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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 $223,567,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 152,184 $44,104,542 19.72%
2.
Invesco Qqq Tr
 69,330 $35,443,668 15.85%
3.
Ishares Trust
 IEF 117,029 $33,803,899 15.12%
4.
Ishares Tr
 422,929 $25,942,445 11.6%
5.
Ishares Trust
 IEF 350,230 $21,822,852 9.76%
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)