Ticker | $ Bought |
---|---|
visa inc | 218,384 |
palantir technologies inc | 202,462 |
Ticker | % Inc. |
---|---|
schwab strategic tr | 200 |
ishares tr | 96.65 |
spdr ser tr | 74.89 |
meta platforms inc | 36.17 |
amazon com inc | 20.15 |
microsoft corp | 18.72 |
spdr ser tr | 18.11 |
spdr s&p 500 etf tr | 12.44 |
Ticker | % Reduced |
---|---|
tesla inc | -21.07 |
southern co | -4.15 |
alphabet inc | -3.41 |
Ticker | $ Sold |
---|---|
community tr bancorp inc | -468,790 |
Altus Wealth Management, LLC has about 90.9% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 90.9 |
Consumer Defensive | 4.4 |
Technology | 2.3 |
Altus Wealth Management, LLC has about 8.6% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 90.9 |
MEGA-CAP | 8.6 |
About 8.8% of the stocks held by Altus Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 91.2 |
S&P 500 | 8.8 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Altus Wealth Management, LLC has 41 stocks in it's portfolio. About 89.4% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Altus Wealth Management, LLC last quarter.
Last Reported on: 22 Jan, 2025Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 0.97 | 8,669 | 2,170,980 | added | 1.56 | ||
AAXJ | ishares tr | 4.31 | 107,507 | 9,635,850 | added | 3.51 | ||
AAXJ | ishares tr | 0.36 | 7,640 | 814,042 | added | 96.65 | ||
ABBV | abbvie inc | 0.15 | 1,875 | 333,190 | unchanged | 0.00 | ||
ACWF | ishares tr | 11.60 | 422,929 | 25,942,400 | added | 2.47 | ||
ACWF | ishares tr | 2.86 | 172,408 | 6,399,780 | added | 2.72 | ||
AGT | ishares tr | 0.83 | 41,778 | 1,853,270 | added | 6.00 | ||
AMZN | amazon com inc | 0.32 | 3,238 | 710,385 | added | 20.15 | ||
AVGO | broadcom inc | 0.13 | 1,249 | 289,568 | unchanged | 0.00 | ||
BBAX | j p morgan exchange traded f | 0.77 | 37,954 | 1,731,460 | added | 6.66 | ||
BIL | spdr ser tr | 0.78 | 69,229 | 1,748,030 | added | 18.11 | ||
BIL | spdr ser tr | 0.44 | 20,618 | 977,087 | added | 74.89 | ||
COST | costco whsl corp new | 0.09 | 226 | 207,077 | unchanged | 0.00 | ||
CTBI | community tr bancorp inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
EME | emcor group inc | 0.20 | 969 | 439,829 | unchanged | 0.00 | ||
FNDA | schwab strategic tr | 0.32 | 31,038 | 704,558 | added | 200 | ||
GOOG | alphabet inc | 0.24 | 2,835 | 539,897 | reduced | -3.41 | ||
GOOG | alphabet inc | 0.16 | 1,889 | 357,529 | added | 0.05 | ||
IJR | ishares tr | 15.12 | 117,029 | 33,803,900 | added | 1.93 | ||
IJR | ishares tr | 9.76 | 350,230 | 21,822,900 | added | 2.74 | ||