Altus Wealth Group LLC Portfolio Holdings

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024

Altus Wealth Group LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Million distributed in 144 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 $18.8M, Vaneck Morningstar Wide Moat E with a value of $13.4M, Ishares Russell 1000 Gr ETF with a value of $11.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $11.7M, and Ishares Barclays 20+ Year Trea with a value of $7.75M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $198M to 229M.

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 $229 Million
ETFs: $147 Million
Technology: $24.4 Million
Industrials: $15.1 Million
Financial Services: $14.9 Million
Consumer Cyclical: $6.69 Million
Communication Services: $5.7 Million
Energy: $4.86 Million
Healthcare: $4.13 Million
Other: $6.98 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$302,000 0.13% of portfolio
2,236
Q3 2024 Reduced 21.02%
$0
$290,000 0.13% of portfolio
2,199
Q3 2024 Reduced 7.14%
$0
$282,000 0.12% of portfolio
12,593
Q3 2024 Reduced 0.98%
$0
$278,000 0.12% of portfolio
726
Q3 2024 New
$0
$236,000 0.1% of portfolio
404
Q1 2024 New
$0
$223,000 0.1% of portfolio
9,250
Q3 2024 New
$0
$226,000 0.1% of portfolio
3,832
Q3 2024 New
$0
$215,000 0.09% of portfolio
2,250
Q2 2024 Reduced 63.62%
$0
$211,000 0.09% of portfolio
2,088
Q3 2024 Reduced 3.69%
$0
$214,000 0.09% of portfolio
3,487
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $229 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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