Altus Wealth Group LLC Top Holdings and 13F Report (2025) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $226.00 million in total holdings as of June 30, 2025.Altus Wealth Group LLC owns shares of 138 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 133 new stocks and bought additional shares in 53 stocks.Altus Wealth Group LLC sold shares of 60 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $27,048,267Pacer US Cash Cows 100 ETF $17,121,994VanEck Morningstar Wide Moat ETF $16,543,055Invesco S&P 500 Momentum ETF $14,791,367Invesco S&P MidCap Quality ETF $8,831,356 Largest New Holdings this Quarter 14040H105 - Capital One Financial $291,481 Holding038222105 - Applied Materials $251,355 Holding629377508 - NRG Energy $239,264 Holding92333E104 - VENU HLDG CORP $235,800 HoldingG29183103 - Eaton $225,261 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 4,381 shares (about $492.73K)NVIDIA 2,654 shares (about $419.31K)iShares 0-3 Month Treasury Bond ETF 4,122 shares (about $415.03K)EOG Resources 2,559 shares (about $306.08K)Capital One Financial 1,370 shares (about $291.48K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,206 shares (about $1.99M)Vanguard Intermediate-Term Corporate Bond ETF 21,780 shares (about $1.81M)VanEck Morningstar Wide Moat ETF 8,641 shares (about $810.44K)Pacer US Cash Cows 100 ETF 11,957 shares (about $658.83K)SPDR Portfolio Aggregate Bond ETF 23,050 shares (about $590.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,048,267$1,990,605 ▼-6.9%43,56312.0%ETFCOWZPacer US Cash Cows 100 ETF$17,121,994$658,831 ▼-3.7%310,7447.6%ETFMOATVanEck Morningstar Wide Moat ETF$16,543,055$810,439 ▼-4.7%176,3847.3%ETFSPMOInvesco S&P 500 Momentum ETF$14,791,367$492,731 ▲3.4%131,5146.5%ETFXMHQInvesco S&P MidCap Quality ETF$8,831,356$63,659 ▲0.7%89,8963.9%ETFIWFiShares Russell 1000 Growth ETF$7,500,479$13,586 ▼-0.2%17,6663.3%ETFMSFTMicrosoft$7,262,213$339,732 ▼-4.5%14,6003.2%Computer and TechnologyAAPLApple$6,290,534$29,750 ▲0.5%30,6602.8%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$5,422,954$1,805,993 ▼-25.0%65,4002.4%ETFBLDRBuilders FirstSource$5,251,867$1,634 ▼0.0%45,0072.3%Retail/WholesaleAVGOBroadcom$4,011,107$350,362 ▼-8.0%14,5511.8%Computer and TechnologyNVDANVIDIA$3,752,260$419,305 ▲12.6%23,7501.7%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$3,521,205$230,076 ▼-6.1%127,2571.6%ETFUNPUnion Pacific$2,919,459$2,301 ▼-0.1%12,6891.3%TransportationSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,647,865$80,581 ▼-3.0%35,3571.2%ETFVVisa$2,591,825$16,332 ▲0.6%7,3001.1%Business ServicesAPOApollo Global Management$2,556,923$2,837 ▲0.1%18,0231.1%FinanceAMZNAmazon.com$2,529,347$4,607 ▲0.2%11,5291.1%Retail/WholesaleNOWServiceNow$2,520,852$2,056 ▲0.1%2,4521.1%Computer and TechnologyGOOGLAlphabet$2,429,883$109,969 ▼-4.3%13,7881.1%Computer and TechnologyBXBlackstone$2,309,814$91,992 ▼-3.8%15,4421.0%FinancePBUSInvesco MSCI USA ETF$2,183,440$24,623 ▲1.1%35,1151.0%ETFBRK.BBerkshire Hathaway$2,083,953$3,886 ▲0.2%4,2900.9%FinanceJPMJPMorgan Chase & Co.$2,060,829$94,794 ▲4.8%7,1090.9%FinanceQQQMInvesco NASDAQ 100 ETF$1,964,531$15,896 ▲0.8%8,6510.9%ETFAEPAmerican Electric Power$1,903,861$4,254 ▼-0.2%18,3490.8%UtilitiesAVNMAvantis All International Markets Equity ETF$1,802,886$4,768 ▼-0.3%27,6050.8%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,694,724$25,956 ▲1.6%39,8290.7%ETFXLKTechnology Select Sector SPDR Fund$1,660,007$75,720 ▲4.8%6,5550.7%ETFNFLXNetflix$1,605,617$26,783 ▼-1.6%1,1990.7%Consumer DiscretionaryCVXChevron$1,542,022$1,861 ▼-0.1%10,7690.7%EnergyFTGSFirst Trust Growth Strength ETF$1,453,214$26,566 ▼-1.8%42,5040.6%ETFSCHDSchwab US Dividend Equity ETF$1,426,431$125,344 ▲9.6%53,8280.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,396,695$590,084 ▼-29.7%54,5580.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,355,585$21,144 ▲1.6%21,6060.6%ManufacturingHDHome Depot$1,311,839$367 ▼0.0%3,5780.6%Retail/WholesaleSDYSPDR S&P Dividend ETF$1,297,570$8,687 ▲0.7%9,5600.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,252,560$7,444 ▲0.6%35,5030.6%ETFVTIVanguard Total Stock Market ETF$1,237,556$122,783 ▲11.0%4,0720.5%ETFEOGEOG Resources$1,221,816$306,082 ▲33.4%10,2150.5%EnergySGOViShares 0-3 Month Treasury Bond ETF$1,194,754$415,033 ▲53.2%11,8660.