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Altus Wealth Group LLC

13F
Altus Wealth Group LLC
Last update 2025-04-25 133 Stocks (5 new)
Value $214.00 Mil Turnover 16 %
Countries:
Altus Wealth Group LLC Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

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Altus Wealth Group LLC's Asset Allocation

To

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 %

Altus Wealth Group LLC's Holdings Heat Map

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