Altus Wealth Group LLC Reduced Holdings in Q1 2025

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.6K
- 41.52%
$360.07 - $417.26 $4.52M - $5.24M
17.7K $6.39M
XLK
Technology Sector Spdr

ETFs
-22.8K
- 78.47%
$206.38 - $242.18 $4.71M - $5.52M
6.26K $1.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-33.2K
- 77.75%
$128.74 - $138.67 $4.27M - $4.6M
9.5K $1.29M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-41.3K
- 85.39%
$87.68 - $94.52 $3.62M - $3.91M
7.07K $662K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-117K
- 88.66%
$25.58 - $29.24 $2.98M - $3.41M
14.9K $390K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-21.7K
- 73.68%
$100.34 - $100.68 $2.17M - $2.18M
7.74K $779K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-91K
- 84.74%
$20.05 - $20.4 $1.82M - $1.86M
16.4K $333K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-90.3K
- 84.33%
$19.42 - $19.54 $1.75M - $1.77M
16.8K $327K
AAPL
Apple Inc.

Technology
-1.12K
- 3.54%
$209.68 - $247.1 $235K - $277K
30.5K $6.78M
NOW
Service Now, Inc.

Technology
-394
- 13.85%
$783.83 - $1170.39 $309K - $461K
2.45K $1.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-109
- 0.94%
$190.26 - $242.06 $20.7K - $26.4K
11.5K $2.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-194
- 10.33%
$222.15 - $428.22 $43.1K - $83.1K
1.68K $436K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.35K
- 3.58%
$67.03 - $74.61 $90.6K - $101K
36.4K $2.48M
JPM
Jpmorgan Chase & CO

Financial Services
-905
- 11.77%
$225.19 - $279.95 $204K - $253K
6.78K $1.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.76K
- 11.03%
$77.7 - $78.94 $136K - $139K
14.2K $1.12M
GOOG
Alphabet Inc.

Communication Services
-23
- 0.79%
$156.06 - $207.71 $3.59K - $4.78K
2.87K $449K
TY
Tri Continental Corp

Financial Services
-2.13K
- 6.11%
$30.4 - $32.91 $64.6K - $70K
32.7K $1M
HON
Honeywell International Inc

Industrials
-53
- 1.19%
$202.75 - $226.52 $10.7K - $12K
4.41K $933K
IWR
Ishares Russell Mid Cap ETF

ETFs
-443
- 4.87%
$82.81 - $92.93 $36.7K - $41.2K
8.65K $735K
DIS
Walt Disney CO

Communication Services
-16
- 0.32%
$96.87 - $114.0 $1.55K - $1.82K
5.05K $498K
BA
Boeing CO

Industrials
-276
- 17.34%
$148.15 - $186.25 $40.9K - $51.4K
1.32K $224K
LOW
Lowes Companies Inc

Consumer Cyclical
-24
- 0.82%
$222.66 - $268.42 $5.34K - $6.44K
2.9K $675K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.46K
- 4.26%
$24.73 - $25.62 $85.5K - $88.5K
77.6K $1.98M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-36
- 0.73%
$101.98 - $115.66 $3.67K - $4.16K
4.9K $501K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.18K
- 2.93%
$39.61 - $42.65 $46.9K - $50.5K
39.2K $1.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12
- 0.24%
$168.16 - $186.21 $2.02K - $2.23K
4.89K $835K
DVY
Ishares Tr

ETFs
-301
- 13.46%
$128.58 - $138.1 $38.7K - $41.6K
1.94K $259K
IWS
Ishares Russell Midcap Value E

ETFs
-149
- 6.78%
$122.59 - $135.24 $18.3K - $20.2K
2.05K $258K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.04K
- 4.05%
$32.5 - $33.3 $33.6K - $34.5K
24.5K $814K
META
Meta Platforms, Inc.

Communication Services
-16
- 1.88%
$576.36 - $736.67 $9.22K - $11.8K
833 $480K
WMT
Walmart Inc.

Consumer Defensive
-18
- 0.26%
$84.5 - $105.05 $1.52K - $1.89K
6.99K $613K
PFE
Pfizer Inc

Healthcare
-299
- 3.61%
$25.01 - $27.13 $7.48K - $8.11K
8K $202K
IEFA
Ishares Tr

ETFs
-432
- 11.43%
$69.57 - $78.65 $30.1K - $34K
3.35K $253K
PH
Parker Hannifin Corp

Industrials
-2
- 0.58%
$591.65 - $707.05 $1.18K - $1.41K
344 $209K
VZ
Verizon Communications Inc

Communication Services
-951
- 15.31%
$37.81 - $46.49 $36K - $44.2K
5.26K $238K
USFR
Wisdomtree Floating Rate Treas

ETFs
-183
- 2.16%
$50.29 - $50.5 $9.2K - $9.24K
8.29K $417K
TAXF
American Centy ETF Tr Diversif

ETFs
-25
- 0.3%
$49.19 - $50.86 $1.23K - $1.27K
8.29K $410K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3
- 0.01%
$11.13 - $11.61 $33.4 - $34.8
53.7K $601K
Kenvue Inc
-678
- 2.15%
N/A
30.9K $0
LDSF
First Tr ETF Viii Low Duration

ETFs
-18
- 0.14%
$18.68 - $18.94 $336 - $341
12.6K $238K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-231
- 1.64%
$42.4 - $44.11 $9.79K - $10.2K
13.8K $605K
UNH
Unitedhealth Group Inc

Healthcare
-16
- 1.84%
$461.52 - $548.18 $7.38K - $8.77K
855 $447K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-624
- 3.47%
$33.84 - $37.77 $21.1K - $23.6K
17.4K $632K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.93%
$890.62 - $1076.86 $8.02K - $9.69K
955 $903K
KO
Coca Cola CO

Consumer Defensive
-58
- 1.76%
$60.81 - $72.32 $3.53K - $4.19K
3.24K $232K
ABBV
Abb Vie Inc.

Healthcare
-440
- 11.69%
$169.2 - $216.66 $74.4K - $95.3K
3.32K $696K
JNJ
Johnson & Johnson

Healthcare
-19
- 1.07%
$142.06 - $167.7 $2.7K - $3.19K
1.76K $291K
IBM
International Business Machines Corp

Technology
-3
- 0.21%
$217.4 - $264.74 $652 - $794
1.44K $358K
ATO
Atmos Energy Corp

Utilities
-177
- 3.03%
$136.51 - $154.58 $24.2K - $27.4K
5.67K $876K
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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