Altus Wealth Group LLC Reduced Holdings in Q3 2024

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-8.23K
- 73.75%
$143.3 - $157.24 $1.18M - $1.29M
2.93K $451K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.84K
- 10.91%
$332.02 - $382.76 $1.27M - $1.47M
31.3K $11.8M
XLK
Technology Sector Spdr

ETFs
-3.48K
- 10.27%
$197.34 - $237.68 $687K - $828K
30.4K $6.87M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-22.7K
- 18.36%
$21.05 - $21.17 $478K - $481K
101K $2.13M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-24.6K
- 17.84%
$19.2 - $19.63 $472K - $483K
113K $2.22M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-15.7K
- 15.8%
$23.13 - $23.43 $364K - $369K
83.8K $1.96M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-19.2K
- 14.55%
$19.92 - $20.67 $383K - $397K
113K $2.32M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-14K
- 16.99%
$21.22 - $22.22 $297K - $311K
68.4K $1.51M
LLY
Eli Lilly & CO

Healthcare
-269
- 45.36%
$772.14 - $960.02 $208K - $258K
324 $287K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.49K
- 12.53%
$83.76 - $91.82 $627K - $687K
52.3K $4.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.17K
- 11.95%
$75.47 - $83.18 $466K - $513K
45.5K $3.78M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.5K
- 12.76%
$125.95 - $142.04 $818K - $923K
44.4K $6.31M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.2K
- 26.09%
$50.2 - $50.48 $161K - $161K
9.06K $454K
VNLA
Janus Henderson Short Duration

ETFs
-1.64K
- 14.38%
$48.34 - $49.08 $79.2K - $80.4K
9.75K $478K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-8.52K
- 13.28%
$11.31 - $11.96 $96.3K - $102K
55.6K $665K
DIS
Walt Disney CO

Communication Services
-339
- 6.22%
$85.6 - $98.61 $29K - $33.4K
5.11K $491K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.8K
- 6.36%
$20.47 - $20.71 $57.3K - $57.9K
41.2K $850K
DVY
Ishares Tr

ETFs
-595
- 21.02%
$119.99 - $135.74 $71.4K - $80.8K
2.24K $302K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.7K
- 7.78%
$17.35 - $18.22 $81.6K - $85.7K
55.7K $1.01M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-1.12K
- 8.37%
$19.65 - $22.6 $21.9K - $25.2K
12.2K $264K
USA
Liberty All Star Equity Fund

Financial Services
-5.03K
- 14.5%
$6.43 - $7.14 $32.4K - $35.9K
29.7K $211K
VZ
Verizon Communications Inc

Communication Services
-1.07K
- 14.74%
$38.89 - $45.0 $41.7K - $48.2K
6.2K $278K
VTI
Vanguard Total Stock Market Et

ETFs
-232
- 8.05%
$255.18 - $283.2 $59.2K - $65.7K
2.65K $750K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.04K
- 4.18%
$19.2 - $19.82 $39.1K - $40.3K
46.7K $920K
PG
Procter & Gamble CO

Consumer Defensive
-254
- 6.59%
$160.76 - $177.82 $40.8K - $45.2K
3.6K $623K
TAXF
American Centy ETF Tr Diversif

ETFs
-336
- 4.81%
$50.16 - $51.43 $16.9K - $17.3K
6.65K $341K
FSLR
First Solar, Inc.

Technology
-234
- 10.81%
$205.36 - $255.78 $48.1K - $59.9K
1.93K $481K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-280
- 5.29%
$162.64 - $179.3 $45.5K - $50.2K
5.01K $898K
UPS
United Parcel Service Inc

Industrials
-24
- 1.23%
$123.32 - $147.38 $2.96K - $3.54K
1.93K $263K
PAVE
Global X Fds Us Infrastructure

ETFs
-900
- 10.4%
$36.39 - $41.16 $32.8K - $37K
7.75K $318K
American Centy ETF Tr
-284
- 1.25%
N/A
22.4K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-80
- 3.69%
$96.25 - $101.98 $7.7K - $8.16K
2.09K $211K
IWS
Ishares Russell Midcap Value E

ETFs
-169
- 7.14%
$119.52 - $132.25 $20.2K - $22.4K
2.2K $290K
CSCO
Cisco Systems, Inc.

Technology
-468
- 7.83%
$44.74 - $53.22 $20.9K - $24.9K
5.51K $293K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5
- 0.07%
$42.87 - $45.76 $214 - $229
6.89K $311K
LGOV
First Tr ETF Iv Long Duration

ETFs
-124
- 0.98%
$20.77 - $22.83 $2.58K - $2.83K
12.6K $282K
XOM
Exxon Mobil Corp

Energy
-27
- 0.27%
$109.72 - $119.0 $2.96K - $3.21K
10K $1.18M
MS
Morgan Stanley

Financial Services
-68
- 1.87%
$92.07 - $106.96 $6.26K - $7.27K
3.58K $372K
CVS
Cvs Health Corp

Healthcare
-11
- 0.21%
$55.81 - $63.18 $614 - $695
5.21K $327K
NFLX
Netflix Inc

Communication Services
-21
- 1.78%
$598.55 - $722.26 $12.6K - $15.2K
1.16K $821K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-116
- 3.05%
$105.53 - $118.34 $12.2K - $13.7K
3.69K $431K
MA
Mastercard Inc

Financial Services
-25
- 2.78%
$429.6 - $500.99 $10.7K - $12.5K
874 $431K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.51K
- 3.76%
$63.28 - $70.06 $95.2K - $105K
38.5K $2.7M
TY
Tri Continental Corp

Financial Services
-782
- 2.17%
$29.86 - $32.92 $23.4K - $25.7K
35.2K $1.16M
NOW
Service Now, Inc.

Technology
-296
- 9.48%
$730.87 - $937.36 $216K - $277K
2.83K $2.53M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.34K
- 2.24%
$32.65 - $36.69 $43.7K - $49.1K
58.3K $2.12M
TSLA
Tesla, Inc.

Consumer Cyclical
-542
- 12.59%
$191.76 - $263.26 $104K - $143K
3.76K $984K
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
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