The Analysis of Altus Wealth Group LLC's Holdings


Currently, Altus Wealth Group LLC holds 143 types of securities in its portfolio with a total value $243.5M. In the most recent quarter, they have increased their positions in SCHB (+40.8K shares, valued at $1.1M), SPMO (+6.2K shares, valued at $754.1K), IVV (+1.0K shares, valued at $686.0K); decreased their positions in COWZ (-24.4K shares, valued at $1.4M), INTC (-25.8K shares, valued at $867.3K), XMHQ (-3.4K shares, valued at $357.2K); initiated new positions in SCHB (+40.8K shares, valued at $1.1M), CGDV (+14.1K shares, valued at $591.4K), KTOS (+5.4K shares, valued at $489.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR44.6K shares2.35%2025-09-302025-10-21history
MOAT VANECK ETF TRUST178.6K shares1.26%2025-09-302025-10-21history
SPMO INVESCO EXCH TRADED FD TR II137.7K shares4.74%2025-09-302025-10-21history
COWZ PACER FDS TR286.4K shares-7.84%2025-09-302025-10-21history
XMHQ INVESCO EXCHANGE TRADED FD T86.5K shares-3.79%2025-09-302025-10-21history
IWF ISHARES TR17.6K shares-0.53%2025-09-302025-10-21history
AAPL APPLE INC31.7K shares3.29%2025-09-302025-10-21history
MSFT MICROSOFT CORP14.4K shares-1.50%2025-09-302025-10-21history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS66.1K shares1.07%2025-09-302025-10-21history
BLDR BUILDERS FIRSTSOURCE INC45.0K shares-0.06%2025-09-302025-10-21history
AVGO BROADCOM INC14.5K shares-0.14%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION23.7K shares-0.15%2025-09-302025-10-21history
SCHV SCHWAB STRATEGIC TR124.3K shares-2.30%2025-09-302025-10-21history
GOOGL ALPHABET INC13.7K shares-0.65%2025-09-302025-10-21history
UNP UNION PAC CORP12.6K shares-0.90%2025-09-302025-10-21history
SPTM SPDR SERIES TRUST34.9K shares-1.21%2025-09-302025-10-21history
Sponsored
BX BLACKSTONE INC15.6K shares1.27%2025-09-302025-10-21history
AMZN AMAZON COM INC12.0K shares3.81%2025-09-302025-10-21history
V VISA INC7.3K shares0.04%2025-09-302025-10-21history
APO APOLLO GLOBAL MGMT INC18.2K shares1.10%2025-09-302025-10-21history
DIVO AMPLIFY ETF TR54.1K shares35.81%2025-09-302025-10-21history
PBUS INVESCO EXCH TRADED FD TR II35.8K shares1.98%2025-09-302025-10-21history
NOW SERVICENOW INC2.4K shares-0.16%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.7.0K shares-1.04%2025-09-302025-10-21history
Sponsored
QQQM INVESCO EXCH TRADED FD TR II8.9K shares3.01%2025-09-302025-10-21history
AEP AMERICAN ELEC PWR CO INC18.3K shares-0.39%2025-09-302025-10-21history
AVNM AMERICAN CENTY ETF TR28.6K shares3.56%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-11.66%2025-09-302025-10-21history
XLK SELECT SECTOR SPDR TR6.6K shares0.52%2025-09-302025-10-21history
CVX CHEVRON CORP NEW10.9K shares1.05%2025-09-302025-10-21history
FTGS FIRST TR EXCHANGE-TRADED FD44.8K shares5.37%2025-09-302025-10-21history
RDVY FIRST TR EXCHANGE TRADED FD22.5K shares4.19%2025-09-302025-10-21history
Sponsored
HD HOME DEPOT INC3.6K shares-0.45%2025-09-302025-10-21history
NFLX NETFLIX INC1.2K shares-2.25%2025-09-302025-10-21history
SCHD SCHWAB STRATEGIC TR51.0K shares-5.20%2025-09-302025-10-21history
SDVY FIRST TR EXCHANGE-TRADED FD36.3K shares2.17%2025-09-302025-10-21history
SDY SPDR SERIES TRUST9.7K shares1.16%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS4.1K shares0.02%2025-09-302025-10-21history
SPAB SPDR SERIES TRUST51.5K shares-5.58%2025-09-302025-10-21history
SGOV ISHARES TR11.9K shares0.02%2025-09-302025-10-21history
Sponsored
FDL FIRST TR EXCHANGE-TRADED FD26.9K shares0.28%2025-09-302025-10-21history
