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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, SPMO, COWZ, XMHQ, and represent 36.86% of Altus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SCHB, SPMO, IVV, VENU, DIVO, CGDV, KTOS, QUBT, AAPL, VOO.
Started 11 new stock positions in CGDV, MPC, QUBT, QCOM, SCHB, GE, ET, VOO, RTX, VYM. KTOS.
Reduced shares in these 10 stocks: COWZ, INTC, XMHQ, BRK.B, KO, VZ, DE, UPS, , CMCSA.
Sold out of its positions in KO, DE, NMZ, CRM, UPS, VZ.
Altus Wealth Group was a net buyer of stock by $2.4M.
Altus Wealth Group has $244M in assets under management (AUM), dropping by 7.75%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$30M	+2%	45k	669.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.3	$18M		179k	99.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.8	$17M	+4%	138k	121.06	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.8	$17M	-7%	286k	57.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.7	$9.1M	-3%	87k	104.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.4	$8.2M		18k	468.40	View chart
Apple (AAPL)	3.3	$8.1M	+3%	32k	254.63	View chart
Microsoft Corporation (MSFT)	3.1	$7.4M		14k	517.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$5.6M		66k	84.11	View chart
Builders FirstSource (BLDR)	2.2	$5.5M		45k	121.25	View chart
Broadcom (AVGO)	2.0	$4.8M		15k	329.91	View chart
NVIDIA Corporation (NVDA)	1.8	$4.4M		24k	186.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$3.6M	-2%	124k	29.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.3M		14k	243.10	View chart
Union Pacific Corporation (UNP)	1.2	$3.0M		13k	236.37	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	1.2	$2.8M		35k	80.65	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$2.7M		16k	170.85	View chart
Amazon (AMZN)	1.1	$2.6M	+3%	12k	219.57	View chart
Visa Com Cl A (V)	1.0	$2.5M		7.3k	341.38	View chart
Apollo Global Mgmt (APO)	1.0	$2.4M		18k	133.27	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.0	$2.4M	+35%	54k	44.57	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	1.0	$2.4M		36k	67.05	View chart
Servicenow (NOW)	0.9	$2.3M		2.4k	920.28	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.2M		7.0k	315.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$2.2M	+3%	8.9k	247.11	View chart
American Electric Power Company (AEP)	0.8	$2.1M		18k	112.50	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.8	$2.0M	+3%	29k	70.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.9M	-11%	3.8k	502.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$1.9M		6.6k	281.88	View chart
Chevron Corporation (CVX)	0.7	$1.7M		11k	155.29	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$1.6M	+5%	45k	35.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.5M	+4%	23k	67.26	View chart
Home Depot (HD)	0.6	$1.4M		3.6k	405.14	View chart
Netflix (NFLX)	0.6	$1.4M	-2%	1.2k	1198.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.4M	-5%	51k	27.30	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$1.4M	+2%	36k	38.02	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.6	$1.4M		9.7k	140.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.3M		4.1k	328.16	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$1.3M	-5%	52k	25.85	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.2M		12k	100.70	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$1.2M		27k	43.41	View chart
EOG Resources (EOG)	0.5	$1.1M		10k	112.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.1M		1.7k	666.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		9.7k	112.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.1M	-3%	13k	79.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.1M	NEW	41k	25.71	View chart
Tri-Continental Corporation (TY)	0.4	$1.0M		31k	34.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$979k		5.0k	194.51	View chart
Pepsi (PEP)	0.4	$978k		7.0k	140.43	View chart
Emcor (EME)	0.4	$971k		1.5k	649.54	View chart
Atmos Energy Corporation (ATO)	0.4	$936k		5.5k	170.75	View chart
Honeywell International (HON)	0.4	$916k		4.3k	210.52	View chart
Venu Hldg Corp (VENU)	0.4	$897k	+250%	70k	12.81	View chart
Lockheed Martin Corporation (LMT)	0.4	$889k		1.8k	499.21	View chart
Costco Wholesale Corporation (COST)	0.4	$882k		953.00	925.63	View chart
Abbvie (ABBV)	0.4	$857k	-3%	3.7k	231.51	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$847k	+5%	8.8k	96.68	View chart
First Interstate Bancsystem (FIBK)	0.3	$844k	-2%	27k	31.87	View chart
Kinder Morgan (KMI)	0.3	$806k	-6%	29k	28.31	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.3	$776k		23k	33.89	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$765k		42k	18.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$736k	+4%	3.0k	243.57	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$736k	+3%	9.7k	76.01	View chart
Texas Instruments Incorporated (TXN)	0.3	$729k		4.0k	183.73	View chart
Wal-Mart Stores (WMT)	0.3	$723k		7.0k	103.06	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.3	$695k	+8%	8.3k	83.61	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$692k	+14%	16k	44.42	View chart
Meta Platforms Cl A (META)	0.3	$676k	+2%	921.00	734.38	View chart
Lowe's Companies (LOW)	0.3	$655k		2.6k	251.31	View chart
