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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2022-05-09 (Q1 2022) | Holdings: 117 | Value: $122.1M | 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 1% $(123.3K) | 8.60% | $10.5M | +70.83% | +7.43% | +6.70% | |
| SDY - SPDR SER TR | Reduce 8% $(778.9K) | 7.38% | $9.0M | +16.07% | +3.49% | +0.36% | |
| USMV - ISHARES TR | Reduce 7% $(462.8K) | 4.94% | $6.0M | +35.92% | +4.34% | +3.84% | |
| AAPL - APPLE INC | Add 1% ($32.7K) | 4.00% | $4.9M | +32.03% | +8.97% | +12.11% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 7% $(371.4K) | 3.93% | $4.8M | +25.37% | +5.09% | +0.13% | |
| VNLA - JANUS DETROIT STR TR | Add 17% ($657.2K) | 3.78% | $4.6M | +15.95% | +0.04% | +2.88% | |
| SWAN - AMPLIFY ETF TR | Add 13% ($470.7K) | 3.34% | $4.1M | +12.35% | +1.29% | -6.64% | |
| MSFT - MICROSOFT CORP | Add 1% ($46.9K) | 3.21% | $3.9M | +71.20% | +6.68% | +16.08% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 58% ($1.3M) | 2.84% | $3.5M | +56.73% | -1.13% | +68.42% | |
| BCD - ABRDN ETFS | New Purchase | 2.83% | $3.5M | -2.10% | -3.19% | -11.79% | |
| DBC - INVESCO DB COMMDY INDX TRCK | New Purchase | 2.76% | $3.4M | -12.49% | -5.37% | -13.98% | |
| SCHV - SCHWAB STRATEGIC TR | Add 6% ($193.9K) | 2.66% | $3.3M | +27.91% | +0.88% | -0.56% | |
| UNP - UNION PAC CORP | 2.13% | $2.6M | +5.19% | +4.02% | -10.54% | ||
| FPE - FIRST TR EXCH TRADED FD III | Add 6% ($125.9K) | 1.98% | $2.4M | +15.79% | +3.01% | -7.25% | |
| CVX - CHEVRON CORP NEW | Add 1% ($18.9K) | 1.72% | $2.1M | -4.94% | -3.15% | +0.17% | |
| V - VISA INC | Add 1% ($23.1K) | 1.35% | $1.6M | +86.72% | +8.03% | +18.50% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 44% ($444.9K) | 1.20% | $1.5M | +15.20% | +1.87% | -5.22% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% ($52.2K) | 1.17% | $1.4M | +60.47% | -6.60% | +2.22% | |
| AMZN - AMAZON COM INC | Add 9% ($117.4K) | 1.16% | $1.4M | +80.78% | +28.26% | -0.95% | |
| GOOGL - ALPHABET INC | Add 8% ($102.9K) | 1.09% | $1.3M | +46.63% | +3.63% | -3.25% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 5% $(66.1K) | 1.05% | $1.3M | +17.74% | +2.43% | +2.16% | |
| QQQ - INVESCO QQQ TR | Add 1% ($16.3K) | 0.97% | $1.2M | +71.95% | +7.24% | +7.60% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 0.96% | $1.2M | +6.05% | +6.95% | -3.33% | ||
| FPX - FIRST TR EXCHANGE TRADED FD | Add 3% ($30.9K) | 0.92% | $1.1M | +53.29% | +6.57% | -5.69% | |
| PEP - PEPSICO INC | Reduce 1% $(10.2K) | 0.86% | $1.0M | -17.87% | +2.34% | +15.24% | |
| AVDE - AMERICAN CENTY ETF TR | Add 5% ($46.6K) | 0.85% | $1.0M | +44.29% | +0.93% | +9.98% | |
| XOM - EXXON MOBIL CORP | 0.84% | $1.0M | +35.53% | +7.88% | +30.36% | ||
| MCD - MCDONALDS CORP | Add 2% ($17.1K) | 0.83% | $1.0M | +36.13% | +5.55% | +21.80% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($6.7K) | 0.80% | $982.0K | -6.10% | -3.63% | -6.85% | |
| EOG - EOG RES INC | 0.76% | $933.0K | +6.83% | -7.56% | +0.24% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 2% ($20.8K) | 0.72% | $881.0K | -39.70% | +11.41% | -3.10% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(18.7K) | 0.69% | $844.0K | +130.15% | -2.98% | +14.57% | |
| HD - HOME DEPOT INC | Reduce 1% $(4.5K) | 0.68% | $832.0K | +34.17% | +5.06% | -0.60% | |
| DIS - DISNEY WALT CO | Reduce 1% $(6.2K) | 0.68% | $824.0K | +1.81% | +2.36% | -7.92% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | 0.64% | $782.0K | +38.82% | +2.38% | -0.75% | ||
| AVGO - BROADCOM INC | Reduce 3% $(21.4K) | 0.59% | $716.0K | +321.83% | -4.40% | +11.40% | |
| CSCO - CISCO SYS INC | Add 2% ($10.8K) | 0.58% | $704.0K | +39.66% | -6.58% | -2.81% | |
| PFE - PFIZER INC | 0.58% | $703.0K | -44.68% | +3.48% | -19.24% | ||
| AVEM - AMERICAN CENTY ETF TR | Reduce 1% $(4.1K) | 0.57% | $693.0K | +32.34% | -0.31% | +1.94% | |
| FMB - FIRST TR EXCH TRADED FD III | Reduce 11% $(87.0K) | 0.57% | $690.0K | +6.45% | +2.35% | +2.86% | |
| VTI - VANGUARD INDEX FDS | Add 18% ($104.5K) | 0.56% | $683.0K | +48.68% | +5.06% | +3.27% | |
| DIVO - AMPLIFY ETF TR | New Purchase | 0.55% | $674.0K | +33.55% | +1.38% | +4.64% | |
| TY - TRI CONTL CORP | Reduce 11% $(80.7K) | 0.55% | $667.0K | +36.45% | +4.81% | -1.27% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($3.5K) | 0.54% | $659.0K | +14.69% | -5.34% | +1.64% | |
| HON - HONEYWELL INTL INC | Add 4% ($22.4K) | 0.54% | $658.0K | +21.04% | +1.00% | +2.60% | |
| DSI - ISHARES TR | 0.53% | $652.0K | +47.75% | +3.88% | +2.76% | ||
| EOS - EATON VANCE ENHANCED EQUITY | Reduce 7% $(49.7K) | 0.52% | $640.0K | +66.24% | +10.62% | +1.01% | |
| AMGN - AMGEN INC | New Purchase | 0.51% | $625.0K | +24.21% | +4.92% | -0.27% | |
| CMCSA - COMCAST CORP NEW | Reduce 5% $(29.3K) | 0.51% | $617.0K | -4.54% | -2.66% | +2.03% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.50% | $613.0K | +9.06% | -7.15% | -18.19% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - TRUIST FINL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||