EOG EOG RES INC10.1K shares-0.70%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR1.7K shares-0.59%2025-09-302025-10-21history
XOM EXXON MOBIL CORP9.7K shares-1.48%2025-09-302025-10-21history
VCSH VANGUARD SCOTTSDALE FDS13.4K shares-3.94%2025-09-302025-10-21history
SCHB SCHWAB STRATEGIC TR40.8K sharesnew addition2025-09-302025-10-21history
TY TRI CONTL CORP30.9K shares0.00%2025-09-302025-10-21history
QUAL ISHARES TR5.0K shares-0.10%2025-09-302025-10-21history
Sponsored
PEP PEPSICO INC7.0K shares-1.58%2025-09-302025-10-21history
EME EMCOR GROUP INC1.5K shares1.36%2025-09-302025-10-21history
ATO ATMOS ENERGY CORP5.5K shares-1.84%2025-09-302025-10-21history
HON HONEYWELL INTL INC4.3K shares-1.70%2025-09-302025-10-21history
VENU VENU HLDG CORP70.0K shares250.00%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP1.8K shares-1.82%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW953 shares0.11%2025-09-302025-10-21history
ABBV ABBVIE INC3.7K shares-3.47%2025-09-302025-10-21history
Sponsored
AIRR FIRST TR EXCHANGE TRADED FD8.8K shares5.34%2025-09-302025-10-21history
FIBK FIRST INTST BANCSYSTEM INC26.5K shares-2.13%2025-09-302025-10-21history
KMI KINDER MORGAN INC DEL28.5K shares-6.00%2025-09-302025-10-21history
SPIB SPDR SERIES TRUST22.9K shares-1.75%2025-09-302025-10-21history
FPE FIRST TR EXCH TRADED FD III42.0K shares1.08%2025-09-302025-10-21history
GOOG ALPHABET INC3.0K shares4.97%2025-09-302025-10-21history
CIBR FIRST TR EXCHANGE TRADED FD9.7K shares3.56%2025-09-302025-10-21history
TXN TEXAS INSTRS INC4.0K shares-1.19%2025-09-302025-10-21history
Sponsored
WMT WALMART INC7.0K shares0.24%2025-09-302025-10-21history
JSMD JANUS DETROIT STR TR8.3K shares8.88%2025-09-302025-10-21history
FIXD FIRST TR EXCHNG TRADED FD VI15.6K shares14.78%2025-09-302025-10-21history
META META PLATFORMS INC921 shares2.33%2025-09-302025-10-21history
LOW LOWES COS INC2.6K shares-0.19%2025-09-302025-10-21history
TSLA TESLA INC1.4K shares-4.29%2025-09-302025-10-21history
NVS NOVARTIS AG5.0K shares0.04%2025-09-302025-10-21history
USMV ISHARES TR6.7K shares-1.33%2025-09-302025-10-21history
Sponsored
BAC BANK AMERICA CORP12.3K shares-0.11%2025-09-302025-10-21history
DSI ISHARES TR4.9K shares0.00%2025-09-302025-10-21history
NEA NUVEEN AMT FREE QLTY MUN INC53.7K shares0.00%2025-09-302025-10-21history
CGDV CAPITAL GROUP DIVIDEND VALUE14.1K sharesnew addition2025-09-302025-10-21history
SPDW SPDR INDEX SHS FDS13.8K shares-2.13%2025-09-302025-10-21history
CMCSA COMCAST CORP NEW18.7K shares-21.62%2025-09-302025-10-21history
FTEC FIDELITY COVINGTON TRUST2.6K shares-6.09%2025-09-302025-10-21history
KR KROGER CO8.4K shares0.54%2025-09-302025-10-21history
Sponsored
TROW PRICE T ROWE GROUP INC5.5K shares-11.43%2025-09-302025-10-21history
DIS DISNEY WALT CO4.7K shares-6.17%2025-09-302025-10-21history
MS MORGAN STANLEY3.3K shares-1.70%2025-09-302025-10-21history
MSTR STRATEGY INC1.6K shares-0.06%2025-09-302025-10-21history
IWR ISHARES TR5.3K shares-15.48%2025-09-302025-10-21history
KVUE KENVUE INC30.9K shares-1.73%2025-09-302025-10-21history
MA MASTERCARD INCORPORATED877 shares-0.90%2025-09-302025-10-21history
KTOS KRATOS DEFENSE & SEC SOLUTIO5.4K sharesnew addition2025-09-302025-10-21history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF7.3K shares15.44%2025-09-302025-10-21history
AMGN AMGEN INC1.7K shares-0.30%2025-09-302025-10-21history
TAXF AMERICAN CENTY ETF TR9.1K shares11.15%2025-09-302025-10-21history
IJR ISHARES TR3.8K shares-7.47%2025-09-302025-10-21history
CSCO CISCO SYS INC6.2K shares0.21%2025-09-302025-10-21history
