Altus Wealth Group LLC Incresed Positions in Q3 2024

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.1K
+ 18.57%
$520.18 - $576.82 $2.65M - $2.94M
32.5K $18.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
35.9K
+ 21.7%
$53.41 - $57.9 $1.92M - $2.08M
202K $11.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28.1K
+ 22.03%
$85.84 - $85.84 $2.41M - $2.41M
156K $13.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
53.9K
+ 120.11%
$32.34 - $35.85 $1.74M - $1.93M
98.8K $3.5M
MSFT
Microsoft Corp

Technology
3.68K
+ 31.23%
$395.15 - $467.56 $1.45M - $1.72M
15.5K $6.65M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.57K
+ 23.45%
$94.31 - $103.26 $902K - $988K
50.4K $5.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.3K
+ 16.66%
$79.29 - $84.02 $897K - $951K
79.3K $6.64M
AAPL
Apple Inc.

Technology
805
+ 2.62%
$207.23 - $234.82 $167K - $189K
31.5K $7.35M
BX
Blackstone Inc.

Financial Services
2.2K
+ 23.83%
$120.77 - $159.66 $266K - $351K
11.4K $1.75M
UNP
Union Pacific Corp

Industrials
599
+ 4.89%
$221.78 - $256.09 $133K - $153K
12.8K $3.16M
AVGO
Broadcom Inc.

Technology
13.8K
+ 985.43%
$136.27 - $1745.86 $1.88M - $24.1M
15.2K $2.62M
AEP
American Electric Power CO Inc

Utilities
835
+ 4.68%
$87.11 - $104.95 $72.7K - $87.6K
18.7K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
373
+ 11.67%
$333.64 - $405.2 $124K - $151K
3.57K $1.45M
SCHV
Schwab Strategic Tr Us Large C

ETFs
801
+ 1.91%
$73.43 - $80.37 $58.8K - $64.4K
42.7K $3.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 2.79%
$405.19 - $478.57 $51.9K - $61.3K
4.71K $2.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
462
+ 39.05%
$517.38 - $573.86 $239K - $265K
1.65K $943K
LMT
Lockheed Martin Corp

Industrials
175
+ 11.41%
$460.3 - $584.56 $80.6K - $102K
1.71K $999K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.71K
+ 9.35%
$24.86 - $26.33 $167K - $177K
78.4K $2.05M
MCD
Mcdonalds Corp

Consumer Cyclical
298
+ 9.52%
$245.82 - $304.51 $73.3K - $90.7K
3.43K $1.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
981
+ 100.1%
$211.47 - $281.27 $207K - $276K
1.96K $481K
BAX
Baxter International Inc

Healthcare
3.86K
+ 24.54%
$32.85 - $40.26 $127K - $156K
19.6K $744K
ATO
Atmos Energy Corp

Utilities
598
+ 10.7%
$114.08 - $138.75 $68.2K - $83K
6.19K $858K
IEFA
Ishares Tr

ETFs
2.39K
+ 72.23%
$70.09 - $78.74 $167K - $188K
5.69K $443K
JPM
Jpmorgan Chase & CO

Financial Services
668
+ 9.51%
$194.9 - $224.8 $130K - $150K
7.7K $1.62M
FIBK
First Interstate Bancsystem Inc

Financial Services
4.32K
+ 21.37%
$27.11 - $32.35 $117K - $140K
24.5K $752K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.95K
+ 28.26%
$32.36 - $33.78 $160K - $167K
22.5K $757K
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 0.83%
$213.3 - $270.78 $5.12K - $6.5K
2.92K $791K
V
Visa Inc.

Financial Services
218
+ 3.2%
$253.74 - $291.56 $55.3K - $63.6K
7.04K $1.93M
TXN
Texas Instruments Inc

Technology
715
+ 22.16%
$194.6 - $194.6 $139K - $139K
3.94K $766K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
564
+ 4.28%
$77.02 - $85.06 $43.4K - $48K
13.8K $1.16M
CMCSA
Comcast Corp

Communication Services
1.8K
+ 8.44%
$37.33 - $41.78 $67.3K - $75.4K
23.2K $967K
LNC
Lincoln National Corp

Financial Services
3.99K
+ 40.44%
$28.71 - $34.05 $114K - $136K
13.8K $436K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
632
+ 1.56%
$37.98 - $41.19 $24K - $26K
41.1K $1.69M
ABBV
Abb Vie Inc.

Healthcare
186
+ 5.42%
$163.84 - $199.33 $30.5K - $37.1K
3.62K $714K
HON
Honeywell International Inc

Industrials
735
+ 19.15%
$196.73 - $220.21 $145K - $162K
4.57K $945K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.14K
+ 7.72%
$76.94 - $79.54 $87.3K - $90.3K
15.8K $1.26M
PEP
Pepsico Inc

Consumer Defensive
535
+ 8.84%
$161.9 - $179.3 $86.6K - $95.9K
6.59K $1.12M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
1.85K
+ 45.93%
$51.71 - $57.4 $95.7K - $106K
5.88K $337K
FDL
First Tr Morningstar Dividend

ETFs
175
+ 0.65%
$37.66 - $42.06 $6.59K - $7.36K
27K $1.13M
TROW
Price T Rowe Group Inc

Financial Services
1.3K
+ 30.27%
$101.71 - $120.75 $132K - $156K
5.58K $607K
IWR
Ishares Russell Mid Cap ETF

ETFs
688
+ 9.38%
$79.92 - $88.19 $55K - $60.7K
8.02K $707K
WMT
Walmart Inc.

Consumer Defensive
235
+ 3.44%
$66.91 - $81.4 $15.7K - $19.1K
7.07K $570K
META
Meta Platforms, Inc.

Communication Services
57
+ 8.26%
$453.41 - $572.44 $25.8K - $32.6K
747 $427K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.89%
$488.01 - $604.18 $3.9K - $4.83K
908 $530K
KMI
Kinder Morgan, Inc.

Energy
207
+ 0.69%
$19.72 - $22.22 $4.08K - $4.6K
30.3K $669K
IBM
International Business Machines Corp

Technology
25
+ 2.03%
$175.1 - $223.38 $4.38K - $5.58K
1.26K $278K
SO
Southern CO

Utilities
22
+ 0.44%
$77.0 - $90.52 $1.69K - $1.99K
5.02K $452K
NVDA
Nvidia Corp

Technology
831
+ 4.67%
$98.91 - $134.91 $82.2K - $112K
18.6K $2.26M
DVN
Devon Energy Corp

Energy
3.44K
+ 38.26%
$37.87 - $48.65 $130K - $168K
12.4K $486K
Activity Summary
Buys All Purchases 86 New Holdings 13 Increased Positions 73 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Altus Wealth Group LLC Portfolio

Follow Altus Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email