Altus Wealth Management, LLC Top Holdings and 13F Report (2025) About Altus Wealth Management, LLCInvestment ActivityAltus Wealth Management, LLC has $223.57 million in total holdings as of December 31, 2024.Altus Wealth Management, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Altus Wealth Management, LLC has purchased 42 new stocks and bought additional shares in 19 stocks.Altus Wealth Management, LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $44,104,542Invesco QQQ $35,443,668iShares S&P 100 ETF $33,803,899iShares Core Dividend Growth ETF $25,942,445iShares Core S&P Mid-Cap ETF $21,822,852 Largest New Holdings this Quarter Broadcom $289,568 HoldingVisa $218,384 HoldingCostco Wholesale $207,077 Holding Largest Purchases this Quarter Procter & Gamble 3,986 shares (about $668.25K)SPDR Bloomberg Short Term High Yield Bond ETF 21,782 shares (about $550.00K)Schwab US Broad Market ETF 21,050 shares (about $477.83K)iShares Core Dividend Growth ETF 7,595 shares (about $465.88K)iShares Core S&P Mid-Cap ETF 6,964 shares (about $433.93K) Largest Sales this Quarter Invesco QQQ 1,868 shares (about $954.98K)Vanguard Total Stock Market ETF 2,534 shares (about $734.38K)PALANTIR TECHNOLOGIES INC 8,202 shares (about $620.32K)NVIDIA 3,369 shares (about $452.43K)Alphabet 1,332 shares (about $252.11K) 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$44,104,542$734,380 ▼-1.6%152,18419.7%ETFQQQInvesco QQQ$35,443,668$954,980 ▼-2.6%69,33015.9%FinanceOEFiShares S&P 100 ETF$33,803,899$24,263 ▼-0.1%117,02915.1%ETFDGROiShares Core Dividend Growth ETF$25,942,445$465,877 ▲1.8%422,92911.6%ETFIJHiShares Core S&P Mid-Cap ETF$21,822,852$433,927 ▲2.0%350,2309.8%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$9,635,852$419,558 ▲4.6%107,5074.3%ETFPGProcter & Gamble$9,561,612$668,255 ▲7.5%57,0334.3%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$9,383,352$108,430 ▲1.2%93,7214.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,399,785$138,532 ▲2.2%172,4082.9%ETFTPLTexas Pacific Land$3,670,858$7,742 ▲0.2%3,3191.6%Oils/EnergyAAPLApple$2,170,984$210,111 ▼-8.8%8,6691.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,086,771$228,543 ▲12.3%3,5610.9%FinanceIGEBiShares Investment Grade Bond Factor ETF$1,853,272$407,003 ▲28.1%41,7780.8%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,748,032$549,995 ▲45.9%69,2290.8%ETFJPIEJPMorgan Income ETF$1,731,461$391,876 ▲29.3%37,9540.8%ETFNVDANVIDIA$1,406,562$452,426 ▼-24.3%10,4740.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,393,997$62,176 ▲4.7%2,2420.6%ETFMSFTMicrosoft$1,042,549$8,010 ▲0.8%2,4730.5%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$977,087$413,667 ▲73.4%20,6180.4%FinanceMUBiShares National Muni Bond ETF$814,042$400,095 ▲96.7%7,6400.4%ETFJPMJPMorgan Chase & Co.$807,175$12,945 ▲1.6%3,3670.4%FinanceAMZNAmazon.com$710,385$57,261 ▼-7.5%3,2380.3%Retail/WholesaleSCHBSchwab US Broad Market ETF$704,558$477,832 ▲210.8%31,0380.3%ETFMRKMerck & Co., Inc.$650,918$19,996 ▲3.2%6,5430.3%MedicalIWFiShares Russell 1000 Growth ETF$619,6380.0%1,5430.3%ETFGOOGAlphabet$539,897$19,044 ▼-3.4%2,8350.2%Computer and TechnologyEMEEMCOR Group$439,8290.0%9690.2%ConstructionMETAMeta Platforms$412,205$22,250 ▼-5.1%7040.2%Computer and TechnologyGOOGLAlphabet$357,529$252,106 ▼-41.4%1,8890.2%Computer and TechnologyTSLATesla$338,822$199,497 ▼-37.1%8390.2%Auto/Tires/TrucksABBVAbbVie$333,1900.0%1,8750.1%MedicalBRK.BBerkshire Hathaway$330,4410.0%7290.1%FinanceIWDiShares Russell 1000 Value ETF$326,0140.0%1,7610.1%ETFSOSouthern$313,478$13,583 ▼-4.2%3,8080.1%UtilitiesAVGOBroadcom$289,568$289,568 ▲New Holding1,2490.1%Computer and TechnologyAZNAstraZeneca$277,9950.0%4,2430.1%MedicalJNJJohnson & Johnson$250,175$5,784 ▲2.4%1,7300.1%MedicalVIGVanguard Dividend Appreciation ETF$244,3960.0%1,2480.1%ETFVVisa$218,384$218,384 ▲New Holding6910.1%Business ServicesCOSTCostco Wholesale$207,077$207,077 ▲New Holding2260.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$202,462$620,319 ▼-75.4%2,6770.1%CL ACTBICommunity Trust Bancorp$0$412,150 ▼-100.0%00.0%FinanceINTCIntel$0$253,180 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$206,190 ▼-100.0%00.0%AerospaceTMToyota Motor$0$204,970 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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