The Analysis of Altus Wealth Group LLC's Holdings

Currently, Altus Wealth Group LLC holds 142 types of securities in its portfolio with a total value $250.2M. In the most recent quarter, they have increased their positions in DIVO (+116.5K shares, valued at $5.2M), NOW (+11.6K shares, valued at $1.8M), IVV (+2.1K shares, valued at $1.4M); decreased their positions in COWZ (-40.0K shares, valued at $2.4M), N/A (-7.8K shares, valued at $1.1M), N/A (-1.2K shares, valued at $408.7K); initiated new positions in UPS (+7.7K shares, valued at $767.2K), UNH (+2.1K shares, valued at $683.0K), MU (+1.0K shares, valued at $296.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR46.7K shares4.65%2025-12-312026-02-13

MOAT VANECK ETF TRUST187.8K shares5.17%2025-12-312026-02-13

SPMO INVESCO EXCH TRADED FD TR II145.0K shares5.30%2025-12-312026-02-13

COWZ PACER FDS TR246.4K shares-13.98%2025-12-312026-02-13

XMHQ INVESCO EXCHANGE TRADED FD T88.3K shares2.05%2025-12-312026-02-13

AAPL APPLE INC31.3K shares-1.13%2025-12-312026-02-13

IWF ISHARES TR17.6K shares0.29%2025-12-312026-02-13

DIVO AMPLIFY ETF TR170.6K shares215.41%2025-12-312026-02-13

Sponsored

MSFT MICROSOFT CORP14.5K shares0.97%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS68.1K shares3.06%2025-12-312026-02-13

BLDR BUILDERS FIRSTSOURCE INC45.3K shares0.81%2025-12-312026-02-13

BROADCOM INC BROADCOM INC13.3K shares-8.13%2025-12-312026-02-13

NVDA NVIDIA CORPORATION24.3K shares2.46%2025-12-312026-02-13

ALPHABET INC ALPHABET INC13.7K shares-0.27%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR110.8K shares-10.88%2025-12-312026-02-13

UNP UNION PAC CORP12.8K shares1.61%2025-12-312026-02-13

Sponsored

BLACKSTONE INC BLACKSTONE INC19.0K shares21.23%2025-12-312026-02-13

SPTM SPDR SERIES TRUST33.8K shares-3.14%2025-12-312026-02-13

AMZN AMAZON COM INC12.1K shares0.81%2025-12-312026-02-13

V VISA INC7.1K shares-3.04%2025-12-312026-02-13

PBUS INVESCO EXCH TRADED FD TR II35.9K shares0.33%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II8.9K shares0.43%2025-12-312026-02-13

NOW SERVICENOW INC14.1K shares474.51%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.6.6K shares-6.25%2025-12-312026-02-13

Sponsored

AVNM AMERICAN CENTY ETF TR28.8K shares0.90%2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC18.1K shares-0.72%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-0.21%2025-12-312026-02-13

CGDV CAPITAL GROUP DIVIDEND VALUE43.2K shares207.18%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR12.3K shares86.52%2025-12-312026-02-13

CVX CHEVRON CORP NEW10.4K shares-4.03%2025-12-312026-02-13

RDVY FIRST TR EXCHANGE TRADED FD22.7K shares0.92%2025-12-312026-02-13

FTGS FIRST TR EXCHANGE-TRADED FD44.4K shares-0.90%2025-12-312026-02-13

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC10.4K shares-42.69%2025-12-312026-02-13

SDVY FIRST TR EXCHANGE-TRADED FD36.3K shares0.05%2025-12-312026-02-13

SGOV ISHARES TR13.8K shares15.87%2025-12-312026-02-13

VTI VANGUARD INDEX FDS4.1K shares0.10%2025-12-312026-02-13

SDY SPDR SERIES TRUST8.8K shares-9.00%2025-12-312026-02-13

EOG EOG RES INC11.5K shares13.69%2025-12-312026-02-13

HD HOME DEPOT INC3.4K shares-3.85%2025-12-312026-02-13

SPAB SPDR SERIES TRUST45.6K shares-11.57%2025-12-312026-02-13

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD26.4K shares-1.82%2025-12-312026-02-13

