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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2021-05-13 (Q1 2021) | Holdings: 174 | Value: $100.6M | 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 | Add 2% ($184.0K) | 9.35% | $9.4M | +62.42% | +14.37% | -6.94% | |
| SDY - SPDR SER TR | Add 5% ($396.2K) | 8.11% | $8.2M | +18.16% | +0.34% | +1.61% | |
| USMV - ISHARES TR | Reduce 12% $(600.2K) | 4.55% | $4.6M | +37.34% | +7.46% | +1.17% | |
| VNLA - JANUS DETROIT STR TR | Add 20% ($686.4K) | 4.04% | $4.1M | +14.90% | +0.22% | -1.01% | |
| SWAN - AMPLIFY ETF TR | Add 30% ($823.2K) | 3.53% | $3.5M | +0.63% | +7.91% | -10.84% | |
| AAPL - APPLE INC | Add 4% ($130.5K) | 3.39% | $3.4M | +63.57% | +19.88% | +15.94% | |
| SCHM - SCHWAB STRATEGIC TR | Add 6% ($161.3K) | 2.80% | $2.8M | +12.55% | +3.61% | -10.24% | |
| GMF - SPDR INDEX SHS FDS | Add 35% ($692.1K) | 2.63% | $2.6M | +5.39% | -1.64% | -20.00% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(137.5K) | 2.57% | $2.6M | +90.95% | +20.24% | +7.35% | |
| IJR - ISHARES TR | Add 5% ($109.4K) | 2.30% | $2.3M | +1.65% | +0.77% | -10.23% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 25% ($443.1K) | 2.19% | $2.2M | +6.71% | +2.86% | -7.84% | |
| UNP - UNION PAC CORP | 2.13% | $2.1M | +7.82% | +0.80% | +2.46% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | Add 37% ($440.4K) | 1.63% | $1.6M | +123.46% | +6.35% | +37.57% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Add 18% ($249.6K) | 1.61% | $1.6M | +20.45% | +3.88% | +1.87% | |
| V - VISA INC | Reduce 8% $(124.6K) | 1.50% | $1.5M | +63.42% | +4.37% | -11.82% | |
| SCHV - SCHWAB STRATEGIC TR | Add 173% ($887.9K) | 1.39% | $1.4M | +27.72% | +3.96% | -0.43% | |
| CVX - CHEVRON CORP NEW | Add 17% ($200.9K) | 1.37% | $1.4M | +49.99% | -5.24% | +68.30% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 1.25% | $1.3M | -10.99% | +6.18% | -18.15% | ||
| FPX - FIRST TR EXCHANGE TRADED FD | Add 10% ($110.2K) | 1.22% | $1.2M | +20.24% | +12.90% | -21.35% | |
| AMZN - AMAZON COM INC | Add 24% ($235.2K) | 1.20% | $1.2M | +26.27% | +3.56% | -30.43% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 28% ($241.0K) | 1.09% | $1.1M | +75.64% | +0.27% | +7.14% | |
| HD - HOME DEPOT INC | Add 8% ($80.9K) | 1.05% | $1.1M | +25.26% | +3.22% | -7.41% | |
| QQQ - INVESCO QQQ TR | Add 10% ($95.1K) | 1.00% | $1.0M | +63.09% | +14.51% | -7.05% | |
| AVDE - AMERICAN CENTY ETF TR | Add 17% ($140.8K) | 0.98% | $990.0K | +27.87% | +3.47% | -10.44% | |
| GOOGL - ALPHABET INC | Add 3% ($27.7K) | 0.97% | $980.0K | +49.98% | +22.48% | +1.34% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 1% ($7.8K) | 0.91% | $916.0K | +37.50% | +4.76% | +18.32% | |
| JPM - JPMORGAN CHASE & CO | Add 13% ($100.5K) | 0.90% | $902.0K | +78.92% | -1.57% | -25.32% | |
| JNJ - JOHNSON & JOHNSON | Add 33% ($216.1K) | 0.87% | $878.0K | +0.08% | +4.36% | +6.49% | |
| PEP - PEPSICO INC | Add 14% ($104.4K) | 0.85% | $855.0K | -0.72% | +8.16% | +22.52% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | Add 12% ($87.0K) | 0.84% | $842.0K | +24.11% | -1.05% | -11.88% | |
| DIS - DISNEY WALT CO | Add 15% ($108.7K) | 0.81% | $818.0K | -35.34% | +3.56% | -39.18% | |
| AVEM - AMERICAN CENTY ETF TR | Add 16% ($102.3K) | 0.75% | $759.0K | +9.72% | -0.48% | -16.90% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 20% ($123.4K) | 0.73% | $738.0K | -8.01% | +2.04% | -9.55% | |
| CMCSA - COMCAST CORP NEW | Add 2% ($11.1K) | 0.70% | $700.0K | -32.22% | +2.86% | -26.22% | |
| PFE - PFIZER INC | New Purchase | 0.64% | $645.0K | -30.85% | +22.65% | +30.20% | |
| MCD - MCDONALDS CORP | Add 39% ($176.9K) | 0.63% | $636.0K | +50.19% | +5.02% | +8.14% | |
| HON - HONEYWELL INTL INC | Add 16% ($85.5K) | 0.62% | $623.0K | +6.70% | +3.96% | -12.44% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Reduce 1% $(7.8K) | 0.61% | $613.0K | +39.82% | -0.71% | +13.14% | |
| TY - TRI CONTL CORP | Reduce 12% $(82.1K) | 0.61% | $613.0K | +35.08% | +4.95% | -2.63% | |
| DSI - ISHARES TR | Add 1% ($5.5K) | 0.60% | $602.0K | +44.69% | +9.17% | -3.34% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.59% | $591.0K | +101.46% | -5.24% | +59.48% | |
| EOG - EOG RES INC | New Purchase | 0.58% | $587.0K | +70.86% | -16.69% | +67.81% | |
| CSCO - CISCO SYS INC | Add 9% ($48.4K) | 0.58% | $580.0K | +34.66% | +7.07% | -4.95% | |
| AMGN - AMGEN INC | Add 19% ($90.8K) | 0.56% | $567.0K | +21.93% | -7.92% | -0.37% | |
| TFC - TRUIST FINL CORP | Add 3% ($17.5K) | 0.55% | $550.0K | -22.07% | -5.66% | -21.82% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.54% | $543.0K | -47.90% | -8.67% | -14.49% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($29.5K) | 0.54% | $542.0K | +32.66% | +5.72% | +15.35% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 26% ($108.8K) | 0.52% | $525.0K | -5.27% | -4.07% | -12.89% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 28% $(193.9K) | 0.49% | $493.0K | +27.25% | +6.48% | -1.70% | |
| SNA - SNAP ON INC | New Purchase | 0.48% | $478.0K | +41.39% | -8.31% | -12.54% | |
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| PSK - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||