Altus Wealth Management, LLC Portfolio Holdings by Sector

Altus Wealth Management, LLC

$213 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ OEF DGRO IJH IEO IGV IQLT SJNK 17 stocks	$144,833 68.59% of portfolio	7	8	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$41,563 19.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$9,927 4.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$4,401 2.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,870 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV AZN JNJ 4 stocks	$1,578 0.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,346 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1,194 0.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1,098 0.52% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$827 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$627 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$393 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$358 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$350 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$308 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$242 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$239 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts

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