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Home > Institutional Investor > Altus Wealth Group Llc > Profile

Instuitional Investor - Altus Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Altus Wealth Group Llc
Portfolio Value $226,053,736
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,177 $20,707,996 9.16%
2.
Vaneck Etf Trust
 133,328 $12,362,840 5.46%
3.
Ishares Trust
 IEF 30,265 $12,153,618 5.37%
4.
Pacer Fds Tr
 210,890 $11,911,067 5.26%
5.
Apple Inc.
 AAPL 31,636 $7,922,177 3.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)