Altus Wealth Management, LLC Top Holdings and 13F Report (2025) About Altus Wealth Management, LLCInvestment ActivityAltus Wealth Management, LLC has $213.57 million in total holdings as of March 31, 2025.Altus Wealth Management, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.76% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Altus Wealth Management, LLC has purchased 41 new stocks and bought additional shares in 21 stocks.Altus Wealth Management, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,563,205Invesco QQQ $32,002,937iShares S&P 100 ETF $31,226,396iShares Core Dividend Growth ETF $26,210,467iShares Core S&P Mid-Cap ETF $20,382,724 Largest Purchases this Quarter iShares U.S. Oil & Gas Exploration & Production ETF 6,074 shares (about $574.48K)SPDR Bloomberg Short Term High Yield Bond ETF 12,122 shares (about $304.99K)Procter & Gamble 1,221 shares (about $208.08K)iShares Investment Grade Bond Factor ETF 2,120 shares (about $95.42K)Costco Wholesale 100 shares (about $94.58K) Largest Sales this Quarter Invesco QQQ 1,082 shares (about $507.37K)iShares S&P 100 ETF 1,730 shares (about $468.54K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 9,079 shares (about $432.16K)iShares National Muni Bond ETF 3,685 shares (about $388.55K)iShares Expanded Tech-Software Sector ETF 3,593 shares (about $319.74K) 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$41,563,205$263,022 ▼-0.6%151,22719.5%ETFQQQInvesco QQQ$32,002,937$507,373 ▼-1.6%68,24815.0%FinanceOEFiShares S&P 100 ETF$31,226,396$468,535 ▼-1.5%115,29914.6%ETFDGROiShares Core Dividend Growth ETF$26,210,467$81,920 ▲0.3%424,25512.3%ETFIJHiShares Core S&P Mid-Cap ETF$20,382,724$53,215 ▼-0.3%349,3189.5%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$10,742,491$574,479 ▲5.6%113,5815.0%ETFPGProcter & Gamble$9,927,646$208,083 ▲2.1%58,2544.6%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$8,020,495$319,741 ▼-3.8%90,1283.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,883,199$40,325 ▲0.6%173,4243.2%ETFTPLTexas Pacific Land$4,401,952$3,975 ▲0.1%3,3222.1%EnergySJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,046,791$304,989 ▲17.5%81,3511.0%ETFIGEBiShares Investment Grade Bond Factor ETF$1,975,849$95,421 ▲5.1%43,8980.9%ETFSPYSPDR S&P 500 ETF Trust$1,905,261$86,704 ▼-4.4%3,4060.9%FinanceAAPLApple$1,870,341$55,311 ▼-2.9%8,4200.9%Computer and TechnologyJPIEJPMorgan Income ETF$1,832,757$84,216 ▲4.8%39,7820.9%ETFVGTVanguard Information Technology ETF$1,196,437$19,525 ▼-1.6%2,2060.6%ETFNVDANVIDIA$1,137,455$2,276 ▲0.2%10,4950.5%Computer and TechnologyMSFTMicrosoft$972,617$44,295 ▲4.8%2,5910.5%Computer and TechnologyJPMJPMorgan Chase & Co.$827,324$1,472 ▲0.2%3,3730.4%FinanceSCHBSchwab US Broad Market ETF$717,474$49,218 ▲7.4%33,3240.3%ETFAMZNAmazon.com$627,477$11,416 ▲1.9%3,2980.3%Retail/WholesaleMRKMerck & Co., Inc.$588,578$1,257 ▲0.2%6,5570.3%MedicalIWFiShares Russell 1000 Growth ETF$557,1620.0%1,5430.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$549,256$432,160 ▼-44.0%11,5390.3%FinanceGOOGAlphabet$424,164$18,748 ▼-4.2%2,7150.2%Computer and TechnologyMUBiShares National Muni Bond ETF$417,015$388,546 ▼-48.2%3,9550.2%ETFMETAMeta Platforms$406,918$1,153 ▲0.3%7060.2%Computer and TechnologyBRK.BBerkshire Hathaway$393,577$5,326 ▲1.4%7390.2%FinanceABBVAbbVie$392,8530.0%1,8750.2%MedicalEMEEMCOR Group$358,1710.0%9690.2%ConstructionSOSouthern$350,1500.0%3,8080.2%UtilitiesIWDiShares Russell 1000 Value ETF$331,3500.0%1,7610.2%ETFAZNAstraZeneca$311,8530.0%4,2430.1%MedicalCOSTCostco Wholesale$308,324$94,578 ▲44.2%3260.1%Retail/WholesaleJNJJohnson & Johnson$287,659$829 ▲0.3%1,7350.1%MedicalGOOGLAlphabet$268,135$23,968 ▼-8.2%1,7340.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$244,428$2,328 ▲1.0%1,2600.1%ETFVVisa$242,1680.0%6910.1%Business ServicesTSLATesla$239,723$22,288 ▲10.3%9250.1%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$222,647$3,292 ▼-1.5%2,6380.1%CL AAVGOBroadcom$209,288$167 ▲0.1%1,2500.1%Computer and TechnologyShowing 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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