Altus Wealth Group LLC Top Holdings and 13F Report (2025) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $243.52 million in total holdings as of September 30, 2025.Altus Wealth Group LLC owns shares of 143 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 3.34% of the portfolio was purchased this quarter.About 2.36% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 138 new stocks and bought additional shares in 45 stocks.Altus Wealth Group LLC sold shares of 70 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,842,748VanEck Morningstar Wide Moat ETF $17,701,938Invesco S&P 500 Momentum ETF $16,675,201Pacer US Cash Cows 100 ETF $16,459,006Invesco S&P MidCap Quality ETF $9,078,317 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $1,050,129 Holding14020W106 - Capital Group Dividend Value ETF $591,362 Holding50077B207 - Kratos Defense & Security Solutions $489,286 Holding74766W108 - Quantum Computing $280,753 Holding922908363 - Vanguard S&P 500 ETF $247,430 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 40,845 shares (about $1.05M)Invesco S&P 500 Momentum ETF 6,229 shares (about $754.08K)iShares Core S&P 500 ETF 1,025 shares (about $686.03K)VENU HLDG CORP 50,000 shares (about $640.50K)Amplify CWP Enhanced Dividend Income ETF 14,261 shares (about $635.61K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 24,351 shares (about $1.40M)Intel 25,848 shares (about $867.26K)Invesco S&P MidCap Quality ETF 3,403 shares (about $357.18K)Berkshire Hathaway 500 shares (about $251.37K)Comcast 5,147 shares (about $161.72K) 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$29,842,748$686,032 ▲2.4%44,58812.3%ETFMOATVanEck Morningstar Wide Moat ETF$17,701,938$220,520 ▲1.3%178,6097.3%ETFSPMOInvesco S&P 500 Momentum ETF$16,675,201$754,084 ▲4.7%137,7436.8%ETFCOWZPacer US Cash Cows 100 ETF$16,459,006$1,399,452 ▼-7.8%286,3936.8%ETFXMHQInvesco S&P MidCap Quality ETF$9,078,317$357,179 ▼-3.8%86,4933.7%ETFIWFiShares Russell 1000 Growth ETF$8,231,233$43,561 ▼-0.5%17,5733.4%ETFAAPLApple$8,063,880$256,922 ▲3.3%31,6693.3%Computer and TechnologyMSFTMicrosoft$7,448,750$113,433 ▼-1.5%14,3813.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$5,559,925$59,129 ▲1.1%66,1032.3%ETFBLDRBuilders FirstSource$5,454,068$3,031 ▼-0.1%44,9822.2%Retail/WholesaleAVGOBroadcom$4,793,922$6,598 ▼-0.1%14,5312.0%Computer and TechnologyNVDANVIDIA$4,424,758$6,530 ▼-0.1%23,7151.8%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$3,619,070$85,380 ▼-2.3%124,3241.5%ETFGOOGLAlphabet$3,329,928$21,879 ▼-0.7%13,6981.4%Computer and TechnologyUNPUnion Pacific$2,972,353$26,946 ▼-0.9%12,5751.2%TransportationSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,817,079$34,437 ▼-1.2%34,9301.2%ETFBXBlackstone$2,671,752$33,487 ▲1.3%15,6381.1%FinanceAMZNAmazon.com$2,627,814$96,391 ▲3.8%11,9681.1%Retail/WholesaleVVisa$2,493,114$1,024 ▲0.0%7,3031.0%Business ServicesAPOApollo Global Management$2,428,313$26,387 ▲1.1%18,2211.0%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$2,410,791$635,613 ▲35.8%54,0901.0%ETFPBUSInvesco MSCI USA ETF$2,400,970$46,532 ▲2.0%35,8091.0%ETFNOWServiceNow$2,252,845$3,681 ▼-0.2%2,4480.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,219,186$23,343 ▼-1.0%7,0350.9%FinanceQQQMInvesco NASDAQ 100 ETF$2,201,992$64,248 ▲3.0%8,9110.9%ETFAEPAmerican Electric Power$2,056,292$7,988 ▼-0.4%18,2780.8%UtilitiesAVNMAvantis All International Markets Equity ETF$2,018,387$69,471 ▲3.6%28,5890.8%ETFBRK.BBerkshire Hathaway$1,905,385$251,370 ▼-11.7%3,7900.8%FinanceXLKTechnology Select Sector SPDR Fund$1,857,280$9,584 ▲0.5%6,5890.8%ETFCVXChevron$1,689,876$17,548 ▲1.0%10,8820.7%EnergyFTGSFirst Trust Growth Strength ETF$1,608,282$81,947 ▲5.4%44,7860.7%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,514,150$60,937 ▲4.2%22,5120.6%ManufacturingHDHome Depot$1,443,117$6,482 ▼-0.4%3,5620.6%Retail/WholesaleNFLXNetflix$1,405,134$32,371 ▼-2.3%1,1720.6%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$1,393,083$76,412 ▼-5.2%51,0290.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,379,170$29,351 ▲2.2%36,2750.6%ETFSDYSPDR S&P Dividend ETF$1,354,426$15,546 ▲1.2%9,6710.6%ETFVTIVanguard Total Stock Market ETF$1,336,585$328 ▲0.0%4,0730.