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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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