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Altus Wealth Group

Latest statistics and disclosures from Altus Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, MOAT, IWF, COWZ, AAPL, and represent 28.78% of Altus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SPMO, SCHM, SCHV, PBUS, IVV, FTGS, RDVY, SCHD, VCIT, COWZ.
Started 11 new stock positions in CRM, AIRR, TRGP, PANW, FMHI, HISF, T, SPMO, LDSF, FTGS. JSMD.
Reduced shares in these 10 stocks: TLT (-$7.8M), HEFA, Bsco etf, MOAT, SDVY, TSLA, FSLR, IWF, USMV, XLK.
Sold out of its positions in AMD, FSLR, LGOV, Bsco etf, AGG, TLT, USRT, HEFA, NOC, UFPI. VUG, WM.
Altus Wealth Group was a net seller of stock by $-2.7M.
Altus Wealth Group has $226M in assets under management (AUM), dropping by -3.35%.
Central Index Key (CIK): 0001842572

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Portfolio Holdings for Altus Wealth Group

Altus Wealth Group holds 143 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.2	$21M	+8%	35k	588.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.5	$12M	-14%	133k	92.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.4	$12M	-3%	30k	401.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.3	$12M	+4%	211k	56.48	View chart
Apple (AAPL)	3.5	$7.9M		32k	250.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$7.0M	+9%	87k	80.27	View chart
Select Sector Spdr Tr Technology (XLK)	3.0	$6.8M	-4%	29k	232.52	View chart
Microsoft Corporation (MSFT)	2.8	$6.4M		15k	421.51	View chart
Builders FirstSource (BLDR)	2.6	$5.8M	+7%	41k	142.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.5	$5.6M	-3%	43k	132.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.3	$5.2M	+5%	53k	98.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.9	$4.3M	-7%	48k	88.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$3.6M	+188%	131k	27.71	View chart
Broadcom (AVGO)	1.6	$3.5M		15k	231.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$3.5M	NEW	36k	95.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$3.4M	+207%	131k	26.07	View chart
Servicenow (NOW)	1.3	$3.0M		2.8k	1060.12	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.3	$3.0M	+10%	29k	100.32	View chart
Union Pacific Corporation (UNP)	1.3	$2.9M		13k	228.04	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.2	$2.7M		38k	71.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$2.6M		14k	189.30	View chart
NVIDIA Corporation (NVDA)	1.1	$2.6M	+2%	19k	134.29	View chart
Amazon (AMZN)	1.1	$2.5M	-10%	12k	219.39	View chart
Visa Com Cl A (V)	1.0	$2.3M	+2%	7.2k	316.02	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.0	$2.2M	-4%	107k	20.13	View chart
Apollo Global Mgmt (APO)	0.9	$2.1M		13k	165.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.9	$2.1M	-5%	107k	19.43	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.9	$2.0M	+3%	81k	24.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$2.0M		12k	172.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.9M	-9%	4.3k	453.28	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.9	$1.9M	+458%	33k	58.89	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.8	$1.9M	-5%	80k	23.32	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.8M		7.7k	239.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$1.7M	-4%	8.2k	210.46	View chart
American Electric Power Company (AEP)	0.8	$1.7M		19k	92.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$1.6M		40k	40.48	View chart
Chevron Corporation (CVX)	0.7	$1.6M		11k	144.84	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.6	$1.4M	+17%	26k	54.77	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.6	$1.4M	-3%	66k	21.33	View chart
Home Depot (HD)	0.6	$1.4M		3.6k	389.03	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.3M	NEW	40k	31.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.2M		16k	78.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.2M	+221%	44k	27.32	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$1.2M	-42%	33k	35.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$1.2M	+418%	20k	59.14	View chart
Tri-Continental Corporation (TY)	0.5	$1.1M		35k	31.69	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.1M		10k	107.57	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$1.1M		27k	40.26	View chart
Netflix (NFLX)	0.5	$1.1M	+3%	1.2k	891.32	View chart
Honeywell International (HON)	0.4	$1.0M	-2%	4.5k	225.91	View chart
Pepsi (PEP)	0.4	$959k	-4%	6.3k	152.07	View chart
McDonald's Corporation (MCD)	0.4	$942k	-5%	3.3k	289.88	View chart
EOG Resources (EOG)	0.4	$939k	-2%	7.7k	122.58	View chart
Costco Wholesale Corporation (COST)	0.4	$883k		964.00	916.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$873k	-2%	4.9k	178.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$861k	-5%	44k	19.48	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$837k	+13%	26k	32.76	View chart
Kinder Morgan (KMI)	0.4	$835k		31k	27.40	View chart
Comcast Corp Cl A (CMCSA)	0.4	$820k	-5%	22k	37.53	View chart
Atmos Energy Corporation (ATO)	0.4	$815k	-5%	5.8k	139.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$804k	+13%	9.1k	88.40	View chart
Lockheed Martin Corporation (LMT)	0.4	$800k	-3%	1.6k	486.04	View chart
First Interstate Bancsystem (FIBK)	0.3	$774k	-2%	24k	32.47	View chart
