Altus Wealth Management, LLC Top Holdings and 13F Report (2025) About Altus Wealth Management, LLCInvestment ActivityAltus Wealth Management, LLC has $208.93 million in total holdings as of June 30, 2025.Altus Wealth Management, LLC owns shares of 30 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 21.45% of the portfolio was purchased this quarter.About 33.11% of the portfolio was sold this quarter.This quarter, Altus Wealth Management, LLC has purchased 41 new stocks and bought additional shares in 4 stocks.Altus Wealth Management, LLC sold shares of 23 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $45,377,180Invesco QQQ $36,236,617Invesco S&P 100 Equal Weight ETF $32,483,928iShares Core Dividend Growth ETF $27,356,985iShares Core S&P Mid-Cap ETF $21,533,964 Largest New Holdings this Quarter 46137V449 - Invesco S&P 100 Equal Weight ETF $32,483,928 Holding Largest Purchases this Quarter Invesco S&P 100 Equal Weight ETF 295,389 shares (about $32.48M)iShares MSCI Intl Quality Factor ETF 276,598 shares (about $11.95M)iShares Core Dividend Growth ETF 3,599 shares (about $230.12K)SPDR Bloomberg Short Term High Yield Bond ETF 5,097 shares (about $129.87K)JPMorgan Income ETF 419 shares (about $19.41K) Largest Sales this Quarter iShares S&P 100 ETF 113,489 shares (about $34.54M)Procter & Gamble 51,992 shares (about $8.28M)Invesco QQQ 2,559 shares (about $1.41M)NVIDIA 8,140 shares (about $1.29M)Apple 5,255 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$45,377,180$585,371 ▼-1.3%149,30121.7%ETFQQQInvesco QQQ$36,236,617$1,411,644 ▼-3.7%65,68917.3%FinanceEQWLInvesco S&P 100 Equal Weight ETF$32,483,928$32,483,928 ▲New Holding295,38915.5%ETFDGROiShares Core Dividend Growth ETF$27,356,985$230,120 ▲0.8%427,85413.1%ETFIJHiShares Core S&P Mid-Cap ETF$21,533,964$130,738 ▼-0.6%347,21010.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$19,449,951$11,954,566 ▲159.5%450,0229.3%ETFIGViShares Expanded Tech-Software Sector ETF$9,684,184$184,836 ▼-1.9%88,4404.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,202,695$129,872 ▲6.3%86,4481.1%ETFIGEBiShares Investment Grade Systematic Bond ETF$1,971,596$23,129 ▼-1.2%43,3890.9%ETFJPIEJPMorgan Income ETF$1,862,110$19,408 ▲1.1%40,2010.9%ETFSPYSPDR S&P 500 ETF Trust$1,691,673$412,724 ▼-19.6%2,7380.8%FinanceVGTVanguard Information Technology ETF$1,003,543$459,653 ▼-31.4%1,5130.5%ETFPGProcter & Gamble$997,586$8,282,736 ▼-89.3%6,2620.5%Consumer StaplesMSFTMicrosoft$711,288$577,486 ▼-44.8%1,4300.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$655,1270.0%1,5430.3%ETFAAPLApple$649,343$1,078,135 ▼-62.4%3,1650.3%Computer and TechnologyOEFiShares S&P 100 ETF$550,874$34,540,409 ▼-98.4%1,8100.3%ETFAMZNAmazon.com$503,281$220,268 ▼-30.4%2,2940.2%Retail/WholesaleSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$496,428$55,483 ▼-10.1%10,3790.2%FinanceGOOGAlphabet$428,397$53,217 ▼-11.0%2,4150.2%Computer and TechnologyMUBiShares National Muni Bond ETF$392,322$20,896 ▼-5.1%3,7550.2%ETFMETAMeta Platforms$386,021$135,070 ▼-25.9%5230.2%Computer and TechnologyNVDANVIDIA$372,066$1,286,037 ▼-77.6%2,3550.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$342,0390.0%1,7610.2%ETFAVGOBroadcom$341,806$2,757 ▼-0.8%1,2400.2%Computer and TechnologyGOOGLAlphabet$278,972$26,611 ▼-8.7%1,5830.1%Computer and TechnologyBRK.BBerkshire Hathaway$268,631$90,353 ▼-25.2%5530.1%FinanceTSLATesla$260,799$33,037 ▼-11.2%8210.1%Auto/Tires/TrucksCOSTCostco Wholesale$239,565$83,155 ▼-25.8%2420.1%Retail/WholesaleVVisa$202,734$42,606 ▼-17.4%5710.1%Business ServicesIEOiShares U.S. Oil & Gas Exploration & Production ETF$0$10,742,491 ▼-100.0%00.0%ETFTPLTexas Pacific Land$0$4,401,952 ▼-100.0%00.0%EnergyJPMJPMorgan Chase & Co.$0$827,324 ▼-100.0%00.0%FinanceSCHBSchwab US Broad Market ETF$0$717,474 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$588,578 ▼-100.0%00.0%MedicalABBVAbbVie$0$392,853 ▼-100.0%00.0%MedicalEMEEMCOR Group$0$358,171 ▼-100.0%00.0%ConstructionSOSouthern$0$350,150 ▼-100.0%00.0%UtilitiesAZNAstraZeneca$0$311,853 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$287,659 ▼-100.0%00.0%MedicalVIGVanguard Dividend Appreciation ETF$0$244,428 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$222,647 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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