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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 2025-03-31, filed 2025-04-24, with 41 holding rows worth $213,574,714.

Accession
0001802107-25-000005
Filer
CIK 1802107
Filed
2025-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 41 entries on the cover page, a total value of $213,574,714 stated on the cover page (in dollars after the unit check, H1), rows summing to $213,574,714 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
VTI922908769COM151,227$41,563,205dollars as filed
INVESCO QQQ TR46090E103COM68,248$32,002,937dollars as filed
ISHARES TR464287101S&P 100 ETF115,299$31,226,396dollars as filed
iShares Core Dividend Growth ETF46434V621SHS424,255$26,210,467dollars as filed
IJH464287507COM349,318$20,382,724dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS113,581$10,742,491dollars as filed
Procter & Gamble Co742718109COM58,254$9,927,646dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS90,128$8,020,495dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY173,424$6,883,199dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock3,322$4,401,952dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF81,351$2,046,791dollars as filed
ISHARES TR46435G219INVESTMENT GRADE43,898$1,975,849dollars as filed
SPY78462F103SHS3,406$1,905,261dollars as filed
Apple Inc037833100COM8,420$1,870,341dollars as filed
JPMORGAN INCOME ETF46641Q159ETF39,782$1,832,757dollars as filed
VGT92204A702SHS2,206$1,196,437dollars as filed
NVIDIA Corp67066G104COM10,495$1,137,455dollars as filed
Microsoft Corp594918104COM2,591$972,617dollars as filed
JPMorgan Chase & Co46625H100COM3,373$827,324dollars as filed
Schwab U.S. Broad Market ETF808524102SHS33,324$717,474dollars as filed
Amazon.com, Inc023135106COM3,298$627,477dollars as filed
Merck & Co.,Inc.58933Y105COM6,557$588,578dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,543$557,162dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF11,539$549,256dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,715$424,164dollars as filed
ISHARES TR464288414NATIONAL MUN ETF3,955$417,015dollars as filed
META PLATFORMS INC CL A30303M102COM706$406,918dollars as filed
Berkshire Hathaway Inc084670702COM739$393,577dollars as filed
AbbVie,Inc.00287Y109COM1,875$392,853dollars as filed
EMCOR GROUP INC COM29084Q100Stock969$358,171dollars as filed
Southern Company842587107COM3,808$350,150dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,761$331,350dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR4,243$311,853dollars as filed
Costco Wholesale Corporation22160K105COM326$308,324dollars as filed
Johnson & Johnson478160104COM1,735$287,659dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,734$268,135dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,260$244,428dollars as filed
Visa Inc92826C839COM691$242,168dollars as filed
Tesla Motors, Inc88160R101COM925$239,723dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,638$222,647dollars as filed
Broadcom Inc.11135F101COM1,250$209,288dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001802107-25-000005this filing2025-04-24acceptance time not in the bulk data set