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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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