Altus Wealth Group LLC
155 holdingsFiling period: 2026-06-30Current AUM: $279.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 46.8K | $35.0M | $35.5M | 12.69% | +980 | 2026-06-30 |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 143.8K | $23.2M | $20.7M | 7.39% | +1.6K | 2026-06-30 |
| 3 | MOAT | VANECK ETF TRUST | 197.1K | $20.5M | $21.5M | 7.69% | +996 | 2026-06-30 |
| 4 | DIVO | AMPLIFY ETF TR | 301.0K | $13.8M | $14.3M | 5.11% | +7.5K | 2026-06-30 |
| 5 | XMHQ | INVESCO EXCHANGE TRADED FD T | 99.8K | $11.3M | $11.5M | 4.10% | +2.9K | 2026-06-30 |
| 6 | COWZ | PACER FDS TR | 156.6K | $9.7M | $11.0M | 3.95% | -4,134 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 33.6K | $9.7M | $11.1M | 3.98% | +974 | 2026-06-30 |
| 8 | IWF | ISHARES TR | 70.5K | $8.8M | $8.5M | 3.04% | +52.9K | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 35.6K | $7.1M | $7.5M | 2.70% | +11.0K | 2026-06-30 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 73.4K | $6.1M | $5.8M | 2.09% | +2.3K | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 15.3K | $5.7M | $7.6M | 2.72% | +741 | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 14.6K | $5.2M | $5.0M | 1.80% | +812 | 2026-06-30 |
| 13 | AVGO | BROADCOM INC | 12.8K | $4.8M | $4.3M | 1.55% | -15 | 2026-06-30 |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | 48.1K | $4.3M | $2.9M | 1.03% | +9 | 2026-06-30 |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 75.1K | $3.7M | $3.7M | 1.31% | +11.0K | 2026-06-30 |
| 16 | SCHV | SCHWAB STRATEGIC TR | 105.4K | $3.7M | $3.6M | 1.29% | +1.1K | 2026-06-30 |
| 17 | UNP | UNION PAC CORP | 12.7K | $3.5M | $3.6M | 1.29% | -110 | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 12.3K | $2.9M | $3.0M | 1.09% | +152 | 2026-06-30 |
| 19 | SPTM | SPDR SERIES TRUST | 32.1K | $2.9M | $2.9M | 1.05% | -408 | 2026-06-30 |
| 20 | MU | MICRON TECHNOLOGY INC | 2.1K | $2.5M | $2.0M | 0.71% | +128 | 2026-06-30 |
| 21 | AEP | AMERICAN ELEC PWR CO INC | 17.9K | $2.5M | $2.2M | 0.77% | +98 | 2026-06-30 |
| 22 | JPM | JPMORGAN CHASE & CO | 7.4K | $2.4M | $2.6M | 0.94% | +244 | 2026-06-30 |
| 23 | V | VISA INC | 7.0K | $2.4M | $2.6M | 0.94% | +192 | 2026-06-30 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.9M | $1.9M | 0.69% | -152 | 2026-06-30 |
| 25 | PBUS | INVESCO EXCH TRADED FD TR II | 24.3K | $1.8M | $1.8M | 0.66% | -12,990 | 2026-06-30 |
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