Altus Wealth Group

Altus Wealth Group as of March 31, 2026

Portfolio Holdings for Altus Wealth Group

Altus Wealth Group holds 143 positions in its portfolio as reported in the March 2026 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 46k 653.21
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 7.8 $19M 196k 96.70
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 6.5 $16M 142k 112.11
Amplify Etf Tr Cwp Enhanced Div (DIVO) 5.4 $13M 294k 44.85
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.1 $10M 161k 62.56
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.1 $10M 97k 103.37
Apple (AAPL) 3.4 $8.3M 33k 253.79
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $7.5M 18k 426.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $5.9M 71k 82.75
Microsoft Corporation (MSFT) 2.2 $5.4M 15k 370.18
NVIDIA Corporation (NVDA) 1.8 $4.3M 25k 174.40
Builders FirstSource (BLDR) 1.6 $4.0M 48k 82.33
Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.0M 14k 287.56
Broadcom (AVGO) 1.6 $4.0M 13k 309.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $3.2M 104k 30.50
Union Pacific Corporation (UNP) 1.3 $3.1M 13k 242.62
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $2.7M 64k 42.54
Spdr Series Trust State Street Spd (SPTM) 1.1 $2.6M 33k 79.06
Amazon (AMZN) 1.0 $2.5M 12k 208.27
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS) 1.0 $2.4M 37k 65.17
American Electric Power Company (AEP) 1.0 $2.3M 18k 131.08
American Centy Etf Tr Avantis All Int (AVNM) 1.0 $2.3M 31k 76.17
Chevron Corporation (CVX) 0.9 $2.1M 10k 206.90
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $2.1M 8.9k 237.62
JPMorgan Chase & Co. (JPM) 0.9 $2.1M 7.2k 294.14
Visa Com Cl A (V) 0.8 $2.1M 6.8k 302.26
Blackstone Group Inc Com Cl A (BX) 0.8 $2.0M 17k 114.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.9M 4.0k 479.20
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.8M 18k 100.66
EOG Resources (EOG) 0.7 $1.7M 12k 144.57
Exxon Mobil Corporation (XOM) 0.7 $1.6M 9.7k 169.66
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) 0.7 $1.6M 2.5k 650.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.6 $1.5M 22k 68.28
Servicenow (NOW) 0.6 $1.5M 14k 104.55
First Tr Exchange-traded Growth Strength (FTGS) 0.6 $1.3M 40k 34.05
First Tr Exchange-traded SHS (FDL) 0.5 $1.3M 26k 50.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M 4.1k 320.81
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.5 $1.3M 33k 39.43
Spdr Series Trust State Street Spd (SPAB) 0.5 $1.2M 48k 25.62
Home Depot (HD) 0.5 $1.2M 3.7k 328.90
Netflix (NFLX) 0.5 $1.2M 12k 96.15
Lockheed Martin Corporation (LMT) 0.5 $1.1M 1.9k 604.39
Select Sector Spdr Tr State Street Tec (XLK) 0.5 $1.1M 8.3k 132.90
Emcor (EME) 0.4 $1.1M 1.5k 738.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.1M 13k 79.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.0M 41k 25.10
Honeywell International (HON) 0.4 $1.0M 4.5k 226.02
Wal-Mart Stores (WMT) 0.4 $1.0M 8.2k 124.28
Costco Wholesale Corporation (COST) 0.4 $989k 992.00 996.43
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $984k 8.9k 110.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $979k 32k 30.68
Pepsi (PEP) 0.4 $974k 6.3k 155.28
Atmos Energy Corporation (ATO) 0.4 $973k 5.3k 184.72
Tri-Continental Corporation (TY) 0.4 $936k 30k 31.59
Kinder Morgan (KMI) 0.4 $931k 28k 33.53
Alphabet Cap Stk Cl C (GOOG) 0.4 $917k 3.2k 286.82
First Interstate Bancsystem (FIBK) 0.4 $900k 27k 33.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $868k 4.5k 191.81
Spdr Series Trust State Street Spd (SDY) 0.4 $867k 5.9k 145.94
Abbvie (ABBV) 0.3 $843k 3.9k 217.46
Procter & Gamble Company (PG) 0.3 $841k 5.8k 144.43
Novartis Sponsored Adr (NVS) 0.3 $834k 5.5k 152.75
United Parcel Svcs CL B (UPS) 0.3 $771k 7.8k 98.38
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.3 $743k 9.4k 79.35
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.3 $729k 17k 43.59
Texas Instruments Incorporated (TXN) 0.3 $697k 3.6k 194.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $689k 39k 17.75
Spdr Series Trust State Street Spd (SPIB) 0.3 $682k 20k 33.54
