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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2025-02-10 (Q4 2024) | Holdings: 143 | Value: $226.1M | 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 8% ($1.6M) | 9.16% | $20.7M | -2.97% | -2.96% | ||
| MOAT - VANECK ETF TRUST | Reduce 14% $(2.1M) | 5.47% | $12.4M | -2.56% | -0.48% | ||
| IWF - ISHARES TR | Reduce 3% $(434.1K) | 5.38% | $12.2M | -3.93% | -4.61% | ||
| COWZ - PACER FDS TR | Add 5% ($529.0K) | 5.27% | $11.9M | -6.36% | -5.03% | ||
| AAPL - APPLE INC | 3.50% | $7.9M | -11.33% | -7.51% | |||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 10% ($613.8K) | 3.09% | $7.0M | +1.10% | +1.43% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 4% $(318.3K) | 2.99% | $6.8M | -2.23% | -2.90% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(90.2K) | 2.84% | $6.4M | +10.90% | +9.89% | ||
| BLDR - BUILDERS FIRSTSOURCE INC | Add 7% ($384.5K) | 2.56% | $5.8M | -30.17% | -23.98% | ||
| SDY - SPDR SER TR | Reduce 4% $(227.6K) | 2.49% | $5.6M | +1.15% | +1.77% | ||
| XMHQ - INVESCO EXCHANGE TRADED FD T | Add 6% ($276.1K) | 2.32% | $5.2M | -3.35% | -1.59% | ||
| USMV - ISHARES TR | Reduce 7% $(342.1K) | 1.90% | $4.3M | +0.59% | +0.41% | ||
| SCHM - SCHWAB STRATEGIC TR | Add 189% ($2.4M) | 1.61% | $3.6M | -5.87% | -4.19% | ||
| AVGO - BROADCOM INC | 1.56% | $3.5M | -0.88% | -4.40% | |||
| SPMO - INVESCO EXCH TRADED FD TR II | New Purchase | 1.53% | $3.5M | +0.81% | -0.30% | ||
| SCHV - SCHWAB STRATEGIC TR | Add 208% ($2.3M) | 1.52% | $3.4M | -1.51% | -0.77% | ||
| NOW - SERVICENOW INC | Add 1% ($17.0K) | 1.33% | $3.0M | -0.02% | +0.06% | ||
| SGOV - ISHARES TR | Add 11% ($285.3K) | 1.31% | $3.0M | +1.15% | +1.03% | ||
| UNP - UNION PAC CORP | Reduce 1% $(30.1K) | 1.28% | $2.9M | -8.15% | -5.17% | ||
| SPTM - SPDR SER TR | Reduce 2% $(53.0K) | 1.19% | $2.7M | -3.31% | -3.15% | ||
| GOOGL - ALPHABET INC | 1.15% | $2.6M | -8.80% | -14.26% | |||
| NVDA - NVIDIA CORPORATION | Add 3% ($65.8K) | 1.14% | $2.6M | -0.58% | -7.22% | ||
| AMZN - AMAZON COM INC | Reduce 11% $(312.2K) | 1.13% | $2.5M | -13.28% | -10.04% | ||
| V - VISA INC | Add 2% ($48.0K) | 1.00% | $2.3M | +3.04% | +2.17% | ||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 5% $(112.1K) | 0.96% | $2.2M | +2.01% | +1.81% | ||
| APO - APOLLO GLOBAL MGMT INC | 0.95% | $2.1M | -18.06% | -10.37% | |||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 5% $(119.1K) | 0.92% | $2.1M | +1.29% | +1.19% | ||
| SPAB - SPDR SER TR | Add 3% ($65.8K) | 0.90% | $2.0M | +0.45% | +1.14% | ||
| BX - BLACKSTONE INC | 0.88% | $2.0M | -16.86% | -9.90% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 9% $(201.7K) | 0.86% | $1.9M | +7.87% | +9.41% | ||
| PBUS - INVESCO EXCH TRADED FD TR II | New Purchase | 0.85% | $1.9M | -3.18% | -3.24% | ||
| IBTF - ISHARES TR | Reduce 5% $(101.7K) | 0.82% | $1.9M | +1.17% | +1.08% | ||
| JPM - JPMORGAN CHASE & CO. | 0.82% | $1.8M | -2.82% | -3.19% | |||
| QQQM - INVESCO EXCH TRADED FD TR II | Reduce 4% $(80.6K) | 0.76% | $1.7M | -2.31% | -3.30% | ||
| AEP - AMERICAN ELEC PWR CO INC | Reduce 1% $(22.0K) | 0.75% | $1.7M | +3.24% | +1.29% | ||
| DIVO - AMPLIFY ETF TR | Reduce 2% $(27.7K) | 0.72% | $1.6M | -1.69% | -1.57% | ||
| CVX - CHEVRON CORP NEW | Add 1% ($14.3K) | 0.69% | $1.6M | -11.27% | -8.42% | ||
| AVNM - AMERICAN CENTY ETF TR | Add 18% ($215.6K) | 0.64% | $1.4M | +10.04% | +7.77% | ||
| IBTJ - ISHARES TR | Reduce 3% $(50.8K) | 0.62% | $1.4M | +2.14% | +2.17% | ||
| HD - HOME DEPOT INC | 0.61% | $1.4M | -9.86% | -8.46% | |||
| FTGS - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.56% | $1.3M | +0.70% | +1.26% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 1% ($6.6K) | 0.55% | $1.2M | +1.63% | +1.52% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 222% ($832.5K) | 0.53% | $1.2M | -5.12% | -3.59% | ||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 43% $(892.5K) | 0.53% | $1.2M | -6.39% | -4.65% | ||
| RDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.52% | $1.2M | -2.85% | -1.96% | ||
| TY - TRI CONTL CORP | Reduce 1% $(13.9K) | 0.49% | $1.1M | -3.31% | -3.59% | ||
| XOM - EXXON MOBIL CORP | Add 1% ($10.1K) | 0.48% | $1.1M | -5.42% | -1.31% | ||
| FDL - FIRST TR MORNINGSTAR DIVID L | Reduce 1% $(6.8K) | 0.48% | $1.1M | -0.21% | +0.42% | ||
| NFLX - NETFLIX INC | New Purchase | 0.47% | $1.1M | +17.03% | +8.74% | ||
| HON - HONEYWELL INTL INC | New Purchase | 0.45% | $1.0M | +8.53% | +6.75% | ||
| HEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BSCO - INVESCO EXCH TRD SLF IDX FD | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| FPE - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||