Altus Wealth Group LLC Portfolio Holdings

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025

Altus Wealth Group LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $209 Million distributed in 133 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 $26.3M, Pacer Fds Tr Us Cash Cows 100 with a value of $17.7M, Vaneck Morningstar Wide Moat E with a value of $15.9M, Invesco ETF Tr Ii S&P 500 Mome with a value of $11.8M, and Invesco Exchange Traded Fd Tr with a value of $8.17M.

Examining the 13F form we can see an decrease of $12.2M in the current position value, from $221M to 209M.

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 $209 Million
ETFs: $130 Million
Technology: $22.6 Million
Financial Services: $17 Million
Industrials: $12.7 Million
Communication Services: $6.19 Million
Consumer Cyclical: $4.93 Million
Energy: $4.86 Million
Consumer Defensive: $4.01 Million
Other: $6.76 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293M
$6,000 0.0% of portfolio
10,155
Q1 2024 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $209 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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