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CIK: 0001842572
Total reported value
$276.8M
$276.8M
139 檔
18.0%
As reported in its official Q1 2024 Form 13F filing, Altus Wealth Group LLC's tracked investment portfolio stood at $276.8M with 139 total positions.
During Q1 2024, Altus Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.44% | +0.08% | -6.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | +0.40% | +11.26% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.50% | +0.12% | -6.03% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.39% | -0.04% | -11.37% | |
| 5 | BLDR | Builders Firstsource Inc | Stock-Industrials | 3.83% | -0.07% | -33.30% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.24% | -0.37% | +200.97% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.23% | -0.01% | -7.57% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.68% | +0.01% | -8.31% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.65% | -0.60% | +286.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.12% | +0.88% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.15% | +0.04% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.74% | -0.01% | -5.73% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.73% | — | -7.10% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.73% | -0.01% | -5.13% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.52% | — | -6.67% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.52% | +0.03% | +0.33% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.51% | -0.02% | +1.51% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.47% | -0.22% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.30% | — | — | |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.19% | — | -6.78% | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.18% | -0.03% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.03% | +19.85% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.16% | -0.11% | +460.63% | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.06% | -0.23% | +120.62% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.12% | -1.41% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.26% | +3.39% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.98% | — | +683.44% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.09% | +0.75% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.02% | -0.94% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.87% | -0.07% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.25% | +14.91% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.26% | -1.85% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.81% | +6.37% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.75% | -0.07% | +2.45% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.01% | -0.74% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.74% | -0.23% | +179.49% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.73% | — | -8.06% | |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.70% | — | -8.67% | |
| 39 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.70% | -0.42% | +44.46% | |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.68% | — | -5.41% | |
| 41 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.64% | -0.35% | — | |
| 42 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.63% | -0.07% | -36.44% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.16% | +70.92% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.01% | -4.81% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.20% | -0.61% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.57% | +0.19% | +2.50% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.56% | -0.06% | -23.30% | |
| 48 | APO | Apollo Global Management Inc | Stock-Financials | 0.55% | — | +72.10% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.09% | +2.69% | |
| 50 | TY | Tri-continental CORP | Stock-Other | 0.51% | -0.02% | +26.84% |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 139 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IVV, XLK) accounted for 18.0% of total reported equity market value during Q1 2024.
During Q1 2024, Altus Wealth Group LLC's top holdings by market value included IWF (7.4%)、IVV (4.8%)、XLK (4.5%). The largest single position, IWF, represented 7.4% of total portfolio value.
In Q1 2024, Altus Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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