Emcor (EME)	0.3	$774k		1.7k	453.90	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$770k	-21%	44k	17.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$769k		2.7k	289.76	View chart
Tesla Motors (TSLA)	0.3	$758k	-50%	1.9k	403.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$744k	-12%	36k	20.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$743k	-22%	1.3k	586.17	View chart
Texas Instruments Incorporated (TXN)	0.3	$723k	-2%	3.9k	187.49	View chart
Lowe's Companies (LOW)	0.3	$721k		2.9k	246.80	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$717k	-3%	32k	22.20	View chart
Kenvue (KVUE)	0.3	$674k		32k	21.35	View chart
Abbvie (ABBV)	0.3	$669k	+4%	3.8k	177.68	View chart
Wal-Mart Stores (WMT)	0.3	$633k		7.0k	90.35	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$615k		18k	34.13	View chart
T. Rowe Price (TROW)	0.3	$609k	-3%	5.4k	113.09	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$606k	-3%	54k	11.28	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$604k	+103%	14k	42.97	View chart
Intel Corporation (INTC)	0.3	$581k		29k	20.05	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$575k	+50%	9.1k	63.45	View chart
Walt Disney Company (DIS)	0.2	$564k		5.1k	111.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$552k	+9%	2.9k	190.46	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$544k		4.9k	110.25	View chart
Baxter International (BAX)	0.2	$534k	-6%	18k	29.16	View chart
Bank of America Corporation (BAC)	0.2	$530k		12k	43.95	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$511k	NEW	6.6k	77.04	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$510k		2.8k	184.88	View chart
Meta Platforms Cl A (META)	0.2	$497k	+13%	849.00	585.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$491k	+3%	2.0k	242.17	View chart
Microstrategy Cl A New (MSTR)	0.2	$471k	+17%	1.6k	289.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$469k	+10%	4.1k	115.22	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.2	$466k	NEW	6.2k	75.07	View chart
Procter & Gamble Company (PG)	0.2	$464k	-23%	2.8k	167.65	View chart
Mastercard Incorporated Cl A (MA)	0.2	$463k		880.00	526.61	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$449k	-5%	9.2k	48.91	View chart
UnitedHealth (UNH)	0.2	$441k	-4%	871.00	505.86	View chart
Morgan Stanley Com New (MS)	0.2	$437k	-2%	3.5k	125.73	View chart
Amgen (AMGN)	0.2	$434k	-10%	1.7k	260.57	View chart
Lincoln National Corporation (LNC)	0.2	$432k		14k	31.71	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$427k	-6%	8.5k	50.32	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$417k	+25%	8.3k	50.14	View chart
Southern Company (SO)	0.2	$414k		5.0k	82.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$401k		2.9k	137.57	View chart
Devon Energy Corporation (DVN)	0.2	$392k	-3%	12k	32.73	View chart
Jacobs Engineering Group (J)	0.2	$374k		2.8k	133.62	View chart
Cisco Systems (CSCO)	0.2	$353k	+8%	6.0k	59.20	View chart
Global Ship Lease Com Cl A (GSL)	0.2	$344k	-3%	16k	21.83	View chart
Stryker Corporation (SYK)	0.2	$340k		943.00	360.01	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$319k	+5%	6.0k	53.05	View chart
International Business Machines (IBM)	0.1	$317k	+14%	1.4k	219.90	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$313k		7.8k	40.41	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$297k	NEW	6.1k	48.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$294k		2.2k	131.31	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$292k		12k	23.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$284k		2.2k	129.34	View chart
Boeing Company (BA)	0.1	$282k	+20%	1.6k	177.00	View chart
Eli Lilly & Co. (LLY)	0.1	$272k	+8%	352.00	772.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$266k	-33%	3.8k	70.28	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$258k	NEW	5.9k	43.78	View chart
Johnson & Johnson (JNJ)	0.1	$257k	-5%	1.8k	144.60	View chart
United Parcel Service CL B (UPS)	0.1	$255k	+4%	2.0k	126.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$251k		404.00	621.80	View chart
Verizon Communications (VZ)	0.1	$248k		6.2k	39.99	View chart
CVS Caremark Corporation (CVS)	0.1	$247k	+5%	5.5k	44.89	View chart
salesforce (CRM)	0.1	$239k	NEW	713.00	334.47	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$238k	NEW	13k	18.77	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$237k	+15%	34k	6.95	View chart
Caterpillar (CAT)	0.1	$236k		651.00	362.56	View chart
Emerson Electric (EMR)	0.1	$230k		1.9k	123.93	View chart
Targa Res Corp (TRGP)	0.1	$224k	NEW	1.3k	178.50	View chart
Parker-Hannifin Corporation (PH)	0.1	$220k		346.00	636.03	View chart
Pfizer (PFE)	0.1	$220k	-12%	8.3k	26.53	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$218k		9.3k	23.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$217k		2.3k	96.53	View chart
Palo Alto Networks (PANW)	0.1	$214k	NEW	1.2k	181.96	View chart
Coca-Cola Company (KO)	0.1	$206k	+14%	3.3k	62.26	View chart
At&t (T)	0.1	$204k	NEW	9.0k	22.77	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$155k		10k	15.26	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$141k		13k	10.81	View chart
Western Asset Managed Municipals Fnd (MMU)	0.1	$116k		11k	10.20	View chart
Cleveland-cliffs (CLF)	0.0	$112k		12k	9.40	View chart
Tilray (TLRY)	0.0	$14k		10k	1.33	View chart

