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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2024-08-05 (Q2 2024) | Holdings: 133 | Value: $199.7M | 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 |
| IVV - ISHARES TR | Add 50% ($5.0M) | 7.52% | $15.0M | +13.35% | +14.19% | ||
| IWF - ISHARES TR | Reduce 20% $(3.2M) | 6.42% | $12.8M | +18.13% | +17.01% | ||
| MOAT - VANECK ETF TRUST | Add 77% ($4.8M) | 5.53% | $11.0M | +2.80% | +9.85% | ||
| COWZ - PACER FDS TR | Add 82% ($4.1M) | 4.52% | $9.0M | +0.73% | +11.10% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 21% $(2.1M) | 3.84% | $7.7M | +14.99% | +16.63% | ||
| AAPL - APPLE INC | Add 1% ($61.3K) | 3.24% | $6.5M | -1.10% | +8.61% | ||
| SDY - SPDR SER TR | Reduce 24% $(2.0M) | 3.24% | $6.5M | +3.74% | +7.55% | ||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 87% ($2.5M) | 2.72% | $5.4M | +1.40% | -0.53% | ||
| MSFT - MICROSOFT CORP | Reduce 3% $(148.8K) | 2.64% | $5.3M | +14.01% | +5.23% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | Add 3% ($160.8K) | 2.62% | $5.2M | -21.99% | +27.24% | ||
| USMV - ISHARES TR | Reduce 22% $(1.5M) | 2.51% | $5.0M | +10.24% | +8.70% | ||
| SCHM - SCHWAB STRATEGIC TR | Reduce 21% $(1.1M) | 2.01% | $4.0M | +7.91% | +15.68% | ||
| XMHQ - INVESCO EXCHANGE TRADED FD T | Add 91% ($1.9M) | 1.98% | $4.0M | +2.20% | +10.81% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 5% ($143.8K) | 1.55% | $3.1M | +10.02% | +12.17% | ||
| UNP - UNION PAC CORP | 1.39% | $2.8M | -3.41% | +6.13% | |||
| SPTM - SPDR SER TR | Reduce 1% $(27.0K) | 1.33% | $2.7M | +12.33% | +14.14% | ||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 24% $(815.4K) | 1.32% | $2.6M | +3.66% | +1.06% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 23% $(794.8K) | 1.32% | $2.6M | +3.38% | +0.30% | ||
| BSCO - INVESCO EXCH TRD SLF IDX FD | Reduce 25% $(866.3K) | 1.30% | $2.6M | +1.37% | |||
| AMZN - AMAZON COM INC | Reduce 2% $(38.7K) | 1.24% | $2.5M | +24.37% | +28.06% | ||
| NOW - SERVICENOW INC | Add 3% ($71.6K) | 1.23% | $2.5M | +28.94% | +26.36% | ||
| GOOGL - ALPHABET INC | Add 2% ($55.9K) | 1.23% | $2.5M | +6.18% | +10.93% | ||
| IBTF - ISHARES TR | Reduce 24% $(724.5K) | 1.16% | $2.3M | +3.48% | +1.13% | ||
| AVGO - BROADCOM INC | Reduce 9% $(224.8K) | 1.13% | $2.2M | +63.55% | +27.10% | ||
| NVDA - NVIDIA CORPORATION | Add 935% ($2.0M) | 1.10% | $2.2M | +26.96% | +40.24% | ||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(31.6K) | 1.00% | $2.0M | +4.50% | +17.81% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.93% | $1.9M | +21.76% | +12.61% | |||
| SPAB - SPDR SER TR | Add 5% ($82.4K) | 0.90% | $1.8M | -0.47% | -1.62% | ||
| V - VISA INC | Add 1% ($12.9K) | 0.90% | $1.8M | +40.70% | +20.08% | ||
| IBTJ - ISHARES TR | Reduce 25% $(596.8K) | 0.88% | $1.8M | +1.28% | -1.64% | ||
| CVX - CHEVRON CORP NEW | 0.83% | $1.7M | -1.92% | +10.38% | |||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 4% ($63.5K) | 0.83% | $1.7M | +17.92% | +15.81% | ||
| XLV - SELECT SECTOR SPDR TR | Reduce 15% $(297.5K) | 0.81% | $1.6M | -9.66% | +0.80% | ||
| HEFA - ISHARES TR | New Purchase | 0.80% | $1.6M | +18.05% | +9.20% | ||
| AEP - AMERICAN ELEC PWR CO INC | Add 3% ($41.8K) | 0.78% | $1.6M | +9.79% | -0.16% | ||
| DIVO - AMPLIFY ETF TR | Add 13% ($184.0K) | 0.78% | $1.6M | +12.01% | +11.16% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 6% $(89.4K) | 0.71% | $1.4M | +35.94% | +27.21% | ||
| AVNM - AMERICAN CENTY ETF TR | 0.63% | $1.3M | +19.60% | +7.48% | |||
| APO - APOLLO GLOBAL MGMT INC | Add 6% ($72.4K) | 0.62% | $1.2M | +30.17% | +61.53% | ||
| XOM - EXXON MOBIL CORP | Add 1% ($16.6K) | 0.58% | $1.2M | -6.27% | +6.57% | ||
| BX - BLACKSTONE INC | Reduce 3% $(37.3K) | 0.57% | $1.1M | +8.06% | +36.49% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($23.0K) | 0.57% | $1.1M | +3.58% | +0.76% | ||
| TY - TRI CONTL CORP | Add 9% ($87.5K) | 0.56% | $1.1M | +13.21% | +14.06% | ||
| HD - HOME DEPOT INC | Add 3% ($29.6K) | 0.55% | $1.1M | +8.23% | +12.04% | ||
| FPE - FIRST TR EXCH TRADED FD III | Reduce 17% $(221.0K) | 0.53% | $1.0M | +4.21% | +4.59% | ||
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.51% | $1.0M | +1.22% | +10.97% | ||
| FDL - FIRST TR MORNINGSTAR DIVID L | New Purchase | 0.51% | $1.0M | +8.99% | +10.62% | ||
| IBTH - ISHARES TR | Reduce 26% $(346.0K) | 0.50% | $999.0K | +2.49% | -0.22% | ||
| PEP - PEPSICO INC | 0.50% | $998.2K | -23.00% | -4.22% | |||
| EOG - EOG RES INC | New Purchase | 0.49% | $985.6K | -6.90% | +4.61% | ||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| BSCP - INVESCO EXCH TRD SLF IDX FD | Reduce 100% | 0.00% | $0.00 | ||||
| BSCR - INVESCO EXCH TRD SLF IDX FD | Reduce 100% | 0.00% | $0.00 | ||||