AW
| |
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
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 | +19.71% | +7.98% | 636,576.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 322,701 | 17,671.1 | +53.02% | 8.280 | +2.87% | 0.080 | +12.57% | +0.51% | 20,635.9 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 185,025 | 16,282.2 | +38.77% | 7.620 | +2.13% | 0.120 | +19.05% | +4.93% | 12,891.8 | ||
SPMO | Invesco S&P 500 Momentum ETF | 127,133 | 11,763.7 | +248.80% | 5.510 | +3.93% | 0.220 | +27.94% | +19.25% | 10,375.2 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 89,248 | 8,168.9 | +67.85% | 3.830 | +1.55% | 0.160 | +15.01% | +3.01% | 4,994.4 | ||
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 | +2.88% | +2.95% | 53,435.3 | ||
AAPL | Apple Inc | 30,515 | 6,778.3 | -3.54% | 3.170 | -0.12% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
IWF | iShares Russell 1000 Growth ETF | 17,698 | 6,390.4 | -41.52% | 2.990 | -2.23% | 0.010 | +26.76% | +7.73% | 112,963.2 | ||
MSFT | Microsoft Corp | 15,283 | 5,737.0 | +0.26% | 2.690 | +0.01% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BLDR | Builders FirstSource Inc | 45,021 | 5,624.9 | +11.24% | 2.630 | +0.27% | 0.040 | +12.69% | -8.47% | 14,458.7 | 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 | $112.86 | 15.33% | 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 | $631.74 | 6.98% | 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 | $56.77 | -0.26% | 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 | $258.81 | 14.14% | 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 | $432.64 | 9.63% | 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 | $97.30 | 5.74% | Add 38.77% | 185,025 | 51,697 | |
SDY | SPDR Dividend ETF | 2025-03-31 | Reduce Reduce | -1.94% | 128.74 ($134.5) 138.67 | $140.30 | 4.31% | 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 | $93.80 | 1.92% | 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 | $101.43 | 4.07% | 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 | $28.90 | 3.77% | Reduce -88.66% | 14,898 | -116,518 |
Altus Wealth Group LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Altus Wealth Group LLC's Holdings Bubble Chart
Altus Wealth Group LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers