Altus Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $41.6M, Invesco Qqq Trust, Series 1 with a value of $32M, Ishares S&P 100 ETF with a value of $30.7M, Ishares Core Dividend Growth E with a value of $26.2M, and Ishares Core S&P Mid Cap ETF with a value of $20.4M.

Examining the 13F form we can see an decrease of $7.88M in the current position value, from $221M to 213M.

Below you can find more details about Altus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $186 Million
Consumer Defensive: $10.2 Million
Technology: $4.41 Million
Energy: $4.4 Million
Healthcare: $1.58 Million
Financial Services: $1.46 Million
Communication Services: $1.1 Million
Consumer Cyclical: $866,000
Other: $708,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $213 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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