Altus Wealth Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$234M
Signature - Title
Nancy Mercado - Chief Compliance Officer
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by Altus Wealth Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Altus Wealth Group LLC reported 144 stock holdings with total value $234M as of Q3 2024. Top holdings included IVV, MOAT, IWF, COWZ, and TLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 144 $234M +$33.5M -$10.2M +$23.3M IVV, MOAT, IWF, COWZ, TLT 13F-HR 10/22/2024, 12:28 PM
Q2 2024 133 $200M +$27.6M -$26.1M +$1.47M IVV, IWF, MOAT, COWZ, XLK 13F-HR 8/5/2024, 12:44 PM
Q1 2024 139 $199M +$35M -$27.8M +$7.2M IWF, IVV, XLK, SDY, BLDR 13F-HR 5/2/2024, 12:53 PM
Q4 2023 141 $180M +$9.8M -$3.02M +$6.79M IWF, SDY, BLDR, XLK, IVV 13F-HR 1/29/2024, 02:11 PM
Q3 2023 129 $158M +$8.23M -$7.83M +$398K IWF, SDY, XLK, IVV, BLDR 13F-HR 11/13/2023, 12:34 PM
Q2 2023 136 $163M +$8.19M -$3.03M +$5.16M IWF, SDY, XLK, BLDR, USMV 13F-HR 8/3/2023, 12:09 PM
Q1 2023 133 $148M +$22.6M -$12.7M +$9.89M IWF, SDY, XLK, USMV, BLDR 13F-HR 5/1/2023, 01:28 PM
Q4 2022 140 $132M +$41.2M -$7.49M +$33.8M IWF, SDY, XLK, USMV, SCHM 13F-HR 1/18/2023, 02:08 PM
Q3 2022 109 $43.8M $0 $0 SDY, USMV, VNLA, AAPL, SCHV 13F-HR 11/2/2022, 03:48 PM
Q2 2022 109 $58.9M $0 $0 SDY, USMV, VNLA, AAPL, MSFT 13F-HR 8/10/2022, 12:37 PM
Q1 2022 117 $122M +$13.2M -$7.17M +$6.04M IWF, SDY, USMV, AAPL, SCHM 13F-HR 5/9/2022, 01:06 PM
Q4 2021 112 $121M +$12.7M -$1.01M +$11.7M IWF, SDY, USMV, SCHM, AAPL 13F-HR 2/14/2022, 11:49 AM
Q3 2021 109 $101M +$7.03M -$7.99M -$963K IWF, SDY, USMV, VNLA, SWAN 13F-HR 11/8/2021, 12:50 PM
Q2 2021 118 $102M +$2.84M -$2.53M +$311K IWF, SDY, USMV, VNLA, SWAN 13F-HR 8/12/2021, 01:10 PM
Q1 2021 166 $100M +$7.55M -$19.6M -$12.1M IWF, SDY, USMV, VNLA, SWAN 13F-HR 5/13/2021, 06:56 PM
Q4 2020 853 $104M $0 $0 IWF, SDY, USMV, VNLA, AAPL 13F-HR 2/12/2021, 04:07 PM