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The Analysis of Altus Wealth Management, LLC's Holdings & P&L

Currently, Altus Wealth Management, LLC holds 28 types of securities in its portfolio with a total value $225.0M. In the most recent quarter, they have increased their positions in IJH (+94.6K shares, valued at $6.4M), IQLT (+18.0K shares, valued at $832.1K), EQWL (+5.9K shares, valued at $680.4K); decreased their positions in N/A (-425 shares, valued at $245.3K), AAPL (-805 shares, valued at $204.3K), NVDA (-454 shares, valued at $79.2K).

1M P&L

+4.8M+2.41%

3M P&L

-1.2M-0.57%

HY P&L

+7.2M+3.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A182.4M

97.9%

2Household & Personal Products1.0M

0.5%

3Consumer Electronics717.7K

0.4%

Top Industries by Stock Count

1N/A15 stocks

65.2%

2Auto Manufacturers2 stocks

8.7%

3Internet Retail1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS150.3K shares0.12%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR64.0K shares-0.66%2026-03-312026-04-21

EQWL INVESCO EXCHANGE TRADED FD T308.7K shares1.95%2026-03-312026-04-21

DGRO ISHARES TR441.6K shares0.39%2026-03-312026-04-21

IJH ISHARES TR452.9K shares26.39%2026-03-312026-04-21

IQLT ISHARES TR494.6K shares3.78%2026-03-312026-04-21

IGEB ISHARES TR69.9K shares4.49%2026-03-312026-04-21

SJNK SPDR SERIES TRUST125.4K shares5.06%2026-03-312026-04-21

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JPIE J P MORGAN EXCHANGE TRADED F54.6K shares4.73%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.6K shares-1.33%2026-03-312026-04-21

PG PROCTER & GAMBLE CO7.0K shares14.93%2026-03-312026-04-21

VGT VANGUARD WORLD FD1.4K shares-7.01%2026-03-312026-04-21

OEF ISHARES TR2.5K shares2.58%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.8K shares-2.47%2026-03-312026-04-21

AAPL APPLE INC2.8K shares-22.16%2026-03-312026-04-21

IWF ISHARES TR1.5K shares0.00%2026-03-312026-04-21

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SHM SPDR SERIES TRUST10.4K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP1.3K shares-4.69%2026-03-312026-04-21

TSLA TESLA INC1.1K shares28.01%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.4K shares-11.20%2026-03-312026-04-21

MUB ISHARES TR3.8K shares-0.03%2026-03-312026-04-21

AMZN AMAZON COM INC1.9K shares-14.12%2026-03-312026-04-21

IWD ISHARES TR1.8K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC598 shares2.57%2026-03-312026-04-21

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BROADCOM INC BROADCOM INC1.1K shares-15.08%2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.6K shares-22.36%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL513 shares0.00%2026-03-312026-04-21

TM TOYOTA MOTOR CORP1.0K shares0.00%2026-03-312026-04-21

VTI

VANGUARD INDEX FDS

0.12%

Shares150.3K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-0.66%

Shares64.0K

Event2026-03-31

Filed2026-04-21

EQWL

INVESCO EXCHANGE TRADED FD T

1.95%

Shares308.7K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

0.39%

Shares441.6K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

26.39%

Shares452.9K

Event2026-03-31

Filed2026-04-21

IQLT

ISHARES TR

3.78%

Shares494.6K

Event2026-03-31

Filed2026-04-21

IGEB

ISHARES TR

4.49%

Shares69.9K

Event2026-03-31

Filed2026-04-21

SJNK

SPDR SERIES TRUST

5.06%

Shares125.4K

Event2026-03-31

Filed2026-04-21

JPIE

J P MORGAN EXCHANGE TRADED F

4.73%

Shares54.6K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-1.33%

Shares2.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

14.93%

Shares7.0K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-7.01%

Shares1.4K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

2.58%

Shares2.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-2.47%

Shares2.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-22.16%

Shares2.8K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SHM

SPDR SERIES TRUST

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-4.69%

Shares1.3K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

28.01%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-11.20%

Shares1.4K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-14.12%

Shares1.9K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21