Altus Wealth Group LLC - Q4 2021 holdings

$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 100.0% .

 Value Shares↓ Weighting
NYMT ExitNEW YORK MTG TR INC$0-10,900
-100.0%
-0.05%
DCP ExitDCP MIDSTREAM LP$0-7,162
-100.0%
-0.20%
SUB ExitISHARES TRshrt nat mun etf$0-2,231
-100.0%
-0.24%
Original filings

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

  • View 13F-HR filed 2022-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR12Q3 20239.9%
SPDR SER TR12Q3 20238.1%
ISHARES TR12Q3 20235.6%
APPLE INC12Q3 20234.1%
SCHWAB STRATEGIC TR12Q3 20234.5%
MICROSOFT CORP12Q3 20233.5%
JANUS DETROIT STR TR12Q3 20234.2%
BUILDERS FIRSTSOURCE INC12Q3 20234.5%
FIRST TR EXCH TRADED FD III12Q3 20232.4%
SCHWAB STRATEGIC TR12Q3 20232.7%

View Altus Wealth Group LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-01-29
13F-HR2023-11-13
13F-HR2023-08-03
13F-HR2023-05-01
13F-HR2023-01-18
13F-HR2022-11-02
13F-HR2022-08-10
13F-HR2022-05-09
13F-HR2022-02-14

View Altus Wealth Group LLC's complete filings history.

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