HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWF) |
47,308 | -210 | $14,342 |
| IWF | 47,308 | -210 | $14,342 |
| SPDR SER TR (SDY) |
75,277 | -1,662 | $9,407 |
| SDY | 75,277 | -1,662 | $9,407 |
| BUILDERS FIRSTSOURCE INC |
54,901 | +432 | $9,165 |
| BLDR | 54,901 | +432 | $9,165 |
| SELECT SECTOR SPDR TR (XLK) |
45,838 | -195 | $8,823 |
| XLK | 45,838 | -195 | $8,823 |
| ISHARES TR (IVV) |
16,396 | +384 | $7,831 |
| IVV | 16,396 | +384 | $7,831 |
| ISHARES TR (USMV) |
83,368 | -523 | $6,505 |
| USMV | 83,368 | -523 | $6,505 |
| APPLE INC |
30,185 | +155 | $5,811 |
| AAPL | 30,185 | +155 | $5,811 |
| SCHWAB STRATEGIC TR |
71,614 | -685 | $5,394 |
| SCHM | 71,614 | -685 | $5,394 |
| MICROSOFT CORP |
12,107 | +526 | $4,553 |
| MSFT | 12,107 | +526 | $4,553 |
| INVESCO EXCH TRD SLF IDX FD |
177,366 | +7,788 | $3,704 |
| BSCO | 177,366 | +7,788 | $3,704 |
| INVESCO EXCH TRD SLF IDX FD |
191,342 | +10,990 | $3,693 |
| BSCQ | 191,342 | +10,990 | $3,693 |
| INVESCO EXCH TRD SLF IDX FD |
181,294 | +10,855 | $3,677 |
| BSCS | 181,294 | +10,855 | $3,677 |
| ISHARES TR (IBTF) |
140,107 | +4,524 | $3,262 |
| IBTF | 140,107 | +4,524 | $3,262 |
| UNION PAC CORP |
12,073 | +1,042 | $2,965 |
| UNP | 12,073 | +1,042 | $2,965 |
| SCHWAB STRATEGIC TR |
39,799 | +125 | $2,790 |
| SCHV | 39,799 | +125 | $2,790 |
| ISHARES TR (IBTJ) |
118,414 | +4,604 | $2,579 |
| IBTJ | 118,414 | +4,604 | $2,579 |
| ISHARES TR (AGG) |
23,698 | -30 | $2,352 |
| AGG | 23,698 | -30 | $2,352 |
| VANECK ETF TRUST (MOAT) |
23,899 | +1,262 | $2,028 |
| MOAT | 23,899 | +1,262 | $2,028 |
| FIRST TR EXCH TRADED FD III (FPE) |
115,060 | -965 | $1,940 |
| FPE | 115,060 | -965 | $1,940 |
| ALPHABET INC |
12,743 | +176 | $1,780 |
| GOOGL | 12,743 | +176 | $1,780 |
| VISA INC |
6,832 | +5 | $1,779 |
| V | 6,832 | +5 | $1,779 |
| BROADCOM INC |
1,562 | +11 | $1,744 |
| AVGO | 1,562 | +11 | $1,744 |
| AMAZON COM INC |
10,820 | +228 | $1,644 |
| AMZN | 10,820 | +228 | $1,644 |
| PIMCO ETF TR (CORP) |
16,817 | UNCH | $1,636 |
| CORP | 16,817 | UNCH | $1,636 |
 BERKSHIRE HATHAWAY INC DEL |
$1,622 | ||
| BRK.B | 4,548 | +89 | $1,622 |
| CHEVRON CORP NEW |
10,837 | -74 | $1,616 |
| CVX | 10,837 | -74 | $1,616 |
| INVESCO EXCH TRD SLF IDX FD |
81,739 | +4,911 | $1,590 |
| BSCR | 81,739 | +4,911 | $1,590 |
| ISHARES TR (SUB) |
14,905 | -105 | $1,571 |
| SUB | 14,905 | -105 | $1,571 |
| INVESCO EXCH TRD SLF IDX FD |
75,293 | +4,235 | $1,540 |
| BSCP | 75,293 | +4,235 | $1,540 |
| VANECK ETF TRUST (MLN) |
82,737 | -37,210 | $1,510 |
| MLN | 82,737 | -37,210 | $1,510 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
18,774 | +2,337 | $1,453 |
| VCSH | 18,774 | +2,337 | $1,453 |
| ISHARES TR (IBTH) |
64,414 | +4,462 | $1,442 |
| IBTH | 64,414 | +4,462 | $1,442 |
| AMERICAN ELEC PWR CO INC |
16,966 | +1,827 | $1,378 |
| AEP | 16,966 | +1,827 | $1,378 |
| SPDR S&P 500 ETF TR (SPY) |
2,811 | +1,542 | $1,336 |
| SPY | 2,811 | +1,542 | $1,336 |
| JPMORGAN CHASE & CO |
7,525 | +83 | $1,280 |
| JPM | 7,525 | +83 | $1,280 |
| INTEL CORP |
25,315 | +5,759 | $1,272 |
| INTC | 25,315 | +5,759 | $1,272 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
28,429 | -623 | $1,268 |
| FIXD | 28,429 | -623 | $1,268 |
| PACER FDS TR |
23,562 | +6,929 | $1,225 |
| COWZ | 23,562 | +6,929 | $1,225 |
| HOME DEPOT INC |
3,267 | +112 | $1,132 |
| HD | 3,267 | +112 | $1,132 |
| AMERICAN CENTY ETF TR (AVDE) |
16,954 | +724 | $1,025 |
| AVDE | 16,954 | +724 | $1,025 |
| ISHARES TR (IEFA) |
14,354 | +282 | $1,010 |
| IEFA | 14,354 | +282 | $1,010 |
| PEPSICO INC |
5,919 | +145 | $1,005 |
| PEP | 5,919 | +145 | $1,005 |
| EXXON MOBIL CORP |
9,980 | -300 | $998 |
| XOM | 9,980 | -300 | $998 |
| ISHARES TR (IWR) |
12,693 | +365 | $987 |
| IWR | 12,693 | +365 | $987 |
| MCDONALDS CORP |
3,240 | +205 | $961 |
| MCD | 3,240 | +205 | $961 |
| EOG RES INC |
7,903 | -53 | $956 |
| EOG | 7,903 | -53 | $956 |
| AMGEN INC |
3,204 | +308 | $923 |
| AMGN | 3,204 | +308 | $923 |
| AMPLIFY ETF TR (DIVO) |
24,712 | -202 | $903 |
| DIVO | 24,712 | -202 | $903 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
27,440 | +1,722 | $899 |
| SDVY | 27,440 | +1,722 | $899 |
| AMERICAN CENTY ETF TR (TAXF) |
17,630 | -86 | $898 |
| TAXF | 17,630 | -86 | $898 |
See Full List: All Stocks Held By Altus Wealth Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Altus Wealth Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $180,485 At 09/30/2023: $157,615 Altus Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altus Wealth Group LLC 13F filings. Link to 13F filings: SEC filings |
