13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001842572
Total reported value
$276.8M
$276.8M
143 檔
23.5%
In Q4 2024, Altus Wealth Group LLC's U.S. equity holdings reached a combined market value of $276.8M, distributed across 143 disclosed stock positions.
In Q4 2024, Altus Wealth Group LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 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 | 9.16% | +0.40% | +8.15% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.47% | -0.37% | -14.31% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.38% | +0.08% | -3.45% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.27% | -0.60% | +4.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.12% | +0.28% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.09% | -0.22% | +9.65% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.99% | +0.12% | -4.50% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.15% | -1.38% | |
| 9 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.56% | -0.07% | +7.12% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.49% | -0.04% | -3.88% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.32% | -0.03% | +5.57% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.90% | -0.01% | -7.37% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.61% | +0.01% | +188.97% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | +0.12% | +0.18% | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.53% | +1.86% | — | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.52% | +0.03% | +207.92% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.33% | -0.11% | +0.57% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | -0.22% | +10.70% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 1.28% | -0.02% | -1.03% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.19% | — | -1.93% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.26% | +0.04% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.81% | +2.63% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.03% | -10.91% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.02% | +2.16% | |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.96% | -0.01% | -4.93% | |
| 26 | APO | Apollo Global Management Inc | Stock-Financials | 0.95% | — | +0.04% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.92% | -0.01% | -5.41% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.90% | -0.07% | +3.36% | |
| 29 | BX | Blackstone Inc | Stock-Financials | 0.88% | -0.16% | +0.44% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.09% | -9.45% | |
| 31 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.85% | -0.34% | +458.08% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.82% | — | -5.20% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | -0.10% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.76% | -0.23% | -4.48% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.75% | -0.07% | -1.27% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.72% | -0.42% | -1.66% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.26% | +0.93% | |
| 38 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.64% | -0.35% | +17.61% | |
| 39 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.62% | — | -3.48% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | -0.25% | |
| 41 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.56% | -0.27% | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | -0.06% | +0.53% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.06% | +221.51% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.53% | -0.23% | -42.74% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | -0.18% | +418.97% | |
| 46 | TY | Tri-continental CORP | Stock-Other | 0.49% | -0.02% | -1.25% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.20% | +0.94% | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | -0.10% | -0.62% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.15% | +3.37% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.5% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.1% | +8.15% | Add |
| 3 | PBUS | Invesco Msci USA ETF | +0.7% | +458.08% | Add |
| 4 | FTGS | First Trust Grwth Strgth ETF | +0.6% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.4% | +0.18% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.4% | +418.97% | Add |
| 7 | AAPL | Apple Inc | +0.4% | +0.28% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.4% | -3.45% | Trim |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +4.65% | Add |
| 10 | APO | Apollo Global Management Inc | +0.3% | +0.04% | Add |
| 11 | NOW | Servicenow Inc | +0.3% | +0.57% | Add |
| 12 | VCIT | Vanguard Int-term Corporate | +0.3% | +9.65% | Add |
| 13 | AIRR | First Trust Rba American Ind | +0.2% | NEW | New buy |
| 14 | JSMD | Janus Small Mid Cap Gr Alp | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.04% | Add |
| 16 | V | Visa Inc-class A Shares | +0.2% | +2.16% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | +2.63% | Add |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +10.70% | Add |
| 19 | FIXD | First Trust Smith Opportunis | +0.1% | +103.96% | Add |
| 20 | FMHI | First Trust Municipal High I | +0.1% | NEW | New buy |
| 21 | BX | Blackstone Inc | +0.1% | +0.44% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.10% | Trim |
| 23 | NFLX | Netflix Inc | +0.1% | +3.37% | Add |
| 24 | HISF | First Tr Hi Inc Strat Foc | +0.1% | NEW | New buy |
| 25 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 26 | MSTR | Strategy Inc | +0.1% | +17.75% | Add |
| 27 | LDSF | First Tr Low Duration St-etf | +0.1% | NEW | New buy |
| 28 | TRGP | Targa Resources CORP | +0.1% | NEW | New buy |
| 29 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +50.14% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 31 | MSFT | Microsoft CORP | — | -1.38% | Trim |
| 32 | UNP | Union Pacific CORP | -0.1% | -1.03% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -9.45% | Trim |
| 34 | AEP | American Electric Power | -0.1% | -1.27% | Trim |
| 35 | TSLA | Tesla Inc | -0.1% | -50.09% | Trim |
| 36 | FPE | Ft-preferred Secur & Inc ETF | -0.1% | -21.87% | Trim |
| 37 | USRT | Ishares Core US Reit ETF | -0.1% | EXIT | Sold out |
| 38 | UFPI | Ufp Industries Inc | -0.1% | EXIT | Sold out |
| 39 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 40 | LGOV | First Tr Long Duration O-etf | -0.1% | EXIT | Sold out |
| 41 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 42 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -7.37% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -3.88% | Trim |
| 44 | FSLR | First Solar Inc | -0.2% | EXIT | Sold out |
| 45 | SDVY | First Trust Smid Cap Rising | -0.4% | -42.74% | Trim |
| 46 | BLDR | Builders Firstsource Inc | -0.6% | +7.12% | Add |
| 47 | BSCO | Invesco Bulletshares 2024 Cb | -0.9% | EXIT | Sold out |
| 48 | MOAT | Vaneck Morningstar Wide Moat | -1% | -14.31% | Trim |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | -1.5% | EXIT | Sold out |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -3.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 143 disclosed positions in Q4 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 Q4 2024.
Top New Position Initiated
SPMO
市值: $3.5M
Top Position Liquidated / Trimmed
TLT
前期市值: $7.8M
During Q4 2024, Altus Wealth Group LLC's top holdings by market value included IVV (9.2%)、MOAT (5.5%)、IWF (5.4%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q4 2024, Altus Wealth Group LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.