Altus Wealth Group LLC Purchases in Q3 2024

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
79K
New
$89.91 - $101.33 $7.1M - $8.01M
79K $7.75M
IVV
Ishares Core S&P 500 ETF

ETFs
5.1K
+ 18.57%
$520.18 - $576.82 $2.65M - $2.94M
32.5K $18.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.6K
New
$100.3 - $100.74 $2.67M - $2.68M
26.6K $2.68M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
35.9K
+ 21.7%
$53.41 - $57.9 $1.92M - $2.08M
202K $11.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28.1K
+ 22.03%
$85.84 - $85.84 $2.41M - $2.41M
156K $13.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
53.9K
+ 120.11%
$32.34 - $35.85 $1.74M - $1.93M
98.8K $3.5M
MSFT
Microsoft Corp

Technology
3.68K
+ 31.23%
$395.15 - $467.56 $1.45M - $1.72M
15.5K $6.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.3K
+ 16.66%
$79.29 - $84.02 $897K - $951K
79.3K $6.64M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.57K
+ 23.45%
$94.31 - $103.26 $902K - $988K
50.4K $5.17M
AAPL
Apple Inc.

Technology
805
+ 2.62%
$207.23 - $234.82 $167K - $189K
31.5K $7.35M
UNP
Union Pacific Corp

Industrials
599
+ 4.89%
$221.78 - $256.09 $133K - $153K
12.8K $3.16M
APO
Apollo Global Management, Inc.

Financial Services
2.56K
+ 24.52%
$99.16 - $125.81 $254K - $322K
13K $1.62M
AVGO
Broadcom Inc.

Technology
13.8K
+ 985.43%
$136.27 - $1745.86 $1.88M - $24.1M
15.2K $2.62M
AEP
American Electric Power CO Inc

Utilities
835
+ 4.68%
$87.11 - $104.95 $72.7K - $87.6K
18.7K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
373
+ 11.67%
$333.64 - $405.2 $124K - $151K
3.57K $1.45M
SCHV
Schwab Strategic Tr Us Large C

ETFs
801
+ 1.91%
$73.43 - $80.37 $58.8K - $64.4K
42.7K $3.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 2.79%
$405.19 - $478.57 $51.9K - $61.3K
4.71K $2.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
462
+ 39.05%
$517.38 - $573.86 $239K - $265K
1.65K $943K
LMT
Lockheed Martin Corp

Industrials
175
+ 11.41%
$460.3 - $584.56 $80.6K - $102K
1.71K $999K
VUG
Vanguard Growth ETF

ETFs
726
New
$341.08 - $391.94 $248K - $285K
726 $278K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.71K
+ 9.35%
$24.86 - $26.33 $167K - $177K
78.4K $2.05M
MCD
Mcdonalds Corp

Consumer Cyclical
298
+ 9.52%
$245.82 - $304.51 $73.3K - $90.7K
3.43K $1.04M
MSTR
Microstrategy Inc

Technology
1.38K
New
$114.3 - $1800.09 $158K - $2.48M
1.38K $232K
UFPI
Ufp Industries Inc

Basic Materials
1.76K
New
$107.65 - $135.34 $189K - $238K
1.76K $230K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
981
+ 100.1%
$211.47 - $281.27 $207K - $276K
1.96K $481K
RDVY
First Trust Rising Dividend Ac

ETFs
3.83K
New
$53.68 - $59.24 $206K - $227K
3.83K $226K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.25K
New
$23.57 - $24.19 $218K - $224K
9.25K $223K
BAX
Baxter International Inc

Healthcare
3.86K
+ 24.54%
$32.85 - $40.26 $127K - $156K
19.6K $744K
PH
Parker Hannifin Corp

Industrials
346
New
$501.01 - $635.92 $173K - $220K
346 $218K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.49K
New
$53.07 - $62.66 $185K - $218K
3.49K $214K
NOC
Northrop Grumman Corp

Industrials
400
New
$423.73 - $533.14 $169K - $213K
400 $211K
KO
Coca Cola CO

Consumer Defensive
2.89K
New
$62.69 - $73.01 $181K - $211K
2.89K $207K
ATO
Atmos Energy Corp

Utilities
598
+ 10.7%
$114.08 - $138.75 $68.2K - $83K
6.19K $858K
IEFA
Ishares Tr

ETFs
2.39K
+ 72.23%
$70.09 - $78.74 $167K - $188K
5.69K $443K
JPM
Jpmorgan Chase & CO

Financial Services
668
+ 9.51%
$194.9 - $224.8 $130K - $150K
7.7K $1.62M
FIBK
First Interstate Bancsystem Inc

Financial Services
4.32K
+ 21.37%
$27.11 - $32.35 $117K - $140K
24.5K $752K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.95K
+ 28.26%
$32.36 - $33.78 $160K - $167K
22.5K $757K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.1K
New
$14.94 - $15.76 $151K - $160K
10.1K $159K
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 0.83%
$213.3 - $270.78 $5.12K - $6.5K
2.92K $791K
V
Visa Inc.

Financial Services
218
+ 3.2%
$253.74 - $291.56 $55.3K - $63.6K
7.04K $1.93M
TXN
Texas Instruments Inc

Technology
715
+ 22.16%
$194.6 - $194.6 $139K - $139K
3.94K $766K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
564
+ 4.28%
$77.02 - $85.06 $43.4K - $48K
13.8K $1.16M
CMCSA
Comcast Corp

Communication Services
1.8K
+ 8.44%
$37.33 - $41.78 $67.3K - $75.4K
23.2K $967K
LNC
Lincoln National Corp

Financial Services
3.99K
+ 40.44%
$28.71 - $34.05 $114K - $136K
13.8K $436K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
632
+ 1.56%
$37.98 - $41.19 $24K - $26K
41.1K $1.69M
ABBV
Abb Vie Inc.

Healthcare
186
+ 5.42%
$163.84 - $199.33 $30.5K - $37.1K
3.62K $714K
HON
Honeywell International Inc

Industrials
735
+ 19.15%
$196.73 - $220.21 $145K - $162K
4.57K $945K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.14K
+ 7.72%
$76.94 - $79.54 $87.3K - $90.3K
15.8K $1.26M
PEP
Pepsico Inc

Consumer Defensive
535
+ 8.84%
$161.9 - $179.3 $86.6K - $95.9K
6.59K $1.12M
Activity Summary
Buys All Purchases 86 New Holdings 13 Increased Positions 73 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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