$102 Million is the total value of Altus Wealth Group LLC's 125 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 36.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Buy | ISHARES TRrus 1000 grw etf | $10,105,000 | +7.5% | 37,221 | +0.9% | 9.87% | +5.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $8,035,000 | -1.5% | 65,707 | +0.8% | 7.85% | -3.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $4,712,000 | +2.9% | 64,014 | +0.8% | 4.60% | +1.1% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $4,133,000 | +1.8% | 82,294 | +1.7% | 4.04% | +0.1% |
| SWAN | Buy | AMPLIFY ETF TRblackswan grwt | $3,713,000 | +4.6% | 108,356 | +1.5% | 3.63% | +2.8% |
| AAPL | Sell | APPLE INC | $3,652,000 | +7.0% | 26,664 | -0.1% | 3.57% | +5.2% |
| MSFT | Buy | MICROSOFT CORP | $2,944,000 | +13.8% | 10,866 | +4.1% | 2.88% | +11.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,908,000 | +3.0% | 37,147 | +2.2% | 2.84% | +1.3% |
| GMF | Buy | SPDR INDEX SHS FDSasia pacif etf | $2,735,000 | +3.4% | 20,333 | +0.7% | 2.67% | +1.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,378,000 | +2.5% | 21,049 | +1.0% | 2.32% | +0.8% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,314,000 | +5.2% | 112,336 | +4.1% | 2.26% | +3.4% |
| UNP | Sell | UNION PAC CORP | $2,087,000 | -2.6% | 9,488 | -0.1% | 2.04% | -4.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,721,000 | +22.8% | 25,169 | +22.4% | 1.68% | +20.6% |
| V | Sell | VISA INC | $1,517,000 | +0.7% | 6,488 | -0.1% | 1.48% | -1.1% |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,436,000 | -12.6% | 33,653 | 0.0% | 1.40% | -14.1% | |
| CVX | Sell | CHEVRON CORP NEW | $1,363,000 | -1.4% | 13,017 | -0.1% | 1.33% | -3.1% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $1,341,000 | +6.3% | 85,394 | +2.2% | 1.31% | +4.5% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,316,000 | -18.7% | 33,086 | -18.6% | 1.29% | -20.1% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,290,000 | +4.9% | 10,119 | -0.7% | 1.26% | +3.0% |
| AMZN | Buy | AMAZON COM INC | $1,273,000 | +5.3% | 370 | +1.4% | 1.24% | +3.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,103,000 | +9.8% | 3,111 | +2.2% | 1.08% | +7.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,087,000 | -0.8% | 3,911 | 0.0% | 1.06% | -2.5% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,055,000 | +6.7% | 432 | +0.7% | 1.03% | +4.9% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,031,000 | +4.1% | 16,342 | +2.9% | 1.01% | +2.3% |
| HD | Buy | HOME DEPOT INC | $1,022,000 | -3.5% | 3,205 | +0.8% | 1.00% | -5.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $917,000 | 0.0% | 5,891 | -0.1% | 0.90% | -1.6% |
| PEP | Buy | PEPSICO INC | $886,000 | +3.6% | 5,982 | +0.8% | 0.87% | +1.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $879,000 | -4.0% | 10,397 | +0.3% | 0.86% | -5.6% |
| DIS | Buy | DISNEY WALT CO | $859,000 | +5.0% | 4,887 | +10.1% | 0.84% | +3.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $848,000 | -3.4% | 5,145 | -1.7% | 0.83% | -5.2% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $832,000 | -1.2% | 28,601 | +1.3% | 0.81% | -2.9% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $806,000 | +6.2% | 11,594 | +1.8% | 0.79% | +4.4% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $772,000 | +65.7% | 13,470 | +64.4% | 0.75% | +62.9% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $718,000 | -2.7% | 13,382 | -3.4% | 0.70% | -4.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $715,000 | +0.7% | 12,540 | -0.0% | 0.70% | -1.1% |
| EOG | EOG RES INC | $653,000 | +11.2% | 7,829 | 0.0% | 0.64% | +9.4% | |
| PFE | Buy | PFIZER INC | $640,000 | -0.8% | 16,347 | +1.2% | 0.62% | -2.5% |
| MCD | Buy | MCDONALDS CORP | $630,000 | -0.9% | 2,727 | +0.3% | 0.62% | -2.7% |
| XOM | EXXON MOBIL CORP | $630,000 | +6.6% | 9,986 | 0.0% | 0.62% | +4.8% | |
| DSI | ISHARES TRmsci kld400 soc | $623,000 | +3.5% | 7,527 | 0.0% | 0.61% | +1.8% | |
