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CIK: 0001842572
Total reported value
$276.8M
$276.8M
143 檔
32.4%
During the Q3 2025 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 143 reported positions.
Altus Wealth Group LLC executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.25% | +0.40% | +2.35% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.27% | -0.37% | +1.26% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 6.85% | +1.86% | +4.74% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.76% | -0.60% | -7.84% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.73% | -0.03% | -3.79% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.38% | +0.08% | -0.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.31% | +0.12% | +3.29% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.15% | -1.50% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.28% | -0.22% | +1.07% | |
| 10 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.24% | -0.07% | -0.06% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.12% | -0.14% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.81% | -0.15% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.49% | +0.03% | -2.30% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.26% | -0.65% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.22% | -0.02% | -0.90% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.16% | — | -1.21% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.10% | -0.16% | +1.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.03% | +3.81% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.02% | +0.04% | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.00% | — | +1.10% | |
| 21 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.99% | -0.42% | +35.81% | |
| 22 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.99% | -0.34% | +1.98% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.93% | -0.11% | -0.16% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.01% | -1.04% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.90% | -0.23% | +3.01% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 0.84% | -0.07% | -0.39% | |
| 27 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.83% | -0.35% | +3.56% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.09% | -11.65% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | +0.12% | +0.52% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.26% | +1.05% | |
| 31 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.66% | -0.27% | +5.37% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.62% | -0.18% | +4.19% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.01% | -0.45% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.15% | -2.25% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.06% | -5.20% | |
| 36 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.57% | -0.23% | +2.17% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.56% | -0.04% | +1.16% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | +0.02% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.55% | -0.07% | -5.58% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | -0.22% | +0.02% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | -0.10% | +0.28% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.47% | -0.17% | -0.70% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.25% | -0.59% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.20% | -1.48% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.06% | -3.94% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.01% | — | |
| 47 | TY | Tri-continental CORP | Stock-Other | 0.43% | -0.02% | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.40% | — | -0.10% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.09% | -1.58% | |
| 50 | EME | Emcor Group Inc | Stock-Industrials | 0.40% | — | +1.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.3% | +4.74% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -0.15% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | -0.14% | Trim |
| 4 | IWF | Ishares Russell 1000 Growth | +0.4% | -0.53% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | -1.50% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.65% | Trim |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | +0.2% | +35.81% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | +0.52% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +3.29% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.04% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3.01% | Add |
| 12 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +0.02% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.59% | Add |
| 14 | EME | Emcor Group Inc | +0.1% | +1.36% | Trim |
| 15 | AIRR | First Trust Rba American Ind | +0.1% | +5.34% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +4.97% | Add |
| 17 | PBUS | Invesco Msci USA ETF | +0.1% | +1.98% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.02% | Add |
| 19 | AVNM | Avantis All Intl Mkts Eq ETF | +0.1% | +3.56% | Add |
| 20 | FTGS | First Trust Grwth Strgth ETF | +0.1% | +5.37% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +3.81% | Add |
| 22 | BX | Blackstone Inc | +0.1% | +1.27% | Trim |
| 23 | NFLX | Netflix Inc | +0.1% | -2.25% | Trim |
| 24 | RDVY | First Trust Rising Dividend | 0% | +4.19% | Add |
| 25 | NOW | Servicenow Inc | 0% | -0.16% | Trim |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | -1.21% | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.35% | Trim |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | -3.79% | Trim |
| 29 | CMCSA | Comcast Corp-class A | -0.2% | -21.62% | Trim |
| 30 | LNC | Lincoln National CORP | -0.2% | -2.75% | Trim |
| 31 | INTC | Intel CORP | -0.3% | -80.40% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -11.65% | Trim |
| 33 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | +1.26% | Trim |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | -5.58% | Trim |
| 35 | VCIT | Vanguard Int-term Corporate | -1.1% | +1.07% | Trim |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | -1.5% | -7.84% | Trim |
| 37 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 38 | VENU | Venu Holding CORP | — | NEW | New buy |
| 39 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 40 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 41 | SO | Southern Co/the | — | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 43 | GSL | Global Ship Lease, Inc. | — | EXIT | Sold out |
| 44 | GLW | Corning Inc | — | NEW | New buy |
| 45 | COF | Capital One Financial CORP | — | NEW | New buy |
| 46 | QUBT | Quantum Computing Inc | — | NEW | New buy |
| 47 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | NRG | Nrg Energy Inc | — | NEW | New buy |
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 Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MOAT, SPMO) accounted for 32.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHB
市值: $1.1M
Top Position Liquidated / Trimmed
SO
前期市值: $462.6K
During Q3 2025, Altus Wealth Group LLC's top holdings by market value included IVV (12.3%)、MOAT (7.3%)、SPMO (6.8%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q3 2025, Altus Wealth Group LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 19 holdings, and fully liquidating 4 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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