Past Filings by Altus Wealth Group

SEC 13F filings are viewable for Altus Wealth Group going back to 2020

Altus Wealth Group 2024 Q4 filed Feb. 10, 2025
Altus Wealth Group 2024 Q3 filed Oct. 22, 2024
Altus Wealth Group 2024 Q2 filed Aug. 5, 2024
Altus Wealth Group 2024 Q1 filed May 2, 2024
Altus Wealth Group 2023 Q4 filed Jan. 29, 2024
Altus Wealth Group 2023 Q3 filed Nov. 13, 2023
Altus Wealth Group 2023 Q2 filed Aug. 3, 2023
Altus Wealth Group 2023 Q1 filed May 1, 2023
Altus Wealth Group 2022 Q4 filed Jan. 18, 2023
Altus Wealth Group 2022 Q3 filed Nov. 2, 2022
Altus Wealth Group 2022 Q2 filed Aug. 10, 2022
Altus Wealth Group 2022 Q1 filed May 9, 2022
Altus Wealth Group 2021 Q4 filed Feb. 14, 2022
Altus Wealth Group 2021 Q3 filed Nov. 8, 2021
Altus Wealth Group 2021 Q2 filed Aug. 12, 2021
Altus Wealth Group 2021 Q1 filed May 14, 2021

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