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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2022-11-02 (Q3 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 | 8.93% | $9.0M | +89.45% | +13.22% | +30.60% | ||
| SDY - SPDR SER TR | 6.98% | $7.0M | +20.01% | +10.77% | -0.55% | ||
| USMV - ISHARES TR | 4.24% | $4.3M | +40.62% | +6.05% | +8.60% | ||
| VNLA - JANUS DETROIT STR TR | 4.17% | $4.2M | +16.21% | +1.90% | +5.55% | ||
| SWAN - AMPLIFY ETF TR | 3.91% | $3.9M | +29.02% | +7.87% | +2.92% | ||
| AAPL - APPLE INC | 3.89% | $3.9M | +44.34% | +8.94% | +25.09% | ||
| MSFT - MICROSOFT CORP | 3.52% | $3.5M | +110.40% | +17.71% | +61.85% | ||
| SCHM - SCHWAB STRATEGIC TR | 2.49% | $2.5M | +32.00% | +15.41% | +6.76% | ||
| FPE - FIRST TR EXCH TRADED FD III | 2.45% | $2.5M | +22.77% | +12.06% | +3.91% | ||
| SCHV - SCHWAB STRATEGIC TR | 2.30% | $2.3M | +33.81% | +9.52% | +4.63% | ||
| IJR - ISHARES TR | 2.10% | $2.1M | +16.25% | +14.86% | +1.99% | ||
| UNP - UNION PAC CORP | 1.85% | $1.9M | +24.59% | +11.20% | +14.36% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | 1.73% | $1.7M | +93.50% | +46.58% | +126.37% | ||
| V - VISA INC | 1.63% | $1.6M | +84.56% | +16.32% | +23.85% | ||
| CVX - CHEVRON CORP NEW | 1.30% | $1.3M | -14.84% | -4.05% | -14.03% | ||
| AMZN - AMAZON COM INC | 1.30% | $1.3M | +117.50% | +11.81% | +49.89% | ||
| NEA - NUVEEN AMT FREE QLTY MUN INC | 1.29% | $1.3M | +21.13% | +14.00% | +2.00% | ||
| FVD - FIRST TR VALUE LINE DIVID IN | 1.28% | $1.3M | +24.83% | +9.43% | +3.11% | ||
| FPX - FIRST TR EXCHANGE TRADED FD | 1.24% | $1.3M | +59.09% | +3.47% | -1.26% | ||
| GOOGL - ALPHABET INC | 1.17% | $1.2M | +96.21% | +21.39% | +49.56% | ||
| QQQ - INVESCO QQQ TR | 1.12% | $1.1M | +98.35% | +16.69% | +40.76% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.06% | $1.1M | +77.27% | +7.86% | +23.00% | ||
| JPM - JPMORGAN CHASE & CO | 1.02% | $1.0M | +120.38% | +12.53% | +16.59% | ||
| AVDE - AMERICAN CENTY ETF TR | 1.02% | $1.0M | +62.72% | +22.28% | +20.96% | ||
| MCD - MCDONALDS CORP | 0.97% | $971.0K | +24.47% | -1.34% | +1.67% | ||
| DIS - DISNEY WALT CO | 0.94% | $942.0K | +11.60% | +10.49% | -15.10% | ||
| PEP - PEPSICO INC | 0.93% | $939.0K | -20.66% | -3.74% | -3.08% | ||
| HD - HOME DEPOT INC | 0.93% | $935.0K | +39.42% | +17.61% | +7.08% | ||
| AEP - AMERICAN ELEC PWR CO INC | 0.87% | $877.0K | +30.57% | +5.93% | -5.66% | ||
| JNJ - JOHNSON & JOHNSON | 0.87% | $875.0K | -2.72% | -2.44% | -8.31% | ||
| FDL - FIRST TR MORNINGSTAR DIVID L | 0.84% | $847.0K | +30.78% | +8.47% | -0.95% | ||
| FMB - FIRST TR EXCH TRADED FD III | 0.81% | $818.0K | +10.69% | +7.08% | +4.20% | ||
| TY - TRI CONTL CORP | 0.80% | $809.0K | +40.43% | +8.02% | +7.10% | ||
| SDVY - FIRST TR EXCHANGE-TRADED FD | 0.79% | $794.0K | +44.43% | +19.42% | +16.53% | ||
| CMCSA - COMCAST CORP NEW | 0.77% | $771.0K | +24.33% | +32.24% | +45.92% | ||
| AVEM - AMERICAN CENTY ETF TR | 0.75% | $752.0K | +53.30% | +21.26% | +20.40% | ||
| XOM - EXXON MOBIL CORP | 0.73% | $734.0K | +4.79% | +3.91% | +2.54% | ||
| EOS - EATON VANCE ENHANCED EQUITY | 0.73% | $732.0K | +70.74% | +8.86% | +16.89% | ||
| UPS - UNITED PARCEL SERVICE INC | 0.69% | $694.0K | -33.03% | +19.17% | -8.71% | ||
| CSCO - CISCO SYS INC | 0.68% | $680.0K | +54.82% | +11.33% | +24.09% | ||
| FTCS - FIRST TR EXCHANGE-TRADED FD | 0.65% | $658.0K | +31.38% | +5.34% | +6.59% | ||
| HON - HONEYWELL INTL INC | 0.65% | $650.0K | +17.38% | +1.65% | -3.69% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | 0.63% | $635.0K | +11.74% | +8.46% | +3.56% | ||
| EOG - EOG RES INC | 0.62% | $628.0K | -8.13% | -5.73% | -0.21% | ||
| DSI - ISHARES TR | 0.62% | $626.0K | +64.11% | +14.11% | +21.52% | ||
| TFC - TRUIST FINL CORP | 0.61% | $609.0K | +4.92% | +16.86% | -23.80% | ||
| PG - PROCTER AND GAMBLE CO | 0.60% | $599.0K | +33.61% | +8.94% | +16.81% | ||
| PFE - PFIZER INC | 0.58% | $584.0K | -42.89% | -4.09% | -30.45% | ||
| AVGO - BROADCOM INC | 0.57% | $574.0K | +434.08% | +33.63% | +100.94% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.57% | $573.0K | +38.64% | +12.85% | +3.49% | ||