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $682k 11k 62.68
Micron Technology (MU) 0.3 $678k 2.0k 337.83
Lowe's Companies (LOW) 0.3 $619k 2.6k 236.28
Tesla Motors (TSLA) 0.2 $603k 1.6k 371.75
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $603k 54k 11.23
Bank of America Corporation (BAC) 0.2 $599k 12k 48.75
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $591k 13k 45.65
Kroger (KR) 0.2 $590k 8.2k 72.36
Amgen (AMGN) 0.2 $587k 1.7k 351.76
Meta Platforms Cl A (META) 0.2 $581k 1.0k 572.13
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $568k 4.7k 121.19
UnitedHealth (UNH) 0.2 $562k 2.1k 270.59
American Centy Etf Tr Diversified Mu (TAXF) 0.2 $513k 10k 50.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $503k 5.2k 97.22
Corning Incorporated (GLW) 0.2 $493k 3.6k 135.97
Morgan Stanley Com New (MS) 0.2 $491k 3.0k 164.55
Cisco Systems (CSCO) 0.2 $482k 6.2k 77.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $466k 3.7k 124.31
Caterpillar (CAT) 0.2 $460k 649.00 708.52
Walt Disney Company (DIS) 0.2 $457k 4.7k 96.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $454k 2.2k 208.05
Mastercard Incorporated Cl A (MA) 0.2 $435k 870.00 499.70
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $432k 11k 38.42
Johnson & Johnson (JNJ) 0.2 $423k 1.7k 244.39
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $399k 7.9k 50.81
Northrop Grumman Corporation (NOC) 0.2 $398k 584.00 682.24
Applied Materials (AMAT) 0.2 $398k 1.2k 341.79
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $361k 7.6k 47.54
International Business Machines (IBM) 0.1 $360k 1.5k 242.39
Jacobs Engineering Group (J) 0.1 $356k 2.8k 127.28
Advanced Micro Devices (AMD) 0.1 $343k 1.7k 203.43
McDonald's Corporation (MCD) 0.1 $338k 1.1k 310.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $328k 11k 30.96
Nextera Energy (NEE) 0.1 $327k 3.5k 92.88
Stryker Corporation (SYK) 0.1 $316k 963.00 328.45
Owens Corning (OC) 0.1 $304k 2.8k 108.22
Parker-Hannifin Corporation (PH) 0.1 $302k 337.00 895.24
Venu Hldg Corp (VENU) 0.1 $298k 90k 3.31
Intel Corporation (INTC) 0.1 $291k 6.6k 44.13
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $287k 5.7k 50.34
Eli Lilly & Co. (LLY) 0.1 $286k 311.00 919.83
Raytheon Technologies Corp (RTX) 0.1 $283k 1.5k 192.90
Vanguard World Inf Tech Etf (VGT) 0.1 $282k 404.00 697.72
Coca-Cola Company (KO) 0.1 $274k 3.6k 76.04
Ishares Tr Select Divid Etf (DVY) 0.1 $274k 1.8k 151.43
At&t (T) 0.1 $274k 9.4k 28.99
Adobe Systems Incorporated (ADBE) 0.1 $271k 1.1k 243.08
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $268k 3.8k 70.51
Marathon Petroleum Corp (MPC) 0.1 $262k 1.1k 244.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $257k 430.00 597.66
Capital One Financial (COF) 0.1 $247k 1.4k 182.43
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $245k 12k 20.42
Ishares Tr Core Msci Eafe (IEFA) 0.1 $244k 2.7k 90.53
Altria (MO) 0.1 $244k 3.7k 65.99
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $242k 12k 19.53
Suncoke Energy (SXC) 0.1 $241k 37k 6.51
Boeing Company (BA) 0.1 $239k 1.2k 199.03
Eaton Corp SHS (ETN) 0.1 $238k 665.00 357.67
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $225k 9.7k 23.22
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $224k 2.4k 92.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $223k 3.0k 75.10
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $218k 11k 20.46
Emerson Electric (EMR) 0.1 $218k 1.7k 131.02
Bloom Energy Corp Com Cl A (BE) 0.1 $214k 1.6k 135.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $213k 1.4k 148.10
Apollo Global Mgmt (APO) 0.1 $207k 1.9k 111.42
First Tr Exchange-traded High Incm Strgc (HISF) 0.1 $204k 4.6k 44.34
Palantir Technologies Cl A (PLTR) 0.1 $204k 1.4k 146.28
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $199k 10k 19.30
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $182k 16k 11.50
Liberty All Star Equity Sh Ben Int (USA) 0.1 $176k 32k 5.55
Western Asset Managed Municipals Fnd (MMU) 0.0 $117k 11k 10.28
Rithm Capital Corp Com New (RITM) 0.0 $104k 11k 9.48
Quantum Computing (QUBT) 0.0 $91k 13k 6.85
Cleveland-cliffs (CLF) 0.0 $85k 10k 8.45