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  Name: Altus Wealth Management LLC
  City: FT MITCHELL
  State: KY
  Zip: 41017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,060,000
  Total Value Change : $22,874,000
  Securities Held Change : 2
   
All Securities Held : 41
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 17
  Unchanged Positions : 12
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (PG)1 Year Chart         PG Procter & Gamble Co 6 - $165.07 $8,434,000 51,983 4.44% 814,000 -14 0.002    Cleaning Products
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 10 - $517.19 $1,644,000 3,142 0.86% 150,000 -2 0    Closed - End Fund - E...
   (IGEB)1 Year Chart         IGEB Ishares Edge Investment Gra... 12 - $0.00 $1,444,000 32,191 0.76% -47,000 -773 0.358    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 24 - $169.38 $488,000 3,231 0.26% -28,000 -464 0    Search Engines & Info...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 25 - $171.16 $447,000 2,935 0.24% 16,000 -120 0    Search Engines & Info...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 36 - $21.56 $252,000 10,932 0.13% 32,000 -1,879 0.001    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 39 - $148.95 $246,000 1,552 0.13% -113,000 -741 0    Drug Manufacturers - ...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 40 - $177.81 $229,000 1,303 0.12% -237,000 -573 0    Auto Manufacturers
   (BA)1 Year Chart         BA Boeing Co 41 - $180.35 $210,000 1,088 0.11% -105,000 -121 0    Aerospace/Defense - M...

      9 Records Found
  1    
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