Altus Wealth Management, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Million distributed in 40 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 $42.6M, Invesco Qqq Trust, Series 1 with a value of $33.6M, Ishares S&P 100 ETF with a value of $30.5M, Ishares Core Dividend Growth E with a value of $25.9M, and Ishares Core S&P Mid Cap ETF with a value of $21.2M.

Examining the 13F form we can see an increase of $3.86M in the current position value, from $208M to 212M.

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

Portfolio value $212 Million
ETFs: $188 Million
Consumer Defensive: $9.36 Million
Technology: $4.37 Million
Energy: $2.93 Million
Healthcare: $1.7 Million
Financial Services: $1.5 Million
Communication Services: $1.1 Million
Consumer Cyclical: $780,000
Other: $775,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $212 Million
  • Prior Value $208 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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