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CIK: 0001842572
Total reported value
$276.8M
$276.8M
133 檔
20.1%
During the Q2 2024 filing period, Altus Wealth Group LLC (CIK: 0001842572) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.8M across 133 reported positions.
During Q2 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | +0.40% | +50.37% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.42% | +0.08% | -20.08% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.53% | -0.37% | +77.26% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.52% | -0.60% | +81.92% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.84% | +0.12% | -21.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.12% | +0.96% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.24% | -0.04% | -23.72% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.72% | -0.22% | +87.05% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.15% | -2.75% | |
| 10 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.62% | -0.07% | +3.17% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.51% | -0.01% | -22.45% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.01% | +0.01% | -21.35% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.98% | -0.03% | +91.21% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.55% | +0.03% | +4.86% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.39% | -0.02% | -0.11% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.33% | — | -1.01% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.32% | -0.01% | -23.57% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.32% | -0.01% | -23.16% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.30% | — | -24.97% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.03% | -1.54% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.23% | -0.11% | +3.00% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.26% | +2.33% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.16% | — | -23.86% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.12% | -9.09% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.81% | +935.17% | |
| 26 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.00% | -0.23% | -1.57% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.09% | — | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.90% | -0.07% | +4.80% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.02% | +0.72% | |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.88% | — | -25.30% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.26% | -0.27% | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.83% | -0.23% | +3.98% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.81% | — | -15.46% | |
| 34 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.80% | — | — | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.78% | -0.07% | +2.74% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.78% | -0.42% | +13.32% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | -5.92% | |
| 38 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.63% | -0.35% | +0.46% | |
| 39 | APO | Apollo Global Management Inc | Stock-Financials | 0.62% | — | +6.25% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.20% | +1.45% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.16% | -3.16% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.06% | +2.06% | |
| 43 | TY | Tri-continental CORP | Stock-Other | 0.56% | -0.02% | +8.51% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | +2.77% | |
| 45 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.53% | -0.07% | -17.41% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | -0.06% | +13.75% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.51% | -0.10% | +8.11% | |
| 48 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.50% | — | -25.73% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.09% | -0.43% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.49% | -0.17% | -0.47% |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 133 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, MOAT) accounted for 20.1% of total reported equity market value during Q2 2024.
During Q2 2024, Altus Wealth Group LLC's top holdings by market value included IVV (7.5%)、IWF (6.4%)、MOAT (5.5%). The largest single position, IVV, represented 7.5% of total portfolio value.
In Q2 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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