Altus Wealth Group LLC Sells in Q2 2025

Altus Wealth Group LLC

  • $219 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-21.8K
- 24.98%
$79.56 - $82.92 $1.73M - $1.81M
65.4K $5.42M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.64K
- 4.67%
N/A
176K $15.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-23.1K
- 29.7%
$24.98 - $25.66 $576K - $591K
54.6K $1.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12K
- 3.71%
$47.46 - $55.3 $567K - $661K
311K $17.1M
LNC
Lincoln National Corp

Financial Services
-11.1K
- 64.72%
$28.95 - $37.27 $321K - $413K
6.04K $208K
BLDR
Builders First Source, Inc.

Industrials
-14
- 0.03%
$105.63 - $131.12 $1.48K - $1.84K
45K $5.25M
CVX
Chevron Corp

Energy
-13
- 0.12%
$133.73 - $168.51 $1.74K - $2.19K
10.8K $1.54M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.39K
- 27.59%
$74.88 - $91.97 $179K - $219K
6.26K $575K
XOM
Exxon Mobil Corp

Energy
-359
- 3.53%
$99.93 - $119.04 $35.9K - $42.7K
9.81K $1.06M
AEP
American Electric Power CO Inc

Utilities
-41
- 0.22%
$98.59 - $109.11 $4.04K - $4.47K
18.3K $1.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.32K
- 6.13%
$23.55 - $27.67 $196K - $230K
127K $3.52M
UNP
Union Pacific Corp

Industrials
-10
- 0.08%
$208.27 - $238.46 $2.08K - $2.38K
12.7K $2.92M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.26K
- 18.77%
$32.66 - $40.75 $107K - $133K
14.1K $571K
LLY
Eli Lilly & CO

Healthcare
-58
- 16.48%
$713.71 - $898.95 $41.4K - $52.1K
294 $229K
AMGN
Amgen Inc

Healthcare
-9
- 0.53%
$262.28 - $309.85 $2.36K - $2.79K
1.68K $468K
PG
Procter & Gamble CO

Consumer Defensive
-158
- 5.69%
$157.66 - $172.39 $24.9K - $27.2K
2.62K $417K
CMCSA
Comcast Corp

Communication Services
-590
- 2.42%
$32.84 - $36.72 $19.4K - $21.7K
23.8K $849K
USFR
Wisdomtree Floating Rate Treas

ETFs
-834
- 10.06%
$50.28 - $50.47 $41.9K - $42.1K
7.46K $375K
INTC
Intel Corp

Technology
-1.38K
- 4.11%
$18.13 - $22.69 $25K - $31.3K
32.1K $720K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.21K
- 4.95%
$32.62 - $33.58 $39.6K - $40.8K
23.3K $782K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.12K
- 4.85%
$16.93 - $17.81 $35.8K - $37.7K
41.5K $738K
TY
Tri Continental Corp

Financial Services
-1.83K
- 5.59%
$27.37 - $31.84 $50K - $58.1K
30.9K $976K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-245
- 3.46%
$85.42 - $94.39 $20.9K - $23.1K
6.83K $640K
ATO
Atmos Energy Corp

Utilities
-88
- 1.55%
$145.06 - $162.66 $12.8K - $14.3K
5.58K $860K
CRM
Salesforce, Inc.

Technology
-67
- 8.34%
$236.26 - $291.15 $15.8K - $19.5K
736 $200K
CLF
Cleveland Cliffs Inc.

Basic Materials
-600
- 5.04%
$5.83 - $8.88 $3.5K - $5.33K
11.3K $85K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-273
- 2.63%
$13.74 - $15.66 $3.75K - $4.28K
10.1K $150K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-232
- 1.68%
$42.72 - $44.24 $9.91K - $10.3K
13.6K $596K
TAXF
American Centy ETF Tr Diversif

ETFs
-74
- 0.89%
$47.8 - $49.79 $3.54K - $3.68K
8.22K $402K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-188
- 1.33%
$77.94 - $79.5 $14.7K - $14.9K
14K $1.11M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1
- 0.01%
$45.9 - $48.26 $45.9 - $48.3
6.71K $313K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-85
- 1.44%
$43.4 - $44.71 $3.69K - $3.8K
5.82K $260K
LDSF
First Tr ETF Viii Low Duration

ETFs
-160
- 1.27%
$18.64 - $19.01 $2.98K - $3.04K
12.5K $237K
American Centy ETF Tr
-73
- 0.26%
N/A
27.6K $0
FTGS
First Tr Exchange Traded Fd Gr
-777
- 1.8%
N/A
42.5K $0
Ishares Bitcoin Trust ETF
-53
- 0.83%
N/A
6.35K $0
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.03%
$335.24 - $380.78 $335 - $381
3.58K $1.31M
CAT
Caterpillar Inc

Industrials
-93
- 14.2%
$273.94 - $388.21 $25.5K - $36.1K
562 $218K
T
At&T Inc.

Communication Services
-120
- 1.3%
$26.33 - $28.94 $3.16K - $3.47K
9.11K $263K
MA
Mastercard Inc

Financial Services
-2
- 0.23%
$479.92 - $590.74 $960 - $1.18K
885 $497K
KMI
Kinder Morgan, Inc.

Energy
-249
- 0.82%
$25.21 - $29.4 $6.28K - $7.32K
30.3K $890K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-250
- 1.68%
$22.92 - $28.05 $5.73K - $7.01K
14.6K $410K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.31%
$908.13 - $1056.85 $2.72K - $3.17K
952 $942K
PAVE
Global X Fds Us Infrastructure

ETFs
-100
- 1.29%
$33.78 - $43.68 $3.38K - $4.37K
7.65K $333K
TSLA
Tesla, Inc.

Consumer Cyclical
-170
- 10.1%
$221.86 - $362.89 $37.7K - $61.7K
1.51K $480K
IBM
International Business Machines Corp

Technology
-47
- 3.26%
$221.03 - $294.78 $10.4K - $13.9K
1.39K $410K
BX
Blackstone Inc.

Financial Services
-615
- 3.83%
$120.07 - $151.11 $73.8K - $92.9K
15.4K $2.31M
BAC
Bank Of America Corp

Financial Services
-21
- 0.17%
$34.39 - $47.46 $722 - $997
12.3K $584K
MS
Morgan Stanley

Financial Services
-127
- 3.6%
$99.83 - $140.86 $12.7K - $17.9K
3.4K $479K
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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