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Latest Altus Wealth Management, LLC Stock Portfolio

$167Million

Equity Portfolio Value
Last Reported on: 25 Jan, 2024

About Altus Wealth Management, LLC and it’s 13F Hedge Fund Stock Holdings

Altus Wealth Management, LLC is a hedge fund based in Ft. Mitchell, KY. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $261.7 Millions. In it's latest 13F Holdings report, Altus Wealth Management, LLC reported an equity portfolio of $167.2 Millions as of 31 Dec, 2023.

The top stock holdings of Altus Wealth Management, LLC are VOO, QQQ, ACWF. The fund has invested 21.8% of it's portfolio in VANGUARD INDEX FDS and 17.2% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off VANGUARD INDEX FDS (VOO) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN) and PALANTIR TECHNOLOGIES INC (PLTR). Altus Wealth Management, LLC opened new stock positions in ISHARES TR (AGG), META PLATFORMS INC (META) and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), PROCTER AND GAMBLE CO (PG) and SPDR S&P 500 ETF TR (SPY).

New Buys

Ticker$ Bought
ISHARES TR467,791
ISHARES TR291,005
META PLATFORMS INC247,064
HOME DEPOT INC211,396

New stocks bought by Altus Wealth Management, LLC

Additions

Ticker% Inc.
ISHARES TR126
PROCTER AND GAMBLE CO70.04
SPDR S&P 500 ETF TR37.41
NVIDIA CORPORATION34.05
ABBVIE INC25.42
ALPHABET INC23.19
JOHNSON & JOHNSON22.36
JPMORGAN CHASE & CO12.66

Additions to existing portfolio by Altus Wealth Management, LLC

Reductions

Ticker% Reduced
MICROSOFT CORP-23.77
AMAZON COM INC-14.89
PALANTIR TECHNOLOGIES INC-6.37

Altus Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
VANGUARD INDEX FDS-10,544,600

Altus Wealth Management, LLC got rid off the above stocks

Current Stock Holdings of Altus Wealth Management, LLC

Last Reported on: 25 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC0.857,4051,425,700ADDED2.24
AAXJISHARES TR0.253,885421,173UNCHANGED0.00
ABBVABBVIE INC0.171,875290,571ADDED25.42
ACWFISHARES TR13.06405,66221,832,700ADDED126
ACWFISHARES TR3.67163,4896,140,650ADDED1.51
AGGISHARES TR13.0297,43821,766,600ADDED1.26
AGGISHARES TR11.2067,57518,728,500ADDED2.24
AGGISHARES TR4.4818,4517,484,480ADDED1.5
AGGISHARES TR0.281,543467,791NEW
AGGISHARES TR0.171,761291,005NEW
AGTISHARES TR0.8932,9641,491,460ADDED2.22
AMZNAMAZON COM INC0.303,314503,529REDUCED-14.89
AZNASTRAZENECA PLC0.174,243285,760UNCHANGED0.00
BABOEING CO0.191,209315,099UNCHANGED0.00
BBAXJ P MORGAN EXCHANGE TRADED F0.4416,086733,682ADDED4.04
BILSPDR SER TR0.6442,5281,069,150ADDED2.3
BILSPDR SER TR0.3411,989572,954UNCHANGED0.00
CTBICOMMUNITY TR BANCORP INC0.259,440414,038UNCHANGED0.00
EMEEMCOR GROUP INC0.12969208,752UNCHANGED0.00
FNDASCHWAB STRATEGIC TR0.339,829547,202ADDED1.36
GOOGALPHABET INC0.313,695516,155ADDED10.66
GOOGALPHABET INC0.263,055430,541ADDED23.19
HDHOME DEPOT INC0.13610211,396NEW
JNJJOHNSON & JOHNSON0.222,293359,351ADDED22.36
JPMJPMORGAN CHASE & CO0.323,105528,152ADDED12.66
METAMETA PLATFORMS INC0.15698247,064NEW
MRKMERCK & CO INC0.416,307687,599ADDED0.67
MSFTMICROSOFT CORP0.421,876705,613REDUCED-23.77
NVDANVIDIA CORPORATION0.24811401,460ADDED34.05
PGPROCTER AND GAMBLE CO4.5651,9977,619,630ADDED70.04
PLTRPALANTIR TECHNOLOGIES INC0.1312,811219,965REDUCED-6.37
QQQINVESCO QQQ TR17.2270,29028,785,100ADDED1.1
SOSOUTHERN CO0.173,973278,590UNCHANGED0.00
SPYSPDR S&P 500 ETF TR0.893,1441,494,330ADDED37.41
TSLATESLA INC0.281,876466,148ADDED4.45
VAWVANGUARD WORLD FDS0.521,797869,582UNCHANGED0.00
VIGVANGUARD SPECIALIZED FUNDS0.161,523259,519UNCHANGED0.00
VOOVANGUARD INDEX FDS21.76153,35836,379,700ADDED1.03
VOOVANGUARD INDEX FDS0.000.000.00SOLD OFF-100
TEXAS PACIFIC LAND CORPORATI1.041,1021,732,240ADDED0.18