Altus Wealth Management

Altus Wealth Management as of June 30, 2025

Portfolio Holdings for Altus Wealth Management

Altus Wealth Management holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.7 $45M 149k 303.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.3 $36M 66k 551.64
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 15.5 $33M 295k 109.97
Ishares Tr Core Div Grwth (DGRO) 13.1 $27M 428k 63.94
Ishares Tr Core S&p Mcp Etf (IJH) 10.3 $22M 347k 62.02
Ishares Tr Msci Intl Qualty (IQLT) 9.3 $19M 450k 43.22
Ishares Tr Expanded Tech (IGV) 4.6 $9.7M 88k 109.50
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.1 $2.2M 86k 25.48
Ishares Tr Investment Grade (IGEB) 0.9 $2.0M 43k 45.44
J P Morgan Exchange Traded F Income Etf (JPIE) 0.9 $1.9M 40k 46.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.7M 2.7k 617.85
Vanguard World Inf Tech Etf (VGT) 0.5 $1.0M 1.5k 663.28
Procter & Gamble Company (PG) 0.5 $998k 6.3k 159.31
Microsoft Corporation (MSFT) 0.3 $711k 1.4k 497.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $655k 1.5k 424.58
Apple (AAPL) 0.3 $649k 3.2k 205.16
Ishares Tr S&p 100 Etf (OEF) 0.3 $551k 1.8k 304.35
Amazon (AMZN) 0.2 $503k 2.3k 219.39
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $496k 10k 47.83
Alphabet Cap Stk Cl C (GOOG) 0.2 $428k 2.4k 177.39
Ishares Tr National Mun Etf (MUB) 0.2 $392k 3.8k 104.48
Meta Platforms Cl A (META) 0.2 $386k 523.00 738.09
NVIDIA Corporation (NVDA) 0.2 $372k 2.4k 157.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $342k 1.8k 194.23
Broadcom (AVGO) 0.2 $342k 1.2k 275.65
Alphabet Cap Stk Cl A (GOOGL) 0.1 $279k 1.6k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $269k 553.00 485.77
Tesla Motors (TSLA) 0.1 $261k 821.00 317.66
Costco Wholesale Corporation (COST) 0.1 $240k 242.00 989.94
Visa Com Cl A (V) 0.1 $203k 571.00 355.05