| TY | Buy | TRI CONTL CORP | $620,000 | +1.1% | 18,173 | +0.0% | 0.61% | -0.5% |
| HON | Buy | HONEYWELL INTL INC | $615,000 | -1.3% | 2,806 | +1.6% | 0.60% | -2.9% |
| CSCO | Sell | CISCO SYS INC | $605,000 | +4.3% | 11,414 | -0.2% | 0.59% | +2.6% |
| FDL | FIRST TR MORNINGSTAR DIVID L | $591,000 | -3.6% | 17,797 | 0.0% | 0.58% | -5.3% | |
| PG | Buy | PROCTER AND GAMBLE CO | $544,000 | +0.4% | 4,034 | +0.1% | 0.53% | -1.5% |
| AMGN | Sell | AMGEN INC | $537,000 | -5.3% | 2,203 | -3.9% | 0.52% | -6.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $526,000 | -3.1% | 2,527 | -0.2% | 0.51% | -4.8% |
| TFC | Buy | TRUIST FINL CORP | $511,000 | -7.1% | 9,201 | +0.3% | 0.50% | -8.8% |
| AVGO | Buy | BROADCOM INC | $511,000 | +7.6% | 1,072 | +0.4% | 0.50% | +5.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $511,000 | +17.5% | 2,294 | +13.7% | 0.50% | +15.5% |
| VZ | VERIZON COMMUNICATIONS INC | $502,000 | -4.4% | 8,962 | 0.0% | 0.49% | -6.1% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $497,000 | +0.8% | 6,582 | 0.0% | 0.49% | -0.8% | |
| KMI | KINDER MORGAN INC DEL | $487,000 | +6.3% | 26,700 | 0.0% | 0.48% | +4.6% | |
| EOS | Buy | EATON VANCE ENHANCED EQUITY | $483,000 | +3.4% | 20,768 | +0.1% | 0.47% | +1.7% |
| LOW | Buy | LOWES COS INC | $460,000 | -1.9% | 2,374 | +1.5% | 0.45% | -3.6% |
| SNA | Buy | SNAP ON INC | $440,000 | -7.9% | 1,970 | +0.2% | 0.43% | -9.5% |
| ARKK | Buy | ARK ETF TRinnovation etf | $435,000 | +45.5% | 3,327 | +26.2% | 0.42% | +43.1% |
| GLW | Buy | CORNING INC | $431,000 | -8.7% | 10,530 | +0.4% | 0.42% | -10.2% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $421,000 | +1.7% | 9,529 | +0.1% | 0.41% | 0.0% |
| NFLX | Sell | NETFLIX INC | $413,000 | +4.8% | 782 | -0.3% | 0.40% | +2.8% |
| EHC | Buy | ENCOMPASS HEALTH CORP | $395,000 | -8.1% | 5,061 | +0.7% | 0.39% | -9.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $386,000 | -2.0% | 1,020 | +0.4% | 0.38% | -3.8% |
| JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $384,000 | -1.8% | 7,217 | -1.5% | 0.38% | -3.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $383,000 | +4.9% | 153 | -1.3% | 0.37% | +3.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $381,000 | +15.5% | 1,308 | -1.0% | 0.37% | +13.4% |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $380,000 | +5.0% | 6,383 | +0.1% | 0.37% | +3.1% |
| J | JACOBS ENGR GROUP INC | $374,000 | -3.4% | 2,800 | 0.0% | 0.36% | -5.2% | |
| SBUX | Sell | STARBUCKS CORP | $369,000 | -2.6% | 3,304 | -0.4% | 0.36% | -4.5% |
| DVY | ISHARES TRselect divid etf | $359,000 | -2.7% | 3,075 | 0.0% | 0.35% | -4.4% | |
| MS | Sell | MORGAN STANLEY | $357,000 | +9.8% | 3,900 | -0.7% | 0.35% | +8.0% |
| T | Sell | AT&T INC | $356,000 | -12.7% | 12,375 | -2.9% | 0.35% | -14.3% |
| TSN | Buy | TYSON FOODS INCcl a | $350,000 | -4.9% | 4,750 | +0.4% | 0.34% | -6.6% |
| BA | Buy | BOEING CO | $335,000 | +4.4% | 1,397 | +1.6% | 0.33% | +2.5% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $317,000 | – | 6,598 | +100.0% | 0.31% | – |
| ATO | Buy | ATMOS ENERGY CORP | $316,000 | -6.5% | 3,283 | +0.7% | 0.31% | -8.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $314,000 | +1.3% | 5,126 | -0.1% | 0.31% | -0.3% |
| NOW | Sell | SERVICENOW INC | $310,000 | +12.7% | 564 | -0.7% | 0.30% | +11.0% |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $304,000 | +8.6% | 2,577 | 0.0% | 0.30% | +6.8% | |
| MMU | WESTERN ASSET MANAGED MUNS F | $301,000 | +1.7% | 22,240 | 0.0% | 0.29% | 0.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $298,000 | -3.2% | 743 | -0.8% | 0.29% | -4.9% |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $294,000 | -11.7% | 5,555 | -9.7% | 0.29% | -13.3% |
| MCR | MFS CHARTER INCOME TRsh ben int | $284,000 | -1.7% | 32,530 | 0.0% | 0.28% | -3.5% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $283,000 | +9.7% | 31,319 | 0.0% | 0.28% | +7.8% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $278,000 | +0.4% | 1,793 | 0.0% | 0.27% | -1.1% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $271,000 | +2.7% | 11,595 | 0.0% | 0.26% | +1.1% | |
