Altus Wealth Management
Latest statistics and disclosures from Altus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, QQQ, OEF, DGRO, IJH, and represent 72.07% of Altus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PG, OEF, DGRO, IJH, VTI, SCHB, SHM, MUB, IEO, SJNK.
- Started 2 new stock positions in V, PLTR.
- Reduced shares in these 4 stocks: CTBI, TSLA, GOOG, SO.
- Sold out of its position in CTBI.
- Altus Wealth Management was a net buyer of stock by $6.4M.
- Altus Wealth Management has $224M in assets under management (AUM), dropping by 4.88%.
- Central Index Key (CIK): 0001802107
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Portfolio Holdings for Altus Wealth Management
Altus Wealth Management holds 41 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 |
|
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 19.7 | $44M | 152k | 289.81 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 15.9 | $35M | 69k | 511.23 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 15.1 | $34M | 117k | 288.85 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 11.6 | $26M | +2% | 423k | 61.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.8 | $22M | +2% | 350k | 62.31 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 4.3 | $9.6M | +3% | 108k | 89.63 |
|
| Procter & Gamble Company (PG) | 4.3 | $9.6M | +7% | 57k | 167.65 |
|
| Ishares Tr Expanded Tech (IGV) | 4.2 | $9.4M | 94k | 100.12 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.9 | $6.4M | +2% | 172k | 37.12 |
|
| Texas Pacific Land Corp (TPL) | 1.6 | $3.7M | 3.3k | 1106.01 |
|
|
| Apple (AAPL) | 1.0 | $2.2M | 8.7k | 250.43 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.1M | +12% | 3.6k | 586.01 |
|
| Ishares Tr Investment Grade (IGEB) | 0.8 | $1.9M | +6% | 42k | 44.36 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.8 | $1.7M | +18% | 69k | 25.25 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.8 | $1.7M | +6% | 38k | 45.62 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.4M | 11k | 134.29 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.4M | +5% | 2.2k | 621.76 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.0M | +18% | 2.5k | 421.57 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $977k | +74% | 21k | 47.39 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $814k | +96% | 7.6k | 106.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $807k | 3.4k | 239.73 |
|
|
| Amazon (AMZN) | 0.3 | $710k | +20% | 3.2k | 219.39 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $705k | +200% | 31k | 22.70 |
|
| Merck & Co (MRK) | 0.3 | $651k | +2% | 6.5k | 99.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $620k | 1.5k | 401.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $540k | -3% | 2.8k | 190.44 |
|
| Emcor (EME) | 0.2 | $440k | 969.00 | 453.90 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $412k | +36% | 704.00 | 585.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $358k | 1.9k | 189.27 |
|
|
| Tesla Motors (TSLA) | 0.2 | $339k | -21% | 839.00 | 403.84 |
|
| Abbvie (ABBV) | 0.1 | $333k | 1.9k | 177.70 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $330k | 729.00 | 453.28 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $326k | 1.8k | 185.13 |
|
|
| Southern Company (SO) | 0.1 | $314k | -4% | 3.8k | 82.32 |
|
| Broadcom (AVGO) | 0.1 | $290k | 1.2k | 231.84 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $278k | 4.2k | 65.52 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $250k | +2% | 1.7k | 144.61 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $244k | 1.2k | 195.83 |
|
|
| Visa Com Cl A (V) | 0.1 | $218k | NEW | 691.00 | 316.04 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $207k | 226.00 | 916.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $203k | NEW | 2.7k | 75.63 |
|
Past Filings by Altus Wealth Management
SEC 13F filings are viewable for Altus Wealth Management going back to 2019
- Altus Wealth Management 2024 Q4 filed Jan. 22, 2025
- Altus Wealth Management 2024 Q3 filed Oct. 17, 2024
- Altus Wealth Management 2024 Q2 filed July 19, 2024
- Altus Wealth Management 2024 Q1 filed April 15, 2024
- Altus Wealth Management 2023 Q4 filed Jan. 25, 2024
- Altus Wealth Management 2023 Q3 filed Oct. 16, 2023
- Altus Wealth Management 2023 Q2 filed July 20, 2023
- Altus Wealth Management 2023 Q1 filed April 19, 2023
- Altus Wealth Management 2022 Q4 filed Jan. 27, 2023
- Altus Wealth Management 2022 Q3 filed Oct. 17, 2022
- Altus Wealth Management 2022 Q2 filed July 27, 2022
- Altus Wealth Management 2022 Q1 filed April 26, 2022
- Altus Wealth Management 2021 Q4 filed Jan. 20, 2022
- Altus Wealth Management 2021 Q3 filed Oct. 18, 2021
- Altus Wealth Management 2021 Q2 filed July 23, 2021
- Altus Wealth Management 2021 Q1 filed April 21, 2021