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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 IWF, SDY, BLDR, XLK, IVV, and represent 27.47% of Altus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SPY, BX, APO, JMST, BAC, COWZ, DVN, PYLD, INTC, FIBK.
Started 14 new stock positions in FSRN, BAC, BX, PANW, FIBK, TSLA, ADBE, PBUS, XLV, VT. DVN, PYLD, APO, JMST.
Reduced shares in these 10 stocks: MLN, VOO, SDY, VIG, , VNLA, JNJ, TSN, NEA, SCHD.
Sold out of its positions in T, VOO.
Altus Wealth Group was a net buyer of stock by $6.8M.
Altus Wealth Group has $181M in assets under management (AUM), dropping by 14.51%.
Central Index Key (CIK): 0001842572

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Portfolio Holdings for Altus Wealth Group

Altus Wealth Group holds 141 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.9	$14M		47k	303.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	5.2	$9.4M	-2%	75k	124.97	View chart
Builders FirstSource (BLDR)	5.1	$9.2M		55k	166.94	View chart
Select Sector Spdr Tr Technology (XLK)	4.9	$8.8M		46k	192.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$7.8M	+2%	16k	477.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.6	$6.5M		83k	78.03	View chart
Apple (AAPL)	3.2	$5.8M		30k	192.53	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$5.4M		72k	75.32	View chart
Microsoft Corporation (MSFT)	2.5	$4.6M	+4%	12k	376.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	2.1	$3.7M	+4%	177k	20.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.0	$3.7M	+6%	191k	19.30	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$3.7M	+6%	181k	20.28	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	1.8	$3.3M	+3%	140k	23.28	View chart
Union Pacific Corporation (UNP)	1.6	$3.0M	+9%	12k	245.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$2.8M		40k	70.10	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	1.4	$2.6M	+4%	118k	21.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$2.4M		24k	99.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$2.0M	+5%	24k	84.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.1	$1.9M		115k	16.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.8M		13k	139.69	View chart
Visa Com Cl A (V)	1.0	$1.8M		6.8k	260.35	View chart
Broadcom (AVGO)	1.0	$1.7M		1.6k	1116.25	View chart
Amazon (AMZN)	0.9	$1.6M	+2%	11k	151.94	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.9	$1.6M		17k	97.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.6M		4.5k	356.66	View chart
Chevron Corporation (CVX)	0.9	$1.6M		11k	149.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.9	$1.6M	+6%	82k	19.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.6M		15k	105.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$1.5M	+5%	75k	20.45	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.8	$1.5M	-31%	83k	18.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.5M	+14%	19k	77.37	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.8	$1.4M	+7%	64k	22.39	View chart
American Electric Power Company (AEP)	0.8	$1.4M	+12%	17k	81.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.3M	+121%	2.8k	475.29	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.3M		7.5k	170.11	View chart
Intel Corporation (INTC)	0.7	$1.3M	+29%	25k	50.25	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$1.3M	-2%	28k	44.60	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$1.2M	+41%	24k	51.99	View chart
Home Depot (HD)	0.6	$1.1M	+3%	3.3k	346.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$1.0M	+4%	17k	60.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.0M	+2%	14k	70.35	View chart
Pepsi (PEP)	0.6	$1.0M	+2%	5.9k	169.83	View chart
Exxon Mobil Corporation (XOM)	0.6	$998k	-2%	10k	99.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$987k	+2%	13k	77.73	View chart
McDonald's Corporation (MCD)	0.5	$961k	+6%	3.2k	296.49	View chart
EOG Resources (EOG)	0.5	$956k		7.9k	120.95	View chart
Amgen (AMGN)	0.5	$923k	+10%	3.2k	287.98	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$903k		25k	36.55	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$899k	+6%	27k	32.77	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$898k		18k	50.96	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$887k		25k	35.88	View chart
Cisco Systems (CSCO)	0.5	$880k	+4%	17k	50.52	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$852k	+10%	17k	51.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$849k	-7%	11k	76.13	View chart
Comcast Corp Cl A (CMCSA)	0.5	$823k	+8%	19k	43.85	View chart
NVIDIA Corporation (NVDA)	0.4	$801k	-2%	1.6k	495.24	View chart
Honeywell International (HON)	0.4	$776k	+8%	3.7k	209.70	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.4	$768k		15k	52.12	View chart
Tri-Continental Corporation (TY)	0.4	$755k		26k	28.83	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$749k	-9%	68k	11.00	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.4	$734k		39k	18.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$730k	NEW	5.6k	130.92	View chart
Costco Wholesale Corporation (COST)	0.4	$724k	+25%	1.1k	660.08	View chart
United Parcel Service CL B (UPS)	0.4	$707k	+14%	4.5k	157.23	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$693k	-17%	14k	48.32	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$674k		20k	34.46	View chart
