Altus Wealth Management, LLC
28 holdingsFiling period: 2026-03-31Current AUM: $254.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 150.3K | $48.2M | $55.4M | 21.78% | +184 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 64.0K | $36.9M | $44.0M | 17.32% | -425 | 2026-03-31 |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | 308.7K | $35.6M | $40.2M | 15.81% | +5.9K | 2026-03-31 |
| 4 | DGRO | ISHARES TR | 441.6K | $31.0M | $34.5M | 13.56% | +1.7K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 452.9K | $30.6M | $34.1M | 13.41% | +94.6K | 2026-03-31 |
| 6 | IQLT | ISHARES TR | 494.6K | $22.9M | $24.8M | 9.76% | +18.0K | 2026-03-31 |
| 7 | IGEB | ISHARES TR | 69.9K | $3.2M | $3.1M | 1.22% | +3.0K | 2026-03-31 |
| 8 | SJNK | SPDR SERIES TRUST | 125.4K | $3.1M | $3.1M | 1.23% | +6.0K | 2026-03-31 |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 54.6K | $2.5M | $2.5M | 0.98% | +2.5K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 2.6K | $1.7M | $1.9M | 0.76% | -35 | 2026-03-31 |
| 11 | PG | PROCTER & GAMBLE CO | 7.0K | $1.0M | $1.0M | 0.40% | +915 | 2026-03-31 |
| 12 | VGT | VANGUARD WORLD FD | 1.4K | $971K | $1.3M | 0.50% | -105 | 2026-03-31 |
| 13 | OEF | ISHARES TR | 2.5K | $796K | $924K | 0.36% | +63 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 2.8K | $793K | $986K | 0.39% | -70 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 2.8K | $717K | $873K | 0.34% | -805 | 2026-03-31 |
| 16 | IWF | ISHARES TR | 1.5K | $657K | $729K | 0.29% | -- | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 1.3K | $496K | $623K | 0.25% | -66 | 2026-03-31 |
| 18 | SHM | SPDR SERIES TRUST | 10.4K | $496K | $494K | 0.19% | -- | 2026-03-31 |
| 19 | TSLA | TESLA INC | 1.1K | $414K | $347K | 0.14% | +244 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 1.4K | $407K | $504K | 0.20% | -179 | 2026-03-31 |
| 21 | MUB | ISHARES TR | 3.8K | $398K | $396K | 0.16% | -1 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 1.9K | $386K | $503K | 0.20% | -305 | 2026-03-31 |
| 23 | IWD | ISHARES TR | 1.8K | $376K | $443K | 0.17% | -- | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 598 | $342K | $333K | 0.13% | +15 | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 1.1K | $325K | $409K | 0.16% | -187 | 2026-03-31 |
← Scroll →
Page 1 of 2