Altus Wealth Group LLC Top Holdings and 13F Report (2026) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $244.10 million in total holdings as of March 31, 2026.Altus Wealth Group LLC owns shares of 143 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 4.87% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 142 new stocks and bought additional shares in 72 stocks.Altus Wealth Group LLC sold shares of 49 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,904,662VanEck Morningstar Wide Moat ETF $18,960,356Invesco S&P 500 Momentum ETF $15,948,495Amplify CWP Enhanced Dividend Income ETF $13,164,308Pacer US Cash Cows 100 ETF $10,058,209 Largest New Holdings this Quarter 65339F101 - NextEra Energy $327,309 Holding00724F101 - Adobe $271,277 Holding56585A102 - Marathon Petroleum $261,761 Holding46432F842 - iShares Core MSCI EAFE ETF $244,340 Holding808524839 - Schwab U.S. Aggregate Bond ETF $225,350 Holding Largest Purchases this Quarter Amplify CWP Enhanced Dividend Income ETF 122,915 shares (about $5.51M)Invesco S&P MidCap Quality ETF 8,610 shares (about $890.02K)Capital Group Dividend Value ETF 20,892 shares (about $888.75K)VanEck Morningstar Wide Moat ETF 8,225 shares (about $795.36K)SPDR S&P 500 ETF Trust 1,134 shares (about $737.61K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 85,579 shares (about $5.35M)Apollo Global Management 8,589 shares (about $956.99K)iShares Core S&P 500 ETF 882 shares (about $576.13K)Technology Select Sector SPDR Fund 3,959 shares (about $526.15K)SPDR S&P Dividend ETF 2,863 shares (about $417.83K) 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$29,904,662$576,132 ▼-1.9%45,78112.3%ETFMOATVanEck Morningstar Wide Moat ETF$18,960,356$795,358 ▲4.4%196,0747.8%ETFSPMOInvesco S&P 500 Momentum ETF$15,948,495$311,777 ▼-1.9%142,2586.5%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$13,164,308$5,512,730 ▲72.0%293,5195.4%ETFCOWZPacer US Cash Cows 100 ETF$10,058,209$5,353,822 ▼-34.7%160,7774.1%ETFXMHQInvesco S&P MidCap Quality ETF$10,014,177$890,016 ▲9.8%96,8774.1%ETFAAPLApple$8,279,970$333,483 ▲4.2%32,6253.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$7,522,066$7,249 ▲0.1%17,6413.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,880,980$243,451 ▲4.3%71,0692.4%ETFMSFTMicrosoft$5,397,233$21,841 ▲0.4%14,5802.2%Computer and TechnologyNVDANVIDIA$4,285,912$48,135 ▲1.1%24,5751.8%Computer and TechnologyBLDRBuilders FirstSource$3,957,274$223,773 ▲6.0%48,0661.6%Retail/WholesaleGOOGLAlphabet$3,955,896$27,605 ▲0.7%13,7571.6%Computer and TechnologyAVGOBroadcom$3,953,681$178,278 ▼-4.3%12,7741.6%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$3,181,027$198,341 ▼-5.9%104,2961.3%ETFUNPUnion Pacific$3,105,293$5,338 ▲0.2%12,7991.3%TransportationCGDVCapital Group Dividend Value ETF$2,727,324$888,746 ▲48.3%64,1121.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,572,695$102,067 ▼-3.8%32,5411.1%ETFAMZNAmazon.com$2,523,191$10,413 ▲0.4%12,1151.0%Retail/WholesalePBUSInvesco MSCI USA ETF$2,428,716$87,264 ▲3.7%37,2671.0%ETFAEPAmerican Electric Power$2,339,880$38,799 ▼-1.6%17,8511.0%UtilitiesAVNMAvantis All International Markets Equity ETF$2,326,608$129,336 ▲5.9%30,5451.0%ETFCVXChevron$2,128,380$32,276 ▼-1.5%10,2870.9%EnergyQQQMInvesco NASDAQ 100 ETF$2,122,385$4,039 ▼-0.2%8,9320.9%ETFJPMJPMorgan Chase & Co.$2,118,105$178,249 ▲9.2%7,2010.9%FinanceVVisa$2,068,361$71,938 ▼-3.4%6,8430.8%Business ServicesBXBlackstone$1,986,912$193,068 ▼-8.9%17,2790.8%FinanceBRK.BBerkshire Hathaway$1,916,800$104,466 ▲5.8%4,0000.8%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,828,455$444,305 ▲32.1%18,1650.7%ETFEOGEOG Resources$1,688,578$21,396 ▲1.3%11,6800.7%EnergyXOMExxonMobil$1,644,514$4,241 ▲0.3%9,6930.7%EnergySPYSPDR S&P 500 ETF Trust$1,611,165$737,610 ▲84.4%2,4770.7%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$1,519,307$32,024 ▼-2.1%22,2510.6%ManufacturingNOWServiceNow$1,463,282$7,109 ▼-0.5%13,9960.6%Computer and TechnologyFTGSFirst Trust Growth Strength ETF$1,345,604$165,494 ▼-11.0%39,5240.6%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,318,313$22,962 ▼-1.7%25,9510.5%ETFVTIVanguard Total Stock Market ETF$1,312,424$4,491 ▲0.3%4,0910.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,281,022$149,950 ▼-10.5%32,4890.