Holdings Channel
EntityShares/Amount
Change
Position Value
Change
BRK +729+$307
TM +1,000+$252
INTC +5,581+$247
EntityShares/Amount
Change
Position Value
Change
HD -610-$211
EntityShares/Amount
Change
Position Value
Change
IJH +275,258+$2,096
IGV +74,087+$407
OEF +18,841+$7,002
JPIE +13,621+$619
DGRO +5,196+$2,021
SJNK +5,023+$130
IQLT +2,882+$457
TPL +2,206+$182
AAPL +2,048+$195
VTI +1,845+$3,957
EntityShares/Amount
Change
Position Value
Change
PLTR -1,879+$32
IGEB -773-$47
JNJ -741-$113
TSLA -573-$237
GOOGL -464-$28
BA -121-$105
GOOG -120+$16
PG -14+$814
SPY -2+$150
Size ($ in 1000's)
At 03/31/2024: $190,060
At 12/31/2023: $167,185

Altus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altus Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Altus Wealth Management LLC
As of  03/31/2024, we find all stocks held by Altus Wealth Management LLC to be as follows, presented in the table below with each row detailing each Altus Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Altus Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Altus Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 155,203 +1,845 $40,337
     VTI155,203+1,845$40,337
INVESCO QQQ TR 71,063 +773 $31,553
     QQQ71,063+773$31,553
ISHARES TR (OEF) 116,279 +18,841 $28,769
     OEF116,279+18,841$28,769
ISHARES TR (DGRO) 410,858 +5,196 $23,854
     DGRO410,858+5,196$23,854
ISHARES TR (IJH) 342,833 +275,258 $20,824
     IJH342,833+275,258$20,824
PROCTER AND GAMBLE CO 51,983 -14 $8,434
     PG51,983-14$8,434
ISHARES TR (IGV) 92,538 +74,087 $7,891
     IGV92,538+74,087$7,891
ISHARES TR (IQLT) 166,371 +2,882 $6,598
     IQLT166,371+2,882$6,598
TEXAS PACIFIC LAND CORPORATI 3,308 +2,206 $1,914
     TPL3,308+2,206$1,914
SPDR S&P 500 ETF TR (SPY) 3,142 -2 $1,644
     SPY3,142-2$1,644
APPLE INC 9,453 +2,048 $1,621
     AAPL9,453+2,048$1,621
ISHARES TR (IGEB) 32,191 -773 $1,444
     IGEB32,191-773$1,444
J P MORGAN EXCHANGE TRADED F (JPIE) 29,707 +13,621 $1,353
     JPIE29,707+13,621$1,353
NVIDIA CORPORATION 1,336 +525 $1,207
     NVDA1,336+525$1,207
SPDR SER TR (SJNK) 47,551 +5,023 $1,199
     SJNK47,551+5,023$1,199
MICROSOFT CORP 2,327 +451 $979
     MSFT2,327+451$979
VANGUARD WORLD FD (VGT) 1,797 UNCH $942
     VGT1,797UNCH$942
MERCK & CO INC 6,445 +138 $851
     MRK6,445+138$851
JPMORGAN CHASE & CO 3,283 +178 $658
     JPM3,283+178$658
AMAZON COM INC 3,414 +100 $616
     AMZN3,414+100$616
SCHWAB STRATEGIC TR 9,830 +1 $600
     SCHB9,830+1$600
SPDR SER TR (SHM) 11,989 UNCH $569
     SHM11,989UNCH$569
ISHARES TR (IWF) 1,543 UNCH $520
     IWF1,543UNCH$520
ALPHABET INC 3,231 -464 $488
     GOOGL3,231-464$488
ALPHABET INC 2,935 -120 $447
     GOOG2,935-120$447
ISHARES TR (MUB) 3,885 UNCH $418
     MUB3,885UNCH$418
COMMUNITY TR BANCORP INC 9,440 UNCH $403
     CTBI9,440UNCH$403
ABBVIE INC 1,875 UNCH $341
     ABBV1,875UNCH$341
EMCOR GROUP INC 969 UNCH $339
     EME969UNCH$339
META PLATFORMS INC 698 UNCH $339
     META698UNCH$339
ISHARES TR (IWD) 1,761 UNCH $315
     IWD1,761UNCH$315
BERKSHIRE HATHAWAY INC DEL      $307
     BRK.B729+729$307
ASTRAZENECA PLC 4,243 UNCH $287
     AZN4,243UNCH$287
SOUTHERN CO 3,973 UNCH $285
     SO3,973UNCH$285
VANGUARD SPECIALIZED FUNDS (VIG) 1,523 UNCH $278
     VIG1,523UNCH$278
PALANTIR TECHNOLOGIES INC 10,932 -1,879 $252
     PLTR10,932-1,879$252
TOYOTA MOTOR CORP 1,000 +1,000 $252
     TM1,000+1,000$252
INTEL CORP 5,581 +5,581 $247
     INTC5,581+5,581$247
JOHNSON & JOHNSON 1,552 -741 $246
     JNJ1,552-741$246
TESLA INC 1,303 -573 $229
     TSLA1,303-573$229
BOEING CO 1,088 -121 $210
     BA1,088-121$210
HOME DEPOT INC 0 -610 $0 (exited)
     HD0-610$0

See Summary: Altus Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Altus Wealth Management LLC

All Stocks Held By Altus Wealth Management LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.