Altus Wealth Group LLC
155 holdingsFiling period: 2026-06-30Current AUM: $282.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 46.8K | $35.0M | $35.9M | 12.72% | +980 | 2026-06-30 |
| 2 | SPMO | Invesco Exch Traded FD TR II | 143.8K | $23.2M | $20.2M | 7.15% | +1.6K | 2026-06-30 |
| 3 | MOAT | VanEck ETF Trust | 197.1K | $20.5M | $22.1M | 7.81% | +996 | 2026-06-30 |
| 4 | DIVO | Amplify ETF TR | 301.0K | $13.8M | $14.4M | 5.09% | +7.5K | 2026-06-30 |
| 5 | XMHQ | Invesco Exchange Traded FD T | 99.8K | $11.3M | $11.7M | 4.12% | +2.9K | 2026-06-30 |
| 6 | COWZ | Pacer Fds TR | 156.6K | $9.7M | $11.2M | 3.95% | -4,134 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 33.6K | $9.7M | $11.6M | 4.09% | +974 | 2026-06-30 |
| 8 | IWF | iShares TR | 70.5K | $8.8M | $8.5M | 3.02% | +52.9K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 35.6K | $7.1M | $7.7M | 2.72% | +11.0K | 2026-06-30 |
| 10 | VCIT | Vanguard Scottsdale Fds | 73.4K | $6.1M | $5.8M | 2.06% | +2.3K | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 15.3K | $5.7M | $8.2M | 2.89% | +741 | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 14.6K | $5.2M | $4.6M | 1.63% | +812 | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 12.8K | $4.8M | $4.2M | 1.49% | -15 | 2026-06-30 |
| 14 | BLDR | Builders Firstsource Inc | 48.1K | $4.3M | $2.7M | 0.96% | +9 | 2026-06-30 |
| 15 | CGDV | Capital Group Dividend Value | 75.1K | $3.7M | $3.7M | 1.30% | +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 | $3.8M | 1.33% | -110 | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 12.3K | $2.9M | $3.1M | 1.08% | +152 | 2026-06-30 |
| 19 | SPTM | Spdr Series Trust | 32.1K | $2.9M | $3.0M | 1.05% | -408 | 2026-06-30 |
| 20 | MU | Micron Technology Inc | 2.1K | $2.5M | $1.9M | 0.68% | +128 | 2026-06-30 |
| 21 | AEP | American Elec Pwr Co Inc | 17.9K | $2.5M | $2.3M | 0.82% | +98 | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 7.4K | $2.4M | $2.5M | 0.88% | +244 | 2026-06-30 |
| 23 | V | Visa Inc | 7.0K | $2.4M | $2.8M | 1.01% | +192 | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 3.8K | $1.9M | $1.9M | 0.68% | -152 | 2026-06-30 |
| 25 | PBUS | Invesco Exch Traded FD TR II | 24.3K | $1.8M | $1.9M | 0.66% | -12,990 | 2026-06-30 |
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