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
133 檔
29.0%
The Q1 2025 SEC filing reveals that Altus Wealth Group LLC held a total portfolio value of $276.8M, covering 133 public equity positions.
In Q1 2025, Altus Wealth Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, COWZ, MOAT) accounted for 29.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.31% | +0.40% | +32.95% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.28% | -0.60% | +53.02% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.62% | -0.37% | +38.77% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.51% | +1.86% | +248.80% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.83% | -0.03% | +67.85% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.34% | -0.22% | +0.31% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.12% | -3.54% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.99% | +0.08% | -41.52% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.15% | +0.26% | |
| 10 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.63% | -0.07% | +11.24% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.69% | +0.03% | +3.18% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.40% | -0.02% | -0.08% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.12% | +3.93% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.02% | +0.93% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.16% | — | -3.58% | |
| 16 | APO | Apollo Global Management Inc | Stock-Financials | 1.15% | — | +38.59% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.81% | +10.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.09% | +0.40% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.16% | +39.86% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.26% | +4.88% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.03% | -0.94% | |
| 22 | AEP | American Electric Power | Stock-Utilities | 0.94% | -0.07% | -0.35% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.93% | -0.07% | -4.26% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.91% | -0.11% | -13.85% | |
| 25 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.91% | -0.34% | +5.84% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.26% | +0.27% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.01% | -11.77% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.78% | -0.23% | +5.06% | |
| 29 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.76% | -0.35% | +5.28% | |
| 30 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.75% | -0.42% | -2.93% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.06% | +11.01% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | +0.53% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.12% | -78.47% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.60% | -0.04% | -77.75% | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.60% | -0.27% | +7.31% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | -0.18% | +6.95% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.20% | +0.40% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.55% | -0.23% | +5.80% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.54% | -0.10% | -0.21% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.15% | +1.84% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.52% | -0.06% | -11.03% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.09% | +10.95% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.01% | +38.26% | |
| 44 | TY | Tri-continental CORP | Stock-Other | 0.47% | -0.02% | -6.11% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.46% | -0.17% | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.42% | EXIT | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.05% | -0.93% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | — | +11.69% | |
| 49 | ATO | Atmos Energy CORP | Stock-Utilities | 0.41% | -0.07% | -3.03% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.41% | -0.05% | +0.30% |
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 Q1 2025.
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.
Top New Position Initiated
IVV
市值: $26.3M
During Q1 2025, Altus Wealth Group LLC's top holdings by market value included IVV (12.3%)、COWZ (8.3%)、MOAT (7.6%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q1 2025, Altus Wealth Group LLC made 50 total portfolio adjustments, initiating 50 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.
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.