Altus Wealth Management, LLC
CIK:0001802107
Investment Adviser
$226M AUM
28 holdings
Albuquerque, NM, USA
Altus Wealth Management is a financial services firm that provides personalized investment management services, including 401(k) plans, insurance, and financial planning. It aims to build securities and financial confidence for clients through trusted relationships and exceptional service.
Investment Strategy
Not specified
Top Buys
V
VTIVANGUARD INDEX FDS+$4.4M
Q
QQQINVESCO QQQ TR+$3.8M
D
DGROISHARES TR+$2.2M
E
EQWLINVESCO EXCHANGE TRADED FD T+$1.9M
I
IJHISHARES TR+$1.5M
Top Sells
C
COSTCOSTCO WHSL CORP NEW-$239.6K
V
VVISA INC-$202.7K
J
JPIEJ P MORGAN EXCHANGE TRADED F+$38.5K
P
PGPROCTER AND GAMBLE CO-$35.5K
M
MSFTMICROSOFT CORP+$26.9K
Top Holdings
V
VTIVANGUARD INDEX FDS+22.0%$49.8M
Q
QQQINVESCO QQQ TR+17.7%$40.0M
E
EQWLINVESCO EXCHANGE TRADED FD T+15.2%$34.4M
D
DGROISHARES TR+13.1%$29.6M
I
IJHISHARES TR+10.2%$23.1M
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 22.04% | $49.8M | 151,650 | $179.73 | $328.17 | +$4.4M |
Q QQQ | INVESCO QQQ TR | 17.71% | $40.0M | 66,625 | $243.87 | $600.37 | +$3.8M |
E EQWL | INVESCO EXCHANGE TRADED FD T | 15.23% | $34.4M | 299,901 | $110.04 | $114.68 | +$1.9M |
D DGRO | ISHARES TR | 13.11% | $29.6M | 434,851 | $52.66 | $68.08 | +$2.2M |
I IJH | ISHARES TR | 10.21% | $23.1M | 353,481 | $46.02 | $65.26 | +$1.5M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+0.4%
ELECTRONIC COMPUTERS
+0.4%
SEMICONDUCTORS & RELATED DEVICES
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.3%