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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2023-05-01 (Q1 2023) | Holdings: 133 | Value: $148.5M | 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 | 7.77% | $11.5M | +61.45% | +13.00% | +32.96% | ||
| SDY - SPDR SER TR | 6.29% | $9.3M | +13.45% | +1.82% | +5.57% | ||
| XLK - SELECT SECTOR SPDR TR | 4.89% | $7.3M | +54.04% | +15.55% | +31.48% | ||
| USMV - ISHARES TR | 4.02% | $6.0M | +30.42% | +1.93% | +11.27% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | Add 21% ($882.9K) | 3.44% | $5.1M | +15.48% | +58.38% | +101.11% | |
| AAPL - APPLE INC | Reduce 1% $(26.5K) | 3.41% | $5.1M | +20.17% | +13.38% | +2.27% | |
| SCHM - SCHWAB STRATEGIC TR | 3.13% | $4.7M | +23.83% | +8.69% | +16.87% | ||
| MSFT - MICROSOFT CORP | Reduce 7% $(261.8K) | 2.33% | $3.5M | +49.67% | +6.65% | +30.33% | |
| BSCQ - INVESCO EXCH TRD SLF IDX FD | New Purchase | 2.30% | $3.4M | +10.39% | -0.27% | +3.86% | |
| BSCO - INVESCO EXCH TRD SLF IDX FD | New Purchase | 2.28% | $3.4M | +0.94% | +5.23% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | New Purchase | 2.26% | $3.4M | +10.92% | -0.83% | +3.26% | |
| IVV - ISHARES TR | Add 2% ($66.6K) | 2.19% | $3.2M | +44.65% | +8.97% | +23.66% | |
| IBTF - ISHARES TR | New Purchase | 2.16% | $3.2M | +8.48% | -0.59% | +2.92% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 1% $(39.6K) | 1.77% | $2.6M | +26.26% | +4.32% | +12.85% | |
| MLN - VANECK ETF TRUST | Add 6% ($141.8K) | 1.77% | $2.6M | +1.11% | +0.23% | +2.67% | |
| IBTJ - ISHARES TR | New Purchase | 1.67% | $2.5M | +5.26% | -2.61% | -1.23% | |
| UNP - UNION PAC CORP | Reduce 1% $(32.4K) | 1.50% | $2.2M | +18.53% | +17.38% | +23.22% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 3% ($46.7K) | 1.26% | $1.9M | +23.27% | +3.74% | +14.86% | |
| CVX - CHEVRON CORP NEW | Add 1% ($22.7K) | 1.20% | $1.8M | -9.82% | -2.44% | +1.25% | |
| CORP - PIMCO ETF TR | 1.09% | $1.6M | +8.72% | -0.89% | +2.84% | ||
| MOAT - VANECK ETF TRUST | Add 40% ($458.5K) | 1.08% | $1.6M | +22.14% | +9.80% | +16.14% | |
| AGG - ISHARES TR | Add 6% ($85.0K) | 1.08% | $1.6M | +5.14% | -1.67% | +0.06% | |
| V - VISA INC | Reduce 5% $(78.5K) | 1.07% | $1.6M | +57.11% | +2.62% | +16.28% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.97% | $1.4M | +53.58% | +6.37% | +21.34% | ||
| AEP - AMERICAN ELEC PWR CO INC | 0.93% | $1.4M | +21.28% | -8.07% | -0.76% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 68% ($555.5K) | 0.92% | $1.4M | +3.89% | -1.66% | -1.00% | |
| IBTH - ISHARES TR | New Purchase | 0.85% | $1.3M | +6.94% | -1.61% | +0.60% | |
| GOOGL - ALPHABET INC | Reduce 1% $(7.7K) | 0.83% | $1.2M | +58.08% | +19.82% | +55.52% | |
| AMZN - AMAZON COM INC | Add 3% ($39.0K) | 0.79% | $1.2M | +98.21% | +26.35% | +82.04% | |
| XOM - EXXON MOBIL CORP | Reduce 11% $(138.4K) | 0.74% | $1.1M | -1.69% | -6.79% | +5.67% | |
| PEP - PEPSICO INC | Reduce 1% $(13.1K) | 0.71% | $1.1M | -27.64% | -0.91% | -5.60% | |
| VNLA - JANUS DETROIT STR TR | Add 37% ($280.3K) | 0.70% | $1.0M | +13.01% | +1.31% | +5.88% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(13.7K) | 0.66% | $985.7K | +93.90% | +10.66% | +39.14% | |
| DIVO - AMPLIFY ETF TR | 0.66% | $983.6K | +25.30% | +2.22% | +9.50% | ||
| AVGO - BROADCOM INC | 0.66% | $979.6K | +278.96% | +43.35% | +101.84% | ||
| IWR - ISHARES TR | Add 1% ($10.4K) | 0.65% | $968.4K | +30.86% | +8.19% | +17.50% | |
| HD - HOME DEPOT INC | Add 1% ($9.1K) | 0.65% | $964.3K | +30.73% | +10.86% | +15.41% | |
| AVDE - AMERICAN CENTY ETF TR | Add 2% ($19.1K) | 0.65% | $957.8K | +32.27% | +1.63% | +11.44% | |
| EOG - EOG RES INC | 0.60% | $897.4K | +2.34% | +12.09% | +17.48% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(36.6K) | 0.59% | $873.0K | -0.84% | +4.17% | -5.97% | |
| CSCO - CISCO SYS INC | New Purchase | 0.59% | $872.6K | +43.10% | +12.95% | +2.86% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | Reduce 9% $(84.6K) | 0.58% | $861.2K | +10.30% | -1.68% | +1.02% | |
| TAXF - AMERICAN CENTY ETF TR | New Purchase | 0.58% | $860.2K | +3.76% | -0.16% | +3.05% | |
| MCD - MCDONALDS CORP | Reduce 16% $(168.6K) | 0.58% | $854.2K | +11.46% | -2.09% | -6.03% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | 0.56% | $828.1K | +27.52% | +0.82% | +10.76% | ||
| IGF - ISHARES TR | Reduce 3% $(23.9K) | 0.54% | $808.5K | +28.42% | -3.40% | +2.24% | |
| SCHD - SCHWAB STRATEGIC TR | 0.54% | $795.8K | +16.24% | +4.09% | +10.85% | ||
| UPS - UNITED PARCEL SERVICE INC | Reduce 2% $(19.4K) | 0.52% | $771.1K | -40.91% | +2.44% | -15.09% | |
| COWZ - PACER FDS TR | 0.52% | $768.8K | +20.30% | +9.38% | +20.16% | ||
| LMT - LOCKHEED MARTIN CORP | 0.51% | $764.4K | +5.94% | -3.59% | +1.68% | ||
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| RAAX - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| VTEB - VANGUARD MUN BD FDS | Reduce 100% | 0.00% | $0.00 | ||||
| DBA - INVESCO DB MULTI-SECTOR COMM | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| EOS - EATON VANCE ENHANCED EQUITY | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||