Notify me when Altus Wealth Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 143 | $243,519,349 | +$8,135,363 | -$5,738,826 | +$2,396,537 | IVV, MOAT, SPMO, COWZ, XMHQ | 13F-HR | 21 Oct 2025, 13:35 |
| Q2 2025 | 138 | $225,996,566 | +$5,304,259 | -$10,484,435 | -$5,180,176 | IVV, COWZ, MOAT, SPMO, XMHQ | 13F-HR | 29 Jul 2025, 17:21 |
| Q1 2025 | 133 | $213,541,021 | +$35,110,856 | -$37,955,544 | -$2,844,688 | IVV, COWZ, MOAT, SPMO, XMHQ | 13F-HR | 25 Apr 2025, 15:30 |
| Q4 2024 | 143 | $226,053,736 | +$20,912,990 | -$23,583,979 | -$2,670,989 | IVV, MOAT, IWF, COWZ, AAPL | 13F-HR | 10 Feb 2025, 14:16 |
| Q3 2024 | 144 | $233,892,134 | +$33,519,503 | -$10,191,235 | +$23,328,268 | IVV, MOAT, IWF, COWZ, TLT | 13F-HR | 22 Oct 2024, 12:28 |
| Q2 2024 | 133 | $199,713,575 | +$27,589,270 | -$26,124,189 | +$1,465,081 | IVV, IWF, MOAT, COWZ, XLK | 13F-HR | 05 Aug 2024, 12:44 |
| Q1 2024 | 139 | $199,466,887 | +$35,006,031 | -$27,803,419 | +$7,202,612 | IWF, IVV, XLK, SDY, BLDR | 13F-HR | 02 May 2024, 12:53 |
| Q4 2023 | 141 | $180,479,714 | +$9,803,228 | -$3,018,113 | +$6,785,115 | IWF, SDY, BLDR, XLK, IVV | 13F-HR | 29 Jan 2024, 14:11 |
| Q3 2023 | 129 | $157,613,841 | +$8,231,286 | -$7,832,840 | +$398,446 | IWF, SDY, XLK, IVV, BLDR | 13F-HR | 13 Nov 2023, 12:34 |
| Q2 2023 | 136 | $162,860,439 | +$8,185,679 | -$3,027,456 | +$5,158,223 | IWF, SDY, XLK, BLDR, USMV | 13F-HR | 03 Aug 2023, 12:09 |
| Q1 2023 | 133 | $148,487,216 | +$22,556,506 | -$12,666,736 | +$9,889,770 | IWF, SDY, XLK, USMV, BLDR | 13F-HR | 01 May 2023, 13:28 |
| Q4 2022 | 140 | $131,662,020 | +$41,248,903 | -$7,488,138 | +$33,760,765 | IWF, SDY, XLK, USMV, SCHM | 13F-HR | 18 Jan 2023, 14:08 |
| Q3 2022 | 109 | $43,783,000 | $0 | $0 | $0 | SDY, USMV, VNLA, AAPL, SCHV | 13F-HR | 02 Nov 2022, 15:48 |
| Q2 2022 | 109 | $58,882,000 | $0 | $0 | $0 | SDY, USMV, VNLA, AAPL, MSFT | 13F-HR | 10 Aug 2022, 12:37 |
| Q1 2022 | 117 | $122,053,000 | +$13,215,063 | -$7,171,347 | +$6,043,716 | IWF, SDY, USMV, AAPL, SCHM | 13F-HR | 09 May 2022, 13:06 |
| Q4 2021 | 112 | $121,173,000 | +$12,693,766 | -$1,014,861 | +$11,678,905 | IWF, SDY, USMV, SCHM, AAPL | 13F-HR | 14 Feb 2022, 11:49 |
| Q3 2021 | 109 | $100,576,000 | +$7,026,973 | -$7,990,408 | -$963,435 | IWF, SDY, USMV, VNLA, SWAN | 13F-HR | 08 Nov 2021, 12:50 |
| Q2 2021 | 118 | $102,365,000 | +$2,841,697 | -$2,530,321 | +$311,376 | IWF, SDY, USMV, VNLA, SWAN | 13F-HR | 12 Aug 2021, 13:10 |
| Q1 2021 | 166 | $99,988,000 | +$7,550,352 | -$19,626,629 | -$12,076,277 | IWF, SDY, USMV, VNLA, SWAN | 13F-HR | 13 May 2021, 18:56 |
| Q4 2020 | 853 | $104,495,000 | $0 | $0 | $0 | IWF, SDY, USMV, VNLA, AAPL | 13F-HR | 12 Feb 2021, 16:07 |