J JACOBS SOLUTIONS INC2.8K shares0.00%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS1.4K shares-0.50%2025-09-302025-10-21history
SCHM SCHWAB STRATEGIC TR13.1K shares-10.38%2025-09-302025-10-21history
Sponsored
PG PROCTER AND GAMBLE CO2.5K shares-5.65%2025-09-302025-10-21history
SYK STRYKER CORPORATION988 shares0.00%2025-09-302025-10-21history
PAVE GLOBAL X FDS7.7K shares0.00%2025-09-302025-10-21history
FMHI FIRST TR EXCH TRADED FD III7.2K shares6.83%2025-09-302025-10-21history
BSCS INVESCO EXCH TRD SLF IDX FD16.4K shares0.18%2025-09-302025-10-21history
USFR WISDOMTREE TR6.7K shares-10.81%2025-09-302025-10-21history
GLW CORNING INC4.0K shares-2.42%2025-09-302025-10-21history
BSCQ INVESCO EXCH TRD SLF IDX FD16.8K shares0.17%2025-09-302025-10-21history
Sponsored
JNJ JOHNSON & JOHNSON1.8K shares0.79%2025-09-302025-10-21history
MCD MCDONALDS CORP1.0K shares-0.10%2025-09-302025-10-21history
EOS EATON VANCE ENHANCED EQUITY12.8K shares5.04%2025-09-302025-10-21history
VGT VANGUARD WORLD FD404 shares0.00%2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP1.4K shares-1.17%2025-09-302025-10-21history
IWS ISHARES TR2.0K shares0.00%2025-09-302025-10-21history
QUBT QUANTUM COMPUTING INC15.3K sharesnew addition2025-09-302025-10-21history
DVY ISHARES TR1.9K shares0.00%2025-09-302025-10-21history
Sponsored
BA BOEING CO1.3K shares-5.09%2025-09-302025-10-21history
CAT CATERPILLAR INC563 shares0.18%2025-09-302025-10-21history
HISF FIRST TR EXCHANGE-TRADED FD5.8K shares0.03%2025-09-302025-10-21history
PH PARKER-HANNIFIN CORP346 shares0.00%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC1.3K shares-6.06%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC1.5K shares-2.98%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS404 sharesnew addition2025-09-302025-10-21history
MO ALTRIA GROUP INC3.7K shares0.00%2025-09-302025-10-21history
Sponsored
T AT&T INC8.6K shares-6.06%2025-09-302025-10-21history
NRG NRG ENERGY INC1.5K shares-0.67%2025-09-302025-10-21history
BLK BLACKROCK INC205 shares0.00%2025-09-302025-10-21history
LNC LINCOLN NATL CORP IND5.9K shares-2.75%2025-09-302025-10-21history
AMAT APPLIED MATLS INC1.2K shares-15.73%2025-09-302025-10-21history
ETN EATON CORP PLC631 shares0.00%2025-09-302025-10-21history
NOC NORTHROP GRUMMAN CORP382 shares-6.60%2025-09-302025-10-21history
LDSF FIRST TR EXCHNG TRADED FD VI12.1K shares-3.14%2025-09-302025-10-21history
Sponsored
WM WASTE MGMT INC DEL986 shares-0.30%2025-09-302025-10-21history
LLY ELI LILLY & CO283 shares-3.74%2025-09-302025-10-21history
QCOM QUALCOMM INC1.3K sharesnew addition2025-09-302025-10-21history
RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-10-21history
VEU VANGUARD INTL EQUITY INDEX F3.0K shares-2.21%2025-09-302025-10-21history
INTC INTEL CORP6.3K shares-80.40%2025-09-302025-10-21history
GE GE AEROSPACE688 sharesnew addition2025-09-302025-10-21history
MPC MARATHON PETE CORP1.1K sharesnew addition2025-09-302025-10-21history
Sponsored
USA LIBERTY ALL STAR EQUITY FD32.1K shares-5.81%2025-09-302025-10-21history
VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2025-09-302025-10-21history
ET ENERGY TRANSFER L P10.4K sharesnew addition2025-09-302025-10-21history
GOF GUGGENHEIM STRATEGIC OPPORTU10.1K shares0.00%2025-09-302025-10-21history
CLF CLEVELAND-CLIFFS INC NEW11.3K shares0.00%2025-09-302025-10-21history
MMU WESTERN ASSET MANAGED MUNS F11.4K shares0.00%2025-09-302025-10-21history
TLRY TILRAY BRANDS INC10.2K shares0.00%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available