Portfolio (Quarterly)
Guide ↗
Altus Wealth Management, LLC
· CIK 0001802107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,800.0 | $429K | 0.17% | NEW | — | $238.34 | +8.5% |
| 22 | IWD | ISHARES TR | — | 1,761.0 | $427K | 0.16% | NEW | — | $242.43 | +6.3% |
| 23 | MUB | ISHARES TR | — | 3,755.0 | $404K | 0.16% | NEW | — | $107.62 | -3.3% |
| 24 | AVGO | BROADCOM INC | Technology | 1,053.0 | $398K | 0.15% | NEW | — | $377.75 | -5.3% |
| 25 | NVDA | NVIDIA CORPORATION | Technology | 1,542.0 | $308K | 0.12% | NEW | — | $200.04 | +15.2% |
| 26 | META | META PLATFORMS INC | Communication Services | 518.0 | $292K | 0.11% | NEW | — | $563.29 | +9.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
91.0%
Technology
4.0%
Consumer Defensive
1.9%
Consumer Cyclical
1.6%
Communication Services
1.4%