Altus Wealth Group LLC
144 holdingsFiling period: 2026-03-31Current AUM: $275.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 45.8K | $29.9M | $34.3M | 12.49% | -882 | 2026-03-31 |
| 2 | MOAT | VANECK ETF TRUST | 196.1K | $19.0M | $21.2M | 7.70% | +8.2K | 2026-03-31 |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | 142.3K | $15.9M | $20.5M | 7.44% | -2,781 | 2026-03-31 |
| 4 | DIVO | AMPLIFY ETF TR | 293.5K | $13.2M | $13.8M | 5.00% | +122.9K | 2026-03-31 |
| 5 | COWZ | PACER FDS TR | 160.8K | $10.1M | $10.8M | 3.91% | -85,579 | 2026-03-31 |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | 96.9K | $10.0M | $11.1M | 4.05% | +8.6K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 32.6K | $8.3M | $10.1M | 3.66% | +1.3K | 2026-03-31 |
| 8 | IWF | ISHARES TR | 17.6K | $7.5M | $8.3M | 3.03% | +17 | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 71.1K | $5.9M | $5.8M | 2.10% | +2.9K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 14.6K | $5.4M | $6.8M | 2.46% | +59 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 24.6K | $4.3M | $4.9M | 1.79% | +276 | 2026-03-31 |
| 12 | BLDR | BUILDERS FIRSTSOURCE INC | 48.1K | $4.0M | $3.2M | 1.16% | +2.7K | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 13.8K | $4.0M | $4.9M | 1.78% | +96 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 12.8K | $4.0M | $5.0M | 1.81% | -576 | 2026-03-31 |
| 15 | SCHV | SCHWAB STRATEGIC TR | 104.3K | $3.2M | $3.6M | 1.29% | -6,503 | 2026-03-31 |
| 16 | UNP | UNION PAC CORP | 12.8K | $3.1M | $3.7M | 1.36% | +22 | 2026-03-31 |
| 17 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 64.1K | $2.7M | $3.2M | 1.15% | +20.9K | 2026-03-31 |
| 18 | SPTM | SPDR SERIES TRUST | 32.5K | $2.6M | $3.0M | 1.07% | -1,291 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 12.1K | $2.5M | $3.3M | 1.20% | +50 | 2026-03-31 |
| 20 | PBUS | INVESCO EXCH TRADED FD TR II | 37.3K | $2.4M | $2.8M | 1.01% | +1.3K | 2026-03-31 |
| 21 | AEP | AMERICAN ELEC PWR CO INC | 17.9K | $2.3M | $2.3M | 0.83% | -296 | 2026-03-31 |
| 22 | AVNM | AMERICAN CENTY ETF TR | 30.5K | $2.3M | $2.5M | 0.91% | +1.7K | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 10.3K | $2.1M | $2.0M | 0.74% | -156 | 2026-03-31 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | 8.9K | $2.1M | $2.5M | 0.92% | -17 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 7.2K | $2.1M | $2.5M | 0.92% | +606 | 2026-03-31 |
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