Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $235 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
400
$54.37 - $62.49 $21.7K - $25K
ABR
Arbor Realty Trust Inc

Real Estate
Q1 2021 Filed on May 14, 2021
1,968
$13.82 - $16.97 $27.2K - $33.4K
WING
Wingstop Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
15
$116.17 - $171.37 $1.74K - $2.57K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 14, 2021
80
$308.39 - $444.51 $24.7K - $35.6K
UI
Ubiquiti Inc.

Technology
Q1 2021 Filed on May 14, 2021
46
$243.13 - $389.88 $11.2K - $17.9K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
70
$125.66 - $149.17 $8.8K - $10.4K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2021 Filed on May 14, 2021
400
$46.87 - $50.05 $18.7K - $20K
GPN
Global Payments Inc

Industrials
Q1 2021 Filed on May 14, 2021
176
$176.52 - $215.55 $31.1K - $37.9K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
1,290
$14.43 - $17.35 $18.6K - $22.4K
CROX
Crocs, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
500
$61.56 - $84.8 $30.8K - $42.4K
HUBB
Hubbell Inc

Industrials
Q1 2021 Filed on May 14, 2021
75
$155.6 - $190.01 $11.7K - $14.3K
WY
Weyerhaeuser CO

Real Estate
Q1 2021 Filed on May 14, 2021
3,038
$31.19 - $36.15 $94.8K - $110K
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on May 14, 2021
746
$48.11 - $63.18 $35.9K - $47.1K
CIEN
Ciena Corp

Technology
Q1 2021 Filed on May 14, 2021
430
$48.87 - $57.24 $21K - $24.6K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
123
$107.89 - $125.27 $13.3K - $15.4K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q1 2021 Filed on May 14, 2021
1,325
$8.69 - $9.53 $11.5K - $12.6K
SBR
Sabine Royalty Trust

Energy
Q1 2021 Filed on May 14, 2021
350
$29.06 - $34.99 $10.2K - $12.2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2021 Filed on May 14, 2021
20
$68.09 - $73.16 $1.36K - $1.46K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
1,289
$31.99 - $40.78 $41.2K - $52.6K
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
92
$36.3 - $42.31 $3.34K - $3.89K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on May 14, 2021
1,182
$34.36 - $41.24 $40.6K - $48.7K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
597
$51.5 - $63.84 $30.7K - $38.1K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on May 14, 2021
947
$56.41 - $58.25 $53.4K - $55.2K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on May 14, 2021
39
$219.85 - $253.01 $8.57K - $9.87K
Pimco Dynamic Cr Income Fd
Q1 2021 Filed on May 14, 2021
3,990
N/A
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
140
$131.48 - $172.13 $18.4K - $24.1K
LRN
Stride, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
200
$20.89 - $31.2 $4.18K - $6.24K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
350
$10.07 - $10.92 $3.52K - $3.82K
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q1 2021 Filed on May 14, 2021
4
N/A
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 14, 2021
5
$241.17 - $318.09 $1.21K - $1.59K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
2,758
$9.08 - $9.5 $25K - $26.2K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q1 2021 Filed on May 14, 2021
3,640
$17.05 - $18.14 $62.1K - $66K
NI
Nisource Inc.

Utilities
Q1 2021 Filed on May 14, 2021
343
$21.26 - $24.36 $7.29K - $8.36K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2021 Filed on May 14, 2021
19
$228.3 - $272.92 $4.34K - $5.19K
HEP
Holly Energy Partners LP

Energy
Q1 2021 Filed on May 14, 2021
600
$13.73 - $19.72 $8.24K - $11.8K
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on May 14, 2021
154
$212.38 - $245.9 $32.7K - $37.9K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q1 2021 Filed on May 14, 2021
600
$10.65 - $12.0 $6.39K - $7.2K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
132
$57.75 - $64.24 $7.62K - $8.48K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
104
$98.24 - $120.96 $10.2K - $12.6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
23
$425.47 - $509.13 $9.79K - $11.7K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2021 Filed on May 14, 2021
300
$16.83 - $18.6 $5.05K - $5.58K
JCI
Johnson Controls International PLC

Industrials
Q1 2021 Filed on May 14, 2021
117
$46.18 - $62.29 $5.4K - $7.29K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q1 2021 Filed on May 14, 2021
275
$27.43 - $38.48 $7.54K - $10.6K
Micro Focus Intl PLC
Q1 2021 Filed on May 14, 2021
10
N/A
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
10
$393.34 - $453.19 $3.93K - $4.53K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
51
$157.99 - $173.06 $8.06K - $8.83K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2021 Filed on May 14, 2021
71
$20.02 - $20.81 $1.42K - $1.48K
VLO
Valero Energy Corp

Energy
Q1 2021 Filed on May 14, 2021
50
$55.73 - $82.48 $2.79K - $4.12K
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on May 14, 2021
3
$496.07 - $620.45 $1.49K - $1.86K
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