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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2021-08-12 (Q2 2021) | Holdings: 125 | Value: $102.4M | 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 1% ($90.7K) | 9.87% | $10.1M | +42.50% | +7.23% | -8.57% | |
| SDY - SPDR SER TR | Add 1% ($67.5K) | 7.85% | $8.0M | +18.21% | +2.19% | +7.88% | |
| USMV - ISHARES TR | Add 1% ($35.2K) | 4.60% | $4.7M | +28.78% | +2.09% | +0.55% | |
| VNLA - JANUS DETROIT STR TR | Add 2% ($68.5K) | 4.04% | $4.1M | +14.69% | -0.06% | -0.97% | |
| SWAN - AMPLIFY ETF TR | Add 2% ($56.1K) | 3.63% | $3.7M | -6.24% | +1.64% | -14.94% | |
| AAPL - APPLE INC | 3.57% | $3.7M | +38.41% | +0.84% | +16.91% | ||
| MSFT - MICROSOFT CORP | Add 4% ($114.9K) | 2.88% | $2.9M | +61.61% | +16.32% | +2.21% | |
| SCHM - SCHWAB STRATEGIC TR | Add 2% ($63.5K) | 2.84% | $2.9M | +7.79% | +5.14% | -7.74% | |
| GMF - SPDR INDEX SHS FDS | Add 1% ($19.8K) | 2.67% | $2.7M | +6.10% | +2.84% | -16.07% | |
| IJR - ISHARES TR | Add 1% ($24.2K) | 2.32% | $2.4M | -0.44% | +7.30% | -3.78% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 4% ($91.4K) | 2.26% | $2.3M | +3.83% | -0.04% | -7.02% | |
| UNP - UNION PAC CORP | 2.04% | $2.1M | +6.68% | +6.38% | +6.57% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 22% ($315.0K) | 1.68% | $1.7M | +23.06% | +3.02% | -0.81% | |
| V - VISA INC | 1.48% | $1.5M | +58.85% | -8.33% | -6.05% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | 1.40% | $1.4M | +110.45% | +30.10% | +35.26% | ||
| CVX - CHEVRON CORP NEW | 1.32% | $1.4M | +56.25% | +15.81% | +60.21% | ||
| NEA - NUVEEN AMT FREE QLTY MUN INC | Add 2% ($28.2K) | 1.31% | $1.3M | -16.39% | -2.45% | -15.59% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 19% $(301.1K) | 1.29% | $1.3M | +16.73% | +1.83% | +3.45% | |
| FPX - FIRST TR EXCHANGE TRADED FD | Reduce 1% $(9.7K) | 1.26% | $1.3M | +4.84% | +4.27% | -25.74% | |
| AMZN - AMAZON COM INC | Add 1% ($17.2K) | 1.24% | $1.3M | +21.68% | +7.26% | -13.37% | |
| QQQ - INVESCO QQQ TR | Add 2% ($23.8K) | 1.08% | $1.1M | +42.85% | +7.38% | -8.96% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.06% | $1.1M | +74.47% | -2.04% | +4.20% | ||
| GOOGL - ALPHABET INC | Add 1% ($7.3K) | 1.02% | $1.0M | +23.40% | +8.16% | -11.05% | |
| AVDE - AMERICAN CENTY ETF TR | Add 3% ($29.0K) | 1.01% | $1.0M | +23.21% | +0.51% | -13.93% | |
| HD - HOME DEPOT INC | Add 1% ($7.7K) | 1.00% | $1.0M | +21.78% | +11.71% | -3.72% | |
| JPM - JPMORGAN CHASE & CO | 0.88% | $902.0K | +78.55% | +3.57% | -22.15% | ||
| PEP - PEPSICO INC | Add 1% ($6.7K) | 0.87% | $886.0K | -6.46% | +6.33% | +18.76% | |
| AEP - AMERICAN ELEC PWR CO INC | 0.86% | $879.0K | +32.22% | -6.68% | +20.64% | ||
| DIS - DISNEY WALT CO | Add 10% ($78.9K) | 0.84% | $859.0K | -39.97% | -14.96% | -33.30% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(14.3K) | 0.83% | $848.0K | -2.70% | -6.16% | -2.82% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | Add 1% ($10.5K) | 0.81% | $832.0K | +24.17% | +3.97% | -6.03% | |
| AVEM - AMERICAN CENTY ETF TR | Add 2% ($14.1K) | 0.79% | $806.0K | +8.92% | -0.47% | -17.22% | |
| FMB - FIRST TR EXCH TRADED FD III | New Purchase | 0.75% | $772.0K | -4.24% | -0.59% | -8.16% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 3% $(24.9K) | 0.70% | $718.0K | -9.57% | -1.17% | -10.67% | |
| CMCSA - COMCAST CORP NEW | 0.69% | $705.0K | -34.23% | -9.69% | -30.17% | ||
| EOG - EOG RES INC | 0.64% | $653.0K | +93.59% | +34.08% | +72.58% | ||
| PFE - PFIZER INC | Add 1% ($7.6K) | 0.63% | $640.0K | -41.84% | +5.64% | +8.37% | |
| XOM - EXXON MOBIL CORP | 0.62% | $630.0K | +108.54% | +14.39% | +69.20% | ||
| MCD - MCDONALDS CORP | 0.62% | $630.0K | +45.53% | +7.41% | +14.60% | ||
| DSI - ISHARES TR | 0.61% | $623.0K | +32.90% | +7.38% | -4.46% | ||
| TY - TRI CONTL CORP | 0.61% | $620.0K | +28.23% | +4.08% | +0.32% | ||
| HON - HONEYWELL INTL INC | Add 2% ($9.4K) | 0.60% | $615.0K | +3.48% | -3.63% | -11.01% | |
| CSCO - CISCO SYS INC | 0.59% | $605.0K | +25.52% | +2.25% | -15.00% | ||
| FDL - FIRST TR MORNINGSTAR DIVID L | 0.58% | $591.0K | +41.85% | +1.76% | +14.01% | ||
| PG - PROCTER AND GAMBLE CO | 0.53% | $544.0K | +26.96% | +3.75% | +6.41% | ||
| AMGN - AMGEN INC | Reduce 4% $(21.7K) | 0.52% | $537.0K | +34.58% | -8.01% | +13.22% | |
| UPS - UNITED PARCEL SERVICE INC | 0.51% | $526.0K | -41.76% | +10.16% | +10.28% | ||
| TFC - TRUIST FINL CORP | 0.50% | $511.0K | -19.61% | +8.72% | -9.16% | ||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.50% | $511.0K | +31.66% | +5.34% | -4.97% | |
| AVGO - BROADCOM INC | New Purchase | 0.50% | $511.0K | +417.85% | +18.09% | +19.19% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNA - SNAP ON INC | Reduce 100% | 0.00% | $0.00 | ||||