Altus Wealth Group LLC Portfolio Holdings

Altus Wealth Group LLC

  • $221 Million
  • Q4 2024

Altus Wealth Group LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.7M, Ishares Russell 1000 Gr ETF with a value of $12.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $11.9M, Vaneck Morningstar Wide Moat E with a value of $11.4M, and Apple Inc. with a value of $7.92M.

Examining the 13F form we can see an decrease of $8.36M in the current position value, from $229M to 221M.

Altus Wealth Group LLC is based out at Colorado Springs, CO

Below you can find more details about Altus Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $221 Million
ETFs: $138 Million
Technology: $26.4 Million
Financial Services: $16.1 Million
Industrials: $12.8 Million
Communication Services: $6.55 Million
Consumer Cyclical: $6.35 Million
Energy: $5.03 Million
Healthcare: $3.42 Million
Other: $6.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.7 Million 9.37% of portfolio
35,177
Q4 2024 Added 8.15%
$0
$12.2 Million 5.5% of portfolio
30,265
Q4 2024 Reduced 3.45%
$0
$11.9 Million 5.39% of portfolio
210,890
Q4 2024 Added 4.65%
$0
$11.4 Million 5.18% of portfolio
133,328
Q4 2024 Reduced 14.31%
$3.57T
$7.92 Million 3.58% of portfolio
31,636
Q4 2024 Added 0.28%
$0
$6.98 Million 3.16% of portfolio
86,907
Q4 2024 Added 9.65%
$0
$6.76 Million 3.06% of portfolio
29,055
Q4 2024 Reduced 4.5%
$2.8T
$6.43 Million 2.91% of portfolio
15,244
Q4 2024 Reduced 1.38%
$19.5B
$5.78 Million 2.62% of portfolio
40,472
Q4 2024 Added 7.12%
$0
$5.64 Million 2.55% of portfolio
42,672
Q4 2024 Reduced 3.88%
$0
$5.24 Million 2.37% of portfolio
53,172
Q4 2024 Added 5.57%
$0
$4.3 Million 1.94% of portfolio
48,414
Q4 2024 Reduced 7.37%
$0
$3.64 Million 1.65% of portfolio
131,416
Q4 2024 Added 188.97%
$67.8B
$3.53 Million 1.6% of portfolio
15,223
Q4 2024 Added 0.18%
$0
$3.46 Million 1.57% of portfolio
36,449
Q4 2024 New
$0
$3.43 Million 1.55% of portfolio
131,395
Q4 2024 Added 207.92%
$0
$2.95 Million 1.34% of portfolio
29,419
Q4 2024 Added 10.7%
$145B
$2.9 Million 1.31% of portfolio
12,709
Q4 2024 Reduced 1.03%
$0
$2.7 Million 1.22% of portfolio
37,784
Q4 2024 Reduced 1.93%
$922B
$2.6 Million 1.18% of portfolio
13,742
Q4 2024 Added 0.04%
$270B
$2.57 Million 1.16% of portfolio
19,126
Q4 2024 Added 2.63%
$1.94T
$2.55 Million 1.15% of portfolio
11,617
Q4 2024 Reduced 10.91%
$573B
$2.27 Million 1.03% of portfolio
7,187
Q4 2024 Added 2.16%
$0
$2.16 Million 0.98% of portfolio
107,365
Q4 2024 Reduced 4.93%
$82.2B
$2.15 Million 0.97% of portfolio
12,990
Q4 2024 Added 0.04%
$0
$2.08 Million 0.94% of portfolio
107,140
Q4 2024 Reduced 5.41%
$0
$2.03 Million 0.92% of portfolio
81,064
Q4 2024 Added 3.36%
$99.1B
$1.98 Million 0.9% of portfolio
11,481
Q4 2024 Added 0.44%
$0
$1.93 Million 0.87% of portfolio
32,804
Q4 2024 Added 458.08%
$683B
$1.93 Million 0.87% of portfolio
4,265
Q4 2024 Reduced 9.45%
$0
$1.85 Million 0.84% of portfolio
79,469
Q4 2024 Reduced 5.2%
$720B
$1.84 Million 0.83% of portfolio
7,687
Q4 2024 Reduced 0.1%
$0
$1.72 Million 0.78% of portfolio
8,168
Q4 2024 Reduced 4.48%
$56.1B
$1.7 Million 0.77% of portfolio
18,455
Q4 2024 Reduced 1.27%
$0
$1.64 Million 0.74% of portfolio
40,402
Q4 2024 Reduced 1.66%
$327B
$1.56 Million 0.7% of portfolio
10,753
Q4 2024 Added 0.93%
$0
$1.41 Million 0.64% of portfolio
66,063
Q4 2024 Reduced 3.48%
$375B
$1.38 Million 0.63% of portfolio
3,560
Q4 2024 Reduced 0.25%
$0
$1.24 Million 0.56% of portfolio
15,915
Q4 2024 Added 0.53%
$0
$1.21 Million 0.55% of portfolio
44,227
Q4 2024 Added 221.51%
$0
$1.2 Million 0.54% of portfolio
33,358
Q4 2024 Reduced 42.74%
$0
$1.18 Million 0.53% of portfolio
19,887
Q4 2024 Added 418.97%
$0
$1.1 Million 0.5% of portfolio
34,802
Q4 2024 Reduced 1.25%
$496B
$1.09 Million 0.49% of portfolio
10,130
Q4 2024 Added 0.94%
$0
$1.08 Million 0.49% of portfolio
26,788
Q4 2024 Reduced 0.62%
$415B
$1.07 Million 0.48% of portfolio
1,197
Q4 2024 Added 3.37%
$142B
$1.01 Million 0.46% of portfolio
4,460
Q4 2024 Reduced 2.49%
$207B
$959,000 0.43% of portfolio
6,308
Q4 2024 Reduced 4.24%
$230B
$942,000 0.43% of portfolio
3,251
Q4 2024 Reduced 5.19%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $221 Million
  • Prior Value $229 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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