| ABBV | ABBVIE INC | $271,000 | -1.1% | 2,404 | 0.0% | 0.26% | -2.6% | |
| WMT | Buy | WALMART INC | $270,000 | +0.4% | 1,912 | +0.1% | 0.26% | -1.1% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $265,000 | +8.2% | 7,382 | +7.0% | 0.26% | +6.1% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $257,000 | +18.4% | 5,052 | +18.8% | 0.25% | +16.2% |
| MUI | Buy | BLACKROCK MUNI INTER DR FD I | $248,000 | +39.3% | 15,881 | +36.4% | 0.24% | +36.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $245,000 | +2.9% | 2,470 | -1.5% | 0.24% | +0.8% |
| SYK | STRYKER CORPORATION | $244,000 | +1.7% | 941 | 0.0% | 0.24% | -0.4% | |
| COST | COSTCO WHSL CORP NEW | $242,000 | +5.7% | 611 | 0.0% | 0.24% | +3.5% | |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $239,000 | +3.0% | 13,916 | +0.2% | 0.23% | +0.9% |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $237,000 | +2.2% | 14,138 | 0.0% | 0.23% | +0.4% | |
| TGT | TARGET CORP | $237,000 | +14.5% | 980 | 0.0% | 0.23% | +12.6% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $234,000 | +3.1% | 547 | 0.0% | 0.23% | +1.3% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $233,000 | – | 2,223 | +100.0% | 0.23% | – |
| CRM | Sell | SALESFORCE COM INC | $227,000 | +10.2% | 928 | -2.2% | 0.22% | +8.3% |
| DCP | New | DCP MIDSTREAM LP | $220,000 | – | 7,162 | +100.0% | 0.22% | – |
| BLW | BLACKROCK LTD DURATION INCOM | $220,000 | 0.0% | 12,950 | 0.0% | 0.22% | -1.8% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $215,000 | +8.0% | 1,453 | 0.0% | 0.21% | +6.1% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $213,000 | +3.4% | 11,954 | 0.0% | 0.21% | +1.5% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $211,000 | +2.9% | 13,685 | 0.0% | 0.21% | +1.0% | |
| NID | NUVEEN INTER DURATION MUN TE | $210,000 | +4.0% | 14,025 | 0.0% | 0.20% | +2.0% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $208,000 | -7.6% | 1,929 | -7.4% | 0.20% | -9.4% |
| GDV | New | GABELLI DIVID & INCOME TR | $206,000 | – | 7,816 | +100.0% | 0.20% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $205,000 | -1.9% | 3,075 | -5.9% | 0.20% | -3.8% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $187,000 | +2.2% | 2,780 | 0.0% | 0.18% | +0.5% | |
| EIM | EATON VANCE MUN BD FD | $150,000 | +1.4% | 10,983 | 0.0% | 0.15% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $127,000 | +6.7% | 442 | 0.0% | 0.12% | +5.1% | |
| JPS | NUVEEN PFD & INCM SECURTIES | $102,000 | +1.0% | 10,257 | 0.0% | 0.10% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $78,000 | 0.0% | 1,433 | 0.0% | 0.08% | -2.6% | |
| TAXF | New | AMERICAN CENTY ETF TRdiversified mu | $64,000 | – | 1,156 | +100.0% | 0.06% | – |
| NYMT | NEW YORK MTG TR INC | $49,000 | -2.0% | 10,900 | 0.0% | 0.05% | -4.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $32,000 | +6.7% | 600 | 0.0% | 0.03% | +3.3% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,000 | +5.9% | 329 | 0.0% | 0.02% | +5.9% | |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $3,000 | – | 76 | +100.0% | 0.00% | – |
| BATT | Exit | AMPLIFY ETF TRamplify lithium | $0 | – | -78 | -100.0% | -0.00% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -65 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -20 | -100.0% | -0.00% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -8 | -100.0% | -0.00% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -38 | -100.0% | -0.00% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -74 | -100.0% | -0.00% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -44 | -100.0% | -0.00% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -56 | -100.0% | -0.01% | – |
