Altus Wealth Management

Altus Wealth Management as of March 31, 2023

Portfolio Holdings for Altus Wealth Management

Altus Wealth Management holds 30 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.3 $31M 150k 204.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 20.0 $24M 75k 320.93
Ishares Tr S&p 100 Etf (OEF) 15.5 $19M 100k 187.04
Ishares Tr Core S&p Mcp Etf (IJH) 13.2 $16M 64k 250.16
Vanguard Index Fds Value Etf (VTV) 8.4 $10M 74k 138.11
Ishares Tr Expanded Tech (IGV) 4.5 $5.4M 18k 304.70
Procter & Gamble Company (PG) 3.7 $4.5M 30k 148.69
Texas Pacific Land Corp (TPL) 1.5 $1.9M 1.1k 1701.65
Apple (AAPL) 0.9 $1.1M 6.6k 164.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $949k 2.3k 409.36
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $783k 2.0k 385.55
Merck & Co (MRK) 0.5 $658k 6.2k 106.40
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $570k 12k 47.55
Microsoft Corporation (MSFT) 0.4 $502k 1.7k 288.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $452k 9.5k 47.85
Tesla Motors (TSLA) 0.4 $440k 2.1k 207.46
Ishares Tr National Mun Etf (MUB) 0.3 $419k 3.9k 107.74
Community Trust Ban (CTBI) 0.3 $358k 9.4k 37.95
JPMorgan Chase & Co. (JPM) 0.3 $347k 2.7k 130.32
Alphabet Cap Stk Cl C (GOOG) 0.3 $333k 3.2k 104.00
NVIDIA Corporation (NVDA) 0.3 $321k 1.2k 277.66
Astrazeneca Sponsored Adr (AZN) 0.2 $295k 4.2k 69.41
Johnson & Johnson (JNJ) 0.2 $280k 1.8k 155.03
Southern Company (SO) 0.2 $276k 4.0k 69.58
Boeing Company (BA) 0.2 $257k 1.2k 212.40
Amazon (AMZN) 0.2 $253k 2.4k 103.29
Abbvie (ABBV) 0.2 $244k 1.5k 159.37
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $240k 1.6k 154.01
Alphabet Cap Stk Cl A (GOOGL) 0.2 $237k 2.3k 103.73
Palantir Technologies Cl A (PLTR) 0.1 $116k 14k 8.45