$679 Million is the total value of Altus Wealth Management, LLC's 25 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $525,000 | – | 2,038 | +100.0% | 0.75% | – |
| MSFT | New | MICROSOFT CORP | $200,000 | – | 1,270 | +100.0% | 0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 25.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 20.2% |
| ISHARES TR | 16 | Q3 2023 | 15.5% |
| ISHARES TR | 16 | Q3 2023 | 16.8% |
| ISHARES TR | 16 | Q3 2023 | 13.2% |
| PROCTER & GAMBLE CO | 16 | Q3 2023 | 3.7% |
| APPLE INC | 16 | Q3 2023 | 0.9% |
| VANGUARD WORLD FDS | 16 | Q3 2023 | 0.8% |
| MERCK & CO. INC | 16 | Q3 2023 | 0.7% |
| COMMUNITY TR BANCORP INC | 16 | Q3 2023 | 0.4% |
View Altus Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-20 |
View Altus Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.