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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2021-11-08 (Q3 2021) | Holdings: 109 | 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 | Reduce 12% $(1.2M) | 8.93% | $9.0M | +31.64% | -7.59% | -30.81% | |
| SDY - SPDR SER TR | Reduce 9% $(698.6K) | 6.98% | $7.0M | +16.56% | +1.40% | -0.94% | |
| USMV - ISHARES TR | Reduce 9% $(437.5K) | 4.24% | $4.3M | +26.81% | -0.94% | -8.67% | |
| VNLA - JANUS DETROIT STR TR | Add 1% ($61.9K) | 4.17% | $4.2M | +14.76% | -0.34% | -1.25% | |
| SWAN - AMPLIFY ETF TR | Add 6% ($219.3K) | 3.91% | $3.9M | -9.29% | -6.68% | -29.43% | |
| AAPL - APPLE INC | Add 4% ($134.6K) | 3.89% | $3.9M | +37.08% | +17.51% | -9.69% | |
| MSFT - MICROSOFT CORP | Add 16% ($476.2K) | 3.52% | $3.5M | +38.52% | -7.51% | -32.84% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 12% $(341.7K) | 2.49% | $2.5M | +2.32% | -6.89% | -21.67% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 7% ($154.2K) | 2.45% | $2.5M | +3.22% | -3.68% | -15.72% | |
| SCHV - SCHWAB STRATEGIC TR | Add 36% ($613.6K) | 2.30% | $2.3M | +19.79% | +1.04% | -9.00% | |
| IJR - ISHARES TR | Reduce 8% $(189.3K) | 2.10% | $2.1M | -7.68% | -9.41% | -19.84% | |
| UNP - UNION PAC CORP | 1.85% | $1.9M | +1.31% | +3.62% | -13.08% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | 1.73% | $1.7M | +60.30% | +5.72% | -15.62% | ||
| V - VISA INC | Add 13% ($189.4K) | 1.63% | $1.6M | +67.75% | +5.27% | -10.90% | |
| CVX - CHEVRON CORP NEW | 1.30% | $1.3M | +36.73% | +20.92% | +60.53% | ||
| AMZN - AMAZON COM INC | Add 7% ($88.7K) | 1.30% | $1.3M | +14.43% | -8.29% | -50.99% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 1.29% | $1.3M | -15.02% | -7.83% | -29.30% | ||
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 1% $(8.7K) | 1.28% | $1.3M | +15.55% | +1.62% | -5.92% | |
| FPX - FIRST TR EXCHANGE TRADED FD | 1.24% | $1.3M | -1.38% | -17.93% | -39.17% | ||
| GOOGL - ALPHABET INC | Add 3% ($29.4K) | 1.17% | $1.2M | +13.49% | -5.12% | -41.49% | |
| QQQ - INVESCO QQQ TR | Add 1% ($15.4K) | 1.12% | $1.1M | +31.51% | -8.01% | -33.62% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.06% | $1.1M | +75.57% | +11.63% | -0.05% | ||
| JPM - JPMORGAN CHASE & CO | Add 8% ($79.4K) | 1.02% | $1.0M | +71.59% | -5.86% | -20.03% | |
| AVDE - AMERICAN CENTY ETF TR | 1.02% | $1.0M | +21.71% | -2.09% | -21.88% | ||
| MCD - MCDONALDS CORP | Add 48% ($313.1K) | 0.97% | $971.0K | +35.51% | +3.32% | +12.29% | |
| DIS - DISNEY WALT CO | Add 14% ($115.2K) | 0.94% | $942.0K | -36.80% | -16.80% | -50.97% | |
| PEP - PEPSICO INC | Add 4% ($39.1K) | 0.93% | $939.0K | -11.22% | +6.65% | +13.01% | |
| HD - HOME DEPOT INC | Reduce 11% $(116.8K) | 0.93% | $935.0K | +9.43% | -1.03% | -20.63% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 4% ($33.2K) | 0.87% | $877.0K | +40.81% | +8.12% | +8.92% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($43.8K) | 0.87% | $875.0K | +4.26% | +6.15% | +8.85% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 45% ($263.9K) | 0.84% | $847.0K | +40.39% | +8.54% | +8.41% | |
| FMB - FIRST TR EXCH TRADED FD III | Add 7% ($53.1K) | 0.81% | $818.0K | -3.69% | -2.00% | -12.40% | |
| TY - TRI CONTL CORP | Add 33% ($202.8K) | 0.80% | $809.0K | +23.24% | -0.72% | -13.13% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(14.5K) | 0.79% | $794.0K | +20.06% | -3.18% | -14.91% | |
| CMCSA - COMCAST CORP NEW | Add 12% ($79.9K) | 0.77% | $771.0K | -27.15% | -6.27% | -39.62% | |
| AVEM - AMERICAN CENTY ETF TR | Add 1% ($4.1K) | 0.75% | $752.0K | +9.81% | +0.53% | -25.09% | |
| XOM - EXXON MOBIL CORP | Add 25% ($146.7K) | 0.73% | $734.0K | +80.83% | +23.08% | +73.07% | |
| EOS - EATON VANCE ENHANCED EQUITY | New Purchase | 0.73% | $732.0K | +23.37% | -9.71% | -27.97% | |
| UPS - UNITED PARCEL SERVICE INC | Add 51% ($233.8K) | 0.69% | $694.0K | -46.65% | +7.92% | -19.51% | |
| CSCO - CISCO SYS INC | Add 9% ($58.9K) | 0.68% | $680.0K | +23.20% | -0.79% | -20.64% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.65% | $658.0K | +17.37% | -2.39% | -8.54% | |
| HON - HONEYWELL INTL INC | Add 9% ($54.1K) | 0.65% | $650.0K | +6.30% | -12.51% | -5.24% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 11% $(81.9K) | 0.63% | $635.0K | -9.44% | -3.59% | -18.90% | |
| EOG - EOG RES INC | 0.62% | $628.0K | +38.92% | +20.57% | +56.82% | ||
| DSI - ISHARES TR | 0.62% | $626.0K | +22.30% | -5.16% | -24.48% | ||
| TFC - TRUIST FINL CORP | Add 13% ($69.1K) | 0.61% | $609.0K | -26.69% | +2.61% | -30.42% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($35.4K) | 0.60% | $599.0K | +24.37% | +10.64% | -3.56% | |
| PFE - PFIZER INC | Reduce 17% $(119.3K) | 0.58% | $584.0K | -43.44% | +7.31% | -0.19% | |
| AVGO - BROADCOM INC | Add 10% ($54.3K) | 0.57% | $574.0K | +343.68% | +10.03% | -13.51% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.57% | $573.0K | +4.46% | +3.53% | -24.13% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| GMF - SPDR INDEX SHS FDS | Reduce 100% | 0.00% | $0.00 | ||||