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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2022-02-14 (Q4 2021) | Holdings: 113 | Value: $121.2M | 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 17% ($1.7M) | 9.64% | $11.7M | +47.61% | -15.42% | -10.90% | |
| SDY - SPDR SER TR | Add 28% ($2.1M) | 8.13% | $9.9M | +17.18% | +0.77% | +6.86% | |
| USMV - ISHARES TR | Add 44% ($2.1M) | 5.58% | $6.8M | +31.58% | -3.07% | -0.88% | |
| SCHM - SCHWAB STRATEGIC TR | Add 108% ($2.8M) | 4.51% | $5.5M | +12.73% | -10.09% | -1.78% | |
| AAPL - APPLE INC | Add 1% ($33.2K) | 4.07% | $4.9M | +20.27% | -14.75% | -8.60% | |
| MSFT - MICROSOFT CORP | 3.48% | $4.2M | +55.36% | -12.66% | -9.16% | ||
| VNLA - JANUS DETROIT STR TR | Reduce 4% $(149.8K) | 3.29% | $4.0M | +15.13% | -0.82% | +1.19% | |
| SWAN - AMPLIFY ETF TR | 3.28% | $4.0M | -0.22% | -11.60% | -18.33% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 25% ($626.7K) | 2.59% | $3.1M | +21.73% | -5.10% | -0.24% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 1% ($24.6K) | 2.40% | $2.9M | +55.27% | -4.41% | +20.03% | |
| IJR - ISHARES TR | Add 22% ($484.0K) | 2.22% | $2.7M | +3.01% | -9.04% | +0.10% | |
| FPE - FIRST TR EXCH TRADED FD III | 2.02% | $2.4M | +8.89% | -5.96% | -1.99% | ||
| UNP - UNION PAC CORP | 1.97% | $2.4M | -1.64% | -6.53% | -15.21% | ||
| V - VISA INC | 1.31% | $1.6M | +61.61% | -12.80% | +1.52% | ||
| CVX - CHEVRON CORP NEW | Reduce 1% $(17.6K) | 1.23% | $1.5M | +15.87% | +30.00% | +31.36% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | Add 4% ($56.3K) | 1.14% | $1.4M | -4.52% | -12.20% | -12.43% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 3% $(45.6K) | 1.13% | $1.4M | +16.51% | -1.46% | +1.49% | |
| AMZN - AMAZON COM INC | 1.09% | $1.3M | +27.61% | -29.69% | -35.81% | ||
| QQQ - INVESCO QQQ TR | Add 2% ($23.5K) | 1.05% | $1.3M | +48.55% | -15.33% | -11.77% | |
| GOOGL - ALPHABET INC | 1.05% | $1.3M | +23.11% | -16.81% | -29.53% | ||
| FPX - FIRST TR EXCHANGE TRADED FD | Reduce 1% $(16.4K) | 1.01% | $1.2M | +24.11% | -18.82% | -18.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.96% | $1.2M | +60.13% | -2.32% | -2.21% | ||
| HD - HOME DEPOT INC | Reduce 2% $(22.0K) | 0.96% | $1.2M | +13.30% | -16.25% | -7.54% | |
| PEP - PEPSICO INC | Add 1% ($9.7K) | 0.90% | $1.1M | -14.41% | +5.63% | +8.07% | |
| MCD - MCDONALDS CORP | 0.89% | $1.1M | +33.75% | -3.70% | +6.95% | ||
| AVDE - AMERICAN CENTY ETF TR | 0.86% | $1.0M | +26.91% | -11.11% | -4.80% | ||
| JPM - JPMORGAN CHASE & CO | Add 1% ($7.8K) | 0.83% | $1.0M | +84.74% | -22.89% | -3.86% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($14.7K) | 0.78% | $941.0K | +1.39% | +7.88% | -1.55% | |
| DIS - DISNEY WALT CO | Add 9% ($75.6K) | 0.77% | $938.0K | -27.17% | -31.50% | -28.85% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 1% ($6.8K) | 0.76% | $926.0K | +31.21% | +6.16% | +8.77% | |
| AEP - AMERICAN ELEC PWR CO INC | Reduce 6% $(54.3K) | 0.75% | $907.0K | +34.73% | +15.94% | +8.90% | |
| UPS - UNITED PARCEL SERVICE INC | Add 5% ($43.1K) | 0.71% | $860.0K | -48.48% | -15.44% | -10.62% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | 0.70% | $849.0K | +26.70% | -10.04% | +4.13% | ||
| FMB - FIRST TR EXCH TRADED FD III | Add 2% ($14.2K) | 0.69% | $835.0K | -0.64% | -7.57% | -4.76% | |
| EOS - EATON VANCE ENHANCED EQUITY | Add 4% ($31.6K) | 0.67% | $807.0K | +41.21% | -16.65% | -9.76% | |
| TY - TRI CONTL CORP | 0.66% | $805.0K | +27.62% | -8.01% | -2.50% | ||
| PFE - PFIZER INC | 0.66% | $802.0K | -45.52% | +2.58% | -10.05% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(4.5K) | 0.65% | $787.0K | +30.12% | -8.15% | -6.78% | |
| AVGO - BROADCOM INC | Reduce 1% $(8.6K) | 0.64% | $779.0K | +318.53% | -0.41% | +6.49% | |
| XOM - EXXON MOBIL CORP | 0.63% | $764.0K | +50.93% | +19.48% | +56.40% | ||
| FTCS - FIRST TR EXCHANGE-TRADED FD | Add 1% ($9.6K) | 0.62% | $753.0K | +23.84% | -4.33% | -1.22% | |
| AVEM - AMERICAN CENTY ETF TR | Add 1% ($6.9K) | 0.61% | $745.0K | +11.30% | -15.71% | -13.48% | |
| PG - PROCTER AND GAMBLE CO | 0.58% | $702.0K | +13.71% | -1.13% | -9.66% | ||
| DSI - ISHARES TR | 0.58% | $700.0K | +33.28% | -10.96% | -7.04% | ||
| EOG - EOG RES INC | 0.57% | $695.0K | +19.06% | +16.94% | +26.00% | ||
| CMCSA - COMCAST CORP NEW | 0.57% | $695.0K | -18.92% | -11.75% | -14.95% | ||
| HON - HONEYWELL INTL INC | Add 7% ($43.1K) | 0.56% | $681.0K | +26.94% | +4.17% | +9.41% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.51% | $614.0K | +34.07% | -10.71% | -5.67% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 3% $(21.6K) | 0.50% | $609.0K | -5.05% | -6.64% | -9.65% | |
| TFC - TRUIST FINL CORP | Reduce 2% $(13.5K) | 0.49% | $594.0K | -27.03% | -26.80% | -19.82% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||