Altus Wealth Management, LLC Portfolio Holdings
Altus Wealth Management, LLC
- $208 Million
- Q2 2024
Altus Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Million distributed in 42 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 $41.4M, Invesco Qqq Trust, Series 1 with a value of $34.1M, Ishares S&P 100 ETF with a value of $31M, Ishares Core Dividend Growth E with a value of $23.9M, and Ishares Core S&P Mid Cap ETF with a value of $20.1M.
Examining the 13F form we can see an increase of $18M in the current position value, from $190M to 208M.
Below you can find more details about Altus Wealth Management, LLC portfolio as well as his latest detailed transactions.