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| Name: |
Altus Wealth Management LLC |
| City: |
FT MITCHELL |
| State: |
KY |
| Zip: |
41017 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGT |
Vanguard I T VIPERS |
17 |
- |
$515.42 |
$942,000 |
1,797 |
0.5% |
72,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
22 |
- |
$47.26 |
$569,000 |
11,989 |
0.3% |
-4,000 |
0 |
0.011 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
23 |
- |
$335.19 |
$520,000 |
1,543 |
0.27% |
52,000 |
0 |
0.001 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
26 |
- |
$107.02 |
$418,000 |
3,885 |
0.22% |
-3,000 |
0 |
0 |
Closed - End Fund - E... |
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CTBI |
Community Trust Bancorp Inc |
27 |
- |
$43.94 |
$403,000 |
9,440 |
0.21% |
-11,000 |
0 |
0.053 |
Domestic Regional Banks |
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ABBV |
Abbvie Inc. |
28 |
- |
$160.45 |
$341,000 |
1,875 |
0.18% |
50,000 |
0 |
0 |
Drug Manufacturers - ... |
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EME |
Emcor Group Inc |
29 |
- |
$379.43 |
$339,000 |
969 |
0.18% |
130,000 |
0 |
0.002 |
General Contractors |
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FB |
Meta Platforms Inc |
30 |
- |
$472.60 |
$339,000 |
698 |
0.18% |
92,000 |
0 |
0 |
Internet Service Prov... |
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IWD |
iShares Russell 1000 Value |
31 |
- |
$175.05 |
$315,000 |
1,761 |
0.17% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
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AZN |
AstraZeneca Plc (ADR) |
33 |
- |
$76.97 |
$287,000 |
4,243 |
0.15% |
1,000 |
0 |
0 |
Drug Manufacturers - ... |
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SO |
Southern Co |
34 |
- |
$77.63 |
$285,000 |
3,973 |
0.15% |
6,000 |
0 |
0 |
Electric Utilities |
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VIG |
Vanguard Dividend Appreciat... |
35 |
- |
$179.14 |
$278,000 |
1,523 |
0.15% |
18,000 |
0 |
0 |
Closed - End Fund - Debt |
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