Altus Wealth Group LLC Purchases and Sells in Q1 2025

Altus Wealth Group LLC

$209 Million
Q1 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	90.7K + 248.8%	$91.76 - $103.26 $8.32M - $9.36M	127K $11.8M
COWZ	112K + 53.02%	$53.6 - $58.97 $5.99M - $6.59M	323K $17.7M
IVV	11.6K + 32.95%	$554.06 - $615.85 $6.42M - $7.14M	46.8K $26.3M
MOAT	51.7K + 38.77%	N/A	185K $15.9M
XMHQ	36.1K + 67.85%	$89.18 - $104.04 $3.22M - $3.75M	89.2K $8.17M
BRK-B	17 + 0.4%	$442.66 - $534.52 $7.53K - $9.09K	4.28K $2.28M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KR	7.78K New	$58.36 - $67.72 $454K - $527K	7.78K $526K
NVS	4.44K New	$97.14 - $115.57 $431K - $513K	4.44K $494K
WM	989 New	$200.54 - $233.78 $198K - $231K	989 $228K
MO	3.57K New	$50.81 - $60.02 $181K - $214K	3.57K $214K
DE	435 New	$408.57 - $509.27 $178K - $222K	435 $204K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-12.6K - 41.52%	$360.07 - $417.26 $4.52M - $5.24M	17.7K $6.39M
XLK	-22.8K - 78.47%	$206.38 - $242.18 $4.71M - $5.52M	6.26K $1.29M
SDY	-33.2K - 77.75%	$128.74 - $138.67 $4.27M - $4.6M	9.5K $1.29M
USMV	-41.3K - 85.39%	$87.68 - $94.52 $3.62M - $3.91M	7.07K $662K
SCHM	-117K - 88.66%	$25.58 - $29.24 $2.98M - $3.41M	14.9K $390K
SGOV	-21.7K - 73.68%	$100.34 - $100.68 $2.17M - $2.18M	7.74K $779K

Activity Summary All Purchases 66 New Holdings 5 Increased Positions 61 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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