$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Exit | INVESCO QQQ TRput | $0 | – | -200 | -100.0% | -0.06% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -1,492 | -100.0% | -0.17% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,164 | -100.0% | -0.24% | – |
PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -11,302 | -100.0% | -0.40% | – |
FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -26,191 | -100.0% | -0.45% | – |
FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -8,910 | -100.0% | -0.62% | – |
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.