Altus Wealth Group LLC Reduced Holdings in Q3 2025

Altus Wealth Group LLC

  • $235 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-24.4K
- 7.84%
$55.15 - $58.11 $1.34M - $1.42M
286K $16.5M
INTC
Intel Corp

Technology
-25.8K
- 80.4%
$19.31 - $35.5 $499K - $918K
6.3K $211K
NOW
Service Now, Inc.

Technology
-4
- 0.16%
$850.86 - $1044.69 $3.4K - $4.18K
2.45K $2.25M
CMCSA
Comcast Corp

Communication Services
-5.15K
- 21.62%
$31.41 - $36.33 $162K - $187K
18.7K $586K
NFLX
Netflix Inc

Communication Services
-27
- 2.25%
$1147.87 - $1297.18 $31K - $35K
1.17K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 11.66%
$459.11 - $506.91 $230K - $253K
3.79K $1.91M
MSTR
Microstrategy Inc

Technology
-1
- 0.06%
$300.7 - $455.9 $301 - $456
1.62K $523K
HON
Honeywell International Inc

Industrials
-75
- 1.7%
$207.7 - $240.4 $15.6K - $18K
4.35K $915K
EOG
Eog Resources Inc

Energy
-72
- 0.7%
$112.12 - $126.1 $8.07K - $9.08K
10.1K $1.14M
KMI
Kinder Morgan, Inc.

Energy
-1.82K
- 6.0%
$26.23 - $28.5 $47.7K - $51.8K
28.5K $806K
IWR
Ishares Russell Mid Cap ETF

ETFs
-969
- 15.48%
$92.26 - $97.51 $89.4K - $94.5K
5.29K $510K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.04K
- 5.58%
$25.21 - $25.99 $76.7K - $79.1K
51.5K $1.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
-806
- 10.81%
$50.23 - $50.48 $40.5K - $40.7K
6.65K $334K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-550
- 3.94%
$78.96 - $80.04 $43.4K - $44K
13.4K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
-148
- 5.65%
$150.47 - $161.22 $22.3K - $23.9K
2.47K $379K
TROW
Price T Rowe Group Inc

Financial Services
-712
- 11.43%
$98.67 - $111.52 $70.3K - $79.4K
5.52K $566K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.8K
- 5.2%
$26.38 - $27.95 $73.8K - $78.2K
51K $1.39M
USA
Liberty All Star Equity Fund

Financial Services
-1.98K
- 5.81%
$6.34 - $6.94 $12.6K - $13.8K
32.1K $203K
T
At&T Inc.

Communication Services
-552
- 6.06%
$26.94 - $29.62 $14.9K - $16.4K
8.56K $241K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.52K
- 10.38%
$28.15 - $30.13 $42.8K - $45.8K
13.1K $389K
IBM
International Business Machines Corp

Technology
-7
- 0.5%
$234.77 - $292.47 $1.64K - $2.05K
1.39K $391K
PANW
Palo Alto Networks Inc

Technology
-82
- 6.06%
$167.06 - $208.19 $13.7K - $17.1K
1.27K $258K
AMAT
Applied Materials Inc

Technology
-216
- 15.73%
$156.25 - $204.95 $33.8K - $44.3K
1.16K $236K
LLY
Eli Lilly & CO

Healthcare
-11
- 3.74%
$625.65 - $812.69 $6.88K - $8.94K
283 $215K
WM
Waste Management Inc

Industrials
-3
- 0.3%
$213.88 - $237.1 $642 - $711
986 $217K
TXN
Texas Instruments Inc

Technology
-48
- 1.19%
N/A
3.97K $772K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-408
- 1.75%
$33.26 - $34.01 $13.6K - $13.9K
22.9K $775K
BA
Boeing CO

Industrials
-67
- 5.09%
$209.79 - $237.38 $14.1K - $15.9K
1.25K $269K
LDSF
First Tr ETF Viii Low Duration

ETFs
-392
- 3.14%
$18.93 - $19.22 $7.42K - $7.53K
12.1K $231K
COF
Capital One Financial Corp

Financial Services
-16
- 1.17%
$207.29 - $229.74 $3.32K - $3.68K
1.35K $287K
NRG
Nrg Energy, Inc.

Utilities
-10
- 0.67%
$144.77 - $173.91 $1.45K - $1.74K
1.48K $239K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-91
- 1.33%
$92.18 - $95.14 $8.39K - $8.66K
6.74K $640K
Kenvue Inc
-543
- 1.73%
N/A
30.9K $0
MA
Mastercard Inc

Financial Services
-8
- 0.9%
$550.18 - $598.96 $4.4K - $4.79K
877 $498K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-307
- 7.47%
$108.46 - $120.63 $33.3K - $37K
3.8K $451K
AMGN
Amgen Inc

Healthcare
-5
- 0.3%
$271.18 - $309.22 $1.36K - $1.55K
1.67K $471K
VEU
Vanguard Ftse All World Ex Us

ETFs
-67
- 2.21%
$66.38 - $71.68 $4.45K - $4.8K
2.97K $211K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.1%
$291.67 - $316.99 $292 - $317
1.02K $310K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-300
- 2.13%
$39.8 - $42.86 $11.9K - $12.9K
13.8K $591K
AMD
Advanced Micro Devices Inc

Technology
-47
- 2.98%
$134.8 - $184.42 $6.34K - $8.67K
1.53K $247K
LNC
Lincoln National Corp

Financial Services
-166
- 2.75%
$33.37 - $43.29 $5.54K - $7.19K
5.87K $236K
NOC
Northrop Grumman Corp

Industrials
-27
- 6.6%
$498.9 - $609.32 $13.5K - $16.5K
382 $232K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-168
- 6.09%
$195.29 - $223.85 $32.8K - $37.6K
2.59K $575K
XOM
Exxon Mobil Corp

Energy
-145
- 1.48%
$105.83 - $117.22 $15.3K - $17K
9.67K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-112
- 1.58%
$133.81 - $152.16 $15K - $17K
6.97K $978K
LMT
Lockheed Martin Corp

Industrials
-33
- 1.82%
$410.74 - $499.21 $13.6K - $16.5K
1.78K $889K
BAC
Bank Of America Corp

Financial Services
-13
- 0.11%
$44.92 - $52.42 $584 - $681
12.3K $636K
MS
Morgan Stanley

Financial Services
-58
- 1.7%
$139.09 - $161.16 $8.07K - $9.35K
3.35K $531K
UNP
Union Pacific Corp

Industrials
-114
- 0.9%
$214.91 - $237.16 $24.5K - $27K
12.6K $2.97M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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