Altus Wealth Management, LLC Portfolio Holdings
Q3 2025•28 long positions•$225.8M portfolio value
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Holding30 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $49.8M 22.04% | +$770.9K Bought | — 151.7K shares | 149.3K → 151.7K +$770.9K | +1.57% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $40.0M 17.71% | +$561.9K Bought | — 66.6K shares | 65.7K → 66.6K +$561.9K | +1.42% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $34.4M 15.23% | +$517.4K Bought | — 299.9K shares | 295.4K → 299.9K +$517.4K | +1.53% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $29.6M 13.11% | +$476.4K Bought | — 434.9K shares | 427.9K → 434.9K +$476.4K | +1.64% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $23.1M 10.21% | +$409.2K Bought | — 353.5K shares | 347.2K → 353.5K +$409.2K | +1.81% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.6M 9.11% | +$680.3K Bought | — 465.4K shares | 450.0K → 465.4K +$680.3K | +3.42% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $10.3M 4.54% | +$89.7K Bought | — 89.2K shares | 88.4K → 89.2K +$89.7K | +0.88% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 1.05% | +$147.7K Bought | — 92.2K shares | 86.4K → 92.2K +$147.7K | +6.67% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.0M 0.902% | +$40.3K Bought | — 44.3K shares | 43.4K → 44.3K +$40.3K | +2.02% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.9M 0.842% | +$34.9K Bought | — 41.0K shares | 40.2K → 41.0K +$34.9K | +1.87% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.8M 0.803% | -$9.3K Sold | — 2.7K shares | 2.7K → 2.7K −$9.3K | -0.51% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.1M 0.495% | -$11.2K Sold | — 1.5K shares | 1.5K → 1.5K −$11.2K | -0.99% | — — | Q4 2019 Held for 5y 11m | |
Household & Personal Products Consumer Defensive | $962.1K 0.426% | — | 0.0% 6.3K shares | — | — | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $924.8K 0.409% | +$118.9K Bought | 0.0% 3.6K shares | 3.2K → 3.6K +$118.9K | +14.76% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $812.2K 0.36% | +$209.7K Bought | — 2.4K shares | 1.8K → 2.4K +$209.7K | +34.81% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $738.2K 0.327% | -$2.6K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$2.6K | -0.35% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $722.8K 0.32% | — | — 1.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $691.0K 0.306% | +$102.8K Bought | 0.0% 2.8K shares | 2.4K → 2.8K +$102.8K | +17.47% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $500.5K 0.222% | — | — 10.4K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
Specialty Retail Consumer Cyclical | $484.2K 0.214% | -$19.5K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$19.5K | -3.88% | $2.34T Mega Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $458.1K 0.203% | +$18.7K Bought | 0.0% 2.5K shares | 2.4K → 2.5K +$18.7K | +4.25% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $428.1K 0.19% | +$44.1K Bought | 0.0% 583.0 shares | 523.0 → 583.0 +$44.1K | +11.47% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $418.9K 0.185% | +$34.0K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$34.0K | +8.84% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $409.1K 0.181% | — | 0.0% 1.2K shares | — | — | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $399.9K 0.177% | — | — 3.8K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
Auto - Manufacturers Consumer Cyclical | $387.4K 0.172% | +$22.2K Bought | 0.0% 871.0 shares | 821.0 → 871.0 +$22.2K | +6.09% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $358.5K 0.159% | — | — 1.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $257.9K 0.114% | -$20.1K Sold | 0.0% 513.0 shares | 553.0 → 513.0 −$20.1K | -7.23% | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | - — | -$202.7K Sold | — - shares | 571.0 → 0 −$202.7K | Sold | $686.91B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | - — | -$239.6K Sold | — - shares | 242.0 → 0 −$239.6K | Sold | $444.33B Mega Cap | Q3 2024 Held for 1y 2m |