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,331,660$78,661 ▼-5.6%51,5150.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,195,074$201 ▲0.0%11,8680.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,167,410$3,299 ▲0.3%26,8930.5%ETFEOGEOG Resources$1,137,233$8,073 ▼-0.7%10,1430.5%EnergySPYSPDR S&P 500 ETF Trust$1,132,060$6,663 ▼-0.6%1,6990.5%FinanceXOMExxon Mobil$1,089,954$16,349 ▼-1.5%9,6670.4%EnergyVCSHVanguard Short-Term Corporate Bond ETF$1,072,802$43,961 ▼-3.9%13,4220.4%ETFSCHBSchwab US Broad Market ETF$1,050,129$1,050,129 ▲New Holding40,8450.4%ETFTYTri Continental$1,048,9270.0%30,8510.4%FinanceQUALiShares MSCI USA Quality Factor ETF$979,370$973 ▼-0.1%5,0350.4%ETFPEPPepsiCo$978,262$15,729 ▼-1.6%6,9660.4%Consumer StaplesEMEEMCOR Group$971,062$12,991 ▲1.4%1,4950.4%ConstructionATOAtmos Energy$935,710$17,587 ▼-1.8%5,4800.4%UtilitiesHONHoneywell International$915,533$15,789 ▼-1.7%4,3490.4%Multi-Sector ConglomeratesVENU HLDG CORP$896,700$640,500 ▲250.0%70,0000.4%COMLMTLockheed Martin$889,093$16,474 ▼-1.8%1,7810.4%AerospaceCOSTCostco Wholesale$882,125$926 ▲0.1%9530.4%Retail/WholesaleABBVAbbVie$856,826$30,791 ▼-3.5%3,7010.4%MedicalAIRRFirst Trust RBA American Industrial Renaissance ETF$846,532$42,926 ▲5.3%8,7560.3%ManufacturingFIBKFirst Interstate BancSystem$844,396$18,389 ▼-2.1%26,4950.3%FinanceKMIKinder Morgan$806,259$51,495 ▼-6.0%28,4800.3%EnergySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$775,582$13,827 ▼-1.8%22,8850.3%ETFFPEFirst Trust Preferred Securities and Income ETF$765,225$8,208 ▲1.1%41,9530.3%ETFGOOGAlphabet$736,077$34,831 ▲5.0%3,0220.3%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$735,945$25,312 ▲3.6%9,6820.3%ManufacturingTXNTexas Instruments$729,408$8,819 ▼-1.2%3,9700.3%Computer and TechnologyWMTWalmart$722,965$1,752 ▲0.2%7,0150.3%Retail/WholesaleJSMDSmall/Mid Cap Growth Alpha ETF$695,001$56,690 ▲8.9%8,3120.3%ManufacturingFIXDFirst Trust TCW Opportunistic Fixed Income ETF$692,445$89,149 ▲14.8%15,5890.3%ManufacturingMETAMeta Platforms$676,364$15,422 ▲2.3%9210.3%Computer and TechnologyLOWLowe's Companies$654,663$1,257 ▼-0.2%2,6050.3%Retail/WholesaleTSLATesla$644,399$28,907 ▼-4.3%1,4490.3%Auto/Tires/TrucksNVSNovartis$644,278$256 ▲0.0%5,0240.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$640,861$8,658 ▼-1.3%6,7360.3%ETFBACBank of America$636,208$671 ▼-0.1%12,3320.3%FinanceDSIiShares ESG MSCI KLD 400 ETF$616,5250.0%4,8950.3%ETFNEANuveen AMT-Free Quality Municipal Income Fund$611,4720.0%53,6850.3%Financial ServicesCGDVCapital Group Dividend Value ETF$591,362$591,362 ▲New Holding14,0700.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$591,234$12,837 ▼-2.1%13,8170.2%ETFCMCSAComcast$586,264$161,718 ▼-21.6%18,6590.2%Consumer DiscretionaryFTECFidelity MSCI Information Technology Index ETF$575,198$37,325 ▼-6.1%2,5890.2%ETFKRKroger$566,379$3,033 ▲0.5%8,4020.2%Retail/WholesaleTROWT. Rowe Price Group$566,162$73,080 ▼-11.4%5,5160.2%FinanceDISWalt Disney$536,002$35,268 ▼-6.2%4,6810.2%Consumer DiscretionaryMSMorgan Stanley$531,919$9,220 ▼-1.7%3,3460.2%FinanceMSTRStrategy$523,269$322 ▼-0.1%1,6240.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$510,916$93,552 ▼-15.5%5,2920.2%ETFKVUEKenvue$500,777$8,813 ▼-1.7%30,8550.2%Consumer StaplesMAMastercard$498,887$4,551 ▼-0.9%8770.2%Business ServicesKTOSKratos Defense & Security Solutions$489,286$489,286 ▲New Holding5,3550.2%AerospaceISHARES BITCOIN TRUST ETF$476,190$63,700 ▲15.4%7,3260.2%SHS BEN INTAMGNAmgen$471,717$1,411 ▼-0.3%1,6720.2%MedicalTAXFAmerican Century Diversified Municipal Bond ETF$458,742$46,010 ▲11.1%9,1330.2%ETFIJRiShares Core S&P Small-Cap ETF$451,793$36,481 ▼-7.5%3,8020.2%ETFCSCOCisco Systems$423,261$889 ▲0.2%6,1860.2%Computer and TechnologyJJacobs Solutions$419,6080.0%2,8000.2%Business ServicesIBMInternational Business Machines$391,125$1,975 ▼-0.5%1,3860.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$389,128$45,054 ▼-10.4%13,1280.2%ETFPGProcter & Gamble$380,030$22,743 ▼-5.6%2,4730.2%Consumer StaplesSYKStryker$365,0530.0%9880.1%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$364,3700.0%7,6500.1%ETFFMHIFirst Trust Municipal High Income ETF$340,345$21,759 ▲6.8%7,1640.1%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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