10,000+ stock pitches from top investors available on joinyellowbrick.com
Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2023-08-03 (Q2 2023) | Holdings: 136 | Value: $162.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWF - ISHARES TR | Add 1% ($190.1K) | 8.10% | $13.2M | +42.46% | -1.22% | +19.77% | |
| SDY - SPDR SER TR | Add 2% ($146.1K) | 5.77% | $9.4M | +11.88% | -7.66% | +7.52% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 2% $(187.6K) | 5.01% | $8.2M | +34.31% | +0.19% | +15.33% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 5% $(413.2K) | 4.55% | $7.4M | -26.42% | -14.73% | +1.60% | |
| USMV - ISHARES TR | Add 2% ($97.0K) | 3.81% | $6.2M | +28.26% | -0.78% | +15.70% | |
| AAPL - APPLE INC | Add 1% ($43.1K) | 3.69% | $6.0M | +10.02% | -3.26% | +13.40% | |
| SCHM - SCHWAB STRATEGIC TR | Add 1% ($37.7K) | 3.01% | $4.9M | +14.09% | -8.52% | +5.44% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(39.5K) | 2.48% | $4.0M | +38.49% | +7.65% | +20.00% | |
| IVV - ISHARES TR | Add 6% ($207.7K) | 2.29% | $3.7M | +32.56% | -2.98% | +16.51% | |
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Add 3% ($98.4K) | 2.13% | $3.5M | +10.54% | +0.42% | +6.64% | |
| BSCO - INVESCO EXCH TRD SLF IDX FD | Add 1% ($28.0K) | 2.10% | $3.4M | +1.21% | +5.55% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Add 3% ($100.2K) | 2.09% | $3.4M | +11.70% | -0.34% | +8.02% | |
| IBTF - ISHARES TR | Add 2% ($48.6K) | 1.97% | $3.2M | +8.93% | +0.95% | +5.31% | |
| SCHV - SCHWAB STRATEGIC TR | Reduce 2% $(51.1K) | 1.62% | $2.6M | +21.20% | -5.57% | +9.84% | |
| MLN - VANECK ETF TRUST | Reduce 1% $(28.7K) | 1.59% | $2.6M | +2.32% | -4.07% | +7.74% | |
| IBTJ - ISHARES TR | Add 2% ($55.7K) | 1.52% | $2.5M | +8.03% | -1.19% | +6.76% | |
| UNP - UNION PAC CORP | 1.39% | $2.3M | +0.85% | -7.02% | +4.18% | ||
| AGG - ISHARES TR | Add 27% ($433.9K) | 1.24% | $2.0M | +7.25% | -1.81% | +7.91% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 1% ($10.4K) | 1.16% | $1.9M | +19.26% | +0.69% | +14.06% | |
| MOAT - VANECK ETF TRUST | Add 1% ($22.2K) | 1.08% | $1.8M | +11.95% | -7.69% | +8.28% | |
| CVX - CHEVRON CORP NEW | 1.05% | $1.7M | -8.11% | -7.62% | -6.20% | ||
| V - VISA INC | Reduce 1% $(23.5K) | 1.01% | $1.6M | +52.82% | +2.50% | +8.58% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.98% | $1.6M | +43.23% | -2.08% | +16.87% | ||
| CORP - PIMCO ETF TR | Reduce 2% $(26.8K) | 0.96% | $1.6M | +10.24% | -1.56% | +9.55% | |
| GOOGL - ALPHABET INC | Add 9% ($123.5K) | 0.95% | $1.5M | +31.01% | +0.75% | +23.32% | |
| BSCR - INVESCO EXCH TRD SLF IDX FD | New Purchase | 0.92% | $1.5M | +10.97% | -0.23% | +7.24% | |
| BSCP - INVESCO EXCH TRD SLF IDX FD | New Purchase | 0.90% | $1.5M | +10.03% | +0.89% | +5.88% | |
| AMZN - AMAZON COM INC | Reduce 1% $(18.6K) | 0.90% | $1.5M | +42.58% | -0.94% | +14.15% | |
| AVGO - BROADCOM INC | Add 3% ($40.8K) | 0.84% | $1.4M | +166.54% | +0.07% | +63.37% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 4% $(49.0K) | 0.79% | $1.3M | +5.91% | -2.63% | +7.97% | |
| AEP - AMERICAN ELEC PWR CO INC | 0.79% | $1.3M | +35.52% | -2.66% | +24.43% | ||
| IBTH - ISHARES TR | Add 5% ($56.2K) | 0.79% | $1.3M | +8.50% | -0.11% | +5.96% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($6.0K) | 0.68% | $1.1M | +74.11% | -7.20% | +27.75% | |
| XOM - EXXON MOBIL CORP | Add 2% ($17.5K) | 0.67% | $1.1M | +2.86% | -1.13% | +10.05% | |
| PEP - PEPSICO INC | Add 2% ($18.7K) | 0.67% | $1.1M | -26.52% | -10.29% | -4.15% | |
| HD - HOME DEPOT INC | 0.62% | $1.0M | +18.04% | -9.66% | +9.46% | ||
| IEFA - ISHARES TR | New Purchase | 0.60% | $974.5K | +26.60% | -4.46% | +6.87% | |
| AVDE - AMERICAN CENTY ETF TR | Reduce 1% $(7.3K) | 0.59% | $956.6K | +29.70% | -4.17% | +6.92% | |
| JNJ - JOHNSON & JOHNSON | 0.57% | $935.5K | -5.05% | -10.30% | -2.37% | ||
| MCD - MCDONALDS CORP | Add 1% ($5.4K) | 0.56% | $917.2K | +12.75% | -7.54% | -6.01% | |
| EOG - EOG RES INC | Add 2% ($14.5K) | 0.56% | $910.5K | -12.06% | -5.77% | -5.03% | |
| IGF - ISHARES TR | Add 14% ($109.0K) | 0.56% | $904.8K | +33.19% | -4.64% | +9.34% | |
| IWR - ISHARES TR | Reduce 12% $(116.8K) | 0.55% | $894.7K | +21.20% | -7.76% | +8.73% | |
| CSCO - CISCO SYS INC | Add 2% ($17.2K) | 0.54% | $880.9K | +25.98% | +1.50% | -12.68% | |
| SCHD - SCHWAB STRATEGIC TR | Add 8% ($66.7K) | 0.53% | $856.6K | +11.52% | -5.45% | +9.85% | |
| DIVO - AMPLIFY ETF TR | Reduce 15% $(144.8K) | 0.52% | $853.5K | +21.68% | -3.63% | +8.48% | |
| VNLA - JANUS DETROIT STR TR | Reduce 17% $(180.4K) | 0.52% | $852.6K | +11.46% | +1.32% | +6.60% | |
| NEA - NUVEEN AMT FREE QLTY MUN INC | 0.52% | $846.5K | +13.99% | -4.59% | +14.68% | ||
| TAXF - AMERICAN CENTY ETF TR | Reduce 2% $(17.1K) | 0.51% | $837.1K | +4.27% | -2.36% | +7.14% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 4% ($29.0K) | 0.50% | $822.3K | +26.62% | -4.75% | +16.03% | |
| COWZ - PACER FDS TR | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||