$129 Million is the total value of Altus Wealth Group LLC's 129 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $658,000 | – | 8,796 | +100.0% | 0.65% | – |
| PSK | New | SPDR SER TRice pfd sec etf | $519,000 | – | 11,948 | +100.0% | 0.52% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $240,000 | – | 2,231 | +100.0% | 0.24% | – |
| NYMT | New | NEW YORK MTG TR INC | $46,000 | – | 10,900 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-10
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.