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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2023-11-13 (Q3 2023) | Holdings: 129 | Value: $157.6M | 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 1% $(104.3K) | 8.02% | $12.6M | +38.76% | +14.64% | +39.26% | |
| SDY - SPDR SER TR | 5.61% | $8.8M | +20.77% | +7.24% | +24.26% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 2% $(151.8K) | 4.79% | $7.5M | +27.91% | +13.32% | +30.39% | |
| IVV - ISHARES TR | Add 91% ($3.3M) | 4.36% | $6.9M | +33.34% | +12.19% | +34.85% | |
| BLDR - BUILDERS FIRSTSOURCE INC | 4.30% | $6.8M | -15.00% | +46.45% | +42.12% | ||
| USMV - ISHARES TR | Add 1% ($30.6K) | 3.85% | $6.1M | +28.45% | +8.38% | +26.23% | |
| AAPL - APPLE INC | Reduce 3% $(159.4K) | 3.26% | $5.1M | +8.45% | -1.77% | +22.18% | |
| SCHM - SCHWAB STRATEGIC TR | Add 5% ($216.3K) | 3.10% | $4.9M | +23.10% | +13.60% | +30.69% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(95.0K) | 2.32% | $3.7M | +23.62% | +10.80% | +15.93% | |
| BSCO - INVESCO EXCH TRD SLF IDX FD | Add 2% ($73.5K) | 2.22% | $3.5M | +1.58% | +5.67% | ||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 2% $(52.3K) | 2.15% | $3.4M | +9.47% | +2.45% | +6.72% | |
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 1% $(31.8K) | 2.09% | $3.3M | +11.22% | +3.38% | +7.80% | |
| IBTF - ISHARES TR | Reduce 2% $(71.8K) | 1.99% | $3.1M | +7.60% | +1.45% | +5.27% | |
| SCHV - SCHWAB STRATEGIC TR | Add 1% ($21.8K) | 1.62% | $2.6M | +27.44% | +10.47% | +29.27% | |
| IBTJ - ISHARES TR | 1.52% | $2.4M | +8.32% | +2.25% | +5.02% | ||
| UNP - UNION PAC CORP | 1.43% | $2.2M | +8.77% | +18.37% | +13.31% | ||
| AGG - ISHARES TR | Add 15% ($297.9K) | 1.42% | $2.2M | +7.71% | +3.15% | +6.56% | |
| MLN - VANECK ETF TRUST | Reduce 17% $(407.8K) | 1.27% | $2.0M | +3.85% | +5.64% | +8.54% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 2% $(28.5K) | 1.18% | $1.9M | +16.62% | +6.52% | +17.12% | |
| CVX - CHEVRON CORP NEW | 1.17% | $1.8M | +1.21% | +5.62% | +16.84% | ||
| MOAT - VANECK ETF TRUST | Add 3% ($43.2K) | 1.09% | $1.7M | +20.71% | +14.25% | +29.11% | |
| GOOGL - ALPHABET INC | Reduce 3% $(45.3K) | 1.04% | $1.6M | +26.21% | +8.76% | +31.17% | |
| V - VISA INC | Reduce 2% $(27.8K) | 1.00% | $1.6M | +47.15% | +12.96% | +26.18% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(70.1K) | 0.99% | $1.6M | +43.83% | +13.09% | +32.67% | |
| SUB - ISHARES TR | New Purchase | 0.98% | $1.5M | +4.71% | +1.21% | +3.31% | |
| CORP - PIMCO ETF TR | Add 2% ($31.9K) | 0.97% | $1.5M | +10.16% | +4.46% | +9.21% | |
| BSCR - INVESCO EXCH TRD SLF IDX FD | Reduce 2% $(31.8K) | 0.91% | $1.4M | +10.34% | +2.89% | +7.27% | |
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 2% $(33.5K) | 0.91% | $1.4M | +8.79% | +2.09% | +6.28% | |
| AMZN - AMAZON COM INC | Reduce 6% $(81.0K) | 0.85% | $1.3M | +38.70% | +17.92% | +45.85% | |
| IBTH - ISHARES TR | Add 3% ($43.7K) | 0.83% | $1.3M | +8.02% | +1.76% | +5.07% | |
| AVGO - BROADCOM INC | Reduce 1% $(19.1K) | 0.82% | $1.3M | +143.78% | +31.76% | +79.78% | |
| VCSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.78% | $1.2M | +10.41% | +2.82% | +7.36% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 1% $(8.9K) | 0.78% | $1.2M | +6.96% | +3.35% | +6.28% | |
| XOM - EXXON MOBIL CORP | Add 1% ($10.2K) | 0.77% | $1.2M | +4.65% | -2.42% | +19.53% | |
| AEP - AMERICAN ELEC PWR CO INC | Reduce 1% $(12.7K) | 0.72% | $1.1M | +42.14% | +3.85% | +27.14% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(23.6K) | 0.68% | $1.1M | +84.28% | +20.75% | +68.83% | |
| EOG - EOG RES INC | 0.64% | $1.0M | -4.77% | -8.54% | +13.73% | ||
| PEP - PEPSICO INC | Reduce 2% $(16.1K) | 0.62% | $978.3K | -18.70% | +0.50% | +1.39% | |
| HD - HOME DEPOT INC | Reduce 3% $(30.5K) | 0.60% | $953.4K | +27.92% | +19.86% | +38.34% | |
| IEFA - ISHARES TR | Reduce 3% $(23.5K) | 0.57% | $905.5K | +30.36% | +7.85% | +13.24% | |
| AVDE - AMERICAN CENTY ETF TR | Reduce 3% $(24.3K) | 0.57% | $903.2K | +33.42% | +6.90% | +14.86% | |
| CSCO - CISCO SYS INC | Reduce 2% $(18.8K) | 0.57% | $896.5K | +26.05% | -3.43% | +13.98% | |
| DIVO - AMPLIFY ETF TR | Add 5% ($41.9K) | 0.55% | $865.3K | +25.94% | +7.59% | +24.65% | |
| IWR - ISHARES TR | Add 1% ($5.3K) | 0.54% | $853.7K | +28.97% | +13.34% | +33.44% | |
| TAXF - AMERICAN CENTY ETF TR | Add 6% ($46.7K) | 0.54% | $849.5K | +5.17% | +4.80% | +7.39% | |
| SCHD - SCHWAB STRATEGIC TR | Add 2% ($13.4K) | 0.54% | $848.1K | +17.60% | +10.00% | +28.22% | |
| VNLA - JANUS DETROIT STR TR | Reduce 2% $(19.3K) | 0.53% | $836.5K | +9.93% | +1.80% | +7.06% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 3% ($21.8K) | 0.53% | $830.4K | +34.07% | +10.54% | +33.76% | |
| COWZ - PACER FDS TR | New Purchase | 0.52% | $822.2K | +12.47% | +7.10% | +23.82% | |
| MCD - MCDONALDS CORP | Reduce 1% $(10.0K) | 0.51% | $799.6K | +21.46% | +7.37% | +13.25% | |
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| IGF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NEA - NUVEEN AMT FREE QLTY MUN INC | Reduce 100% | 0.00% | $0.00 | ||||