Altus Wealth Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Altus Wealth Group LLC | Institutional Filer | ▼ 3.09% | $242.5M | 142 |
Current Portfolio Holdings
Showing all 142 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 46K | $29.9M | 12.33% |
| 2 | MOAT | VANECK ETF TRUST | — | 196K | $19.0M | 7.82% |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | — | 142K | $15.9M | 6.58% |
| 4 | DIVO | AMPLIFY ETF TR | — | 294K | $13.2M | 5.43% |
| 5 | COWZ | PACER FDS TR | — | 161K | $10.1M | 4.15% |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 97K | $10.0M | 4.13% |
| 7 | AAPL | Apple Inc. | Technology | 33K | $8.3M | 3.41% |
| 8 | IWF | ISHARES TR | — | 18K | $7.5M | 3.10% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | — | 71K | $5.9M | 2.43% |
| 10 | MSFT | Microsoft Corporation | Technology | 15K | $5.4M | 2.23% |
| 11 | NVDA | NVIDIA Corporation | Technology | 25K | $4.3M | 1.77% |
| 12 | BLDR | Builders FirstSource, Inc. | Industrials | 48K | $4.0M | 1.63% |
| 13 | GOOGL | Alphabet Inc. | Technology | 14K | $4.0M | 1.63% |
| 14 | AVGO | Broadcom Inc. | Technology | 13K | $4.0M | 1.63% |
| 15 | SCHV | SCHWAB STRATEGIC TR | — | 104K | $3.2M | 1.31% |
Showing 1 to 15 of 142 holdings