Tesla Motors (TSLA)	0.3	$644k	-4%	1.4k	444.72	View chart
Novartis Sponsored Adr (NVS)	0.3	$644k		5.0k	128.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$641k		6.7k	95.14	View chart
Bank of America Corporation (BAC)	0.3	$636k		12k	51.59	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$617k		4.9k	125.95	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$612k		54k	11.39	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$591k	NEW	14k	42.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$591k	-2%	14k	42.79	View chart
Comcast Corp Cl A (CMCSA)	0.2	$586k	-21%	19k	31.42	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$575k	-6%	2.6k	222.17	View chart
Kroger (KR)	0.2	$566k		8.4k	67.41	View chart
T. Rowe Price (TROW)	0.2	$566k	-11%	5.5k	102.64	View chart
Walt Disney Company (DIS)	0.2	$536k	-6%	4.7k	114.51	View chart
Morgan Stanley Com New (MS)	0.2	$532k		3.3k	158.97	View chart
Strategy Cl A New (MSTR)	0.2	$523k		1.6k	322.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$511k	-15%	5.3k	96.55	View chart
Kenvue (KVUE)	0.2	$501k		31k	16.23	View chart
Mastercard Incorporated Cl A (MA)	0.2	$499k		877.00	568.86	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$489k	NEW	5.4k	91.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$476k	+15%	7.3k	65.00	View chart
Amgen (AMGN)	0.2	$472k		1.7k	282.13	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$459k	+11%	9.1k	50.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$452k	-7%	3.8k	118.83	View chart
Cisco Systems (CSCO)	0.2	$423k		6.2k	68.42	View chart
Jacobs Engineering Group (J)	0.2	$420k		2.8k	149.86	View chart
International Business Machines (IBM)	0.2	$391k		1.4k	282.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$389k	-10%	13k	29.64	View chart
Procter & Gamble Company (PG)	0.2	$380k	-5%	2.5k	153.67	View chart
Stryker Corporation (SYK)	0.1	$365k		988.00	369.49	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$364k		7.7k	47.63	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$340k	+6%	7.2k	47.51	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$338k		16k	20.57	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$334k	-10%	6.7k	50.27	View chart
Corning Incorporated (GLW)	0.1	$330k	-2%	4.0k	82.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$330k		17k	19.56	View chart
Johnson & Johnson (JNJ)	0.1	$330k		1.8k	185.43	View chart
McDonald's Corporation (MCD)	0.1	$311k		1.0k	303.94	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$307k	+5%	13k	23.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$302k		404.00	746.63	View chart
Capital One Financial (COF)	0.1	$288k		1.4k	212.58	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$286k		2.1k	139.67	View chart
Quantum Computing (QUBT)	0.1	$281k	NEW	15k	18.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$275k		1.9k	142.09	View chart
Boeing Company (BA)	0.1	$270k	-5%	1.3k	215.83	View chart
Caterpillar (CAT)	0.1	$269k		563.00	476.85	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$263k		5.8k	45.16	View chart
Parker-Hannifin Corporation (PH)	0.1	$262k		346.00	758.15	View chart
Palo Alto Networks (PANW)	0.1	$259k	-6%	1.3k	203.62	View chart
Advanced Micro Devices (AMD)	0.1	$248k	-2%	1.5k	161.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$247k	NEW	404.00	612.45	View chart
Altria (MO)	0.1	$244k		3.7k	66.06	View chart
At&t (T)	0.1	$242k	-6%	8.6k	28.24	View chart
Nrg Energy Com New (NRG)	0.1	$240k		1.5k	161.95	View chart
Blackrock (BLK)	0.1	$239k		205.00	1165.87	View chart
Lincoln National Corporation (LNC)	0.1	$237k	-2%	5.9k	40.33	View chart
Applied Materials (AMAT)	0.1	$237k	-15%	1.2k	204.74	View chart
Eaton Corp SHS (ETN)	0.1	$236k		631.00	374.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$233k	-6%	382.00	609.32	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$231k	-3%	12k	19.12	View chart
Waste Management (WM)	0.1	$218k		986.00	220.83	View chart
Eli Lilly & Co. (LLY)	0.1	$216k	-3%	283.00	763.00	View chart
Qualcomm (QCOM)	0.1	$216k	NEW	1.3k	166.36	View chart
Raytheon Technologies Corp (RTX)	0.1	$214k	NEW	1.3k	167.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$212k	-2%	3.0k	71.37	View chart
Intel Corporation (INTC)	0.1	$211k	-80%	6.3k	33.55	View chart
Ge Aerospace Com New (GE)	0.1	$207k	NEW	688.00	300.82	View chart
Marathon Petroleum Corp (MPC)	0.1	$207k	NEW	1.1k	192.74	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$204k	-5%	32k	6.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$202k	NEW	1.4k	140.95	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$179k	NEW	10k	17.16	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$151k		10k	14.98	View chart
Cleveland-cliffs (CLF)	0.1	$138k		11k	12.20	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$118k		11k	10.34	View chart
Tilray (TLRY)	0.0	$18k		10k	1.73	View chart

Past Filings by Altus Wealth Group

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

Altus Wealth Group 2025 Q3 filed Oct. 21, 2025
Altus Wealth Group 2025 Q2 filed July 29, 2025
Altus Wealth Group 2025 Q1 filed April 25, 2025
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

View all past filings

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