Altus Wealth Management, LLC - Q4 2022 holdings

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$134 Million is the total value of Altus Wealth Management, LLC's 29 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SHM  SPDR SER TRnuveen blmbrg sh$563
-99.9%
11,9890.0%0.50%
+4.6%
CTBI  COMMUNITY TR BANCORP INC$434
-99.9%
9,4400.0%0.38%
+16.5%
MUB  ISHARES TRnational mun etf$410
-99.9%
3,8850.0%0.36%
+5.6%
MSFT  MICROSOFT CORP$360
-99.9%
1,5000.0%0.32%
+6.0%
AZN  ASTRAZENECA PLCsponsored adr$288
-99.9%
4,2430.0%0.25%
+27.0%
GOOG  ALPHABET INCcap stk cl c$284
-99.9%
3,2000.0%0.25%
-5.3%
ABBV  ABBVIE INC$242
-99.9%
1,4950.0%0.21%
+23.8%
GOOGL  ALPHABET INCcap stk cl a$201
-99.9%
2,2800.0%0.18%
-5.3%
PLTR  PALANTIR TECHNOLOGIES INCcl a$88
-99.9%
13,6830.0%0.08%
-17.9%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS16Q3 202325.8%
INVESCO QQQ TR16Q3 202320.2%
ISHARES TR16Q3 202315.5%
ISHARES TR16Q3 202316.8%
ISHARES TR16Q3 202313.2%
PROCTER & GAMBLE CO16Q3 20233.7%
APPLE INC16Q3 20230.9%
VANGUARD WORLD FDS16Q3 20230.8%
MERCK & CO. INC16Q3 20230.7%
COMMUNITY TR BANCORP INC16Q3 20230.4%

View Altus Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-15
13F-HR2024-01-25
13F-HR2023-10-16
13F-HR2023-07-20
13F-HR2023-04-19
13F-HR2023-01-27
13F-HR2022-10-17
13F-HR2022-07-27
13F-HR2022-04-26
13F-HR2022-01-20

View Altus Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (133501000.0 != 113501.0)

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