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Disclosery

13F-HR filed by Altus Wealth Management, LLC

Altus Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-22, with 41 holding rows worth $223,567,758.

Accession
0001802107-25-000001
Filer
CIK 1802107
Filed
2025-01-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 41 entries on the cover page, a total value of $223,567,758 stated on the cover page (in dollars after the unit check, H1), rows summing to $223,567,758 with VALUE read as dollars as filed, 13F file number 028-19755. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM152,184$44,104,542dollars as filed
INVESCO QQQ TR46090E103COM69,330$35,443,668dollars as filed
ISHARES TR464287101S&P 100 ETF117,029$33,803,899dollars as filed
iShares Core Dividend Growth ETF46434V621SHS422,929$25,942,445dollars as filed
IJH464287507COM350,230$21,822,852dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS107,507$9,635,852dollars as filed
Procter & Gamble Co742718109COM57,033$9,561,612dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS93,721$9,383,352dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY172,408$6,399,785dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock3,319$3,670,858dollars as filed
Apple Inc037833100COM8,669$2,170,984dollars as filed
SPY78462F103SHS3,561$2,086,771dollars as filed
ISHARES TR46435G219INVESTMENT GRADE41,778$1,853,272dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF69,229$1,748,032dollars as filed
JPMORGAN INCOME ETF46641Q159ETF37,954$1,731,461dollars as filed
NVIDIA Corp67066G104COM10,474$1,406,562dollars as filed
VGT92204A702SHS2,242$1,393,997dollars as filed
Microsoft Corp594918104COM2,473$1,042,549dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF20,618$977,087dollars as filed
ISHARES TR464288414NATIONAL MUN ETF7,640$814,042dollars as filed
JPMorgan Chase & Co46625H100COM3,367$807,175dollars as filed
Amazon.com, Inc023135106COM3,238$710,385dollars as filed
Schwab U.S. Broad Market ETF808524102SHS31,038$704,558dollars as filed
Merck & Co.,Inc.58933Y105COM6,543$650,918dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,543$619,638dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,835$539,897dollars as filed
EMCOR GROUP INC COM29084Q100Stock969$439,829dollars as filed
META PLATFORMS INC CL A30303M102COM704$412,205dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,889$357,529dollars as filed
Tesla Motors, Inc88160R101COM839$338,822dollars as filed
AbbVie,Inc.00287Y109COM1,875$333,190dollars as filed
Berkshire Hathaway Inc084670702COM729$330,441dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,761$326,014dollars as filed
Southern Company842587107COM3,808$313,478dollars as filed
Broadcom Inc.11135F101COM1,249$289,568dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR4,243$277,995dollars as filed
Johnson & Johnson478160104COM1,730$250,175dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,248$244,396dollars as filed
Visa Inc92826C839COM691$218,384dollars as filed
Costco Wholesale Corporation22160K105COM226$207,077dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,677$202,462dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001802107-25-000001this filing2025-01-22acceptance time not in the bulk data set