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CIK: 0001842572
Total reported value
$276.8M
$276.8M
144 檔
23.5%
According to the latest 13F quarterly dataset, Altus Wealth Group LLC managed an equity portfolio of $276.8M at the end of Q3 2024, spanning 144 distinct U.S. exchange-listed positions.
In Q3 2024, Altus Wealth Group LLC displayed an active expansion posture, initiating 12 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.02% | +0.40% | +18.57% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.45% | -0.37% | +22.03% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.03% | +0.08% | -10.91% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.98% | -0.60% | +21.70% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.31% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.12% | +2.62% | |
| 7 | BLDR | Builders Firstsource Inc | Stock-Industrials | 3.13% | -0.07% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.94% | +0.12% | -10.27% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.15% | +31.23% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.84% | -0.22% | +16.66% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.70% | -0.04% | -12.76% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.21% | -0.03% | +23.45% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.04% | -0.01% | -12.53% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.62% | +0.01% | -11.95% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.50% | — | +120.11% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.47% | +0.03% | +1.91% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.35% | -0.02% | +4.89% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.15% | — | -3.76% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.14% | -0.22% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.12% | +985.43% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.11% | -9.47% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.03% | +2.13% | |
| 23 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.99% | -0.01% | -14.55% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.26% | +1.88% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.81% | +4.67% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.95% | -0.01% | -17.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.09% | +2.79% | |
| 28 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.91% | — | -18.36% | |
| 29 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.91% | -0.23% | -2.24% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.88% | -0.07% | +9.35% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.84% | — | -15.80% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.02% | +3.20% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.82% | -0.07% | +4.68% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.75% | -0.16% | +23.83% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.73% | -0.23% | +1.60% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.72% | -0.42% | +1.56% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.01% | +9.51% | |
| 38 | APO | Apollo Global Management Inc | Stock-Financials | 0.69% | — | +24.52% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.26% | +0.43% | |
| 40 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.65% | — | -16.99% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | +11.67% | |
| 42 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.57% | -0.35% | -1.25% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | -0.06% | +7.72% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.20% | -0.27% | |
| 45 | TY | Tri-continental CORP | Stock-Other | 0.50% | -0.02% | -2.17% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.06% | +4.28% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | -0.10% | +0.65% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.09% | +8.84% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.03% | +9.52% | |
| 50 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.43% | -0.07% | -7.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +3.3% | NEW | New buy |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | NEW | New buy |
| 3 | MOAT | Vaneck Morningstar Wide Moat | +0.9% | +22.03% | Add |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +0.7% | +120.11% | Add |
| 5 | BLDR | Builders Firstsource Inc | +0.5% | — | Unchanged |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.5% | +18.57% | Add |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | +21.70% | Add |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +23.45% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +31.23% | Add |
| 10 | BX | Blackstone Inc | +0.2% | +23.83% | Add |
| 11 | VCIT | Vanguard Int-term Corporate | +0.1% | +16.66% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 13 | KVUE | Kenvue Inc | +0.1% | +28.89% | Add |
| 14 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 15 | UFPI | Ufp Industries Inc | +0.1% | NEW | New buy |
| 16 | RDVY | First Trust Rising Dividend | +0.1% | NEW | New buy |
| 17 | PZA | Invesco National Amt-free Mu | +0.1% | NEW | New buy |
| 18 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 19 | USRT | Ishares Core US Reit ETF | +0.1% | NEW | New buy |
| 20 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 21 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 22 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +39.05% | Add |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | +100.10% | Add |
| 25 | APO | Apollo Global Management Inc | +0.1% | +24.52% | Add |
| 26 | HD | Home Depot Inc | +0.1% | +11.67% | Add |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +11.41% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +72.23% | Add |
| 29 | BAX | Baxter International Inc | +0.1% | +24.54% | Add |
| 30 | MCD | Mcdonald's CORP | +0.1% | +9.52% | Add |
| 31 | AEP | American Electric Power | 0% | +4.68% | Add |
| 32 | ATO | Atmos Energy CORP | 0% | +10.70% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.79% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +985.43% | Add |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +9.35% | Add |
| 36 | UNP | Union Pacific CORP | 0% | +4.89% | Add |
| 37 | SCHV | Schwab US Large-cap Value | -0.1% | +1.91% | Add |
| 38 | AAPL | Apple Inc | -0.1% | +2.62% | Add |
| 39 | LLY | Eli Lilly & Co | -0.2% | -45.36% | Trim |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | -0.2% | -26.12% | Trim |
| 41 | IBTJ | Ishares Ibonds Dec 2029 Term | -0.2% | -16.99% | Trim |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | -15.80% | Trim |
| 43 | BSCS | Invesco Bulletshares 2028 Cb | -0.3% | -14.55% | Trim |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | -0.4% | -17.84% | Trim |
| 45 | BSCO | Invesco Bulletshares 2024 Cb | -0.4% | -18.36% | Trim |
| 46 | SCHM | Schwab US Mid Cap ETF | -0.4% | -11.95% | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.5% | -12.53% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -0.6% | -73.75% | Trim |
| 49 | XLK | Ss Technology Select Sector | -0.9% | -10.27% | Trim |
| 50 | IWF | Ishares Russell 1000 Growth | -1.4% | -10.91% | Trim |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 144 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MOAT, IWF) accounted for 23.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $7.8M
Top Position Liquidated / Trimmed
IWF
前期市值: $12.8M
During Q3 2024, Altus Wealth Group LLC's top holdings by market value included IVV (8.0%)、MOAT (6.5%)、IWF (5.0%). The largest single position, IVV, represented 8.0% of total portfolio value.
In Q3 2024, Altus Wealth Group LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 25 positions, trimming 12 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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