Altus Wealth Group LLC Incresed Positions in Q4 2024

Altus Wealth Group LLC

  • $221 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.65K
+ 8.15%
$570.51 - $610.59 $1.51M - $1.62M
35.2K $20.7M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
26.9K
+ 458.08%
$56.81 - $61.22 $1.53M - $1.65M
32.8K $1.93M
RDVY
First Trust Rising Dividend Ac

ETFs
16.1K
+ 418.97%
$58.65 - $64.37 $942K - $1.03M
19.9K $1.18M
AVGO
Broadcom Inc.

Technology
27
+ 0.18%
$159.67 - $250.0 $4.31K - $6.75K
15.2K $3.53M
AAPL
Apple Inc.

Technology
89
+ 0.28%
$221.69 - $259.02 $19.7K - $23.1K
31.6K $7.92M
APO
Apollo Global Management, Inc.

Financial Services
5
+ 0.04%
$131.36 - $178.61 $657 - $893
13K $2.15M
NOW
Service Now, Inc.

Technology
16
+ 0.57%
$867.18 - $1148.42 $13.9K - $18.4K
2.84K $3.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.65K
+ 9.65%
$80.13 - $83.77 $613K - $641K
86.9K $6.98M
V
Visa Inc.

Financial Services
152
+ 2.16%
$273.87 - $320.91 $41.6K - $48.8K
7.19K $2.27M
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.04%
$161.86 - $196.66 $971 - $1.18K
13.7K $2.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7.16K
+ 103.96%
$42.84 - $45.38 $307K - $325K
14K $603K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.84K
+ 10.7%
$100.16 - $100.7 $285K - $286K
29.4K $2.95M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.37K
+ 4.65%
$56.06 - $61.35 $525K - $575K
211K $11.9M
NFLX
Netflix Inc

Communication Services
39
+ 3.37%
$687.65 - $936.56 $26.8K - $36.5K
1.2K $1.07M
MSTR
Microstrategy Inc

Technology
245
+ 17.75%
$162.69 - $473.83 $39.9K - $116K
1.63K $470K
BX
Blackstone Inc.

Financial Services
50
+ 0.44%
$148.45 - $199.05 $7.42K - $9.95K
11.5K $1.98M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.02K
+ 50.14%
$58.39 - $67.04 $177K - $203K
9.06K $574K
KMI
Kinder Morgan, Inc.

Energy
147
+ 0.49%
$22.59 - $28.54 $3.32K - $4.2K
30.5K $834K
GOOG
Alphabet Inc.

Communication Services
263
+ 9.98%
$163.08 - $198.16 $42.9K - $52.1K
2.9K $551K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.07K
+ 13.27%
$87.25 - $95.52 $92.9K - $102K
9.09K $803K
BA
Boeing CO

Industrials
267
+ 20.15%
$138.14 - $180.72 $36.9K - $48.3K
1.59K $281K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.06K
+ 13.6%
$32.65 - $33.68 $99.8K - $103K
25.5K $836K
TAXF
American Centy ETF Tr Diversif

ETFs
1.67K
+ 25.11%
$49.94 - $51.44 $83.3K - $85.9K
8.32K $416K
META
Meta Platforms, Inc.

Communication Services
102
+ 13.65%
$554.08 - $632.68 $56.5K - $64.5K
849 $500K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.8K
+ 5.57%
$98.47 - $109.35 $276K - $307K
53.2K $5.24M
CSCO
Cisco Systems, Inc.

Technology
454
+ 8.24%
$52.45 - $60.02 $23.8K - $27.2K
5.96K $352K
BAC
Bank Of America Corp

Financial Services
147
+ 1.23%
$39.22 - $47.77 $5.77K - $7.02K
12.1K $530K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.5K
+ 221.51%
$26.93 - $84.95 $821K - $2.59M
44.2K $1.21M
IBM
International Business Machines Corp

Technology
184
+ 14.61%
$204.9 - $238.04 $37.7K - $43.8K
1.44K $317K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
386
+ 10.47%
$113.92 - $127.38 $44K - $49.2K
4.07K $469K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.84%
$873.59 - $994.69 $6.99K - $7.96K
964 $883K
MA
Mastercard Inc

Financial Services
6
+ 0.69%
$491.3 - $536.15 $2.95K - $3.22K
880 $463K
EMR
Emerson Electric CO

Industrials
16
+ 0.87%
$108.13 - $134.33 $1.73K - $2.15K
1.86K $230K
USA
Liberty All Star Equity Fund

Financial Services
4.45K
+ 15.01%
$6.82 - $7.46 $30.4K - $33.2K
34.1K $237K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.11%
$280.04 - $302.45 $840 - $907
2.65K $768K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65
+ 3.31%
$238.25 - $261.28 $15.5K - $17K
2.03K $490K
Ishares Bitcoin Trust ETF
315
+ 5.53%
N/A
6.01K $0
SYK
Stryker Corp

Healthcare
2
+ 0.21%
$345.14 - $392.15 $690 - $784
943 $339K
American Centy ETF Tr
3.94K
+ 17.61%
N/A
26.3K $0
KO
Coca Cola CO

Consumer Defensive
411
+ 14.22%
$61.74 - $71.71 $25.4K - $29.5K
3.3K $205K
SCHV
Schwab Strategic Tr Us Large C

ETFs
88.7K
+ 207.92%
$25.79 - $80.4 $2.29M - $7.13M
131K $3.43M
UPS
United Parcel Service Inc

Industrials
89
+ 4.6%
$122.65 - $138.35 $10.9K - $12.3K
2.02K $254K
CVX
Chevron Corp

Energy
99
+ 0.93%
$141.15 - $162.53 $14K - $16.1K
10.8K $1.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
84
+ 0.53%
$77.86 - $79.27 $6.54K - $6.66K
15.9K $1.24M
LLY
Eli Lilly & CO

Healthcare
28
+ 8.64%
$727.2 - $932.06 $20.4K - $26.1K
352 $271K
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$360.37 - $416.88 $360 - $417
651 $236K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.63K
+ 3.36%
$24.94 - $26.14 $65.7K - $68.8K
81.1K $2.03M
VZ
Verizon Communications Inc

Communication Services
11
+ 0.18%
$39.6 - $45.21 $436 - $497
6.21K $248K
SO
Southern CO

Utilities
7
+ 0.14%
$81.5 - $94.15 $571 - $659
5.02K $413K
Activity Summary
Buys All Purchases 66 New Holdings 11 Increased Positions 55 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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