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,122,812$3,517 ▲0.3%26,8170.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,110,808$14,946 ▼-1.3%13,9720.5%ETFXOMExxon Mobil$1,057,734$38,700 ▼-3.5%9,8120.5%EnergySPYSPDR S&P 500 ETF Trust$1,056,084$264,484 ▲33.4%1,7090.5%FinanceHONHoneywell International$1,030,150$3,959 ▲0.4%4,4240.5%Multi-Sector ConglomeratesTYTri Continental$976,737$57,779 ▼-5.6%30,8510.4%FinanceCOSTCostco Wholesale$942,423$2,970 ▼-0.3%9520.4%Retail/WholesalePEPPepsiCo$934,640$10,432 ▲1.1%7,0780.4%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$921,409$27,606 ▲3.1%5,0400.4%ETFKMIKinder Morgan$890,789$7,321 ▼-0.8%30,2990.4%EnergyATOAtmos Energy$860,457$13,563 ▼-1.6%5,5830.4%UtilitiesCMCSAComcast$849,622$21,057 ▼-2.4%23,8060.4%Consumer DiscretionaryLMTLockheed Martin$840,130$11,578 ▲1.4%1,8140.4%AerospaceTXNTexas Instruments$834,263$2,907 ▲0.3%4,0180.4%Computer and TechnologyEMEEMCOR Group$788,963$123,025 ▼-13.5%1,4750.3%ConstructionSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$782,171$40,766 ▼-5.0%23,2930.3%ETFFIBKFirst Interstate BancSystem$780,226$16,860 ▲2.2%27,0720.3%FinanceFPEFirst Trust Preferred Securities and Income ETF$738,761$37,647 ▼-4.8%41,5030.3%ETFINTCIntel$720,121$30,867 ▼-4.1%32,1480.3%Computer and TechnologyABBVAbbVie$711,584$94,655 ▲15.3%3,8340.3%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$706,614$10,506 ▼-1.5%9,3490.3%ManufacturingWMTWalmart$684,299$684 ▲0.1%6,9980.3%Retail/WholesaleAIRRFirst Trust RBA American Industrial Renaissance ETF$676,598$30,525 ▲4.7%8,3120.3%ManufacturingMETAMeta Platforms$664,281$49,452 ▲8.0%9000.3%Computer and TechnologyKVUEKenvue$657,152$10,967 ▲1.7%31,3980.3%Consumer StaplesMSTRMicroStrategy$656,8740.0%1,6250.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$640,821$22,997 ▼-3.5%6,8270.3%ETFDISWalt Disney$618,700$7,441 ▼-1.2%4,9890.3%Consumer DiscretionaryNVSNovartis$607,681$70,545 ▲13.1%5,0220.3%MedicalTROWT. Rowe Price Group$601,014$20,941 ▲3.6%6,2280.3%FinanceKRKroger$599,471$41,246 ▲7.4%8,3570.3%Retail/WholesaleFIXDFirst Trust TCW Opportunistic Fixed Income ETF$596,113$10,182 ▼-1.7%13,5820.3%ManufacturingJSMDSmall/Mid Cap Growth Alpha ETF$592,780$30,982 ▲5.5%7,6340.3%ManufacturingNEANuveen AMT-Free Quality Municipal Income Fund$586,2400.0%53,6850.3%Financial ServicesBACBank of America$584,165$994 ▼-0.2%12,3450.3%FinanceLOWLowe's Companies$579,081$63,677 ▼-9.9%2,6100.3%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$575,829$219,350 ▼-27.6%6,2610.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$571,602$132,120 ▼-18.8%14,1170.3%ETFDSIiShares ESG MSCI KLD 400 ETF$568,6030.0%4,8950.3%ETFFTECFidelity MSCI Information Technology Index ETF$543,7360.0%2,7570.2%ETFGOOGAlphabet$510,792$887 ▲0.2%2,8790.2%Computer and TechnologyMAMastercard$497,357$1,124 ▼-0.2%8850.2%Business ServicesTSLATesla$480,937$54,002 ▼-10.1%1,5140.2%Auto/Tires/TrucksMSMorgan Stanley$479,429$17,887 ▼-3.6%3,4040.2%FinanceAMGNAmgen$468,115$2,512 ▼-0.5%1,6770.2%MedicalIJRiShares Core S&P Small-Cap ETF$449,074$765 ▲0.2%4,1090.2%ETFCSCOCisco Systems$428,298$3,330 ▲0.8%6,1730.2%Computer and TechnologyPGProcter & Gamble$417,511$25,169 ▼-5.7%2,6210.2%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$410,868$7,012 ▼-1.7%14,6480.2%ETFIBMInternational Business Machines$410,698$13,857 ▼-3.3%1,3930.2%Computer and TechnologyTAXFAmerican Century Diversified Municipal Bond ETF$402,038$3,621 ▼-0.9%8,2170.2%ETFSYKStryker$390,762$1,582 ▲0.4%9880.2%MedicalISHARES BITCOIN TRUST ETF$388,439$3,244 ▼-0.8%6,3460.2%SHS BEN INTUSFRWisdomTree Floating Rate Treasury Fund$375,269$41,959 ▼-10.1%7,4590.2%FinanceJJacobs Solutions$368,0600.0%2,8000.2%Business ServicesBSCSInvesco BulletShares 2028 Corporate Bond ETF$336,387$594 ▲0.2%16,4170.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$333,387$4,358 ▼-1.3%7,6500.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$328,335$527 ▲0.2%16,8200.1%ETFFMHIFirst Trust Municipal High Income ETF$313,159$47 ▼0.0%6,7060.1%ManufacturingShowing 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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