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.

Portfolio value $208 Million
ETFs: $184 Million
Consumer Defensive: $8.75 Million
Technology: $5.34 Million
Energy: $2.43 Million
Healthcare: $1.68 Million
Communication Services: $1.5 Million
Financial Services: $1.38 Million
Consumer Cyclical: $1.14 Million
Other: $867,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.5B
$353,000 0.17% of portfolio
969
Q3 2023 New
$98.2B
$308,000 0.15% of portfolio
3,973
Q1 2023 Reduced 4.91%
$73.1B
$275,000 0.13% of portfolio
10,879
Q2 2024 Reduced 0.48%
$96.3B
$253,000 0.12% of portfolio
8,175
Q2 2024 Added 46.48%
$90.6B
$206,000 0.1% of portfolio
1,133
Q2 2024 Added 4.14%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $208 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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