Altus Wealth Group LLC
CIK 1842572 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- IWF7.95%
- SDY5.21%
- BLDR5.08%
- XLK4.89%
- IVV4.34%
- USMV3.60%
- AAPL3.22%
- SCHM2.99%
- MSFT2.52%
- BSCO2.05%
Share classes counted separately41.85%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $14.34M | 7.95% | 47.31K shares | — | ↗▾ | |
| 02 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $9.41M | 5.21% | 75.28K shares | — | ↗▾ | |
| 03 | BLDRBUILDERS FIRSTSOURCE INC View history and evidence | $9.17M | 5.08% | 54.90K shares | — | ↗▾ | |
| 04 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $8.82M | 4.89% | 45.84K shares | — | ↗▾ | |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $7.83M | 4.34% | 16.40K shares | — | ↗▾ | |
| 06 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $6.51M | 3.60% | 83.37K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $5.81M | 3.22% | 30.18K shares | — | ↗▾ | |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $5.39M | 2.99% | 71.61K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORP View history and evidence | $4.55M | 2.52% | 12.11K shares | — | ↗▾ | |
| 10 | BSCOINVESCO BULLETSHARES 2024 CBBULSHS 2024 CB View history and evidence | $3.70M | 2.05% | 177.37K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | Non-derivative | — | — | SEC filing ↗ | |
| T AT&T INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842572 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 29, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180479714
}Research all 141 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.