Altus Wealth Management, LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Altus Wealth Management, LLCInvestment ActivityAltus Wealth Management, LLC has $190.06 million in total holdings as of March 31, 2024.Altus Wealth Management, LLC owns shares of 41 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 17.29% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Altus Wealth Management, LLC has purchased 39 new stocks and bought additional shares in 17 stocks.Altus Wealth Management, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $40,337,245Invesco QQQ $31,552,895iShares S&P 100 ETF $28,768,617iShares Core Dividend Growth ETF $23,854,419iShares Core S&P Mid-Cap ETF $20,823,696 Largest New Holdings this Quarter Berkshire Hathaway $306,559 HoldingToyota Motor $251,680 HoldingIntel $246,527 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 275,258 shares (about $16.72M)iShares Expanded Tech-Software Sector ETF 74,087 shares (about $6.32M)iShares S&P 100 ETF 18,841 shares (about $4.66M)Texas Pacific Land 2,206 shares (about $1.28M)JPMorgan Income ETF 13,621 shares (about $620.57K) Largest Sales this Quarter Johnson & Johnson 741 shares (about $117.27K)Tesla 573 shares (about $100.73K)Alphabet 464 shares (about $70.03K)Palantir Technologies 1,879 shares (about $43.24K)iShares Investment Grade Bond Factor ETF 773 shares (about $34.67K) 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$40,337,245$479,515 ▲1.2%155,20321.2%ETFQQQInvesco QQQ$31,552,895$343,222 ▲1.1%71,06316.6%FinanceOEFiShares S&P 100 ETF$28,768,617$4,661,457 ▲19.3%116,27915.1%ETFDGROiShares Core Dividend Growth ETF$23,854,419$301,680 ▲1.3%410,85812.6%ETFIJHiShares Core S&P Mid-Cap ETF$20,823,696$16,719,187 ▲407.3%342,83311.0%ETFPGProcter & Gamble$8,434,314$2,272 ▼0.0%51,9834.4%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$7,890,720$6,317,402 ▲401.5%92,5384.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,598,274$114,300 ▲1.8%166,3713.5%ETFTPLTexas Pacific Land$1,913,949$1,276,352 ▲200.2%3,3081.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$1,643,688$1,046 ▼-0.1%3,1420.9%FinanceAAPLApple$1,621,042$351,200 ▲27.7%9,4530.9%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$1,443,766$34,669 ▼-2.3%32,1910.8%ETFJPIEJPMorgan Income ETF$1,353,451$620,573 ▲84.7%29,7070.7%ETFNVDANVIDIA$1,206,876$474,259 ▲64.7%1,3360.6%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,199,236$126,680 ▲11.8%47,5510.6%ETFMSFTMicrosoft$978,880$189,718 ▲24.0%2,3270.5%Computer and TechnologyVGTVanguard Information Technology ETF$942,1120.0%1,7970.5%ETFMRKMerck & Co., Inc.$850,516$18,211 ▲2.2%6,4450.4%MedicalJPMJPMorgan Chase & Co.$657,765$35,663 ▲5.7%3,2830.3%FinanceAMZNAmazon.com$615,817$18,038 ▲3.0%3,4140.3%Retail/WholesaleSCHBSchwab US Broad Market ETF$600,123$61 ▲0.0%9,8300.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$568,7580.0%11,9890.3%FinanceIWFiShares Russell 1000 Growth ETF$520,0680.0%1,5430.3%ETFGOOGLAlphabet$487,655$70,032 ▼-12.6%3,2310.3%Computer and TechnologyGOOGAlphabet$446,883$18,271 ▼-3.9%2,9350.2%Computer and TechnologyMUBiShares National Muni Bond ETF$418,0260.0%3,8850.2%ETFCTBICommunity Trust Bancorp$402,6160.0%9,4400.2%FinanceABBVAbbVie$341,4400.0%1,8750.2%MedicalEMEEMCOR Group$339,3440.0%9690.2%ConstructionMETAMeta Platforms$338,9360.0%6980.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$315,4130.0%1,7610.2%ETFBRK.BBerkshire Hathaway$306,559$306,559 ▲New Holding7290.2%FinanceAZNAstraZeneca$287,4570.0%4,2430.2%MedicalSOSouthern$285,0260.0%3,9730.1%UtilitiesVIGVanguard Dividend Appreciation ETF$278,1150.0%1,5230.1%ETFTMToyota Motor$251,680$251,680 ▲New Holding1,0000.1%Auto/Tires/TrucksPLTRPalantir Technologies$251,545$43,236 ▼-14.7%10,9320.1%Business ServicesINTCIntel$246,527$246,527 ▲New Holding5,5810.1%Computer and TechnologyJNJJohnson & Johnson$245,619$117,270 ▼-32.3%1,5520.1%MedicalTSLATesla$229,054$100,728 ▼-30.5%1,3030.1%Auto/Tires/TrucksBABoeing$209,945$23,349 ▼-10.0%1,0880.1%AerospaceHDHome Depot$0$211,396 ▼-100.0%00.0%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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