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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2024-05-02 (Q1 2024) | Holdings: 139 | Value: $199.5M | 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 | Reduce 7% $(1.1M) | 7.44% | $14.8M | +19.28% | +0.28% | +13.58% | |
| IVV - ISHARES TR | Add 11% ($970.5K) | 4.81% | $9.6M | +15.55% | +1.56% | +11.70% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 6% $(575.7K) | 4.50% | $9.0M | +14.07% | -2.05% | +7.20% | |
| SDY - SPDR SER TR | Reduce 11% $(1.1M) | 4.39% | $8.8M | +6.96% | +2.79% | +4.94% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 33% $(3.8M) | 3.83% | $7.6M | -44.94% | -23.97% | -43.17% | |
| MOAT - VANECK ETF TRUST | Add 201% ($4.3M) | 3.24% | $6.5M | +4.34% | +0.93% | +1.66% | |
| USMV - ISHARES TR | Reduce 8% $(527.5K) | 3.23% | $6.4M | +16.53% | +5.11% | +16.21% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 8% $(484.3K) | 2.68% | $5.3M | +4.55% | -3.38% | +1.48% | |
| COWZ - PACER FDS TR | Add 286% ($3.9M) | 2.65% | $5.3M | -0.68% | -1.68% | -3.27% | |
| AAPL - APPLE INC | Add 1% ($45.6K) | 2.62% | $5.2M | +8.93% | +12.27% | +7.06% | |
| MSFT - MICROSOFT CORP | 2.55% | $5.1M | +13.57% | -1.60% | +9.25% | ||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 6% $(210.5K) | 1.74% | $3.5M | +6.01% | +2.27% | +5.85% | |
| BSCO - INVESCO EXCH TRD SLF IDX FD | Reduce 7% $(264.1K) | 1.73% | $3.5M | +1.35% | |||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 5% $(186.5K) | 1.73% | $3.5M | +6.93% | +3.40% | +6.88% | |
| IBTF - ISHARES TR | Reduce 7% $(216.9K) | 1.52% | $3.0M | +5.22% | +1.72% | +5.01% | |
| SCHV - SCHWAB STRATEGIC TR | 1.52% | $3.0M | +11.04% | +0.63% | +8.91% | ||
| UNP - UNION PAC CORP | Add 2% ($44.8K) | 1.51% | $3.0M | -5.62% | -2.50% | -8.62% | |
| VCIT - VANGUARD SCOTTSDALE FDS | New Purchase | 1.47% | $2.9M | +6.22% | +4.76% | +6.74% | |
| SPTM - SPDR SER TR | New Purchase | 1.30% | $2.6M | +14.33% | +1.26% | +10.66% | |
| IBTJ - ISHARES TR | Reduce 7% $(172.6K) | 1.19% | $2.4M | +6.01% | +4.77% | +6.60% | |
| XMHQ - INVESCO EXCHANGE TRADED FD T | New Purchase | 1.18% | $2.3M | -3.05% | -5.64% | -5.16% | |
| AMZN - AMAZON COM INC | Add 20% ($387.5K) | 1.17% | $2.3M | +7.56% | -13.89% | -0.34% | |
| NOW - SERVICENOW INC | New Purchase | 1.16% | $2.3M | +42.93% | +10.04% | +37.76% | |
| SDVY - FIRST TR EXCHANGE-TRADED FD | Add 121% ($1.2M) | 1.06% | $2.1M | +3.00% | -1.56% | +0.23% | |
| AVGO - BROADCOM INC | Reduce 1% $(29.2K) | 1.02% | $2.0M | +84.70% | +13.21% | +61.38% | |
| GOOGL - ALPHABET INC | Add 3% ($65.2K) | 1.00% | $2.0M | +1.08% | -4.85% | -1.53% | |
| XLV - SELECT SECTOR SPDR TR | New Purchase | 0.98% | $2.0M | -5.24% | +4.48% | -0.51% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($14.3K) | 0.97% | $1.9M | +25.35% | +2.28% | +26.61% | |
| V - VISA INC | Reduce 1% $(17.9K) | 0.95% | $1.9M | +34.41% | -4.49% | +30.57% | |
| SPAB - SPDR SER TR | New Purchase | 0.87% | $1.7M | +4.42% | +5.11% | +5.50% | |
| SPY - SPDR S&P 500 ETF TR | Add 15% ($219.2K) | 0.85% | $1.7M | +15.48% | +1.54% | +11.64% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(31.5K) | 0.84% | $1.7M | -10.90% | -9.05% | -12.01% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.78% | $1.6M | +50.18% | +14.43% | +29.69% | |
| AEP - AMERICAN ELEC PWR CO INC | Add 2% ($35.8K) | 0.75% | $1.5M | +21.18% | +11.26% | +25.37% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(11.2K) | 0.75% | $1.5M | +39.11% | +2.07% | +34.59% | |
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 0.74% | $1.5M | +18.87% | +0.49% | +12.63% | |
| BSCR - INVESCO EXCH TRD SLF IDX FD | Reduce 8% $(127.2K) | 0.73% | $1.4M | +6.46% | +2.89% | +6.35% | |
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 9% $(133.3K) | 0.70% | $1.4M | +5.55% | +1.57% | +5.33% | |
| DIVO - AMPLIFY ETF TR | Add 44% ($427.2K) | 0.70% | $1.4M | +13.05% | +0.79% | +11.34% | |
| IBTH - ISHARES TR | Reduce 5% $(77.3K) | 0.68% | $1.4M | +5.89% | +3.41% | +6.10% | |
| AVNM - AMERICAN CENTY ETF TR | New Purchase | 0.64% | $1.3M | +14.99% | -4.02% | +11.72% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 36% $(726.2K) | 0.63% | $1.3M | +6.82% | +2.15% | +6.27% | |
| BX - BLACKSTONE INC | New Purchase | 0.63% | $1.3M | +16.19% | +7.21% | +15.03% | |
| HD - HOME DEPOT INC | Reduce 5% $(60.2K) | 0.60% | $1.2M | +11.36% | +3.27% | +8.63% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(7.1K) | 0.58% | $1.2M | -6.77% | -0.26% | -7.97% | |
| INTC - INTEL CORP | Add 3% ($28.0K) | 0.57% | $1.1M | -32.52% | -34.82% | -33.89% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 23% $(338.2K) | 0.56% | $1.1M | +6.52% | +2.92% | +6.56% | |
| APO - APOLLO GLOBAL MGMT INC | New Purchase | 0.55% | $1.1M | +17.68% | -11.89% | +20.22% | |
| PEP - PEPSICO INC | Add 3% ($27.8K) | 0.53% | $1.1M | -23.50% | -0.22% | -22.42% | |
| TY - TRI CONTL CORP | New Purchase | 0.51% | $1.0M | +15.82% | +2.28% | +12.39% | |
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CORP - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVDE - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| MLN - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| EOG - EOG RES INC | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TAXF - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| IWR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||