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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2021-02-12 (Q4 2020) | Holdings: 1183 | Value: $104.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWF - ISHARES TR | New Purchase | 8.34% | $8.7M | +58.41% | -3.26% | +5.84% | |
| SDY - SPDR SER TR | New Purchase | 6.28% | $6.6M | +34.33% | +13.27% | +14.05% | |
| USMV - ISHARES TR | New Purchase | 4.66% | $4.9M | +46.56% | +6.31% | +10.52% | |
| AAPL - APPLE INC | New Purchase | 3.26% | $3.4M | +52.67% | -7.61% | +25.38% | |
| VNLA - JANUS DETROIT STR TR | New Purchase | 3.25% | $3.4M | +14.59% | -0.25% | -0.51% | |
| SWAN - AMPLIFY ETF TR | New Purchase | 2.57% | $2.7M | +0.65% | -0.34% | +0.56% | |
| MSFT - MICROSOFT CORP | New Purchase | 2.34% | $2.4M | +91.81% | -0.59% | +21.40% | |
| SCHM - SCHWAB STRATEGIC TR | New Purchase | 2.23% | $2.3M | +14.09% | +0.49% | +0.22% | |
| UNP - UNION PAC CORP | New Purchase | 1.88% | $2.0M | +15.11% | +6.02% | +15.86% | |
| GMF - SPDR INDEX SHS FDS | New Purchase | 1.81% | $1.9M | -8.35% | -14.07% | -16.82% | |
| IJR - ISHARES TR | New Purchase | 1.74% | $1.8M | +4.18% | +1.73% | +0.36% | |
| FPE - FIRST TR EXCH TRADED FD III | New Purchase | 1.66% | $1.7M | +8.07% | +1.18% | -0.75% | |
| V - VISA INC | New Purchase | 1.47% | $1.5M | +75.44% | +6.36% | +7.63% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | New Purchase | 1.21% | $1.3M | -9.43% | +1.34% | -4.93% | |
| FVD - FIRST TR VALUE LINE DIVID IN | New Purchase | 1.15% | $1.2M | +35.47% | +12.06% | +15.51% | |
| FPX - FIRST TR EXCHANGE TRADED FD | New Purchase | 1.05% | $1.1M | -1.61% | -19.08% | -21.94% | |
| BLDR - BUILDERS FIRSTSOURCE INC | New Purchase | 0.96% | $1.0M | +146.54% | +9.10% | +56.46% | |
| AMZN - AMAZON COM INC | New Purchase | 0.92% | $958.0K | +23.61% | -2.85% | -4.63% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.89% | $935.0K | +73.77% | +14.65% | +52.42% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.83% | $865.0K | +56.19% | -5.20% | +3.53% | |
| AEP - AMERICAN ELEC PWR CO INC | New Purchase | 0.82% | $856.0K | +53.41% | +11.06% | +13.57% | |
| HD - HOME DEPOT INC | New Purchase | 0.75% | $780.0K | +48.47% | +18.21% | +29.56% | |
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 0.74% | $779.0K | +33.35% | +3.57% | +4.01% | |
| PEP - PEPSICO INC | New Purchase | 0.74% | $773.0K | +9.47% | +9.64% | +27.50% | |
| GOOGL - ALPHABET INC | New Purchase | 0.69% | $724.0K | +61.94% | +6.56% | +29.58% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.68% | $707.0K | +107.68% | +17.51% | +28.73% | |
| DIS - DISNEY WALT CO | New Purchase | 0.67% | $697.0K | -40.30% | -4.78% | -19.46% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.63% | $655.0K | +103.59% | +13.17% | +8.76% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.61% | $638.0K | -25.67% | +8.78% | -8.92% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.60% | $631.0K | -9.34% | -1.57% | -4.44% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.59% | $621.0K | +3.67% | +2.67% | +1.92% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.59% | $619.0K | +39.35% | +9.07% | +11.36% | |
| AVEM - AMERICAN CENTY ETF TR | New Purchase | 0.58% | $609.0K | +4.08% | -5.95% | -7.62% | |
| TY - TRI CONTL CORP | New Purchase | 0.58% | $607.0K | +46.69% | +8.53% | +13.94% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.57% | $601.0K | +39.15% | +11.19% | +8.83% | |
| DSI - ISHARES TR | New Purchase | 0.51% | $534.0K | +51.79% | +4.09% | +12.51% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | New Purchase | 0.51% | $533.0K | +60.73% | +14.56% | +22.13% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.51% | $530.0K | +43.63% | +8.31% | +25.48% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.48% | $507.0K | +18.60% | +10.14% | -7.31% | |
| CSCO - CISCO SYS INC | New Purchase | 0.45% | $469.0K | +51.90% | +11.86% | +15.57% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.43% | $449.0K | +40.12% | +9.20% | +14.34% | |
| AVGO - BROADCOM INC | New Purchase | 0.43% | $447.0K | +417.13% | -11.59% | +21.37% | |
| AMGN - AMGEN INC | New Purchase | 0.42% | $443.0K | +31.57% | +6.80% | -1.92% | |
| TFC - TRUIST FINL CORP | New Purchase | 0.41% | $426.0K | -12.24% | +11.84% | +19.03% | |
| MCD - MCDONALDS CORP | New Purchase | 0.40% | $421.0K | +62.63% | +7.84% | +20.91% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.40% | $417.0K | +4.42% | +9.85% | +3.04% | |
| PSK - SPDR SER TR | New Purchase | 0.39% | $409.0K | -6.33% | +1.10% | -5.66% | |
| NFLX - NETFLIX INC | New Purchase | 0.39% | $404.0K | +114.37% | -12.67% | -28.84% | |