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Entity | Shares/Amount Change | Position Value Change |
BRK |
+729 | +$307 | TM |
+1,000 | +$252 | INTC |
+5,581 | +$247 |
Entity | Shares/Amount Change | Position Value Change |
HD |
-610 | -$211 |
Entity | Shares/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 |
Entity | Shares/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: $167,185
Altus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altus Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Altus Wealth Management LLC to be as follows, presented in the
table below with each row detailing each Altus Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Altus Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Altus Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VTI) |
155,203 |
+1,845 |
$40,337 | VTI | 155,203 | +1,845 | $40,337 | INVESCO QQQ TR |
71,063 |
+773 |
$31,553 | QQQ | 71,063 | +773 | $31,553 | ISHARES TR (OEF) |
116,279 |
+18,841 |
$28,769 | OEF | 116,279 | +18,841 | $28,769 | ISHARES TR (DGRO) |
410,858 |
+5,196 |
$23,854 | DGRO | 410,858 | +5,196 | $23,854 | ISHARES TR (IJH) |
342,833 |
+275,258 |
$20,824 | IJH | 342,833 | +275,258 | $20,824 | PROCTER AND GAMBLE CO |
51,983 |
-14 |
$8,434 | PG | 51,983 | -14 | $8,434 | ISHARES TR (IGV) |
92,538 |
+74,087 |
$7,891 | IGV | 92,538 | +74,087 | $7,891 | ISHARES TR (IQLT) |
166,371 |
+2,882 |
$6,598 | IQLT | 166,371 | +2,882 | $6,598 | TEXAS PACIFIC LAND CORPORATI |
3,308 |
+2,206 |
$1,914 | TPL | 3,308 | +2,206 | $1,914 | SPDR S&P 500 ETF TR (SPY) |
3,142 |
-2 |
$1,644 | SPY | 3,142 | -2 | $1,644 | APPLE INC |
9,453 |
+2,048 |
$1,621 | AAPL | 9,453 | +2,048 | $1,621 | ISHARES TR (IGEB) |
32,191 |
-773 |
$1,444 | IGEB | 32,191 | -773 | $1,444 | J P MORGAN EXCHANGE TRADED F (JPIE) |
29,707 |
+13,621 |
$1,353 | JPIE | 29,707 | +13,621 | $1,353 | NVIDIA CORPORATION |
1,336 |
+525 |
$1,207 | NVDA | 1,336 | +525 | $1,207 | SPDR SER TR (SJNK) |
47,551 |
+5,023 |
$1,199 | SJNK | 47,551 | +5,023 | $1,199 | MICROSOFT CORP |
2,327 |
+451 |
$979 | MSFT | 2,327 | +451 | $979 | VANGUARD WORLD FD (VGT) |
1,797 |
UNCH |
$942 | VGT | 1,797 | UNCH | $942 | MERCK & CO INC |
6,445 |
+138 |
$851 | MRK | 6,445 | +138 | $851 | JPMORGAN CHASE & CO |
3,283 |
+178 |
$658 | JPM | 3,283 | +178 | $658 | AMAZON COM INC |
3,414 |
+100 |
$616 | AMZN | 3,414 | +100 | $616 | SCHWAB STRATEGIC TR |
9,830 |
+1 |
$600 | SCHB | 9,830 | +1 | $600 | SPDR SER TR (SHM) |
11,989 |
UNCH |
$569 | SHM | 11,989 | UNCH | $569 | ISHARES TR (IWF) |
1,543 |
UNCH |
$520 | IWF | 1,543 | UNCH | $520 | ALPHABET INC |
3,231 |
-464 |
$488 | GOOGL | 3,231 | -464 | $488 | ALPHABET INC |
2,935 |
-120 |
$447 | GOOG | 2,935 | -120 | $447 | ISHARES TR (MUB) |
3,885 |
UNCH |
$418 | MUB | 3,885 | UNCH | $418 | COMMUNITY TR BANCORP INC |
9,440 |
UNCH |
$403 | CTBI | 9,440 | UNCH | $403 | ABBVIE INC |
1,875 |
UNCH |
$341 | ABBV | 1,875 | UNCH | $341 | EMCOR GROUP INC |
969 |
UNCH |
$339 | EME | 969 | UNCH | $339 | META PLATFORMS INC |
698 |
UNCH |
$339 | META | 698 | UNCH | $339 | ISHARES TR (IWD) |
1,761 |
UNCH |
$315 | IWD | 1,761 | UNCH | $315 | BERKSHIRE HATHAWAY INC DEL |
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$307 | BRK.B | 729 | +729 | $307 | ASTRAZENECA PLC |
4,243 |
UNCH |
$287 | AZN | 4,243 | UNCH | $287 | SOUTHERN CO |
3,973 |
UNCH |
$285 | SO | 3,973 | UNCH | $285 | VANGUARD SPECIALIZED FUNDS (VIG) |
1,523 |
UNCH |
$278 | VIG | 1,523 | UNCH | $278 | PALANTIR TECHNOLOGIES INC |
10,932 |
-1,879 |
$252 | PLTR | 10,932 | -1,879 | $252 | TOYOTA MOTOR CORP |
1,000 |
+1,000 |
$252 | TM | 1,000 | +1,000 | $252 | INTEL CORP |
5,581 |
+5,581 |
$247 | INTC | 5,581 | +5,581 | $247 | JOHNSON & JOHNSON |
1,552 |
-741 |
$246 | JNJ | 1,552 | -741 | $246 | TESLA INC |
1,303 |
-573 |
$229 | TSLA | 1,303 | -573 | $229 | BOEING CO |
1,088 |
-121 |
$210 | BA | 1,088 | -121 | $210 | HOME DEPOT INC |
0 |
-610 |
$0 (exited) | HD | 0 | -610 | $0 |
See Summary: Altus Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Altus Wealth Management LLC
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