Altus Wealth Group LLC
CIK: 0001842572SEC EDGAR →
Portfolio Value
$250.2M
Holdings
142
As of
Q4 2025
New Positions
142
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 46,663 | $32.0M | 12.77% |
| 2 | VANECK ETF TRUST | 187,849 | $19.5M | 7.77% |
| 3 | INVESCO EXCH TRADED FD TR II | 145,039 | $17.3M | 6.92% |
| 4 | PACER FDS TR | 246,356 | $14.8M | 5.92% |
| 5 | INVESCO EXCHANGE TRADED FD T | 88,267 | $9.0M | 3.61% |
| 6 | APPLE INC | 31,311 | $8.5M | 3.40% |
| 7 | ISHARES TR | 17,624 | $8.3M | 3.33% |
| 8 | AMPLIFY ETF TR | 170,604 | $7.6M | 3.03% |
| 9 | MICROSOFT CORP | 14,521 | $7.0M | 2.81% |
| 10 | VANGUARD SCOTTSDALE FDS | 68,127 | $5.7M | 2.28% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (142)
$32.0M · 47K shares
$19.5M · 188K shares
$17.3M · 145K shares
$14.8M · 246K shares
$9.0M · 88K shares
$8.5M · 31K shares
$8.3M · 18K shares
$7.6M · 171K shares
$7.0M · 15K shares
$5.7M · 68K shares
$4.7M · 45K shares
$4.6M · 13K shares
$4.5M · 24K shares
$4.3M · 14K shares
$3.3M · 111K shares
$3.0M · 13K shares
$2.9M · 19K shares
$2.8M · 34K shares
$2.8M · 12K shares
$2.5M · 7K shares
$2.5M · 36K shares
$2.3M · 9K shares
$2.2M · 14K shares
$2.1M · 7K shares
$2.1M · 29K shares
$2.1M · 18K shares
$1.9M · 4K shares
$1.9M · 43K shares
$1.8M · 12K shares
$1.6M · 10K shares
$1.6M · 23K shares
$1.6M · 44K shares
$1.5M · 10K shares
$1.4M · 36K shares
$1.4M · 14K shares
$1.4M · 4K shares
$1.2M · 9K shares
$1.2M · 12K shares
$1.2M · 3K shares
$1.2M · 46K shares
$1.2M · 26K shares
$1.2M · 10K shares
$1.1M · 12K shares
$1.1M · 39K shares
$1.1M · 41K shares
$999K · 13K shares
$985K · 30K shares
$947K · 3K shares
$942K · 27K shares
$920K · 5K shares
$916K · 1K shares
$897K · 1K shares
$896K · 6K shares
$890K · 5K shares
$877K · 2K shares
$876K · 4K shares
$865K · 9K shares
$859K · 4K shares
$847K · 983 shares
$819K · 6K shares
$811K · 7K shares
$767K · 8K shares
$763K · 28K shares
$758K · 5K shares
$749K · 41K shares
$697K · 10K shares
$689K · 8K shares
$682K · 2K shares
$677K · 12K shares
$674K · 15K shares
$664K · 20K shares
$641K · 1K shares
$630K · 5K shares
$628K · 3K shares
$624K · 54K shares
$621K · 942 shares
$608K · 4K shares
$589K · 70K shares
$578K · 13K shares
$572K · 3K shares
$545K · 2K shares
$541K · 6K shares
$540K · 5K shares
$504K · 5K shares
$497K · 2K shares
$489K · 10K shares
$486K · 852 shares
$485K · 8K shares
$456K · 6K shares
$450K · 4K shares
$413K · 1K shares
$407K · 8K shares
$370K · 3K shares
$367K · 2K shares
$365K · 8K shares
$358K · 7K shares
$349K · 4K shares
$344K · 980 shares
$333K · 2K shares
$331K · 582 shares
$328K · 1K shares
$323K · 11K shares
$322K · 563 shares
$311K · 1K shares
$308K · 287 shares
$304K · 346 shares
$304K · 404 shares
$298K · 1K shares
$296K · 1K shares
$288K · 4K shares
$282K · 3K shares
$273K · 5K shares
$272K · 2K shares
$269K · 430 shares
$260K · 1K shares
$259K · 11K shares
$251K · 12K shares
$246K · 13K shares
$235K · 1K shares
$235K · 5K shares
$234K · 1K shares
$232K · 6K shares
$228K · 1K shares
$224K · 31K shares
$221K · 1K shares
$218K · 3K shares
$215K · 245 shares
$214K · 673 shares
$213K · 4K shares
$211K · 198 shares
$210K · 683 shares
$210K · 3K shares
$210K · 8K shares
$206K · 1K shares
$205K · 11K shares
$201K · 32K shares
$173K · 11K shares
$151K · 15K shares
$132K · 10K shares
$129K · 10K shares
$122K · 10K shares
$118K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $153.2M | 61.3% |
| Technology | 18 | $30.8M | 12.3% |
| Unknown | 9 | $22.8M | 9.1% |
| Industrials | 16 | $13.9M | 5.5% |
| Communication Services | 6 | $7.7M | 3.1% |
| Consumer Cyclical | 6 | $6.1M | 2.5% |
| Energy | 6 | $5.1M | 2.0% |
| Consumer Defensive | 7 | $4.3M | 1.7% |
| Healthcare | 6 | $3.1M | 1.2% |
| Utilities | 2 | $3.0M | 1.2% |
| Basic Materials | 1 | $132K | 0.1% |