XOM EXXON MOBIL CORP9.7K shares0.01%2025-12-312026-02-13

NFLX NETFLIX INC12.2K shares940.87%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR39.3K shares-23.06%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR41.0K shares0.28%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS12.5K shares-6.56%2025-12-312026-02-13

TY TRI CONTL CORP30.2K shares-2.17%2025-12-312026-02-13

ALPHABET INC ALPHABET INC3.0K shares-0.13%2025-12-312026-02-13

Sponsored

FIBK FIRST INTST BANCSYSTEM INC27.2K shares2.81%2025-12-312026-02-13

QUAL ISHARES TR4.6K shares-7.96%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR1.3K shares-20.95%2025-12-312026-02-13

EME EMCOR GROUP INC1.5K shares-1.87%2025-12-312026-02-13

PEP PEPSICO INC6.2K shares-10.31%2025-12-312026-02-13

ATO ATMOS ENERGY CORP5.3K shares-3.08%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP1.8K shares1.85%2025-12-312026-02-13

HON HONEYWELL INTL INC4.5K shares3.29%2025-12-312026-02-13

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD8.8K shares0.48%2025-12-312026-02-13

ABBV ABBVIE INC3.8K shares1.68%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW983 shares3.15%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO5.7K shares131.18%2025-12-312026-02-13

WMT WALMART INC7.3K shares3.83%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC7.7K sharesnew addition2025-12-312026-02-13

KMI KINDER MORGAN INC DEL27.8K shares-2.49%2025-12-312026-02-13

NVS NOVARTIS AG5.5K shares9.43%2025-12-312026-02-13

Sponsored

FPE FIRST TR EXCH TRADED FD III41.1K shares-2.01%2025-12-312026-02-13

CIBR FIRST TR EXCHANGE TRADED FD9.8K shares0.88%2025-12-312026-02-13

JSMD JANUS DETROIT STR TR8.4K shares1.66%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC2.1K sharesnew addition2025-12-312026-02-13

BAC BANK AMERICA CORP12.3K shares-0.16%2025-12-312026-02-13

FIXD FIRST TR EXCHNG TRADED FD VI15.2K shares-2.34%2025-12-312026-02-13

SPIB SPDR SERIES TRUST19.6K shares-14.14%2025-12-312026-02-13

TSLA TESLA INC1.4K shares-1.59%2025-12-312026-02-13

Sponsored

DSI ISHARES TR4.9K shares0.00%2025-12-312026-02-13

LOW LOWES COS INC2.6K shares0.00%2025-12-312026-02-13

NEA NUVEEN AMT FREE QLTY MUN INC53.7K shares0.00%2025-12-312026-02-13

META META PLATFORMS INC942 shares2.28%2025-12-312026-02-13

TXN TEXAS INSTRS INC3.5K shares-11.71%2025-12-312026-02-13

VENU VENU HLDG CORP70.0K shares0.00%2025-12-312026-02-13

SPDW SPDR INDEX SHS FDS13.0K shares-5.67%2025-12-312026-02-13

MS MORGAN STANLEY3.2K shares-3.62%2025-12-312026-02-13

Sponsored

AMGN AMGEN INC1.7K shares-0.30%2025-12-312026-02-13

USMV ISHARES TR5.8K shares-14.62%2025-12-312026-02-13

DIS DISNEY WALT CO4.8K shares1.56%2025-12-312026-02-13

IWR ISHARES TR5.2K shares-0.89%2025-12-312026-02-13

FTEC FIDELITY COVINGTON TRUST2.2K shares-14.45%2025-12-312026-02-13

TAXF AMERICAN CENTY ETF TR9.7K shares6.34%2025-12-312026-02-13

MA MASTERCARD INCORPORATED852 shares-2.85%2025-12-312026-02-13

KR KROGER CO7.8K shares-7.56%2025-12-312026-02-13

Sponsored

CSCO CISCO SYS INC5.9K shares-4.22%2025-12-312026-02-13

IJR ISHARES TR3.8K shares-1.34%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.72%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF8.2K shares11.97%2025-12-312026-02-13

