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CIK: 0001802107
Total reported value
$259.8M
$259.8M
41 檔
58.3%
At the close of Q1 2025, Altus Wealth Management, LLC disclosed equity holdings valued at approximately $259.8M, spread across 41 reported holdings.
In Q1 2025, Altus Wealth Management, LLC displayed an active expansion posture, initiating 41 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.46% | +0.13% | -0.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.98% | +1.75% | -1.56% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 14.62% | +0.07% | -1.48% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 12.27% | -0.80% | +0.31% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.54% | +0.17% | -0.26% | |
| 6 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 5.03% | — | +5.65% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.65% | -0.05% | +2.14% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 3.76% | — | -3.83% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 3.22% | -0.36% | +0.59% | |
| 10 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.06% | — | +0.09% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.96% | -0.16% | +17.51% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.93% | -0.20% | +5.07% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | -0.02% | -4.35% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.05% | -2.87% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.86% | -0.17% | +4.82% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.08% | -1.61% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | — | +0.20% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | +4.77% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +0.18% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.34% | — | +7.37% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +1.85% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | — | +0.21% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | — | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.26% | -0.03% | -44.03% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.06% | -4.23% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.02% | -48.23% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.04% | +0.28% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.11% | EXIT | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | — | — | |
| 30 | EME | Emcor Group Inc | Stock-Industrials | 0.17% | — | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.16% | — | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | -0.01% | — | |
| 33 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.15% | — | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | — | +44.25% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | — | +0.29% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.01% | -8.21% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | +0.96% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | +10.25% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.10% | — | -1.46% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | +0.08% |
According to official SEC Form 13F filings, Altus Wealth Management, LLC reported a total U.S. public equity portfolio value of $259.8M across 41 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, OEF) accounted for 58.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $41.6M
During Q1 2025, Altus Wealth Management, LLC's top holdings by market value included VTI (19.5%)、QQQ (15.0%)、OEF (14.6%). The largest single position, VTI, represented 19.5% of total portfolio value.
In Q1 2025, Altus Wealth Management, LLC made 41 total portfolio adjustments, initiating 41 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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