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Home > Institutional Investor > Altus Wealth Management, Llc > Profile

Instuitional Investor - Altus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Altus Wealth Management, Llc
Portfolio Value $167,182,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 153,358 $36,379,689 21.76%
2.
Invesco Qqq Tr
 70,290 $28,785,088 17.21%
3.
Ishares Tr
 405,662 $21,832,718 13.05%
4.
Ishares Trust
 IEF 97,438 $21,766,587 13.01%
5.
Ishares Trust
 IEF 67,575 $18,728,500 11.2%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)