Filer Name: ALTUS WEALTH GROUP LLC
CIK: 1842572
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 143
Portfolio Value: $0.23B

Altus Wealth Group Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 35,177 $21M 9.16% 8.2% -
MOAT US VANECK MORNINGSTAR WIDE MOAT 133,328 $12M 5.47% -14.3% -
IWF US ISHARES RUSSELL 1000 GROWTH 30,265 $12M 5.38% -3.4% -
COWZ US PACER US CASH COWS 100 ETF 210,890 $12M 5.27% 4.6% -
AAPL US APPLE INC 31,636 $8M 3.50% 0.3% -
VCIT US VANGUARD INT-TERM CORPORATE 86,907 $7M 3.09% 9.6% -
XLK US TECHNOLOGY SELECT SECT SPDR 29,055 $7M 2.99% -4.5% -
MSFT US MICROSOFT CORP 15,244 $6M 2.84% -1.4% -
BLDR US BUILDERS FIRSTSOURCE INC 40,472 $6M 2.56% 7.1% -
SDY US SPDR S&P DIVIDEND ETF 42,672 $6M 2.49% -3.9% -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 53,172 $5M 2.32% 5.6% -
USMV US ISHARES MSCI USA MIN VOL FAC 48,414 $4M 1.90% -7.4% -
SCHM US SCHWAB US MID CAP ETF 131,416 $4M 1.61% 189.0% -
AVGO US BROADCOM INC 15,223 $4M 1.56% 0.2% -
SPMO US INVESCO S&P 500 MOMENTUM ETF 36,449 $3M 1.53% 100.0% -
SCHV US SCHWAB US LARGE-CAP VALUE 131,395 $3M 1.52% 207.9% -
NOW US SERVICENOW INC 2,844 $3M 1.33% 0.6% -
SGOV US ISHARES 0-3 MONTH TREASURY B 29,419 $3M 1.31% 10.7% -
UNP US UNION PACIFIC CORP 12,709 $3M 1.28% -1.0% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 37,784 $3M 1.19% -1.9% -
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