J JACOBS SOLUTIONS INC2.8K shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON1.8K shares-0.11%2025-12-312026-02-13

PAVE GLOBAL X FDS7.7K shares0.00%2025-12-312026-02-13

FMHI FIRST TR EXCH TRADED FD III7.5K shares4.47%2025-12-312026-02-13

Sponsored

GLW CORNING INC4.0K shares-0.75%2025-12-312026-02-13

SYK STRYKER CORPORATION980 shares-0.81%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC1.6K shares1.63%2025-12-312026-02-13

NOC NORTHROP GRUMMAN CORP582 shares52.36%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP1.4K shares0.00%2025-12-312026-02-13

SCHM SCHWAB STRATEGIC TR10.8K shares-18.00%2025-12-312026-02-13

CAT CATERPILLAR INC563 shares0.00%2025-12-312026-02-13

MCD MCDONALDS CORP1.0K shares-0.20%2025-12-312026-02-13

Sponsored

LLY ELI LILLY & CO287 shares1.41%2025-12-312026-02-13

VGT VANGUARD WORLD FD404 shares0.00%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP346 shares0.00%2025-12-312026-02-13

AMAT APPLIED MATLS INC1.2K shares0.52%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-02-13

KTOS KRATOS DEFENSE & SEC SOLUTIO3.8K shares-29.00%2025-12-312026-02-13

OC OWENS CORNING NEW2.5K sharesnew addition2025-12-312026-02-13

USFR WISDOMTREE TR5.4K shares-18.37%2025-12-312026-02-13

Sponsored

DVY ISHARES TR1.9K shares-0.26%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS430 shares6.44%2025-12-312026-02-13

BA BOEING CO1.2K shares-4.00%2025-12-312026-02-13

EOS EATON VANCE ENHANCED EQUITY11.1K shares-13.41%2025-12-312026-02-13

BSCS INVESCO EXCH TRD SLF IDX FD12.2K shares-25.68%2025-12-312026-02-13

BSCQ INVESCO EXCH TRD SLF IDX FD12.6K shares-25.23%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC1.3K shares0.63%2025-12-312026-02-13

HISF FIRST TR EXCHANGE-TRADED FD5.2K shares-10.85%2025-12-312026-02-13

Sponsored

RTX RTX CORPORATION1.3K shares0.00%2025-12-312026-02-13

INTC INTEL CORP6.3K shares0.00%2025-12-312026-02-13

NRG NRG ENERGY INC1.4K shares-2.84%2025-12-312026-02-13

SXC SUNCOKE ENERGY INC31.2K sharesnew addition2025-12-312026-02-13

QCOM QUALCOMM INC1.3K shares0.00%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC245 sharesnew addition2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC673 shares6.66%2025-12-312026-02-13

Sponsored

MO ALTRIA GROUP INC3.7K shares0.22%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC198 shares-3.41%2025-12-312026-02-13

KO COCA COLA CO3.0K sharesnew addition2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE683 shares-0.73%2025-12-312026-02-13

T AT&T INC8.5K shares-1.11%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS1.4K shares0.07%2025-12-312026-02-13

LDSF FIRST TR EXCHNG TRADED FD VI10.7K shares-11.40%2025-12-312026-02-13

USA LIBERTY ALL STAR EQUITY FD32.1K shares0.00%2025-12-312026-02-13

Sponsored

ET ENERGY TRANSFER L P10.5K shares0.96%2025-12-312026-02-13

QUBT QUANTUM COMPUTING INC14.8K shares-3.28%2025-12-312026-02-13

CLF CLEVELAND-CLIFFS INC NEW10.0K shares-11.50%2025-12-312026-02-13

GOF GUGGENHEIM STRATEGIC OPPORTU10.1K shares0.00%2025-12-312026-02-13

NAD NUVEEN QUALITY MUNCP INCOME10.2K sharesnew addition2025-12-312026-02-13

MMU WESTERN ASSET MANAGED MUNS F11.4K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available