AW

Altus Wealth Management, LLC

13F
Altus Wealth Management, LLC
Last update 2025-04-24 41 Stocks (0 new)
Value $214.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(19.46%)QQQ(14.98%)OEF(14.62%)DGRO(12.27%)IJH(9.54%)
Summary Stock Picks Current Portfolio
Altus Wealth Management, 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
VTI 		Vanguard Total Stock Market ETF
151,227
41,563.2
-0.63%
19.460
-0.12%
0.010
-0.94%
+0.14%
448,715.6
 
QQQ 		INVESCO QQQ Trust
68,248
32,002.9
-1.56%
14.980
-0.25%
0.010
+2.27%
+1.65%
330,182.4
 
OEF 		iShares S&P 100 ETF
115,299
31,226.4
-1.48%
14.620
-0.22%
0.190
-0.79%
-0.30%
18,952.9
 
DGRO 		iShares Core Dividend Growth ETF
424,255
26,210.5
+0.31%
12.270
+0.04%
0.090
-3.27%
+1.11%
30,823.1
 
IJH 		iShares Core S&P Mid-Cap ETF
349,318
20,382.7
-0.26%
9.540
-0.03%
0.020
-2.56%
-3.23%
91,818.4
 
IEO 		iShares U.S. Oil & Gas Exploration & Production ETF
113,581
10,742.5
+5.65%
5.030
+0.27%
1.960
-7.69%
-4.31%
473.2
 
PG 		Procter & Gamble Co
58,254
9,927.6
+2.14%
4.650
+0.10%
0.000
-3.13%
+1.06%
392,382.6
Consumer Packaged Goods
IGV 		iShares Expanded Tech-Software Sector ETF
90,128
8,020.5
-3.83%
3.760
-0.16%
0.080
+5.76%
+2.96%
11,261.7
 
IQLT 		iShares MSCI Intl Quality Factor ETF
173,424
6,883.2
+0.59%
3.220
+0.02%
0.080
+6.90%
+14.82%
11,563.4
 
TPL 		Texas Pacific Land Corp
3,322
4,401.9
+0.09%
2.060
0%
0.010
-14.50%
+10.39%
28,034.0
Oil & Gas

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
IEO 		iShares U.S. Oil & Gas Exploration & Production ETF2025-03-31Add
+0.27%
●
86.02 ($93.5) 99.13
$85.27
-8.80%
Add 5.65%
113,581
6,074
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.25%
●
468.34 ($508.07) 539.52
$518.91
2.13%
Reduce -1.56%
68,248
-1,082
OEF 		iShares S&P 100 ETF2025-03-31Reduce
-0.22%
●
268.35 ($287.14) 300.35
$287.38
0.08%
Reduce -1.48%
115,299
-1,730
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ETF2025-03-31Reduce
-0.19%
●
47.33 ($47.63) 47.92
$47.54
-0.19%
Reduce -44.03%
11,539
-9,079
MUB 		iShares National Muni Bond ETF2025-03-31Reduce
-0.17%
●
104.71 ($106.35) 107.68
$103.89
-2.31%
Reduce -48.23%
3,955
-3,685
IGV 		iShares Expanded Tech-Software Sector ETF2025-03-31Reduce
-0.16%
●
88.3 ($98.77) 107.83
$103.08
4.36%
Reduce -3.83%
90,128
-3,593
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2025-03-31Add
+0.14%
●
25.08 ($25.41) 25.64
$25.20
-0.83%
Add 17.51%
81,351
12,122
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.12%
●
271.18 ($290.53) 303.12
$289.19
-0.46%
Reduce -0.63%
151,227
-957
PG 		Procter & Gamble Co2025-03-31Add
+0.10%
●
158.56 ($167.49) 176.26
$167.36
-0.08%
Add 2.14%
58,254
1,221
COST 		Costco Wholesale Corp2025-03-31Add
+0.04%
●
890.62 ($974.97) 1076.86
$1,013.14
3.91%
Add 44.25%
326
100

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 2025-03-31

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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