Altus Wealth Management, LLC Reduced Holdings in Q2 2025

Altus Wealth Management, LLC

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-113K
- 98.43%
N/A
1.81K $481K
PG
Procter & Gamble CO

Consumer Defensive
-52K
- 89.25%
$157.66 - $172.39 $8.2M - $8.96M
6.26K $997K
AAPL
Apple Inc.

Technology
-5.26K
- 62.41%
$172.42 - $223.89 $906K - $1.18M
3.17K $649K
NVDA
Nvidia Corp

Technology
-8.14K
- 77.56%
$94.31 - $157.99 $768K - $1.29M
2.36K $372K
MSFT
Microsoft Corp

Technology
-1.16K
- 44.81%
$354.56 - $497.45 $412K - $578K
1.43K $711K
SPY
Spdr S&P 500 ETF Trust

ETFs
-668
- 19.61%
$496.48 - $617.85 $332K - $413K
2.74K $1.69M
VGT
Vanguard Information Technolog

ETFs
-693
- 31.41%
$470.37 - $663.28 $326K - $460K
1.51K $1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-186
- 25.17%
$483.48 - $539.8 $89.9K - $100K
553 $268K
AMZN
Amazon Com Inc

Consumer Cyclical
-1K
- 30.44%
$167.32 - $223.3 $168K - $224K
2.29K $503K
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 25.77%
$908.13 - $1056.85 $76.3K - $88.8K
242 $239K
V
Visa Inc.

Financial Services
-120
- 17.37%
$308.27 - $373.31 $37K - $44.8K
571 $202K
MUB
Ishares National Muni Bond ETF

ETFs
-200
- 5.06%
$102.31 - $105.8 $20.5K - $21.2K
3.76K $392K
META
Meta Platforms, Inc.

Communication Services
-183
- 25.92%
$484.66 - $738.09 $88.7K - $135K
523 $386K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-509
- 1.16%
$43.65 - $45.44 $22.2K - $23.1K
43.4K $1.97M
GOOG
Alphabet Inc.

Communication Services
-300
- 11.05%
$146.58 - $180.01 $44K - $54K
2.42K $428K
GOOGL
Alphabet Inc.

Communication Services
-151
- 8.71%
$144.7 - $178.6 $21.8K - $27K
1.58K $278K
TSLA
Tesla, Inc.

Consumer Cyclical
-104
- 11.24%
$221.86 - $362.89 $23.1K - $37.7K
821 $260K
AVGO
Broadcom Inc.

Technology
-10
- 0.8%
$146.29 - $275.65 $1.46K - $2.76K
1.24K $341K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.11K
- 0.6%
$51.16 - $62.02 $108K - $131K
347K $21.5M
IGV
Ishares Expanded Tech Software

ETFs
-1.69K
- 1.87%
$80.15 - $109.5 $135K - $185K
88.4K $9.68M
VTI
Vanguard Total Stock Market Et

ETFs
-1.93K
- 1.27%
$243.75 - $303.93 $469K - $585K
149K $45.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.56K
- 3.75%
$416.06 - $551.64 $1.06M - $1.41M
65.7K $36.2M
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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