$89.8 Million is the total value of Altus Wealth Management, LLC's 30 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | New | VANGUARD INDEX FDSsmall cp etf | $252,000 | – | 1,727 | +100.0% | 0.28% | – |
| BA | New | BOEING CO | $232,000 | – | 1,263 | +100.0% | 0.26% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $231,000 | – | 3,139 | +100.0% | 0.26% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $224,000 | – | 4,243 | +100.0% | 0.25% | – |
| AMZN | New | AMAZON COM INC | $221,000 | – | 80 | +100.0% | 0.25% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $209,000 | – | 931 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 25.8% |
| INVESCO QQQ TR | 19 | Q2 2024 | 20.2% |
| ISHARES TR | 19 | Q2 2024 | 15.5% |
| ISHARES TR | 19 | Q2 2024 | 13.2% |
| ISHARES TR | 19 | Q2 2024 | 16.8% |
| PROCTER & GAMBLE CO | 19 | Q2 2024 | 4.6% |
| APPLE INC | 19 | Q2 2024 | 1.0% |
| VANGUARD WORLD FDS | 19 | Q2 2024 | 0.8% |
| MERCK & CO. INC | 19 | Q2 2024 | 0.7% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 0.4% |
View Altus Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 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 |
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.