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,224,640$57,491 ▲4.9%47,8000.5%ETFHDHome Depot$1,214,942$88,473 ▲7.9%3,6940.5%Retail/WholesaleNFLXNetflix$1,176,299$3,365 ▲0.3%12,2340.5%Consumer DiscretionaryLMTLockheed Martin$1,133,231$36,868 ▲3.4%1,8750.5%AerospaceXLKTechnology Select Sector SPDR Fund$1,107,190$526,151 ▼-32.2%8,3310.5%ETFEMEEMCOR Group$1,083,1010.0%1,4670.4%ConstructionVCSHVanguard Short-Term Corporate Bond ETF$1,052,003$57,868 ▲5.8%13,2710.4%ETFSCHBSchwab US Broad Market ETF$1,030,744$2,635 ▲0.3%41,0660.4%ETFHONHoneywell International$1,019,788$4,520 ▲0.4%4,5120.4%Multi-Sector ConglomeratesWALMART INC$1,017,748$112,476 ▲12.4%8,1890.4%COMCOSTCostco Wholesale$988,459$8,968 ▲0.9%9920.4%Retail/WholesaleAIRRFirst Trust RBA American Industrial Renaissance ETF$984,174$9,527 ▲1.0%8,8840.4%ManufacturingSCHDSchwab US Dividend Equity ETF$978,560$226,017 ▼-18.8%31,8960.4%ETFPEPPepsiCo$973,600$3,416 ▲0.4%6,2700.4%Consumer StaplesATOAtmos Energy$972,920$8,128 ▼-0.8%5,2670.4%UtilitiesTYTri Continental$935,500$17,943 ▼-1.9%29,6140.4%FinanceKMIKinder Morgan$931,189$67 ▲0.0%27,7720.4%EnergyGOOGAlphabet$916,683$51,054 ▲5.9%3,1960.4%Computer and TechnologyFIBKFirst Interstate BancSystem$900,197$9,619 ▼-1.1%26,9520.4%FinanceQUALiShares MSCI USA Quality Factor ETF$868,138$20,716 ▼-2.3%4,5260.4%ETFSDYSPDR S&P Dividend ETF$866,604$417,832 ▼-32.5%5,9380.4%ETFABBVAbbVie$843,329$25,008 ▲3.1%3,8780.3%MedicalPGProcter & Gamble$841,323$15,599 ▲1.9%5,8250.3%Consumer StaplesNVSNovartis$833,710$6,110 ▼-0.7%5,4580.3%MedicalUPSUnited Parcel Service$771,201$10,232 ▲1.3%7,8390.3%TransportationJSMDSmall/Mid Cap Growth Alpha ETF$742,646$72,130 ▲10.8%9,3590.3%ManufacturingFIXDFirst Trust TCW Opportunistic Fixed Income ETF$728,760$65,165 ▲9.8%16,7190.3%ManufacturingTXNTexas Instruments$697,157$16,696 ▲2.5%3,5910.3%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$689,186$40,506 ▼-5.6%38,8270.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$681,892$22,840 ▲3.5%20,3310.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$681,623$69,447 ▲11.3%10,8750.3%ManufacturingMUMicron Technology$678,371$327,699 ▲93.4%2,0080.3%Computer and TechnologyLOWLowe's Companies$618,581$3,072 ▲0.5%2,6180.3%Retail/WholesaleTSLATesla$603,350$73,235 ▲13.8%1,6230.2%Auto/Tires/TrucksNEANuveen AMT-Free Quality Municipal Income Fund$602,8830.0%53,6850.2%Financial ServicesBACBank of America$598,748$1,463 ▼-0.2%12,2820.2%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$591,276$3,698 ▼-0.6%12,9520.2%ETFKRKroger$589,734$27,714 ▲4.9%8,1500.2%Retail/WholesaleAMGNAmgen$587,086$704 ▲0.1%1,6690.2%MedicalMETAMeta Platforms$580,712$41,765 ▲7.7%1,0150.2%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$567,775$25,450 ▼-4.3%4,6850.2%ETFUNHUnitedHealth Group$562,015$2,165 ▲0.4%2,0770.2%MedicalTAXFAmerican Century Diversified Municipal Bond ETF$512,866$26,777 ▲5.5%10,2470.2%ETFIWRiShares Russell Mid-Cap ETF$502,730$7,194 ▼-1.4%5,1710.2%ETFGLWCorning$493,435$49,629 ▼-9.1%3,6290.2%Computer and TechnologyMSMorgan Stanley$490,843$39,820 ▼-7.5%2,9830.2%FinanceCSCOCisco Systems$482,238$22,502 ▲4.9%6,2150.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$466,040$249 ▼-0.1%3,7490.2%ETFCATCaterpillar$459,830$60,933 ▲15.3%6490.2%IndustrialsDISWalt Disney$456,565$1,639 ▼-0.4%4,7370.2%Consumer DiscretionaryFTECFidelity MSCI Information Technology Index ETF$454,381$6,450 ▼-1.4%2,1840.2%ETFMAMastercard$434,740$8,995 ▲2.1%8700.2%Business ServicesISHARES BITCOIN TRUST ETF$432,417$117,258 ▲37.2%11,2550.2%SHS BEN INTJNJJohnson & Johnson$422,554$11,242 ▼-2.6%1,7290.2%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$398,859$10,162 ▲2.6%7,8500.2%ETFNOCNorthrop Grumman$398,428$1,364 ▲0.3%5840.2%AerospaceAMATApplied Materials$397,5020.0%1,1630.2%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$360,809$5,039 ▲1.4%7,5900.1%ManufacturingIBMInternational Business Machines$360,427$22,057 ▲6.5%1,4870.1%Computer and TechnologyJJacobs Solutions$356,3840.0%2,8000.1%Business ServicesAMDAdvanced Micro Devices$343,390$27,056 ▲8.6%1,6880.1%Computer and TechnologyMCDMcDonald's$338,419$21,443 ▲6.8%1,0890.1%Retail/WholesaleShowing 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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