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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2022-08-10 (Q2 2022) | 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 13% $(1.4M) | 8.93% | $9.0M | +57.95% | -9.86% | +8.53% | |
| SDY - SPDR SER TR | Reduce 15% $(1.2M) | 6.98% | $7.0M | +11.70% | +0.11% | -1.28% | |
| USMV - ISHARES TR | Reduce 25% $(1.4M) | 4.24% | $4.3M | +29.85% | -3.72% | +1.67% | |
| VNLA - JANUS DETROIT STR TR | Reduce 11% $(520.2K) | 4.17% | $4.2M | +15.86% | -0.07% | +4.02% | |
| SWAN - AMPLIFY ETF TR | Reduce 12% $(526.7K) | 3.91% | $3.9M | +10.70% | -10.72% | -7.89% | |
| AAPL - APPLE INC | Reduce 1% $(52.9K) | 3.89% | $3.9M | +20.57% | -11.83% | +5.17% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(44.3K) | 3.52% | $3.5M | +59.55% | -14.86% | +11.44% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 48% $(2.3M) | 2.49% | $2.5M | +18.34% | -3.01% | +2.72% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 6% $(146.7K) | 2.45% | $2.5M | +12.34% | -5.38% | -5.39% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 25% $(760.9K) | 2.30% | $2.3M | +26.11% | +0.46% | +3.84% | |
| IJR - ISHARES TR | New Purchase | 2.10% | $2.1M | +5.61% | -2.37% | -0.15% | |
| UNP - UNION PAC CORP | 1.85% | $1.9M | +0.51% | -7.79% | -0.77% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 37% $(1.0M) | 1.73% | $1.7M | +57.44% | -4.30% | +114.83% | |
| V - VISA INC | Reduce 1% $(21.2K) | 1.63% | $1.6M | +71.57% | -3.67% | +13.45% | |
| CVX - CHEVRON CORP NEW | 1.30% | $1.3M | -3.27% | +19.00% | +7.55% | ||
| AMZN - AMAZON COM INC | Reduce 8% $(118.2K) | 1.30% | $1.3M | +39.80% | -29.94% | -3.79% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | Reduce 4% $(54.8K) | 1.29% | $1.3M | -0.84% | -12.88% | -12.84% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Add 9% ($102.8K) | 1.28% | $1.3M | +14.69% | -3.23% | -0.66% | |
| FPX - FIRST TR EXCHANGE TRADED FD | Reduce 1% $(18.4K) | 1.24% | $1.3M | +42.44% | -7.60% | -6.52% | |
| GOOGL - ALPHABET INC | Reduce 8% $(101.6K) | 1.17% | $1.2M | +39.65% | -20.51% | +6.83% | |
| QQQ - INVESCO QQQ TR | Reduce 3% $(37.2K) | 1.12% | $1.1M | +59.18% | -12.13% | +12.35% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(40.4K) | 1.06% | $1.1M | +70.14% | +3.93% | +20.25% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($14.4K) | 1.02% | $1.0M | +134.24% | +13.85% | +32.86% | |
| AVDE - AMERICAN CENTY ETF TR | Reduce 4% $(48.0K) | 1.02% | $1.0M | +42.17% | -2.04% | +9.36% | |
| MCD - MCDONALDS CORP | Reduce 2% $(17.4K) | 0.97% | $971.0K | +28.07% | +3.68% | +12.11% | |
| DIS - DISNEY WALT CO | Reduce 7% $(74.9K) | 0.94% | $942.0K | -8.50% | -22.26% | -27.16% | |
| PEP - PEPSICO INC | 0.93% | $939.0K | -19.93% | +1.64% | +7.17% | ||
| HD - HOME DEPOT INC | Add 2% ($22.3K) | 0.93% | $935.0K | +26.79% | +1.01% | +8.38% | |
| AEP - AMERICAN ELEC PWR CO INC | Reduce 26% $(312.5K) | 0.87% | $877.0K | +13.13% | -10.34% | -16.83% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(20.0K) | 0.87% | $875.0K | -1.32% | +1.11% | +6.07% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | New Purchase | 0.84% | $847.0K | +26.41% | +2.50% | -0.05% | |
| FMB - FIRST TR EXCH TRADED FD III | Add 11% ($79.0K) | 0.81% | $818.0K | +4.12% | -3.97% | -0.02% | |
| TY - TRI CONTL CORP | Add 12% ($87.5K) | 0.80% | $809.0K | +29.17% | -5.37% | +1.46% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | 0.79% | $794.0K | +34.49% | +2.29% | +14.23% | ||
| CMCSA - COMCAST CORP NEW | Add 5% ($33.7K) | 0.77% | $771.0K | -2.46% | -12.38% | +21.25% | |
| AVEM - AMERICAN CENTY ETF TR | 0.75% | $752.0K | +32.05% | -4.88% | +5.20% | ||
| XOM - EXXON MOBIL CORP | 0.73% | $734.0K | +23.90% | +24.07% | +24.76% | ||
| EOS - EATON VANCE ENHANCED EQUITY | Add 4% ($25.0K) | 0.73% | $732.0K | +49.27% | -7.40% | +1.92% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 7% $(54.3K) | 0.69% | $694.0K | -46.14% | -10.89% | -9.23% | |
| CSCO - CISCO SYS INC | Reduce 1% $(6.6K) | 0.68% | $680.0K | +49.21% | -1.96% | +20.48% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.65% | $658.0K | +25.69% | +1.06% | +3.19% | |
| HON - HONEYWELL INTL INC | Reduce 10% $(68.4K) | 0.65% | $650.0K | +19.38% | +8.51% | -1.17% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.63% | $635.0K | +1.31% | -7.03% | -4.50% | |
| EOG - EOG RES INC | 0.62% | $628.0K | +12.08% | +33.31% | +24.92% | ||
| DSI - ISHARES TR | 0.62% | $626.0K | +41.34% | -6.57% | +6.82% | ||
| TFC - TRUIST FINL CORP | New Purchase | 0.61% | $609.0K | -10.78% | -6.24% | -34.08% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(3.8K) | 0.60% | $599.0K | +20.73% | -3.30% | +9.76% | |
| PFE - PFIZER INC | 0.58% | $584.0K | -44.62% | -0.44% | -22.25% | ||
| AVGO - BROADCOM INC | Add 4% ($22.8K) | 0.57% | $574.0K | +338.41% | -5.69% | +54.22% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 12% $(77.5K) | 0.57% | $573.0K | +17.14% | -13.38% | -20.71% | |
| BCD - ABRDN ETFS | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| DIVO - AMPLIFY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 100% | 0.00% | $0.00 | ||||