AW
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Altus Wealth Group LLC13F | |
Altus Wealth Group LLC | |
Last update 2025-04-25 | 133 Stocks (5 new) |
Value $214.00 Mil | Turnover 16 % |
Altus Wealth Group LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 46,769 | 26,279.5 | +32.95% | 12.310 | +3.05% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
COWZ | Pacer US Cash Cows 100 ETF | 322,701 | 17,671.1 | +53.02% | 8.280 | +2.87% | 0.080 | +10.66% | +1.72% | 20,734.0 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 185,025 | 16,282.2 | +38.77% | 7.620 | +2.13% | 0.120 | +16.41% | +6.73% | 13,113.1 | ||
SPMO | Invesco S&P 500 Momentum ETF | 127,133 | 11,763.7 | +248.80% | 5.510 | +3.93% | 0.220 | +23.42% | +20.81% | 10,511.3 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 89,248 | 8,168.9 | +67.85% | 3.830 | +1.55% | 0.160 | +11.76% | +4.49% | 5,049.1 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 87,180 | 7,127.8 | +0.31% | 3.340 | +0.01% | 0.010 | +2.79% | +5.09% | 53,299.6 | ||
AAPL | Apple Inc | 30,515 | 6,778.3 | -3.54% | 3.170 | -0.12% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
IWF | iShares Russell 1000 Growth ETF | 17,698 | 6,390.4 | -41.52% | 2.990 | -2.23% | 0.010 | +21.96% | +9.25% | 114,323.5 | ||
MSFT | Microsoft Corp | 15,283 | 5,737.0 | +0.26% | 2.690 | +0.01% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
BLDR | Builders FirstSource Inc | 45,021 | 5,624.9 | +11.24% | 2.630 | +0.27% | 0.040 | +9.83% | -7.09% | 14,675.3 | Construction |
Altus Wealth Group LLC's Historical Top Holdings Breakdowns
Altus Wealth Group LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Add Add | +3.93% | 91.76 ($97.86) 103.26 | $114.34 | 16.84% | Add 248.8% | 127,133 | 90,684 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +3.05% | 554.06 ($590.51) 615.85 | $637.58 | 7.97% | Add 32.95% | 46,769 | 11,592 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +2.87% | 53.6 ($56.92) 58.97 | $57.04 | 0.21% | Add 53.02% | 322,701 | 111,811 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -2.35% | 206.38 ($226.74) 242.18 | $261.39 | 15.28% | Reduce -78.47% | 6,256 | -22,799 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -2.23% | 360.07 ($394.62) 417.26 | $437.85 | 10.95% | Reduce -41.52% | 17,698 | -12,567 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Add Add | +2.13% | 87.69 ($92.02) 96.49 | $98.97 | 7.55% | Add 38.77% | 185,025 | 51,697 | |
SDY | SPDR Dividend ETF | 2025-03-31 | Reduce Reduce | -1.94% | 128.74 ($134.5) 138.67 | $139.63 | 3.81% | Reduce -77.75% | 9,496 | -33,176 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -1.62% | 87.68 ($92.03) 94.57 | $94.00 | 2.14% | Reduce -85.39% | 7,072 | -41,342 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Add Add | +1.55% | 89.18 ($97.46) 104.04 | $102.54 | 5.21% | Add 67.85% | 89,248 | 36,076 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -1.43% | 25.58 ($27.85) 29.24 | $28.92 | 3.84% | Reduce -88.66% | 14,898 | -116,518 |
Altus Wealth Group LLC Total Holding History ($B)
Altus Wealth Group LLC's Asset Allocation
Altus Wealth Group LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Altus Wealth Group LLC's Hypothetical Growth since 2025-03-31
Altus Wealth Group LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Altus Wealth Group LLC's Holdings Heat Map
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Altus Wealth Group LLC's Holdings Bubble Chart
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