Altus Wealth Group LLC Incresed Positions in Q1 2025

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
90.7K
+ 248.8%
$91.76 - $103.26 $8.32M - $9.36M
127K $11.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
112K
+ 53.02%
$53.6 - $58.97 $5.99M - $6.59M
323K $17.7M
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
+ 32.95%
$554.06 - $615.85 $6.42M - $7.14M
46.8K $26.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
51.7K
+ 38.77%
N/A
185K $15.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
36.1K
+ 67.85%
$89.18 - $104.04 $3.22M - $3.75M
89.2K $8.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.4%
$442.66 - $534.52 $7.53K - $9.09K
4.28K $2.28M
APO
Apollo Global Management, Inc.

Financial Services
5.01K
+ 38.59%
$126.01 - $172.06 $632K - $863K
18K $2.47M
V
Visa Inc.

Financial Services
67
+ 0.93%
$306.92 - $362.71 $20.6K - $24.3K
7.25K $2.54M
BX
Blackstone Inc.

Financial Services
4.58K
+ 39.86%
$136.53 - $186.74 $625K - $855K
16.1K $2.24M
CVX
Chevron Corp

Energy
29
+ 0.27%
$146.71 - $167.97 $4.25K - $4.87K
10.8K $1.8M
LNC
Lincoln National Corp

Financial Services
3.51K
+ 25.8%
$30.06 - $39.23 $106K - $138K
17.1K $614K
INTC
Intel Corp

Technology
4.56K
+ 15.75%
$19.1 - $27.39 $87.1K - $125K
33.5K $761K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.18K
+ 3.18%
$25.77 - $27.6 $108K - $115K
136K $3.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.87K
+ 11.01%
$27.01 - $28.54 $132K - $139K
49.1K $1.37M
VCIT
Vanguard Intermediate Term Cor

ETFs
273
+ 0.31%
$79.17 - $82.04 $21.6K - $22.4K
87.2K $7.13M
XOM
Exxon Mobil Corp

Energy
41
+ 0.4%
$105.44 - $118.93 $4.32K - $4.88K
10.2K $1.21M
GSL
Global Ship Lease, Inc.

Industrials
3.73K
+ 23.68%
$21.1 - $23.88 $78.6K - $89K
19.5K $444K
AMGN
Amgen Inc

Healthcare
22
+ 1.32%
$258.59 - $327.36 $5.69K - $7.2K
1.69K $525K
PEP
Pepsico Inc

Consumer Defensive
691
+ 10.95%
$142.64 - $156.42 $98.6K - $108K
7K $1.05M
CMCSA
Comcast Corp

Communication Services
2.55K
+ 11.69%
$33.19 - $38.23 $84.8K - $97.6K
24.4K $900K
NFLX
Netflix Inc

Communication Services
22
+ 1.84%
$828.4 - $1058.6 $18.2K - $23.3K
1.22K $1.14M
RDVY
First Trust Rising Dividend Ac

ETFs
1.38K
+ 6.95%
$57.22 - $63.39 $79.1K - $87.6K
21.3K $1.25M
T
At&T Inc.

Communication Services
262
+ 2.92%
$21.56 - $28.28 $5.65K - $7.41K
9.23K $261K
SO
Southern CO

Utilities
9
+ 0.18%
$80.96 - $92.96 $729 - $837
5.03K $462K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.02K
+ 16.47%
$68.32 - $78.49 $69.9K - $80.3K
7.24K $506K
KMI
Kinder Morgan, Inc.

Energy
92
+ 0.3%
$26.1 - $31.22 $2.4K - $2.87K
30.5K $871K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.31K
+ 19.71%
$67.24 - $84.27 $87.9K - $110K
7.94K $541K
TXN
Texas Instruments Inc

Technology
150
+ 3.89%
N/A
4K $779K
SYK
Stryker Corp

Healthcare
41
+ 4.35%
$355.18 - $399.9 $14.6K - $16.4K
984 $366K
CSCO
Cisco Systems, Inc.

Technology
163
+ 2.73%
$58.74 - $64.87 $9.57K - $10.6K
6.13K $377K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
559
+ 9.09%
$47.47 - $48.84 $26.5K - $27.3K
6.71K $320K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
433
+ 4.78%
$62.72 - $71.92 $27.2K - $31.1K
9.49K $597K
MA
Mastercard Inc

Financial Services
7
+ 0.8%
$504.67 - $576.31 $3.53K - $4.03K
887 $486K
PANW
Palo Alto Networks Inc

Technology
177
+ 15.05%
$167.82 - $208.28 $29.7K - $36.9K
1.35K $230K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
1.92K
+ 5.84%
$55.29 - $61.72 $106K - $118K
34.7K $1.94M
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.43%
$158.56 - $176.26 $1.9K - $2.12K
2.78K $473K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
240
+ 2.37%
$15.0 - $15.91 $3.6K - $3.82K
10.4K $161K
HISF
First Tr Exc Traded Fd Iv High

ETFs
14
+ 0.24%
$43.37 - $44.57 $607 - $624
5.91K $261K
LMT
Lockheed Martin Corp

Industrials
143
+ 8.69%
$423.19 - $506.29 $60.5K - $72.4K
1.79K $799K
FTGS
First Tr Exchange Traded Fd Gr
2.95K
+ 7.31%
N/A
43.3K $0
American Centy ETF Tr
1.39K
+ 5.28%
N/A
27.7K $0
Ishares Bitcoin Trust ETF
385
+ 6.4%
N/A
6.4K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
101
+ 0.23%
$17.53 - $17.87 $1.77K - $1.8K
43.6K $767K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.93K
+ 5.8%
$32.49 - $37.99 $62.8K - $73.5K
35.3K $1.18M
BAC
Bank Of America Corp

Financial Services
301
+ 2.49%
$39.61 - $47.74 $11.9K - $14.4K
12.4K $516K
FIBK
First Interstate Bancsystem Inc

Financial Services
2.65K
+ 11.11%
$27.77 - $33.5 $73.5K - $88.7K
26.5K $758K
CAT
Caterpillar Inc

Industrials
4
+ 0.61%
$326.75 - $407.63 $1.31K - $1.63K
655 $216K
CRM
Salesforce, Inc.

Technology
90
+ 12.62%
$268.36 - $359.95 $24.2K - $32.4K
803 $215K
UPS
United Parcel Service Inc

Industrials
69
+ 3.41%
$109.66 - $136.26 $7.57K - $9.4K
2.09K $229K
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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