- New Purchases: SPY, MSFT,
- Added Positions: IGV, PG, FLOT, VTI, XLV, HD, PFF, VGT, AAPL, GE, GOOG, TPL, INTC,
- Reduced Positions: IJH, T, JPM,
- Sold Out: SDY, IDV, IEFA, BA, VB, VZ, SCHB, IJK, AZN, JNJ,
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- Vanguard Total Stock Market (VTI) - 107,728 shares, 20.18% of the total portfolio. Shares added by 1.52%
- PowerShares QQQ Trust Ser 1 (QQQ) - 64,554 shares, 17.86% of the total portfolio. Shares added by 0.79%
- iShares Expanded Tech-Software Sector (IGV) - 52,265 shares, 15.97% of the total portfolio. Shares added by 103.88%
- SPDR Select Sector Fund - Health Care (XLV) - 76,147 shares, 9.80% of the total portfolio. Shares added by 1.92%
- iShares S&P 100 (OEF) - 44,608 shares, 7.69% of the total portfolio. Shares reduced by 0.75%
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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