The Analysis of Altus Wealth Management, LLC's Holdings

Currently, Altus Wealth Management, LLC holds 30 types of securities in its portfolio with a total value $232.0M. In the most recent quarter, they have increased their positions in IGEB (+22.7K shares, valued at $1.0M), SJNK (+27.2K shares, valued at $688.0K), JPIE (+11.1K shares, valued at $515.8K); decreased their positions in N/A (-2.2K shares, valued at $1.4M), VTI (-1.5K shares, valued at $500.9K), NVDA (-425 shares, valued at $79.3K); initiated new positions in TM (+1.0K shares, valued at $214.1K), V (+571 shares, valued at $200.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS150.2K shares-0.99%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR64.4K shares-3.36%2025-12-312026-01-22

EQWL INVESCO EXCHANGE TRADED FD T302.8K shares0.98%2025-12-312026-01-22

DGRO ISHARES TR439.9K shares1.17%2025-12-312026-01-22

IJH ISHARES TR358.4K shares1.38%2025-12-312026-01-22

IQLT ISHARES TR476.6K shares2.39%2025-12-312026-01-22

IGV ISHARES TR89.8K shares0.60%2025-12-312026-01-22

IGEB ISHARES TR66.9K shares51.22%2025-12-312026-01-22

Sponsored

SJNK SPDR SERIES TRUST119.4K shares29.47%2025-12-312026-01-22

JPIE J P MORGAN EXCHANGE TRADED F52.1K shares27.21%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR2.6K shares-3.74%2025-12-312026-01-22

VGT VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-01-22

AAPL APPLE INC3.6K shares0.03%2025-12-312026-01-22

ALPHABET INC ALPHABET INC2.8K shares0.00%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO6.1K shares-2.12%2025-12-312026-01-22

OEF ISHARES TR2.4K shares0.04%2025-12-312026-01-22

Sponsored

IWF ISHARES TR1.5K shares0.00%2025-12-312026-01-22

MSFT MICROSOFT CORP1.4K shares-1.33%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.6K shares-7.25%2025-12-312026-01-22

AMZN AMAZON COM INC2.2K shares-2.04%2025-12-312026-01-22

SHM SPDR SERIES TRUST10.4K shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC1.2K shares0.00%2025-12-312026-01-22

MUB ISHARES TR3.8K shares0.03%2025-12-312026-01-22

TSLA TESLA INC871 shares0.00%2025-12-312026-01-22

Sponsored

META META PLATFORMS INC583 shares0.00%2025-12-312026-01-22

NVDA NVIDIA CORPORATION2.0K shares-17.31%2025-12-312026-01-22

IWD ISHARES TR1.8K shares0.00%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL513 shares0.00%2025-12-312026-01-22

TM TOYOTA MOTOR CORP1.0K sharesnew addition2025-12-312026-01-22

V VISA INC571 sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available