Chief Compliance Officer

0001546865-22-000001.txt : 20220127 0001546865-22-000001.hdr.sgml : 20220127 20220126174147 ACCESSION NUMBER: 0001546865-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ascent Wealth Partners, LLC CENTRAL INDEX KEY: 0001546865 IRS NUMBER: 452910003 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19148 FILM NUMBER: 22559024 BUSINESS ADDRESS: STREET 1: 89 GENESEE STREET CITY: NEW HARTFORD STATE: NY ZIP: 13413 BUSINESS PHONE: 315-624-7300 MAIL ADDRESS: STREET 1: 89 GENESEE STREET CITY: NEW HARTFORD STATE: NY ZIP: 13413 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001546865 XXXXXXXX 12-31-2021 12-31-2021 Ascent Wealth Partners, LLC

89 GENESEE STREET NEW HARTFORD NY 13413

13F HOLDINGS REPORT 028-19148 N NANCY L KOWALCZYK Chief Compliance Officer 315-624-7300 NANCYK@ASCENTWP.COM NEW HARTFORD NY 01-26-2022 0 145 561682 false INFORMATION TABLE 2 13FAscentQ42021.xml Aadi Bioscience Inc COM 00032q104 241 10000 SH SOLE 0 0 10000 Abbott Laboratories COM 002824100 16288 115734 SH SOLE 0 0 115734 AbbVie Inc COM 00287y109 7707 56916 SH SOLE 0 0 56916 Abiomed Inc COM 003654100 3269 9100 SH SOLE 0 0 9100 Activision Blizzard Inc COM 00507v109 919 13813 SH SOLE 0 0 13813 Adobe Inc COM 00724f101 1946 3432 SH SOLE 0 0 3432 Air Prods & Chems Inc COM 009158106 6919 22743 SH SOLE 0 0 22743 Akamai Technologies Inc COM 00971t101 2112 18039 SH SOLE 0 0 18039 Alarm Com Holdings Inc COM 011642105 509 6000 SH SOLE 0 0 6000 Alexandria Real Estate Equity COM 015271109 883 3957 SH SOLE 0 0 3957 Align Technology Inc COM 016255101 609 926 SH SOLE 0 0 926 Alliant Energy Corp COM 018802108 969 15763 SH SOLE 0 0 15763 Alphabet Inc Cap Stock Cl C COM 02079k107 240 83 SH SOLE 0 0 83 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4462 SPDR S&P Mid Cap 400 ETF Tr UTSER1 S&PDCRP 78467y107 26827 51822 SH SOLE 0 0 51822 Salesforce.com Inc COM 79466l302 1991 7836 SH SOLE 0 0 7836 Select Sector SPDR Cons Discre SBI CONS DISCR 81369y407 11046 54031 SH SOLE 0 0 54031 Select Sector SPDR Tr Technolo TECHNOLOGY 81369y803 810 4660 SH SOLE 0 0 4660 Select Sector SPDR Tr Municati COMMUNICATION 81369y852 4445 57230 SH SOLE 0 0 57230 Shockwave Med Inc COM 82489t104 908 5088 SH SOLE 0 0 5088 Shopify Inc Cl A CL A 82509l107 3531 2564 SH SOLE 0 0 2564 Smartfinancial Inc COM NEW 83190l208 965 35280 SH SOLE 0 0 35280 Southern Co COM 842587107 858 12510 SH SOLE 0 0 12510 Square Inc Cl A CL A 852234103 570 3532 SH SOLE 0 0 3532 Starbucks Corp COM 855244109 6500 55572 SH SOLE 0 0 55572 State Street Corp COM 857477103 5879 63216 SH SOLE 0 0 63216 Stryker Corp COM 863667101 7839 29314 SH SOLE 0 0 29314 TJX Cos Inc COM 872540109 1780 23446 SH SOLE 0 0 23446 Tesla Inc COM 88160r101 3420 3235 SH SOLE 0 0 3235 Texas Instruments Inc COM 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