$121 Million is the total value of Altus Wealth Group LLC's 113 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $545,000 | – | 26,191 | +100.0% | 0.45% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $297,000 | – | 1,164 | +100.0% | 0.24% | – |
| CLM | New | CORNERSTONE STRATEGIC VALUE | $225,000 | – | 15,750 | +100.0% | 0.19% | – |
| CRF | New | CORNERSTONE TOTAL RETURN FD | $218,000 | – | 15,849 | +100.0% | 0.18% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $211,000 | – | 73 | +100.0% | 0.17% | – |
| ABT | New | ABBOTT LABS | $210,000 | – | 1,492 | +100.0% | 0.17% | – |
| QQQ | New | INVESCO QQQ TRput | $69,000 | – | 200 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-05-02 |
| 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 |
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.