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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2024-01-29 (Q4 2023) | Holdings: 141 | Value: $180.5M | 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 | 7.95% | $14.3M | +24.40% | +1.57% | +29.70% | ||
| SDY - SPDR SER TR | Reduce 2% $(207.7K) | 5.21% | $9.4M | +11.49% | +3.06% | +11.75% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 1% ($72.1K) | 5.08% | $9.2M | -38.64% | +3.51% | -2.21% | |
| XLK - SELECT SECTOR SPDR TR | 4.89% | $8.8M | +13.62% | -3.41% | +14.85% | ||
| IVV - ISHARES TR | Add 2% ($183.4K) | 4.34% | $7.8M | +20.82% | +2.67% | +25.03% | |
| USMV - ISHARES TR | Reduce 1% $(40.8K) | 3.60% | $6.5M | +18.44% | +0.81% | +17.26% | |
| AAPL - APPLE INC | Add 1% ($29.8K) | 3.22% | $5.8M | +6.61% | -10.68% | +25.04% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 1% $(51.6K) | 2.99% | $5.4M | +9.00% | +1.67% | +17.84% | |
| MSFT - MICROSOFT CORP | Add 5% ($197.8K) | 2.52% | $4.6M | +11.02% | -5.39% | +1.41% | |
| BSCO - INVESCO EXCH TRD SLF IDX FD | Add 5% ($162.7K) | 2.05% | $3.7M | +1.26% | |||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Add 6% ($212.1K) | 2.05% | $3.7M | +6.63% | -0.07% | +5.16% | |
| BSCS - INVESCO EXCH TRD SLF IDX FD | Add 6% ($220.1K) | 2.04% | $3.7M | +6.78% | -1.24% | +4.73% | |
| IBTF - ISHARES TR | Add 3% ($105.3K) | 1.81% | $3.3M | +5.90% | +0.33% | +4.56% | |
| UNP - UNION PAC CORP | Add 9% ($255.9K) | 1.64% | $3.0M | -5.76% | -2.25% | +4.75% | |
| SCHV - SCHWAB STRATEGIC TR | 1.55% | $2.8M | +15.90% | +3.26% | +18.50% | ||
| IBTJ - ISHARES TR | Add 4% ($100.3K) | 1.43% | $2.6M | +4.68% | -2.49% | +2.53% | |
| AGG - ISHARES TR | 1.30% | $2.4M | +3.18% | -2.60% | +2.67% | ||
| MOAT - VANECK ETF TRUST | Add 6% ($107.1K) | 1.12% | $2.0M | +5.85% | +0.26% | +14.27% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 1% $(16.3K) | 1.07% | $1.9M | +8.91% | +0.71% | +9.79% | |
| GOOGL - ALPHABET INC | Add 1% ($24.6K) | 0.99% | $1.8M | +10.84% | +6.53% | +31.94% | |
| V - VISA INC | 0.99% | $1.8M | +31.92% | -2.00% | +25.89% | ||
| AVGO - BROADCOM INC | Add 1% ($12.3K) | 0.97% | $1.7M | +91.93% | +7.32% | +79.63% | |
| AMZN - AMAZON COM INC | Add 2% ($34.6K) | 0.91% | $1.6M | +25.15% | +8.90% | +46.01% | |
| CORP - PIMCO ETF TR | 0.91% | $1.6M | +4.24% | -2.17% | +3.96% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($31.7K) | 0.90% | $1.6M | +32.30% | +3.52% | +23.25% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(11.0K) | 0.90% | $1.6M | -2.34% | +10.02% | +10.04% | |
| BSCR - INVESCO EXCH TRD SLF IDX FD | Add 6% ($95.5K) | 0.88% | $1.6M | +6.69% | -0.67% | +4.98% | |
| SUB - ISHARES TR | Reduce 1% $(11.1K) | 0.87% | $1.6M | +3.47% | +0.01% | +2.93% | |
| BSCP - INVESCO EXCH TRD SLF IDX FD | Add 6% ($86.6K) | 0.85% | $1.5M | +6.57% | +0.67% | +5.17% | |
| MLN - VANECK ETF TRUST | Reduce 31% $(679.1K) | 0.84% | $1.5M | -1.85% | -0.89% | +2.55% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 14% ($180.8K) | 0.80% | $1.5M | +7.11% | -0.23% | +5.40% | |
| IBTH - ISHARES TR | Add 7% ($99.9K) | 0.80% | $1.4M | +5.36% | -1.40% | +3.61% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 12% ($148.4K) | 0.76% | $1.4M | +39.84% | +11.55% | +30.78% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.74% | $1.3M | +20.70% | +2.65% | +24.92% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($14.1K) | 0.71% | $1.3M | +55.44% | +11.59% | +58.75% | |
| INTC - INTEL CORP | New Purchase | 0.70% | $1.3M | -51.99% | -30.02% | -53.57% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 2% $(27.8K) | 0.70% | $1.3M | +2.02% | -3.68% | +1.95% | |
| COWZ - PACER FDS TR | Add 42% ($360.2K) | 0.68% | $1.2M | +5.78% | +6.14% | +15.74% | |
| HD - HOME DEPOT INC | Add 4% ($38.8K) | 0.63% | $1.1M | +7.85% | -5.16% | +19.79% | |
| AVDE - AMERICAN CENTY ETF TR | Add 4% ($43.8K) | 0.57% | $1.0M | +23.77% | +3.13% | +10.90% | |
| IEFA - ISHARES TR | Add 2% ($19.8K) | 0.56% | $1.0M | +20.34% | +2.25% | +9.37% | |
| PEP - PEPSICO INC | Add 3% ($24.6K) | 0.56% | $1.0M | -19.18% | +5.72% | -6.50% | |
| XOM - EXXON MOBIL CORP | Reduce 3% $(30.0K) | 0.55% | $997.8K | +6.58% | +16.56% | +10.64% | |
| IWR - ISHARES TR | Add 3% ($28.4K) | 0.55% | $986.6K | +15.26% | +2.74% | +21.09% | |
| MCD - MCDONALDS CORP | Add 7% ($60.8K) | 0.53% | $960.6K | +11.58% | -6.01% | +1.79% | |
| EOG - EOG RES INC | Reduce 1% $(6.4K) | 0.53% | $955.9K | +1.11% | +16.36% | +16.74% | |
| AMGN - AMGEN INC | New Purchase | 0.51% | $922.7K | -9.04% | -11.66% | -6.38% | |
| DIVO - AMPLIFY ETF TR | Reduce 1% $(7.4K) | 0.50% | $903.2K | +17.53% | +2.60% | +20.03% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.50% | $899.2K | +7.53% | +0.98% | +18.31% | |
| TAXF - AMERICAN CENTY ETF TR | 0.50% | $898.4K | +0.19% | -0.81% | +2.18% | ||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VNLA - JANUS DETROIT STR TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHD - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| FDL - FIRST TR MORNINGSTAR DIVID L | Reduce 100% | 0.00% | $0.00 | ||||