Altus Wealth Management, LLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$213.6B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 151,227 | $41.6B | 19.46% | |
| 2 | NDQINVESCO QQQ TR | 68,248 | $32.0B | 14.98% | |
| 3 | OEFISHARES TR | 115,299 | $31.2B | 14.62% | |
| 4 | DGROISHARES TR | 424,255 | $26.2B | 12.27% | |
| 5 | IJHISHARES TR | 349,318 | $20.4B | 9.54% | |
| 6 | AQLTISHARES TR | 113,581 | $10.7B | 5.03% | |
| 7 | PGPROCTER AND GAMBLE CO | 58,254 | $9.9B | 4.65% | |
| 8 | IGVISHARES TR | 90,128 | $8.0B | 3.76% | |
| 9 | IQLTISHARES TR | 173,424 | $6.9B | 3.22% | |
| 10 | TPLTEXAS PACIFIC LAND CORPORATI | 3,322 | $4.4B | 2.06% | |
| 11 | SJNKSPDR SER TR | 81,351 | $2.0B | 0.96% | |
| 12 | IGEBISHARES TR | 43,898 | $2.0B | 0.93% | |
| 13 | SPYSPDR S&P 500 ETF TR | 3,406 | $1.9B | 0.89% | |
| 14 | AAPLAPPLE INC | 8,420 | $1.9B | 0.88% | |
| 15 | JPIEJ P MORGAN EXCHANGE TRADED F | 39,782 | $1.8B | 0.86% | |
| 16 | VGTVANGUARD WORLD FD | 2,206 | $1.2B | 0.56% | |
| 17 | NVDANVIDIA CORPORATION | 10,495 | $1.1B | 0.53% | |
| 18 | MSFTMICROSOFT CORP | 2,591 | $972.6M | 0.46% | |
| 19 | JPMJPMORGAN CHASE & CO. | 3,373 | $827.3M | 0.39% | |
| 20 | SCHBSCHWAB STRATEGIC TR | 33,324 | $717.5M | 0.34% | |
| 21 | AMZNAMAZON COM INC | 3,298 | $627.5M | 0.29% | |
| 22 | MRKMERCK & CO INC | 6,557 | $588.6M | 0.28% | |
| 23 | IWFISHARES TR | 1,543 | $557.2M | 0.26% | |
| 24 | SHMSPDR SER TR | 11,539 | $549.3M | 0.26% | |
| 25 | GOOGALPHABET INC | 2,715 | $424.2M | 0.20% | |
| 26 | MUBISHARES TR | 3,955 | $417.0M | 0.20% | |
| 27 | METAMETA PLATFORMS INC | 706 | $406.9M | 0.19% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 739 | $393.6M | 0.18% | |
| 29 | ABBVABBVIE INC | 1,875 | $392.9M | 0.18% | |
| 30 | EMEEMCOR GROUP INC | 969 | $358.2M | 0.17% | |
| 31 | SOSOUTHERN CO | 3,808 | $350.1M | 0.16% | |
| 32 | IWDISHARES TR | 1,761 | $331.4M | 0.16% | |
| 33 | AZNASTRAZENECA PLC | 4,243 | $311.9M | 0.15% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 326 | $308.3M | 0.14% | |
| 35 | JNJJOHNSON & JOHNSON | 1,735 | $287.7M | 0.13% | |
| 36 | GOOGLALPHABET INC | 1,734 | $268.1M | 0.13% | |
| 37 | VIGVANGUARD SPECIALIZED FUNDS | 1,260 | $244.4M | 0.11% | |
| 38 | VVISA INC | 691 | $242.2M | 0.11% | |
| 39 | TSLATESLA INC | 925 | $239.7M | 0.11% | |
| 40 | PLTRPALANTIR TECHNOLOGIES INC | 2,638 | $222.6M | 0.10% | |
| 41 | AVGOBROADCOM INC | 1,250 | $209.3M | 0.10% |