| ARKX | Exit | ARK ETF TRark space expl | $0 | – | -255 | -100.0% | -0.01% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -33 | -100.0% | -0.01% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -64 | -100.0% | -0.01% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -130 | -100.0% | -0.01% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -84 | -100.0% | -0.01% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -41 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -45 | -100.0% | -0.01% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -82 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -58 | -100.0% | -0.01% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -250 | -100.0% | -0.02% | – |
| CNBS | Exit | AMPLIFY ETF TRseymour cannbs | $0 | – | -571 | -100.0% | -0.02% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -167 | -100.0% | -0.02% | – |
| KBE | Exit | SPDR SER TRs&p bk etf | $0 | – | -296 | -100.0% | -0.02% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -113 | -100.0% | -0.02% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -284 | -100.0% | -0.02% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -61 | -100.0% | -0.02% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -166 | -100.0% | -0.02% | – |
| IHE | Exit | ISHARES TRu.s. pharma etf | $0 | – | -109 | -100.0% | -0.02% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -173 | -100.0% | -0.02% | – |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -704 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -306 | -100.0% | -0.02% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -725 | -100.0% | -0.02% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -1,150 | -100.0% | -0.02% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -751 | -100.0% | -0.02% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -623 | -100.0% | -0.03% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -200 | -100.0% | -0.03% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -559 | -100.0% | -0.03% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -410 | -100.0% | -0.04% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -478 | -100.0% | -0.05% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -494 | -100.0% | -0.05% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -238 | -100.0% | -0.06% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -420 | -100.0% | -0.06% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -273 | -100.0% | -0.06% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -800 | -100.0% | -0.06% | – |
| IDOG | Exit | ALPS ETF TRintl sec dv dog | $0 | – | -2,270 | -100.0% | -0.06% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -486 | -100.0% | -0.06% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -366 | -100.0% | -0.06% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -1,944 | -100.0% | -0.07% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -1,995 | -100.0% | -0.08% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -1,320 | -100.0% | -0.08% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -521 | -100.0% | -0.09% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -1,200 | -100.0% | -0.10% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -1,904 | -100.0% | -0.12% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -343 | -100.0% | -0.13% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -595 | -100.0% | -0.16% | – |
| TSLA | Exit | TESLA INC | $0 | – | -351 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 9.9% |
| SPDR SER TR | 12 | Q3 2023 | 8.1% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| APPLE INC | 12 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.5% |
| JANUS DETROIT STR TR | 12 | Q3 2023 | 4.2% |
| BUILDERS FIRSTSOURCE INC | 12 | Q3 2023 | 4.5% |
| FIRST TR EXCH TRADED FD III | 12 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.7% |
View Altus Wealth Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-08 |
View Altus Wealth Group 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.