Altus Wealth Management, LLC Buys iShares Core S&P Small-Cap ETF, Janus Henderson AAA CLO ...

insider
4 min read
0
In this article:

Investment company Altus Wealth Management, LLC (Current Portfolio) buys iShares Core S&P Small-Cap ETF, Janus Henderson AAA CLO ETF, Pfizer Inc, SPDR Blackstone Senior Loan ETF, sells iShares MSCI Emerging Markets Asia Index Fund, Block Inc, UiPath Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Altus Wealth Management, LLC. As of 2021Q4, Altus Wealth Management, LLC owns 36 stocks with a total value of $168 million. These are the details of the buys and sells.

  • New Purchases: IJR, JAAA, PFE,

  • Added Positions: IJH, FLOT, PG, IGV, SRLN, ICSH, XLV, AAPL, VNLA, MSFT, TY, GOOG, AMZN, MRK, NVDA, SCHB,

  • Reduced Positions: QQQ, SPY, BA, T,

  • Sold Out: EEMA, SQ, PATH,


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) - 139,035 shares, 19.99% of the total portfolio. Shares added by 0.72%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 69,269 shares, 16.42% of the total portfolio. Shares reduced by 1.47%

  3. iShares S&P 100 ETF (OEF) - 98,630 shares, 12.87% of the total portfolio. Shares added by 0.27%

  4. iShares Expanded Tech-Software Sector ETF (IGV) - 50,277 shares, 11.91% of the total portfolio. Shares added by 1.17%

  5. iShares Core S&P Mid-Cap ETF (IJH) - 62,027 shares, 10.46% of the total portfolio. Shares added by 2.12%

New Purchase: iShares Core S&P Small-Cap ETF (IJR)

Altus Wealth Management, LLC initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $106.300000. The impact to a portfolio due to this purchase was 3.26%. The holding were 47,847 shares as of 2021-12-31.

New Purchase: Janus Henderson AAA CLO ETF (JAAA)

Altus Wealth Management, LLC initiated holding in Janus Henderson AAA CLO ETF. The purchase prices were between $50.28 and $50.4, with an estimated average price of $50.35. The stock is now traded at around $50.490000. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,110 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Altus Wealth Management, LLC initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $54.050000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,135 shares as of 2021-12-31.

Added: SPDR Blackstone Senior Loan ETF (SRLN)

Altus Wealth Management, LLC added to a holding in SPDR Blackstone Senior Loan ETF by 100.51%. The purchase prices were between $45.02 and $45.7, with an estimated average price of $45.41. The stock is now traded at around $45.740000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,414 shares as of 2021-12-31.

Sold Out: iShares MSCI Emerging Markets Asia Index Fund (EEMA)

Altus Wealth Management, LLC sold out a holding in iShares MSCI Emerging Markets Asia Index Fund. The sale prices were between $79.69 and $86.36, with an estimated average price of $83.23.

Sold Out: Block Inc (SQ)

Altus Wealth Management, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: UiPath Inc (PATH)

Altus Wealth Management, LLC sold out a holding in UiPath Inc. The sale prices were between $39.81 and $57.51, with an estimated average price of $49.2.



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 buyingThis article first appeared on GuruFocus.

Advertisement

Recommended Stories

  • Jeff Bezos' Most Prized Possession Breaks Historical Auction Records At Almost $53 Million

    Jeff Bezos amassed his wealth through Amazon stocks and owns hundreds of millions of dollars worth of real estate, but one of his most valuable possessions may surprise you: art. Among his collection is the renowned piece "Hurting the Word Radio #2 (1964)" by Ed Ruscha, purchased by Bezos for almost $53 million. This artwork, a prime example of Ruscha’s text-based paintings, stands as a signature piece in Bezos’ collection. As concerns over stock market volatility persist, the world’s wealthiest

  • Warren Buffett's Latest $2.6 Billion Buy Brings His Total Investment in This Stock to More Than $77 Billion in Under 6 Years

    The Oracle of Omaha has purchased shares of his favorite stock for 23 consecutive quarters.

  • Bluesky now lets you personalize main Discover feed using new controls

    Bluesky is now allowing users to personalize their main Discover feeds. The social network is rolling out an updated version of its app that lets users offer feedback about its algorithmic feed so they can better customize it using "Show more like this" and "Show less like this" buttons in a post's menu to choose which content the algorithm surfaces. The change will help Bluesky users create a timeline that takes into consideration their own preferences, not what the company thinks they should see.

  • Anthropic now lets kids use its AI tech -- within limits

    AI startup Anthropic is changing its policies to allow minors to use its generative AI systems -- in certain circumstances, at least. Announced in a post on the company's official blog Friday, Anthropic will begin letting teens and preteens use third-party apps (but not its own apps, necessarily) powered by its AI models so long as the developers of those apps implement specific safety features and disclose to users which Anthropic technologies they're leveraging. In a support article, Anthropic lists several safety measures devs creating AI-powered apps for minors should include, like age verification systems, content moderation and filtering and educational resources on "safe and responsible" AI use for minors.

  • With Apple entering the fight, the AI chip wars have gone nuclear

    The AI PC chip wars are going nuclear as Apple officially joins the fight with its M4 processor.

  • I Finally Decided to Cut My Losses and Sell This Stock -- Here's Why

    This real estate technology company could be hit hard by a changing real estate market.

  • Bitcoin Is In a 'Bore You to Death' Phase, but Bottom Could Be Close, Analysts Say

    The current boring crypto market could last between one to six months, and the sentiment will be the most negative right before the turnaround, one hedge fund manager said.

  • 3 Rock-Solid Dividend Stocks That Are Ideal for Retirees

    These are low-risk stocks with high yields.

  • Palantir Stock (NYSE:PLTR): Should You Buy the Post-Earnings Dip?

    Palantir stock (NYSE:PLTR) dipped by about 16% after its Q1 earnings report, prompting me to ponder whether this downturn presents a buying opportunity. Notably, Palantir showcased yet another quarter of solid revenue growth, promising client base expansion, and strong profitability metrics. That said, concerns persist regarding the stock’s elevated valuation. Consequently, despite my belief in Palantir’s long-term prospects as a shareholder, I maintain a neutral stance towards the stock at pres

  • McDonald’s Will Offer a $5 Meal Deal to Lure Customers Back Into Stores

    (Bloomberg) -- McDonald’s Corp. is looking to launch a $5 meal deal in the US that the burger chain is betting can lure penny-pinching consumers back in.Most Read from BloombergElon Musk Pledges to Grow Supercharger Business He Just DecimatedApple Nears Deal With OpenAI to Put ChatGPT on iPhoneBiden Set to Hit China EVs, Strategic Sectors With TariffsIce Cube’s Big3 Basketball League Sells Its First Team in $10 Million DealJim Simons, Code Breaker Who Mastered Investing, Dies at 86The deal could