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 Market Cap. of $10 Billions to $200 Billions
