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 ETFs Only

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%
$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%
$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%
$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%
$0
$2.7 Million 1.22% of portfolio
37,784
Q4 2024 Reduced 1.93%
$0
$2.16 Million 0.98% of portfolio
107,365
Q4 2024 Reduced 4.93%
$0
$2.08 Million 0.94% of portfolio
107,140
Q4 2024 Reduced 5.41%
$0
$1.93 Million 0.87% of portfolio
32,804
Q4 2024 Added 458.08%
$0
$1.85 Million 0.84% of portfolio
79,469
Q4 2024 Reduced 5.2%
$0
$1.72 Million 0.78% of portfolio
8,168
Q4 2024 Reduced 4.48%
$0
$1.64 Million 0.74% of portfolio
40,402
Q4 2024 Reduced 1.66%
$0
$1.41 Million 0.64% of portfolio
66,063
Q4 2024 Reduced 3.48%
$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
$1.08 Million 0.49% of portfolio
26,788
Q4 2024 Reduced 0.62%
$0
$860,000 0.39% of portfolio
44,197
Q4 2024 Reduced 5.36%
$0
$872,000 0.39% of portfolio
4,901
Q4 2024 Reduced 2.23%
$0
$836,000 0.38% of portfolio
25,542
Q4 2024 Added 13.6%
$0
$803,000 0.36% of portfolio
9,089
Q4 2024 Added 13.27%
$0
$770,000 0.35% of portfolio
43,517
Q4 2024 Reduced 21.87%
$0
$768,000 0.35% of portfolio
2,653
Q4 2024 Added 0.11%
$0
$743,000 0.34% of portfolio
1,268
Q4 2024 Reduced 22.92%
$0
$743,000 0.34% of portfolio
36,027
Q4 2024 Reduced 12.56%
$0
$717,000 0.32% of portfolio
32,317
Q4 2024 Reduced 3.34%
$0
$614,000 0.28% of portfolio
18,004
Q4 2024 Reduced 1.01%
$0
$603,000 0.27% of portfolio
14,045
Q4 2024 Added 103.96%
$0
$574,000 0.26% of portfolio
9,055
Q4 2024 Added 50.14%
$0
$543,000 0.25% of portfolio
4,931
Q3 2023 Reduced 37.8%
$0
$510,000 0.23% of portfolio
6,630
Q4 2024 New
$0
$509,000 0.23% of portfolio
2,757
Q2 2024 Reduced 1.29%
$0
$490,000 0.22% of portfolio
2,026
Q4 2024 Added 3.31%
$0
$469,000 0.21% of portfolio
4,074
Q4 2024 Added 10.47%
$0
$466,000 0.21% of portfolio
6,212
Q4 2024 New
$0
$449,000 0.2% of portfolio
9,183
Q4 2024 Reduced 5.83%
$0
$426,000 0.19% of portfolio
8,476
Q4 2024 Reduced 6.45%
$0
$416,000 0.19% of portfolio
8,316
Q4 2024 Added 25.11%
$0
$401,000 0.18% of portfolio
2,915
Q4 2024 Reduced 0.51%
$0
$313,000 0.14% of portfolio
7,750
Q3 2024 Reduced 10.4%

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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