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Altus Wealth Group LLC 13F Holdings
Holdings from the most recent 13F from Altus Wealth Group LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 133 | Value: $213.5M | 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 |
| IVV - ISHARES TR | Add 33% ($6.5M) | 12.31% | $26.3M | +5.71% | |||
| COWZ - PACER FDS TR | Add 53% ($6.1M) | 8.28% | $17.7M | +3.99% | |||
| MOAT - VANECK ETF TRUST | Add 39% ($4.5M) | 7.62% | $16.3M | ||||
| SPMO - INVESCO EXCH TRADED FD TR II | Add 249% ($8.4M) | 5.51% | $11.8M | +9.27% | |||
| XMHQ - INVESCO EXCHANGE TRADED FD T | Add 68% ($3.3M) | 3.83% | $8.2M | +5.60% | |||
| VCIT - VANGUARD SCOTTSDALE FDS | 3.34% | $7.1M | -0.81% | ||||
| AAPL - APPLE INC | Reduce 4% $(249.0K) | 3.17% | $6.8M | -3.64% | |||
| IWF - ISHARES TR | Reduce 42% $(4.5M) | 2.99% | $6.4M | +7.67% | |||
| MSFT - MICROSOFT CORP | 2.69% | $5.7M | +15.68% | ||||
| BLDR - BUILDERS FIRSTSOURCE INC | Add 11% ($568.4K) | 2.63% | $5.6M | -10.72% | |||
| SCHV - SCHWAB STRATEGIC TR | Add 3% ($111.0K) | 1.69% | $3.6M | +3.75% | |||
| UNP - UNION PAC CORP | 1.40% | $3.0M | +4.96% | ||||
| AVGO - BROADCOM INC | Add 4% ($100.3K) | 1.24% | $2.6M | ||||
| V - VISA INC | Add 1% ($23.5K) | 1.19% | $2.5M | ||||
| SPTM - SPDR SER TR | Reduce 4% $(91.9K) | 1.16% | $2.5M | ||||
| APO - APOLLO GLOBAL MGMT INC | Add 39% ($686.5K) | 1.15% | $2.5M | ||||
| NVDA - NVIDIA CORPORATION | Add 10% ($213.5K) | 1.07% | $2.3M | +20.16% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.07% | $2.3M | -4.98% | ||||
| BX - BLACKSTONE INC | Add 40% ($639.6K) | 1.05% | $2.2M | ||||
| GOOGL - ALPHABET INC | Add 5% ($103.6K) | 1.04% | $2.2M | ||||
| AMZN - AMAZON COM INC | Reduce 1% $(20.7K) | 1.03% | $2.2M | +5.79% | |||
| AEP - AMERICAN ELEC PWR CO INC | 0.94% | $2.0M | -2.74% | ||||
| SPAB - SPDR SER TR | Reduce 4% $(88.3K) | 0.93% | $2.0M | -1.41% | |||
| NOW - SERVICENOW INC | Reduce 14% $(313.7K) | 0.91% | $2.0M | ||||
| PBUS - INVESCO EXCH TRADED FD TR II | Add 6% ($107.3K) | 0.91% | $1.9M | +5.80% | |||
| CVX - CHEVRON CORP NEW | 0.84% | $1.8M | |||||
| JPM - JPMORGAN CHASE & CO. | Reduce 12% $(222.0K) | 0.78% | $1.7M | ||||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 5% ($79.7K) | 0.78% | $1.7M | ||||
| AVNM - AMERICAN CENTY ETF TR | Add 5% ($81.0K) | 0.76% | $1.6M | +6.37% | |||
| DIVO - AMPLIFY ETF TR | Reduce 3% $(48.2K) | 0.75% | $1.6M | +4.02% | |||
| SCHD - SCHWAB STRATEGIC TR | Add 11% ($136.2K) | 0.64% | $1.4M | +1.25% | |||
| HD - HOME DEPOT INC | Add 1% ($7.0K) | 0.61% | $1.3M | +3.59% | |||
| XLK - SELECT SECTOR SPDR TR | Reduce 78% $(4.7M) | 0.60% | $1.3M | +10.12% | |||
| SDY - SPDR SER TR | Reduce 78% $(4.5M) | 0.60% | $1.3M | ||||
| FTGS - FIRST TR EXCHANGE-TRADED FD | Add 7% ($87.7K) | 0.60% | $1.3M | +8.43% | |||
| RDVY - FIRST TR EXCHANGE TRADED FD | Add 7% ($80.9K) | 0.58% | $1.2M | +5.80% | |||
| XOM - EXXON MOBIL CORP | 0.57% | $1.2M | -3.80% | ||||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Add 6% ($64.8K) | 0.55% | $1.2M | +5.48% | |||
| FDL - FIRST TR MORNINGSTAR DIVID L | 0.54% | $1.2M | +1.75% | ||||
| NFLX - NETFLIX INC | Add 2% ($20.5K) | 0.53% | $1.1M | +8.60% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 11% $(138.5K) | 0.52% | $1.1M | -0.01% | |||
| PEP - PEPSICO INC | New Purchase | 0.49% | $1.0M | -2.80% | |||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.47% | $1.0M | +5.81% | |||
| TY - TRI CONTL CORP | Reduce 6% $(65.2K) | 0.47% | $1.0M | +4.94% | |||
| EOG - EOG RES INC | New Purchase | 0.46% | $981.8K | -1.33% | |||
| HON - HONEYWELL INTL INC | Reduce 1% $(11.2K) | 0.44% | $933.2K | ||||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.42% | $903.2K | +4.92% | |||
| CMCSA - COMCAST CORP NEW | New Purchase | 0.42% | $900.2K | +3.54% | |||
| ATO - ATMOS ENERGY CORP | New Purchase | 0.41% | $876.7K | -0.31% | |||
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.41% | $871.5K | ||||
| BSCS - INVESCO EXCH TRD SLF IDX FD | Reduce 100% | 0.00% | $0.00 | ||||
| IBTJ - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SGOV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BSCQ - INVESCO EXCH TRD SLF IDX FD | Reduce 100% | 0.00% | $0.00 | ||||
| SCHM - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| IBTF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| USMV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||