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

Currently, Altus Wealth Management, LLC holds 26 types of securities in its portfolio with a total value $259.8M. In the most recent quarter, they have increased their positions in VGT (+9.6K shares, valued at $1.1M), IQLT (+19.3K shares, valued at $955.0K), IJH (+11.1K shares, valued at $856.2K); decreased their positions in N/A (-80 shares, valued at $45.1K), IGEB (-776 shares, valued at $35.0K), N/A (-46 shares, valued at $34.4K).

1M P&L

+5.5M+2.80%

3M P&L

+4.5M+2.24%

HY P&L

+7.9M+4.05%

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/A195.9M

97.4%

2Internet Content & Information1.6M

0.8%

3Household & Personal Products1.0M

0.5%

Top Industries by Stock Count

1N/A14 stocks

63.6%

2Internet Content & Information2 stocks

9.1%

3Internet Retail1 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS151.4K shares0.73%2026-06-302026-07-21

QQQ INVESCO QQQ TR64.1K shares0.18%2026-06-302026-07-21

EQWL INVESCO EXCHANGE TRADED FD T313.7K shares1.61%2026-06-302026-07-21

IJH ISHARES TR464.0K shares2.45%2026-06-302026-07-21

DGRO ISHARES TR444.8K shares0.72%2026-06-302026-07-21

IQLT ISHARES TR513.8K shares3.90%2026-06-302026-07-21

SJNK SPDR SERIES TRUST127.5K shares1.61%2026-06-302026-07-21

IGEB ISHARES TR69.2K shares-1.11%2026-06-302026-07-21

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JPIE J P MORGAN EXCHANGE TRADED F53.8K shares-1.31%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.5K shares-1.78%2026-06-302026-07-21

VGT VANGUARD WORLD FD11.0K shares689.95%2026-06-302026-07-21

OEF ISHARES TR3.0K shares17.85%2026-06-302026-07-21

GOOG ALPHABET INC3.0K shares10.12%2026-06-302026-07-21

PG PROCTER & GAMBLE CO7.0K shares-0.64%2026-06-302026-07-21

AAPL APPLE INC3.3K shares16.34%2026-06-302026-07-21

IWF ISHARES TR6.2K shares300.00%2026-06-302026-07-21

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MSFT MICROSOFT CORP1.4K shares4.40%2026-06-302026-07-21

SHM SPDR SERIES TRUST10.4K shares0.00%2026-06-302026-07-21

GOOGL ALPHABET INC1.4K shares-4.44%2026-06-302026-07-21

TSLA TESLA INC1.1K shares-1.79%2026-06-302026-07-21

AMZN AMAZON COM INC1.8K shares-2.96%2026-06-302026-07-21

IWD ISHARES TR1.8K shares0.00%2026-06-302026-07-21

MUB ISHARES TR3.8K shares0.00%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-06-302026-07-21

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NVDA NVIDIA CORPORATION1.5K shares-2.16%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC518 shares-13.38%2026-06-302026-07-21

VANGUARD INDEX FDS

0.73%

Shares151.4K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.18%

Shares64.1K

Event2026-06-30

Filed2026-07-21

EQWL

INVESCO EXCHANGE TRADED FD T

1.61%

Shares313.7K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

2.45%

Shares464.0K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

0.72%

Shares444.8K

Event2026-06-30

Filed2026-07-21

IQLT

ISHARES TR

3.90%

Shares513.8K

Event2026-06-30

Filed2026-07-21

SJNK

SPDR SERIES TRUST

1.61%

Shares127.5K

Event2026-06-30

Filed2026-07-21

IGEB

ISHARES TR

-1.11%

Shares69.2K

Event2026-06-30

Filed2026-07-21

JPIE

J P MORGAN EXCHANGE TRADED F

-1.31%

Shares53.8K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-1.78%

Shares2.5K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

689.95%

Shares11.0K

Event2026-06-30

Filed2026-07-21

OEF

ISHARES TR

17.85%

Shares3.0K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

10.12%

Shares3.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-0.64%

Shares7.0K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

16.34%

Shares3.3K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

300.00%

Shares6.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

4.40%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SHM

SPDR SERIES TRUST

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-4.44%

Shares1.4K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-1.79%

Shares1.1K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-2.96%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-2.16%

Shares1.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-13.38%

Shares518

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available