Altus Wealth Group LLC
Top Portfolio Positions
88 positions ·
$89,023,711 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
32,625 | $8,279,898 | 9.30% | |
| MSFT |
Microsoft Corp
Technology
|
14,580 | $5,397,078 | 6.06% | |
| NVDA |
Nvidia Corp
Technology
|
24,575 | $4,285,880 | 4.81% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
48,066 | $3,957,273 | 4.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,757 | $3,955,962 | 4.44% | |
| AVGO |
Broadcom Inc.
Technology
|
12,774 | $3,953,680 | 4.44% | |
| UNP |
Union Pacific Corp
Industrials
|
12,799 | $3,105,293 | 3.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,115 | $2,523,191 | 2.83% | |
| AEP |
American Electric Power Co Inc
Utilities
|
17,851 | $2,339,909 | 2.63% | |
| CVX |
Chevron Corp
Energy
|
10,287 | $2,128,380 | 2.39% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $935,506 | 29,614 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $985,744 | 30,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,048,934 | 30,851 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $976,742 | 30,851 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,002,172 | 32,676 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,102,875 | 34,802 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,164,395 | 35,242 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,115,663 | 36,024 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,022,529 | 33,199 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $754,596 | 26,174 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $695,541 | 26,158 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $701,266 | 25,575 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $653,395 | 24,610 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $630,395 | 24,596 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $619,855 | 24,251 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $634,648 | 24,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $667,007 | 21,628 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $804,691 | 24,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $809,498 | 24,251 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $619,517 | 18,173 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $589,090 | 18,165 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $607,052 | 20,599 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||