Altus Wealth Group LLC Reduced Holdings in Q4 2024

Altus Wealth Group LLC

  • $221 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-22.3K
- 14.31%
N/A
133K $11.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-24.9K
- 42.74%
$35.45 - $40.33 $883K - $1M
33.4K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.72K
- 3.88%
$131.66 - $144.0 $227K - $248K
42.7K $5.64M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.85K
- 7.37%
$88.59 - $94.57 $341K - $364K
48.4K $4.3M
UNP
Union Pacific Corp

Industrials
-132
- 1.03%
$223.15 - $249.32 $29.5K - $32.9K
12.7K $2.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-12.2K
- 21.87%
$17.65 - $18.18 $215K - $221K
43.5K $770K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-445
- 9.45%
$442.29 - $483.08 $197K - $215K
4.27K $1.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.89K
- 50.09%
$213.65 - $479.86 $403K - $905K
1.88K $758K
MSFT
Microsoft Corp

Technology
-214
- 1.38%
$406.35 - $454.46 $87K - $97.3K
15.2K $6.43M
AEP
American Electric Power CO Inc

Utilities
-238
- 1.27%
$90.91 - $102.21 $21.6K - $24.3K
18.5K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-377
- 22.92%
$567.81 - $607.81 $214K - $229K
1.27K $743K
LMT
Lockheed Martin Corp

Industrials
-63
- 3.69%
$479.66 - $614.62 $30.2K - $38.7K
1.65K $799K
IEFA
Ishares Tr

ETFs
-1.91K
- 33.55%
$70.06 - $77.43 $134K - $148K
3.78K $265K
AMGN
Amgen Inc

Healthcare
-187
- 10.1%
$258.78 - $328.31 $48.4K - $61.4K
1.66K $433K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-5.57K
- 4.93%
$20.08 - $20.61 $112K - $115K
107K $2.16M
PG
Procter & Gamble CO

Consumer Defensive
-835
- 23.18%
$161.05 - $179.7 $134K - $150K
2.77K $463K
PEP
Pepsico Inc

Consumer Defensive
-279
- 4.24%
$151.29 - $176.1 $42.2K - $49.1K
6.31K $959K
CMCSA
Comcast Corp

Communication Services
-1.33K
- 5.72%
$37.39 - $45.14 $49.6K - $59.9K
21.8K $819K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.13K
- 5.41%
$19.38 - $19.58 $119K - $120K
107K $2.08M
XLK
Technology Sector Spdr

ETFs
-1.37K
- 4.5%
$220.26 - $241.44 $302K - $331K
29.1K $6.76M
INTC
Intel Corp

Technology
-482
- 1.64%
$19.07 - $26.23 $9.19K - $12.6K
29K $580K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.36K
- 5.2%
$23.25 - $23.37 $101K - $102K
79.5K $1.85M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.17K
- 12.56%
$20.6 - $20.71 $107K - $107K
36K $743K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-2.38K
- 3.48%
$21.25 - $22.07 $50.6K - $52.6K
66.1K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
-178
- 5.19%
$288.47 - $316.54 $51.3K - $56.3K
3.25K $942K
DVN
Devon Energy Corp

Energy
-451
- 3.63%
$30.52 - $42.96 $13.8K - $19.4K
12K $392K
GSL
Global Ship Lease, Inc.

Industrials
-576
- 3.53%
$21.21 - $26.31 $12.2K - $15.2K
15.7K $343K
UNH
Unitedhealth Group Inc

Healthcare
-37
- 4.07%
$485.52 - $625.25 $18K - $23.1K
871 $440K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.07%
$244.52 - $284.07 $489 - $568
2.92K $720K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-183
- 1.01%
$34.13 - $37.35 $6.25K - $6.84K
18K $614K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.25%
$385.02 - $431.37 $3.47K - $3.88K
3.56K $1.38M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.93K
- 3.48%
$11.1 - $12.03 $21.5K - $23.3K
53.7K $605K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.5K
- 5.36%
$19.42 - $19.76 $48.6K - $49.5K
44.2K $860K
TY
Tri Continental Corp

Financial Services
-440
- 1.25%
$31.01 - $34.67 $13.6K - $15.3K
34.8K $1.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-684
- 1.66%
$40.26 - $42.88 $27.5K - $29.3K
40.4K $1.64M
PFE
Pfizer Inc

Healthcare
-1.14K
- 12.11%
$24.8 - $30.19 $28.3K - $34.5K
8.29K $220K
FDL
First Tr Morningstar Dividend

ETFs
-168
- 0.62%
$39.59 - $43.95 $6.65K - $7.38K
26.8K $1.08M
XLV
Select Sector Spdr Fund Health

ETFs
-15
- 0.51%
$136.28 - $154.74 $2.04K - $2.32K
2.92K $401K
JNJ
Johnson & Johnson

Healthcare
-106
- 5.62%
$143.34 - $165.86 $15.2K - $17.6K
1.78K $257K
ATO
Atmos Energy Corp

Utilities
-341
- 5.51%
$136.41 - $151.43 $46.5K - $51.6K
5.85K $814K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.12K
- 3.34%
$22.1 - $22.59 $24.7K - $25.2K
32.3K $717K
VNLA
Janus Henderson Short Duration

ETFs
-569
- 5.83%
$48.82 - $49.11 $27.8K - $27.9K
9.18K $449K
USFR
Wisdomtree Floating Rate Treas

ETFs
-584
- 6.45%
$50.23 - $50.46 $29.3K - $29.5K
8.48K $426K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-112
- 2.23%
$176.42 - $186.91 $19.8K - $20.9K
4.9K $872K
EOG
Eog Resources Inc

Energy
-190
- 2.42%
$118.22 - $136.54 $22.5K - $25.9K
7.66K $938K
TXN
Texas Instruments Inc

Technology
-87
- 2.21%
N/A
3.85K $749K
LNC
Lincoln National Corp

Financial Services
-237
- 1.71%
$30.46 - $36.84 $7.22K - $8.73K
13.6K $431K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-742
- 1.93%
$69.3 - $74.3 $51.4K - $55.1K
37.8K $2.7M
Kenvue Inc
-309
- 0.97%
N/A
31.6K $0
Activity Summary
Buys All Purchases 66 New Holdings 11 Increased Positions 55 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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