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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 $213,574,714
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 151,227 $41,563,205 19.46%
2.
Invesco Qqq Tr
 68,248 $32,002,937 14.98%
3.
Ishares Trust
 IEF 115,299 $31,226,396 14.62%
4.
Ishares Tr
 424,255 $26,210,467 12.27%
5.
Ishares Trust
 IEF 349,318 $20,382,724 9.54%
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)