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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2023-01-18 (Q4 2022) | Holdings: 140 | Value: $131.7M | 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 44% ($3.1M) | 7.69% | $10.1M | +81.68% | +11.84% | +43.28% | |
| SDY - SPDR SER TR | Add 26% ($2.0M) | 7.17% | $9.4M | +12.94% | -0.52% | +0.80% | |
| XLK - SELECT SECTOR SPDR TR | New Purchase | 4.55% | $6.0M | +81.70% | +16.49% | +57.27% | |
| USMV - ISHARES TR | Add 42% ($1.7M) | 4.50% | $5.9M | +34.86% | +3.13% | +12.77% | |
| SCHM - SCHWAB STRATEGIC TR | Add 110% ($2.4M) | 3.42% | $4.5M | +21.95% | -0.44% | +9.84% | |
| AAPL - APPLE INC | Add 12% ($426.8K) | 3.05% | $4.0M | +52.68% | +25.21% | +43.67% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 2.60% | $3.4M | +91.88% | +14.44% | +50.21% | |
| MSFT - MICROSOFT CORP | Add 3% ($84.2K) | 2.35% | $3.1M | +97.52% | +23.69% | +72.04% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 41% ($902.4K) | 2.34% | $3.1M | +53.23% | +33.56% | +143.90% | |
| IVV - ISHARES TR | New Purchase | 2.26% | $3.0M | +54.71% | +6.81% | +25.91% | |
| SCHV - SCHWAB STRATEGIC TR | Add 19% ($425.0K) | 2.04% | $2.7M | +26.01% | +0.56% | +7.21% | |
| MLN - VANECK ETF TRUST | New Purchase | 1.83% | $2.4M | +0.73% | -0.90% | +1.89% | |
| UNP - UNION PAC CORP | Add 18% ($358.9K) | 1.76% | $2.3M | +13.49% | -2.05% | +18.16% | |
| RAAX - VANECK ETF TRUST | New Purchase | 1.62% | $2.1M | +26.72% | +1.10% | +0.75% | |
| CVX - CHEVRON CORP NEW | Reduce 17% $(388.1K) | 1.47% | $1.9M | -14.84% | -2.50% | -16.30% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 5% $(94.3K) | 1.46% | $1.9M | +11.60% | -8.54% | +0.74% | |
| CORP - PIMCO ETF TR | New Purchase | 1.18% | $1.6M | +8.55% | -0.44% | +3.41% | |
| V - VISA INC | Add 1% ($11.8K) | 1.17% | $1.5M | +67.41% | +6.84% | +25.20% | |
| AGG - ISHARES TR | New Purchase | 1.13% | $1.5M | +4.32% | -1.10% | +0.47% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 41% ($419.3K) | 1.10% | $1.4M | +23.00% | +2.28% | -12.39% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 19% ($228.3K) | 1.09% | $1.4M | +65.63% | +5.54% | +19.88% | |
| XOM - EXXON MOBIL CORP | Reduce 10% $(131.0K) | 0.95% | $1.2M | +2.55% | +6.72% | -8.91% | |
| VTEB - VANGUARD MUN BD FDS | New Purchase | 0.81% | $1.1M | +2.96% | -0.49% | +2.20% | |
| PEP - PEPSICO INC | Reduce 6% $(72.6K) | 0.80% | $1.1M | -18.62% | +8.58% | -0.43% | |
| GOOGL - ALPHABET INC | Add 2623% ($1.0M) | 0.80% | $1.1M | +86.69% | +14.84% | +61.35% | |
| JNJ - JOHNSON & JOHNSON | Add 8% ($79.8K) | 0.79% | $1.0M | -2.90% | -3.15% | -1.45% | |
| JPM - JPMORGAN CHASE & CO | Add 22% ($186.1K) | 0.78% | $1.0M | +104.20% | +5.18% | +29.45% | |
| HD - HOME DEPOT INC | Add 14% ($122.5K) | 0.78% | $1.0M | +22.67% | -6.64% | +16.28% | |
| EOG - EOG RES INC | 0.77% | $1.0M | -5.83% | -6.40% | -10.24% | ||
| MOAT - VANECK ETF TRUST | New Purchase | 0.77% | $1.0M | +33.24% | +8.20% | +24.05% | |
| DIVO - AMPLIFY ETF TR | New Purchase | 0.76% | $994.4K | +29.29% | +3.11% | +8.50% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 0.73% | $967.1K | +7.17% | -3.45% | -2.59% | ||
| MCD - MCDONALDS CORP | Reduce 9% $(96.7K) | 0.73% | $964.1K | +24.98% | +9.83% | +15.23% | |
| IWR - ISHARES TR | New Purchase | 0.70% | $924.1K | +30.56% | +1.01% | +11.53% | |
| AMZN - AMAZON COM INC | Add 2669% ($890.1K) | 0.70% | $923.5K | +112.29% | +10.09% | +63.96% | |
| AVDE - AMERICAN CENTY ETF TR | Add 1% ($4.8K) | 0.66% | $875.5K | +35.23% | +3.27% | +7.28% | |
| AVGO - BROADCOM INC | Add 30% ($195.7K) | 0.65% | $857.7K | +319.67% | +12.29% | +117.66% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Reduce 10% $(96.2K) | 0.64% | $849.0K | +24.31% | -0.15% | +1.78% | |
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.62% | $821.6K | +12.50% | -1.21% | +5.51% | |
| IGF - ISHARES TR | New Purchase | 0.61% | $799.9K | +30.56% | +1.94% | -2.20% | |
| AMGN - AMGEN INC | New Purchase | 0.60% | $794.1K | +12.27% | -5.20% | +21.56% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 52% ($271.9K) | 0.60% | $792.5K | +2.87% | -1.12% | +0.09% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.60% | $784.2K | +12.78% | +12.54% | +6.19% | |
| HON - HONEYWELL INTL INC | Add 16% ($105.4K) | 0.58% | $761.5K | +14.56% | -2.66% | +0.45% | |
| COWZ - PACER FDS TR | New Purchase | 0.58% | $757.3K | +17.03% | -0.37% | +9.27% | |
| VNLA - JANUS DETROIT STR TR | Reduce 81% $(3.2M) | 0.57% | $746.3K | +14.45% | +1.09% | +5.86% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.56% | $731.3K | +58.30% | +2.41% | +20.52% | |
| EOS - EATON VANCE ENHANCED EQUITY | Add 38% ($199.9K) | 0.55% | $721.8K | +65.89% | +1.13% | +25.50% | |
| DBA - INVESCO DB MULTI-SECTOR COMM | New Purchase | 0.55% | $720.9K | +54.51% | +8.26% | +12.67% | |
| UPS - UNITED PARCEL SERVICE INC | Add 7% ($45.9K) | 0.54% | $708.4K | -38.86% | +12.26% | -7.40% | |
| FMB - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TY - TRI CONTL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FPX - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| DSI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SWAN - AMPLIFY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| AVEM - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - TRUIST FINL CORP | Reduce 100% | 0.00% | $0.00 | ||||