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Name: |
Altus Wealth Group LLC |
City: |
COLORADO SPRINGS |
State: |
CO |
Zip: |
80903 |
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Holdings
Found :
7 |
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Unchanged Positions |
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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 |
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DSI |
iShares KLD 400 Social Index |
83 |
- |
$99.16 |
$497,000 |
4,931 |
0.25% |
48,000 |
0 |
0.003 |
Closed - End Fund - E... |
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FTEC |
Fidelity Msci Information T... |
89 |
- |
$154.27 |
$435,000 |
2,793 |
0.22% |
34,000 |
0 |
0.006 |
N/A |
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J |
Jacobs Solutions Inc |
90 |
- |
$138.32 |
$430,000 |
2,800 |
0.22% |
67,000 |
0 |
0.002 |
Heavy Construction |
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SO |
Southern Co |
103 |
- |
$78.70 |
$358,000 |
4,994 |
0.18% |
8,000 |
0 |
0 |
Electric Utilities |
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USA |
Liberty All Star Equity Fund |
116 |
- |
$6.79 |
$252,000 |
35,255 |
0.13% |
27,000 |
0 |
0.02 |
Closed - End Fund - E... |
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DE |
Deere & Co |
121 |
- |
$407.99 |
$226,000 |
550 |
0.11% |
6,000 |
0 |
0 |
Farm & Construction M... |
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VIG |
Vanguard Dividend Appreciat... |
124 |
- |
$180.96 |
$217,000 |
1,189 |
0.11% |
14,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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