Altus Wealth Management, LLC Portfolio Holdings by Sector

Altus Wealth Management, LLC

$221 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ OEF DGRO IJH IEO IGV IQLT SPY 17 stocks	$150,506 68.68% of portfolio	14	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$44,104 20.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$9,561 4.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$3,670 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,170 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,695 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV AZN JNJ 4 stocks	$1,511 0.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1,311 0.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1,244 0.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$807 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$710 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$439 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$338 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$330 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$313 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$218 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$207 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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