR 13 Nov 2018, 11:17
Q2 2018 181 $206,334,000 +$27,629,012 -$21,762,224 +$5,866,788 META, SPY, AMZN, V, JPM 13F-HR 13 Aug 2018, 15:53
Q1 2018 181 $187,550,000 +$18,300,771 -$7,596,395 +$10,704,376 META, SPY, V, AMZN, BRKB 13F-HR 14 May 2018, 13:06
Q4 2017 185 $179,097,000 +$18,286,235 -$16,877,836 +$1,408,399 META, SPY, V, BRKB, BABA 13F-HR 13 Feb 2018, 08:11
Q3 2017 186 $171,880,000 +$8,746,902 -$13,466,867 -$4,719,965 META, SPY, V, AMZN, BRKB 13F-HR 13 Nov 2017, 08:10
Q2 2017 174 $164,289,000 +$24,923,969 -$12,488,358 +$12,435,611 META, SPY, AMZN, V, BRKB 13F-HR 04 Aug 2017, 09:51
Q1 2017 170 $145,994,000 +$23,419,543 -$10,105,375 +$13,314,168 META, SPY, AMZN, V, BRKB 13F-HR 12 May 2017, 15:32
Q4 2016 164 $123,173,000 +$17,759,254 -$12,080,018 +$5,679,236 META, SPY, BRKB, V, AMZN 13F-HR 14 Feb 2017, 09:17
Q3 2016 159 $116,631,000 +$27,165,850 -$5,710,876 +$21,454,974 META, SPY, BRKB, V, QQQ 13F-HR 02 Nov 2016, 14:06
Q2 2016 138 $86,607,000 +$13,547,104 -$13,690,976 -$143,872 META, SPY, BRKB, V, VZ 13F-HR 19 Aug 2016, 12:25
Q1 2016 132 $86,419,000 +$10,036,000 -$35,924,723 -$25,888,723 META, SPY, V, BRKB, VZ 13F-HR 22 Jun 2016, 10:47
Q4 2015 127 $110,478,000 +$9,519,673 -$9,582,569 -$62,896 META, SPY, QQQ, V, AMZN 13F-HR 22 Jun 2016, 10:44
Q3 2015 135 $99,970,000 +$7,566,364 -$35,566,466 -$28,000,102 META, SPY, QQQ, V, AMZN 13F-HR 22 Jun 2016, 10:52
Q2 2015 196 $129,136,000 +$23,368,173 -$15,173,503 +$8,194,670 META, SPY, QQQ, AGN, V 13F-HR 22 Jun 2016, 10:49
Q1 2015 166 $121,442,000 +$27,730,997 -$11,370,659 +$16,360,338 META, SPY, AGN, BRKB, QQQ 13F-HR 22 Jun 2016, 10:41
Q4 2014 128 $104,888,000 $0 $0 $0 META, SPY, BRKB, VZ, QQQ 13F-HR 22 Jun 2016, 10:38