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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2024-10-22 (Q3 2024) | Holdings: 144 | Value: $233.9M | 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 19% ($2.9M) | 8.02% | $18.8M | +0.95% | +5.28% | ||
| MOAT - VANECK ETF TRUST | Add 22% ($2.7M) | 6.45% | $15.1M | -6.47% | +0.87% | ||
| IWF - ISHARES TR | Reduce 11% $(1.4M) | 5.03% | $11.8M | +2.96% | +9.05% | ||
| COWZ - PACER FDS TR | Add 22% ($2.1M) | 4.98% | $11.7M | -5.98% | +2.68% | ||
| TLT - ISHARES TR | New Purchase | 3.31% | $7.8M | -6.29% | -4.44% | ||
| AAPL - APPLE INC | Add 3% ($187.6K) | 3.14% | $7.4M | -13.36% | -4.35% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | 3.13% | $7.3M | -39.75% | -6.53% | |||
| XLK - SELECT SECTOR SPDR TR | Reduce 10% $(786.3K) | 2.94% | $6.9M | -0.36% | +4.91% | ||
| MSFT - MICROSOFT CORP | Add 31% ($1.6M) | 2.84% | $6.7M | +5.65% | +3.89% | ||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 17% ($947.9K) | 2.84% | $6.6M | +1.10% | -0.69% | ||
| SDY - SPDR SER TR | Reduce 13% $(922.7K) | 2.70% | $6.3M | -3.61% | -4.32% | ||
| XMHQ - INVESCO EXCHANGE TRADED FD T | Add 23% ($981.5K) | 2.21% | $5.2M | -4.31% | +2.63% | ||
| USMV - ISHARES TR | Reduce 13% $(683.6K) | 2.04% | $4.8M | +2.07% | -0.52% | ||
| SCHM - SCHWAB STRATEGIC TR | Reduce 12% $(512.7K) | 1.62% | $3.8M | -2.42% | +5.47% | ||
| HEFA - ISHARES TR | Add 120% ($1.9M) | 1.50% | $3.5M | +8.57% | +4.69% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 2% ($64.4K) | 1.47% | $3.4M | -0.25% | +1.81% | ||
| UNP - UNION PAC CORP | Add 5% ($147.6K) | 1.35% | $3.2M | -6.28% | +3.39% | ||
| SPTM - SPDR SER TR | Reduce 4% $(105.4K) | 1.15% | $2.7M | +0.46% | +5.27% | ||
| SGOV - ISHARES TR | New Purchase | 1.14% | $2.7M | +2.52% | +1.14% | ||
| AVGO - BROADCOM INC | Add 985% ($2.4M) | 1.12% | $2.6M | +30.10% | +35.67% | ||
| NOW - SERVICENOW INC | Reduce 9% $(264.7K) | 1.08% | $2.5M | +10.73% | +23.76% | ||
| AMZN - AMAZON COM INC | Add 2% ($50.7K) | 1.04% | $2.4M | +6.50% | +24.66% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 15% $(395.2K) | 0.99% | $2.3M | +2.72% | +0.35% | ||
| GOOGL - ALPHABET INC | Add 2% ($42.1K) | 0.97% | $2.3M | +2.54% | +20.30% | ||
| NVDA - NVIDIA CORPORATION | Add 5% ($100.9K) | 0.97% | $2.3M | -7.19% | +3.66% | ||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 18% $(481.0K) | 0.95% | $2.2M | +2.68% | +1.06% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($58.9K) | 0.93% | $2.2M | +10.19% | -0.07% | ||
| BSCO - INVESCO EXCH TRD SLF IDX FD | Reduce 18% $(479.5K) | 0.91% | $2.1M | ||||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(48.6K) | 0.91% | $2.1M | -4.70% | +5.05% | ||
| SPAB - SPDR SER TR | Add 9% ($175.4K) | 0.88% | $2.1M | +0.38% | -0.90% | ||
| IBTF - ISHARES TR | Reduce 16% $(368.5K) | 0.84% | $2.0M | +2.46% | +1.12% | ||
| V - VISA INC | Add 3% ($59.9K) | 0.83% | $1.9M | +25.92% | +14.96% | ||
| AEP - AMERICAN ELEC PWR CO INC | Add 5% ($85.7K) | 0.82% | $1.9M | +5.84% | -1.58% | ||
| BX - BLACKSTONE INC | Add 24% ($336.9K) | 0.75% | $1.8M | -16.64% | +10.75% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 2% ($27.1K) | 0.73% | $1.7M | +4.29% | +8.12% | ||
| DIVO - AMPLIFY ETF TR | Add 2% ($26.0K) | 0.72% | $1.7M | +2.05% | +3.07% | ||
| JPM - JPMORGAN CHASE & CO. | Add 10% ($140.9K) | 0.69% | $1.6M | +18.04% | +19.52% | ||
| APO - APOLLO GLOBAL MGMT INC | Add 25% ($319.4K) | 0.69% | $1.6M | -8.20% | +18.49% | ||
| CVX - CHEVRON CORP NEW | 0.67% | $1.6M | -6.79% | +4.82% | |||
| IBTJ - ISHARES TR | Reduce 17% $(309.8K) | 0.65% | $1.5M | +2.17% | -0.46% | ||
| HD - HOME DEPOT INC | Add 12% ($151.1K) | 0.62% | $1.4M | -6.34% | +4.00% | ||
| AVNM - AMERICAN CENTY ETF TR | Reduce 1% $(17.0K) | 0.57% | $1.3M | +10.80% | -1.10% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 8% ($90.1K) | 0.54% | $1.3M | +2.58% | +0.59% | ||
| XOM - EXXON MOBIL CORP | 0.50% | $1.2M | -11.30% | -7.43% | |||
| TY - TRI CONTL CORP | Reduce 2% $(25.8K) | 0.50% | $1.2M | +0.78% | +5.51% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 4% ($47.7K) | 0.50% | $1.2M | -6.30% | +0.29% | ||
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 1% ($7.3K) | 0.48% | $1.1M | +0.40% | -1.15% | ||
| PEP - PEPSICO INC | Add 9% ($91.0K) | 0.48% | $1.1M | -23.77% | -13.71% | ||
| MCD - MCDONALDS CORP | New Purchase | 0.45% | $1.0M | +9.36% | -2.26% | ||
| FPE - FIRST TR EXCH TRADED FD III | Reduce 8% $(85.1K) | 0.43% | $1.0M | -0.87% | -0.23% | ||
| IBTH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| XLV - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| EOG - EOG RES INC | Reduce 100% | 0.00% | $0.00 | ||||