$122 Million is the total value of Altus Wealth Group LLC's 117 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCD | New | ABRDN ETFS | $3,460,000 | – | 90,826 | +100.0% | 2.84% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $3,374,000 | – | 129,474 | +100.0% | 2.76% | – |
| NVDA | New | NVIDIA CORPORATION | $271,000 | – | 993 | +100.0% | 0.22% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $253,000 | – | 3,201 | +100.0% | 0.21% | – |
| DCP | New | DCP MIDSTREAM LP | $240,000 | – | 7,162 | +100.0% | 0.20% | – |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $240,000 | – | 7,450 | +100.0% | 0.20% | – |
| DUK | New | DUKE ENERGY CORP NEW | $238,000 | – | 2,133 | +100.0% | 0.20% | – |
| DE | New | DEERE & CO | $231,000 | – | 556 | +100.0% | 0.19% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $225,000 | – | 3,076 | +100.0% | 0.18% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $220,000 | – | 5,724 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.