StockDriftsStockDriftsTop 28 Altus Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.44% | 150.3K | $48.2M | +0.12%(+184) | $187.15(+94.88%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 16.41% | 64.0K | $36.9M | -0.66%(-425) | $232.37(+207.57%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 15.81% | 308.7K | $35.6M | +1.95%(+5.90K) | $106.46(+17.19%) | 2026-03-31 | |
| DGRO | ISHARES TR | 13.78% | 441.6K | $31.0M | +0.39%(+1.70K) | $52.18(+40.24%) | 2026-03-31 | |
| IJH | ISHARES TR | 13.6% | 452.9K | $30.6M | +26.39%(+94.58K) | $49.20(+48.65%) | 2026-03-31 | |
| IQLT | ISHARES TR | 10.16% | 494.6K | $22.9M | +3.78%(+18.00K) | $39.55(+24.85%) | 2026-03-31 | |
| IGEB | ISHARES TR | 1.4% | 69.9K | $3.2M | +4.49%(+3.01K) | $44.58(+0.90%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 1.39% | 125.4K | $3.1M | +5.06%(+6.04K) | $25.11(-0.30%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.12% | 54.6K | $2.5M | +4.73%(+2.46K) | $45.62(+0.81%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.75% | 2.6K | $1.7M | -1.33%(-35) | $398.00(+86.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.27% | +53.15% |
| Top 20 Holdings Unweighted | +14.60% | +50.52% |
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