$129 Million is the total value of Altus Wealth Management, LLC's 36 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TY | Exit | TRI CONTL CORP | $0 | – | -6,834 | -100.0% | -0.14% | – |
| T | Exit | AT&T INC | $0 | – | -9,042 | -100.0% | -0.15% | – |
| BA | Exit | BOEING CO | $0 | – | -1,183 | -100.0% | -0.16% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,134 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
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.