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Altus Wealth Management, LLC Buys Southern Co, UiPath Inc, SPDR Blackstone Senior Loan ETF, Sells Utilities Select Sector SPDR ETF, General Electric Co, IZEA Worldwide Inc

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Oct 18, 2021
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Investment company Altus Wealth Management, LLC (Current Portfolio) buys Southern Co, UiPath Inc, SPDR Blackstone Senior Loan ETF, sells Utilities Select Sector SPDR ETF, General Electric Co, IZEA Worldwide Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Altus Wealth Management, LLC. As of 2021Q3, Altus Wealth Management, LLC owns 36 stocks with a total value of $158 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 ETF (VTI) - 138,042 shares, 19.42% of the total portfolio. Shares added by 5.55%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 70,306 shares, 15.94% of the total portfolio. Shares added by 3.89%
  3. iShares Expanded Tech-Software Sector ETF (IGV) - 49,697 shares, 12.56% of the total portfolio. Shares added by 6.06%
  4. iShares S&P 100 ETF (OEF) - 98,360 shares, 12.30% of the total portfolio. Shares added by 5.41%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 60,740 shares, 10.12% of the total portfolio. Shares added by 6.73%
New Purchase: Southern Co (SO)

Altus Wealth Management, LLC initiated holding in Southern Co. The purchase prices were between $61.34 and $67.32, with an estimated average price of $64.37. The stock is now traded at around $62.620000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,377 shares as of 2021-09-30.

New Purchase: UiPath Inc (PATH)

Altus Wealth Management, LLC initiated holding in UiPath Inc. The purchase prices were between $51.89 and $68.49, with an estimated average price of $60.67. The stock is now traded at around $50.050000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,885 shares as of 2021-09-30.

New Purchase: SPDR Blackstone Senior Loan ETF (SRLN)

Altus Wealth Management, LLC initiated holding in SPDR Blackstone Senior Loan ETF. The purchase prices were between $45.28 and $45.94, with an estimated average price of $45.55. The stock is now traded at around $45.835000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,695 shares as of 2021-09-30.

Sold Out: Utilities Select Sector SPDR ETF (XLU)

Altus Wealth Management, LLC sold out a holding in Utilities Select Sector SPDR ETF. The sale prices were between $63.56 and $70.07, with an estimated average price of $66.84.

Sold Out: General Electric Co (GE)

Altus Wealth Management, LLC sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.

Sold Out: IZEA Worldwide Inc (IZEA)

Altus Wealth Management, LLC sold out a holding in IZEA Worldwide Inc. The sale prices were between $1.89 and $2.51, with an estimated average price of $2.2.



Here is the complete portfolio of Altus Wealth Management, LLC. Also check out:

1. Altus Wealth Management, LLC's Undervalued Stocks
2. Altus Wealth Management, LLC's Top Growth Companies, and
3. Altus Wealth Management, LLC's High Yield stocks
4. Stocks that Altus Wealth Management, LLC keeps buying
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