Vaneck Etf Trust Inflation Alloca (RAAX)	0.4	$658k	+2%	26k	25.54	View chart
Lowe's Companies (LOW)	0.4	$657k		3.0k	222.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$627k		2.6k	237.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$623k	+14%	6.9k	89.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$622k	+2%	11k	56.39	View chart
Procter & Gamble Company (PG)	0.3	$619k	-4%	4.2k	146.56	View chart
Lockheed Martin Corporation (LMT)	0.3	$602k	+11%	1.3k	453.24	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$593k		5.1k	116.29	View chart
Atmos Energy Corporation (ATO)	0.3	$575k	+16%	5.0k	115.90	View chart
Netflix (NFLX)	0.3	$567k		1.2k	486.88	View chart
Kinder Morgan (KMI)	0.3	$537k	-3%	31k	17.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$536k	+61%	3.3k	164.42	View chart
Apollo Global Mgmt (APO)	0.3	$532k	NEW	5.7k	93.19	View chart
Abbvie (ABBV)	0.3	$520k	-6%	3.4k	154.95	View chart
Corning Incorporated (GLW)	0.3	$518k	+16%	17k	30.45	View chart
UnitedHealth (UNH)	0.3	$518k	-2%	983.00	526.47	View chart
Truist Financial Corp equities (TFC)	0.3	$507k	+29%	14k	36.92	View chart
Walt Disney Company (DIS)	0.3	$505k	-6%	5.6k	90.29	View chart
Johnson & Johnson (JNJ)	0.3	$491k	-20%	3.1k	156.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$488k	+19%	2.9k	168.54	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$449k		4.9k	91.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$438k	NEW	8.6k	50.74	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$429k		21k	20.71	View chart
First Solar (FSLR)	0.2	$412k		2.4k	172.28	View chart
Wal-Mart Stores (WMT)	0.2	$403k	-7%	2.6k	157.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$402k	-6%	3.7k	108.25	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$401k		2.8k	143.64	View chart
Bank of America Corporation (BAC)	0.2	$400k	NEW	12k	33.67	View chart
Boeing Company (BA)	0.2	$391k	-6%	1.5k	260.66	View chart
Mastercard Incorporated Cl A (MA)	0.2	$387k		907.00	426.51	View chart
Servicenow (NOW)	0.2	$382k	-2%	541.00	706.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$378k		2.7k	140.93	View chart
Emcor (EME)	0.2	$371k		1.7k	215.43	View chart
Jacobs Engineering Group (J)	0.2	$363k		2.8k	129.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$355k	-5%	3.0k	117.21	View chart
Morgan Stanley Com New (MS)	0.2	$355k		3.8k	93.24	View chart
Kenvue (KVUE)	0.2	$351k	+27%	16k	21.53	View chart
Southern Company (SO)	0.2	$350k		5.0k	70.11	View chart
Eli Lilly & Co. (LLY)	0.2	$348k		597.00	582.92	View chart
Verizon Communications (VZ)	0.2	$334k	-9%	8.8k	37.70	View chart
Pfizer (PFE)	0.2	$333k	-9%	12k	28.79	View chart
Devon Energy Corporation (DVN)	0.2	$327k	NEW	7.2k	45.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$320k		2.9k	111.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$316k	-8%	5.3k	59.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$306k	NEW	12k	25.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$303k	+5%	4.1k	73.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$284k		1.4k	200.71	View chart
Stryker Corporation (SYK)	0.2	$280k		936.00	299.40	View chart
Meta Platforms Cl A (META)	0.2	$273k	+6%	770.00	353.96	View chart
First Interstate Bancsystem (FIBK)	0.1	$265k	NEW	8.6k	30.75	View chart
Ufp Industries (UFPI)	0.1	$263k		2.1k	125.55	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$256k	-2%	10k	25.30	View chart
Myr (MYRG)	0.1	$244k		1.7k	144.63	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$243k	-3%	5.1k	47.68	View chart
Tesla Motors (TSLA)	0.1	$230k	NEW	926.00	248.48	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$230k		6.8k	33.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$230k	NEW	1.7k	136.38	View chart
Emerson Electric (EMR)	0.1	$226k		2.3k	97.33	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$225k		35k	6.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$223k	NEW	374.00	596.60	View chart
Deere & Company (DE)	0.1	$220k		550.00	399.87	View chart
Cleveland-cliffs (CLF)	0.1	$217k	-9%	11k	20.42	View chart
Palo Alto Networks (PANW)	0.1	$214k	NEW	724.00	294.88	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.1	$212k	NEW	4.4k	47.72	View chart
Starbucks Corporation (SBUX)	0.1	$210k	-6%	2.2k	96.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$208k	NEW	2.0k	102.88	View chart
Tyson Foods Cl A (TSN)	0.1	$207k	-33%	3.8k	53.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$203k	-46%	1.2k	170.40	View chart
Mfs Charter Income Tr Sh Ben Int (MCR)	0.1	$195k		30k	6.46	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.1	$160k	-25%	14k	11.64	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$150k	-10%	11k	13.98	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$137k		14k	9.88	View chart
Western Asset Managed Municipals Fnd (MMU)	0.1	$137k	-10%	14k	10.17	View chart
Tilray (TLRY)	0.0	$23k		10k	2.30	View chart
Fisker Cl A Com Stk (FSRN)	0.0	$20k	NEW	11k	1.75	View chart

Past Filings by Altus Wealth Group

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

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
Altus Wealth Group 2020 Q4 filed Feb. 12, 2021

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