Altus Wealth Group LLC Buys Schwab U.S. Large-Cap Value ETF, Mastercard Inc, McDonald's Corp, Sells SPDR S&P Emerging Asia Pacific ETF, Alphabet Inc, First Trust Low Duration Mortgage Opportunities ET

Investment company Altus Wealth Group LLC (Current Portfolio) buys Schwab U.S. Large-Cap Value ETF, Mastercard Inc, McDonald's Corp, Caterpillar Inc, First Trust Morningstar Dividend Leaders Index Fun, sells SPDR S&P Emerging Asia Pacific ETF, Alphabet Inc, First Trust Low Duration Mortgage Opportunities ET, Philip Morris International Inc, Nuveen AMT-Free Municipal Credit Income Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Altus Wealth Group LLC. As of 2021Q3, Altus Wealth Group LLC owns 110 stocks with a total value of $101 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Altus Wealth Group LLC
  1. iShares Russell 1000 Growth ETF (IWF) - 32,779 shares, 8.93% of the total portfolio. Shares reduced by 11.93%
  2. SPDR Dividend ETF (SDY) - 59,764 shares, 6.98% of the total portfolio. Shares reduced by 9.04%
  3. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 58,062 shares, 4.24% of the total portfolio. Shares reduced by 9.3%
  4. Janus Henderson Short Duration Income ETF (VNLA) - 83,527 shares, 4.17% of the total portfolio. Shares added by 1.50%
  5. Amplify BlackSwan Growth & Treasury Core ETF (SWAN) - 114,762 shares, 3.91% of the total portfolio. Shares added by 5.91%
New Purchase: Mastercard Inc (MA)

Altus Wealth Group LLC initiated holding in Mastercard Inc. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $350.520000. The impact to a portfolio due to this purchase was 0.52%. The holding were 1,510 shares as of 2021-09-30.

New Purchase: Caterpillar Inc (CAT)

Altus Wealth Group LLC initiated holding in Caterpillar Inc. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $213.280000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,552 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

Altus Wealth Group LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1184.821300. The impact to a portfolio due to this purchase was 0.22%. The holding were 286 shares as of 2021-09-30.

New Purchase: Barings Corporate Investors (MCI)

Altus Wealth Group LLC initiated holding in Barings Corporate Investors. The purchase prices were between $14.88 and $15.97, with an estimated average price of $15.38. The stock is now traded at around $15.980000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,401 shares as of 2021-09-30.

New Purchase: Lightwave Logic Inc (LWLG)

Altus Wealth Group LLC initiated holding in Lightwave Logic Inc. The purchase prices were between $6.26 and $13.4, with an estimated average price of $9.56. The stock is now traded at around $12.661600. The impact to a portfolio due to this purchase was 0.16%. The holding were 16,500 shares as of 2021-09-30.

Added: Schwab U.S. Large-Cap Value ETF (SCHV)

Altus Wealth Group LLC added to a holding in Schwab U.S. Large-Cap Value ETF by 36.13%. The purchase prices were between $66.56 and $70.68, with an estimated average price of $69.07. The stock is now traded at around $72.240000. The impact to a portfolio due to this purchase was 0.61%. The holding were 34,263 shares as of 2021-09-30.

Added: McDonald's Corp (MCD)

Altus Wealth Group LLC added to a holding in McDonald's Corp by 47.60%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $252.630000. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,025 shares as of 2021-09-30.

Added: First Trust Morningstar Dividend Leaders Index Fun (FDL)

Altus Wealth Group LLC added to a holding in First Trust Morningstar Dividend Leaders Index Fun by 45.27%. The purchase prices were between $32.35 and $34.1, with an estimated average price of $33.27. The stock is now traded at around $34.120000. The impact to a portfolio due to this purchase was 0.26%. The holding were 25,853 shares as of 2021-09-30.

Added: Eaton Vance Enhanced Equity Income Fund II (EOS)

Altus Wealth Group LLC added to a holding in Eaton Vance Enhanced Equity Income Fund II by 51.83%. The purchase prices were between $23.08 and $24.86, with an estimated average price of $23.94. The stock is now traded at around $24.695000. The impact to a portfolio due to this purchase was 0.25%. The holding were 31,533 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

Altus Wealth Group LLC added to a holding in United Parcel Service Inc by 50.81%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $208.280000. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,811 shares as of 2021-09-30.

Added: Amplify CPW Enhanced Dividend Income ETF (DIVO)

Altus Wealth Group LLC added to a holding in Amplify CPW Enhanced Dividend Income ETF by 80.25%. The purchase prices were between $34.78 and $36.55, with an estimated average price of $35.87. The stock is now traded at around $37.370000. The impact to a portfolio due to this purchase was 0.2%. The holding were 13,306 shares as of 2021-09-30.

Sold Out: SPDR S&P Emerging Asia Pacific ETF (GMF)

Altus Wealth Group LLC sold out a holding in SPDR S&P Emerging Asia Pacific ETF. The sale prices were between $120.47 and $133.6, with an estimated average price of $127.09.

Sold Out: Alphabet Inc (GOOG)

Altus Wealth Group LLC sold out a holding in Alphabet Inc. The sale prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72.

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Altus Wealth Group LLC sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $50.44 and $50.64, with an estimated average price of $50.54.

Sold Out: Philip Morris International Inc (PM)

Altus Wealth Group LLC sold out a holding in Philip Morris International Inc. The sale prices were between $94.79 and $106.1, with an estimated average price of $100.67.

Sold Out: Nuveen AMT-Free Municipal Credit Income Fund (NVG)

Altus Wealth Group LLC sold out a holding in Nuveen AMT-Free Municipal Credit Income Fund. The sale prices were between $17.15 and $18.22, with an estimated average price of $17.79.

Sold Out: Bristol-Myers Squibb Co (BMY)

Altus Wealth Group LLC sold out a holding in Bristol-Myers Squibb Co. The sale prices were between $59.17 and $69.31, with an estimated average price of $65.87.



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