The Analysis of Altus Wealth Management, LLC's Holdings


Currently, Altus Wealth Management, LLC holds 28 types of securities in its portfolio with a total value $225.8M. In the most recent quarter, they have increased their positions in VTI (+2.3K shares, valued at $770.9K), IQLT (+15.4K shares, valued at $680.3K), QQQ (+936 shares, valued at $561.9K); decreased their positions in BRK.B (-40 shares, valued at $20.1K), AMZN (-89 shares, valued at $19.5K), VGT (-15 shares, valued at $11.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS151.7K shares1.57%2025-09-302025-10-20history
QQQ INVESCO QQQ TR66.6K shares1.42%2025-09-302025-10-20history
EQWL INVESCO EXCHANGE TRADED FD T299.9K shares1.53%2025-09-302025-10-20history
DGRO ISHARES TR434.9K shares1.64%2025-09-302025-10-20history
IJH ISHARES TR353.5K shares1.81%2025-09-302025-10-20history
IQLT ISHARES TR465.4K shares3.42%2025-09-302025-10-20history
IGV ISHARES TR89.2K shares0.88%2025-09-302025-10-20history
SJNK SPDR SERIES TRUST92.2K shares6.67%2025-09-302025-10-20history
Sponsored
IGEB ISHARES TR44.3K shares2.02%2025-09-302025-10-20history
JPIE J P MORGAN EXCHANGE TRADED F41.0K shares1.87%2025-09-302025-10-20history
SPY SPDR S&P 500 ETF TR2.7K shares-0.51%2025-09-302025-10-20history
VGT VANGUARD WORLD FD1.5K shares-0.99%2025-09-302025-10-20history
PG PROCTER AND GAMBLE CO6.3K shares0.00%2025-09-302025-10-20history
AAPL APPLE INC3.6K shares14.76%2025-09-302025-10-20history
OEF ISHARES TR2.4K shares34.81%2025-09-302025-10-20history
MSFT MICROSOFT CORP1.4K shares-0.35%2025-09-302025-10-20history
Sponsored
IWF ISHARES TR1.5K shares0.00%2025-09-302025-10-20history
GOOG ALPHABET INC2.8K shares17.47%2025-09-302025-10-20history
SHM SPDR SERIES TRUST10.4K shares0.00%2025-09-302025-10-20history
AMZN AMAZON COM INC2.2K shares-3.88%2025-09-302025-10-20history
NVDA NVIDIA CORPORATION2.5K shares4.25%2025-09-302025-10-20history
META META PLATFORMS INC583 shares11.47%2025-09-302025-10-20history
GOOGL ALPHABET INC1.7K shares8.84%2025-09-302025-10-20history
AVGO BROADCOM INC1.2K shares0.00%2025-09-302025-10-20history
Sponsored
MUB ISHARES TR3.8K shares0.00%2025-09-302025-10-20history
TSLA TESLA INC871 shares6.09%2025-09-302025-10-20history
IWD ISHARES TR1.8K shares0.00%2025-09-302025-10-20history
BRK.B BERKSHIRE HATHAWAY INC DEL513 shares-7.23%2025-09-302025-10-20history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available