Altus Wealth Management, LLC Buys iShares Expanded Tech-Software Sector, SPDR S&P 500, Procter & Gamble Co, Sells SPDR S&P Dividend, iShares International Select Dividend, iShares Core MSCI EAFE

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Apr 28, 2020
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Investment company Altus Wealth Management, LLC (Current Portfolio) buys iShares Expanded Tech-Software Sector, SPDR S&P 500, Procter & Gamble Co, Microsoft Corp, The Home Depot Inc, sells SPDR S&P Dividend, iShares International Select Dividend, iShares Core MSCI EAFE, Boeing Co, Vanguard Small-Cap during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Altus Wealth Management, LLC. As of 2020Q1, Altus Wealth Management, LLC owns 24 stocks with a total value of $69 million. These are the details of the buys and sells.

For the details of Altus Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/altus+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Altus Wealth Management, LLC
  1. Vanguard Total Stock Market (VTI) - 107,728 shares, 20.18% of the total portfolio. Shares added by 1.52%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 64,554 shares, 17.86% of the total portfolio. Shares added by 0.79%
  3. iShares Expanded Tech-Software Sector (IGV) - 52,265 shares, 15.97% of the total portfolio. Shares added by 103.88%
  4. SPDR Select Sector Fund - Health Care (XLV) - 76,147 shares, 9.80% of the total portfolio. Shares added by 1.92%
  5. iShares S&P 100 (OEF) - 44,608 shares, 7.69% of the total portfolio. Shares reduced by 0.75%
New Purchase: SPDR S&P 500 (SPY)

Altus Wealth Management, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $287.58. The impact to a portfolio due to this purchase was 0.76%. The holding were 2,038 shares as of .

New Purchase: Microsoft Corp (MSFT)

Altus Wealth Management, LLC initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $170.77. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,270 shares as of .

Added: iShares Expanded Tech-Software Sector (IGV)

Altus Wealth Management, LLC added to a holding in iShares Expanded Tech-Software Sector by 103.88%. The purchase prices were between $184.82 and $265.15, with an estimated average price of $235.17. The stock is now traded at around $232.74. The impact to a portfolio due to this purchase was 8.14%. The holding were 52,265 shares as of .

Added: Procter & Gamble Co (PG)

Altus Wealth Management, LLC added to a holding in Procter & Gamble Co by 22.04%. The purchase prices were between $97.7 and $127.14, with an estimated average price of $120.29. The stock is now traded at around $117.39. The impact to a portfolio due to this purchase was 0.65%. The holding were 22,673 shares as of .

Added: The Home Depot Inc (HD)

Altus Wealth Management, LLC added to a holding in The Home Depot Inc by 27.15%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $217.37. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,810 shares as of .

Added: General Electric Co (GE)

Altus Wealth Management, LLC added to a holding in General Electric Co by 42.90%. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.82. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,324 shares as of .

Sold Out: SPDR S&P Dividend (SDY)

Altus Wealth Management, LLC sold out a holding in SPDR S&P Dividend. The sale prices were between $68.26 and $108.76, with an estimated average price of $99.48.

Sold Out: iShares International Select Dividend (IDV)

Altus Wealth Management, LLC sold out a holding in iShares International Select Dividend. The sale prices were between $18.85 and $32.78, with an estimated average price of $29.1.

Sold Out: iShares Core MSCI EAFE (IEFA)

Altus Wealth Management, LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.

Sold Out: Boeing Co (BA)

Altus Wealth Management, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: Vanguard Small-Cap (VB)

Altus Wealth Management, LLC sold out a holding in Vanguard Small-Cap. The sale prices were between $98.45 and $170.48, with an estimated average price of $151.89.

Sold Out: Verizon Communications Inc (VZ)

Altus Wealth Management, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.94 and $61.4, with an estimated average price of $57.34.



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