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Altus Wealth Group LLC

Portfolio Manager
Altus Wealth Group LLC
Performance
-5.75% (2026 Q1)
AUM (13F)
$269.41M
# of Holdings
143
Performance Rank
Allocation (Top 20)
64.65%

Altus Wealth Group LLC Holdings Map

Top 50 Altus Wealth Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
12.25%45.8K$29.9M
-1.89%(-882)
2025-Q1: 46.8K shares2025-Q2: 43.6K shares2025-Q3: 44.6K shares2025-Q4: 46.7K shares2026-Q1: 45.8K shares
$515.15(+44.76%)
2026-03-31
MOAT
VANECK ETF TRUST
7.77%196.1K$19.0M
+4.38%(+8.22K)
2025-Q1: 185.0K shares2025-Q2: 176.4K shares2025-Q3: 178.6K shares2025-Q4: 187.8K shares2026-Q1: 196.1K shares
$80.15(+24.09%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
6.54%142.3K$15.9M
-1.92%(-2.78K)
2025-Q1: 127.1K shares2025-Q2: 131.5K shares2025-Q3: 137.7K shares2025-Q4: 145.0K shares2026-Q1: 142.3K shares
$96.11(+52.21%)
2026-03-31
DIVO
AMPLIFY ETF TR
5.39%293.5K$13.2M
+72.05%(+122.92K)
2025-Q1: 39.2K shares2025-Q2: 39.8K shares2025-Q3: 54.1K shares2025-Q4: 170.6K shares2026-Q1: 293.5K shares
$43.29(+4.93%)
2026-03-31
COWZ
PACER FDS TR
4.12%160.8K$10.1M
-34.74%(-85.58K)
2025-Q1: 322.7K shares2025-Q2: 310.7K shares2025-Q3: 286.4K shares2025-Q4: 246.4K shares2026-Q1: 160.8K shares
$55.07(+14.32%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
4.1%96.9K$10.0M
+9.75%(+8.61K)
2025-Q1: 89.2K shares2025-Q2: 89.9K shares2025-Q3: 86.5K shares2025-Q4: 88.3K shares2026-Q1: 96.9K shares
$99.05(+9.76%)
2026-03-31
AAPL
APPLE INC
3.39%32.6K$8.3M
+4.20%(+1.31K)
2025-Q1: 30.5K shares2025-Q2: 30.7K shares2025-Q3: 31.7K shares2025-Q4: 31.3K shares2026-Q1: 32.6K shares
$137.02(+118.13%)
2026-03-31
IWF
ISHARES TR
3.08%17.6K$7.5M
+0.10%(+17)
2025-Q1: 17.7K shares2025-Q2: 17.7K shares2025-Q3: 17.6K shares2025-Q4: 17.6K shares2026-Q1: 17.6K shares
$231.40(-46.28%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.41%71.1K$5.9M
+4.32%(+2.94K)
2025-Q1: 87.2K shares2025-Q2: 65.4K shares2025-Q3: 66.1K shares2025-Q4: 68.1K shares2026-Q1: 71.1K shares
$81.08(+1.82%)
2026-03-31
MSFT
MICROSOFT CORP
2.21%14.6K$5.4M
+0.41%(+59)
2025-Q1: 15.3K shares2025-Q2: 14.6K shares2025-Q3: 14.4K shares2025-Q4: 14.5K shares2026-Q1: 14.6K shares
$284.40(+42.48%)
2026-03-31

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