Top 50 Altus Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.25% | 45.8K | $29.9M | -1.89%(-882) | $515.15(+44.76%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.77% | 196.1K | $19.0M | +4.38%(+8.22K) | $80.15(+24.09%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 6.54% | 142.3K | $15.9M | -1.92%(-2.78K) | $96.11(+52.21%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 5.39% | 293.5K | $13.2M | +72.05%(+122.92K) | $43.29(+4.93%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 4.12% | 160.8K | $10.1M | -34.74%(-85.58K) | $55.07(+14.32%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.1% | 96.9K | $10.0M | +9.75%(+8.61K) | $99.05(+9.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.39% | 32.6K | $8.3M | +4.20%(+1.31K) | $137.02(+118.13%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.08% | 17.6K | $7.5M | +0.10%(+17) | $231.40(-46.28%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.41% | 71.1K | $5.9M | +4.32%(+2.94K) | $81.08(+1.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.21% | 14.6K | $5.4M | +0.41%(+59) | $284.40(+42.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.83% |
| Top 20 Holdings Unweighted | +9.40% | +30.92% |
Sign up free to track Altus Wealth Group LLC, compare funds side by side, and get alerts the moment positions change.