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  Name: Altus Wealth Group LLC
  City: COLORADO SPRINGS
  State: CO
  Zip: 80903
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $199,468,000
  Total Value Change : $18,983,000
  Securities Held Change : -2
   
All Securities Held : 139
  New Positions : 20
  Closed Positions : 22
  Increased Positions : 45
  Unchanged Positions : 7
  Decreased Positions : 67

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Holdings Found : 22     View All Holdings Currently Viewing:  Closed 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
   (PBUS)1 Year Chart         PBUS Invesco Purebeta Msci Usa Etf 144 Closed $0.00 $0 0 0% -212,000 -4,442 0    N/A
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 150 Closed $19.61 $0 0 0% -429,000 -20,700 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 156 Closed $71.44 $0 0 0% -303,000 -4,125 0    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 143 Closed $104.76 $0 0 0% -1,571,000 -14,905 0    Closed - End Fund - Debt
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 149 Closed $59.69 $0 0 0% -316,000 -5,294 0    N/A
   (RAAX)1 Year Chart         RAAX Vaneck Vectors Real Asset A... 155 Closed $0.00 $0 0 0% -658,000 -25,744 0    N/A
   (MUI)1 Year Chart         MUI Blackrock Muni Intermediate... 142 Closed $11.50 $0 0 0% -159,000 -13,701 0    Closed - End Fund - Debt
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 148 Closed $170.80 $0 0 0% -536,000 -3,259 0    Closed - End Fund - E...
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 154 Closed $0.00 $0 0 0% -243,000 -5,098 0    N/A
   (CLOI)1 Year Chart         CLOI Vaneck Clo Etf 141 Closed $0.00 $0 0 0% -768,000 -14,728 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 147 Closed $76.18 $0 0 0% -210,000 -2,191 0    Specialty Eateries
   (FSR)1 Year Chart         FSR Fisker Inc. 153 Closed $0.04 $0 0 0% -20,000 -11,250 0    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 140 Closed $25.52 $0 0 0% -256,000 -10,120 0    N/A
   (BST)1 Year Chart         BST Blackrock Science & Technol... 159 Closed $36.30 $0 0 0% -230,000 -6,829 0    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 146 Closed $0.00 $0 0 0% -622,000 -11,024 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 152 Closed $483.11 $0 0 0% -223,000 -374 0    Application Software
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 139 Closed $204.74 $0 0 0% -284,000 -1,416 0    Closed - End Fund - E...
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 158 Closed $25.51 $0 0 0% -306,000 -11,940 0    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 145 Closed $55.10 $0 0 0% -852,000 -16,486 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 151 Closed $302.25 $0 0 0% -213,000 -724 0    Networking & Communic...
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 138 Closed $64.23 $0 0 0% -1,025,000 -16,954 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 157 Closed $110.56 $0 0 0% -208,000 -2,021 0    Closed - End Fund - E...
      22 Records Found
  1    
Page 1 of 1
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