Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on May 14, 2021
746
$48.11 - $63.18 $35.9K - $47.1K
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
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on May 14, 2021
1,100
$16.6 - $19.3 $18.3K - $21.2K
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
SYY
Sysco Corp

Consumer Defensive
Q1 2021 Filed on May 14, 2021
300
$71.51 - $83.4 $21.5K - $25K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
597
$51.5 - $63.84 $30.7K - $38.1K
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q1 2021 Filed on May 14, 2021
6,690
$11.3 - $12.19 $75.6K - $81.6K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
Q1 2021 Filed on May 14, 2021
77
$12.87 - $14.85 $991 - $1.14K
CNI
Canadian National Railway CO

Industrials
Q1 2021 Filed on May 14, 2021
542
$101.17 - $118.12 $54.8K - $64K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
131
$101.35 - $167.42 $13.3K - $21.9K
Seagate Technology PLC
Q1 2021 Filed on May 14, 2021
149
N/A
HPQ
Hp Inc

Technology
Q1 2021 Filed on May 14, 2021
100
$24.11 - $31.75 $2.41K - $3.18K
DOW
Dow Inc.

Basic Materials
Q1 2021 Filed on May 14, 2021
128
$51.9 - $66.01 $6.64K - $8.45K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
Q1 2021 Filed on May 14, 2021
3,664
$7.28 - $8.27 $26.7K - $30.3K
WIX
Wix.Com Ltd.

Technology
Q1 2021 Filed on May 14, 2021
7
$241.28 - $353.09 $1.69K - $2.47K
MCK
Mckesson Corp

Healthcare
Q1 2021 Filed on May 14, 2021
53
$169.52 - $196.53 $8.98K - $10.4K
CDK
Cdk Global, Inc.

Technology
Q1 2021 Filed on May 14, 2021
124
$49.51 - $55.15 $6.14K - $6.84K
FCAL
First Tr Iii Calif Mun High In

ETFs
Q1 2021 Filed on May 14, 2021
4,042
$53.59 - $54.94 $217K - $222K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q1 2021 Filed on May 14, 2021
4,372
$24.61 - $26.27 $108K - $115K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
210
$51.26 - $70.12 $10.8K - $14.7K
GL
Globe Life Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
186
$90.2 - $101.39 $16.8K - $18.9K
CQP
Cheniere Energy Partners, L.P.

Energy
Q1 2021 Filed on May 14, 2021
100
$34.73 - $44.13 $3.47K - $4.41K
SDIV
Global X Fds Global X Superdiv

ETFs
Q1 2021 Filed on May 14, 2021
4,105
$12.86 - $14.08 $52.8K - $57.8K
Columbia Ppty Tr Inc
Q1 2021 Filed on May 14, 2021
122
N/A
ABMD
Abiomed Inc

Healthcare
Q1 2021 Filed on May 14, 2021
4
$285.92 - $355.13 $1.14K - $1.42K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on May 14, 2021
105
$114.63 - $133.34 $12K - $14K
NUO
Nuveen Ohio Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
6,370
$15.04 - $15.98 $95.8K - $102K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2021 Filed on May 14, 2021
1,010
$26.31 - $32.55 $26.6K - $32.9K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
1,400
$5.79 - $6.87 $8.11K - $9.62K
ENSG
Ensign Group, Inc

Healthcare
Q1 2021 Filed on May 14, 2021
63
$75.34 - $96.13 $4.75K - $6.06K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
166
$127.96 - $156.99 $21.2K - $26.1K
BHK
Blackrock Core Bond Trust

Financial Services
Q1 2021 Filed on May 14, 2021
1,510
$14.99 - $16.54 $22.6K - $25K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on May 14, 2021
112
$96.5 - $119.06 $10.8K - $13.3K
A
Agilent Technologies, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
54
$114.99 - $130.12 $6.21K - $7.03K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
100
$28.36 - $41.23 $2.84K - $4.12K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on May 14, 2021
31
$348.69 - $441.13 $10.8K - $13.7K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2021 Filed on May 14, 2021
176
$47.31 - $56.99 $8.33K - $10K
ECL
Ecolab Inc.

Basic Materials
Q1 2021 Filed on May 14, 2021
30
$204.51 - $225.74 $6.14K - $6.77K
RIO
Rio Tinto PLC

Basic Materials
Q1 2021 Filed on May 14, 2021
320
$74.3 - $91.71 $23.8K - $29.3K
SNOW
Snowflake Inc.

Technology
Q1 2021 Filed on May 14, 2021
103
$208.6 - $314.29 $21.5K - $32.4K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
5
$126.53 - $173.54 $633 - $868
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