Altus Wealth Management

Altus Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Altus Wealth Management

Altus Wealth Management holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 22.0 $50M 152k 328.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.7 $40M 67k 600.37
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 15.2 $34M 300k 114.68
Ishares Tr Core Div Grwth (DGRO) 13.1 $30M 435k 68.08
Ishares Tr Core S&p Mcp Etf (IJH) 10.2 $23M 354k 65.26
Ishares Tr Msci Intl Qualty (IQLT) 9.1 $21M 465k 44.19
Ishares Tr Expanded Tech (IGV) 4.5 $10M 89k 115.01
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.0 $2.4M 92k 25.60
Ishares Tr Investment Grade (IGEB) 0.9 $2.0M 44k 46.05
J P Morgan Exchange Traded F Income Etf (JPIE) 0.8 $1.9M 41k 46.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.8M 2.7k 666.18
Vanguard World Inf Tech Etf (VGT) 0.5 $1.1M 1.5k 746.63
Procter & Gamble Company (PG) 0.4 $962k 6.3k 153.64
Apple (AAPL) 0.4 $925k 3.6k 254.63
Ishares Tr S&p 100 Etf (OEF) 0.4 $812k 2.4k 332.88
Microsoft Corporation (MSFT) 0.3 $738k 1.4k 518.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $723k 1.5k 468.41
Alphabet Cap Stk Cl C (GOOG) 0.3 $691k 2.8k 243.55
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $501k 10k 48.22
Amazon (AMZN) 0.2 $484k 2.2k 219.57
NVIDIA Corporation (NVDA) 0.2 $458k 2.5k 186.58
Meta Platforms Cl A (META) 0.2 $428k 583.00 734.38
Alphabet Cap Stk Cl A (GOOGL) 0.2 $419k 1.7k 243.15
Broadcom (AVGO) 0.2 $409k 1.2k 329.91
Ishares Tr National Mun Etf (MUB) 0.2 $400k 3.8k 106.49
Tesla Motors (TSLA) 0.2 $387k 871.00 444.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $359k 1.8k 203.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $258k 513.00 502.74