AW

Altus Wealth Management, LLC

13F
Altus Wealth Management, LLC
Last update 2025-07-17 30 Stocks (1 new)
Value $209.00 Mil Turnover 21 %
Countries:
Top Holdings: VTI(21.72%)QQQ(17.34%)EQWL(15.55%)DGRO(13.09%)IJH(10.31%)
Summary Stock Picks Current Portfolio
Altus Wealth Management, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
149,301
45,377.2
-1.27%
21.720
-0.25%
0.010
+19.82%
+7.35%
476,615.2
 
QQQ
INVESCO QQQ Trust
65,689
36,236.6
-3.75%
17.340
-0.56%
0.010
+26.52%
+10.07%
357,775.2
 
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
295,389
32,483.9
New Holding
15.550
+15.55%
2.140
+15.41%
+9.29%
1,527.2
 
DGRO
iShares Core Dividend Growth ETF
427,854
27,357.0
+0.85%
13.090
+0.11%
0.090
+11.81%
+6.66%
32,435.0
 
IJH
iShares Core S&P Mid-Cap ETF
347,210
21,534.0
-0.60%
10.310
-0.06%
0.020
+16.06%
+2.45%
97,230.9
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
450,022
19,450.0
+159.49%
9.310
+5.72%
0.160
+8.60%
+16.32%
11,817.6
 
IGV
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
88,440
9,684.2
-1.87%
4.640
-0.07%
0.080
+28.26%
+10.93%
12,094.9
 
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
86,448
2,202.7
+6.27%
1.050
+0.06%
0.050
+4.52%
+4.25%
4,723.2
 
IGEB
iShares Investment Grade Systematic Bond ETF
iShares Investment Grade Systematic Bond ETF
43,389
1,971.6
-1.16%
0.940
-0.01%
0.160
+2.92%
+4.06%
1,258.8
 
JPIE
JPMorgan Income ETF
40,201
1,862.1
+1.05%
0.890
+0.01%
0.040
+2.25%
+3.91%
4,195.1
 

Altus Wealth Management, LLC's Historical Top Holdings Breakdowns

Altus Wealth Management, 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
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
2025-06-30
New Buy
New Buy
+15.55%
●
91.62 ($103.12) 109.97
$110.75
7.40%
New holding
295,389
295,389
OEF
iShares S&P 100 ETF
2025-06-30
Reduce
Reduce
-14.39%
●
240.38 ($278.51) 304.35
$309.56
11.15%
Reduce -98.43%
1,810
-113,489
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-06-30
Add
Add
+5.72%
●
35.9 ($41.46) 43.76
$42.57
2.68%
Add 159.49%
450,022
276,598
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
iShares U.S. Oil & Gas Exploration & Production ETF
2025-06-30
Sold Out
Sold Out
-5.03%
●
74.87 ($85.89) 95.92
$90.52
5.39%
Sold Out
0
-113,581
PG
Procter & Gamble Co
2025-06-30
Reduce
Reduce
-4.15%
●
157.66 ($163.33) 172.39
$155.10
-5.04%
Reduce -89.25%
6,262
-51,992
TPL
Texas Pacific Land Corp
2025-06-30
Sold Out
Sold Out
-2.06%
●
1036.28 ($1228.21) 1430.55
$997.11
-18.82%
Sold Out
0
-3,322
QQQ
INVESCO QQQ Trust
2025-06-30
Reduce
Reduce
-0.56%
●
416.06 ($496.89) 551.64
$561.26
12.95%
Reduce -3.75%
65,689
-2,559
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.55%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Reduce -62.41%
3,165
-5,255
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.41%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Reduce -77.56%
2,355
-8,140
JPM
JPMorgan Chase & Co
2025-06-30
Sold Out
Sold Out
-0.39%
●
210.28 ($255.03) 289.91
$291.27
14.21%
Sold Out
0
-3,373

Altus Wealth Management, LLC Total Holding History ($B)

To

Altus Wealth Management, LLC's Asset Allocation

To

Altus Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Altus Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Altus Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Altus Wealth Management, LLC's Holdings Heat Map

Size field:

Altus Wealth Management, LLC's Holdings Bubble Chart

Altus Wealth Management, LLC News

  • 1

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