ALTUS WEALTH MANAGEMENT LLC

Stock Holdings
Option Holdings
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Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
151,227-957-0.63%
Created with Highcharts 10.1.0
$172.1619.46%0.01%41,563,2052025-03-31
QQQ
INVESCO QQQ
68,248-1,082-1.56%
Created with Highcharts 10.1.0
$224.4914.98%0.01%32,002,9372025-03-31
OEF
ISHARES S&P 100 ETF
115,299-1,730-1.48%
Created with Highcharts 10.1.0
$160.8514.62%0.19%31,226,3962025-03-31
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
424,255+1,326+0.31%
Created with Highcharts 10.1.0
$51.5512.27%0.09%26,210,4672025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
349,318-912-0.26%
Created with Highcharts 10.1.0
$210.899.54%0.02%20,382,7242025-03-31
IEO
ISHARES US OIL & GAS EXPLORATION & PRODUCTION ETF
113,581+6,074+5.65%
Created with Highcharts 10.1.0
$104.725.03%1.89%10,742,4912025-03-31
PG
PROCTER & GAMBLE
58,254+1,221+2.14%
Created with Highcharts 10.1.0
$139.414.65%0.00%9,927,6462025-03-31
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
90,128-3,593-3.83%
Created with Highcharts 10.1.0
$52.353.76%0.08%8,020,4952025-03-31
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
173,424+1,016+0.59%
Created with Highcharts 10.1.0
$35.193.22%0.08%6,883,1992025-03-31
TPL
TEXAS PACIFIC LAND
3,322+3+0.09%
Created with Highcharts 10.1.0
$1,442.482.06%0.00%4,401,9522025-03-31
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
81,351+12,122+17.51%
Created with Highcharts 10.1.0
$24.970.96%0.04%2,046,7912025-03-31
IGEB
ISHARES INVESTMENT GRADE BOND FACTOR ETF
43,898+2,120+5.07%
Created with Highcharts 10.1.0
$43.860.93%0.18%1,975,8492025-03-31
SPY
SPDR S&P 500 ETF
3,406-155-4.35%
Created with Highcharts 10.1.0
$422.290.89%0.00%1,905,2612025-03-31
AAPL
APPLE
8,420-249-2.87%
Created with Highcharts 10.1.0
$105.980.88%0.00%1,870,3412025-03-31
JPIE
JPMORGAN INCOME ETF
39,782+1,828+4.82%
Created with Highcharts 10.1.0
$45.290.86%0.06%1,832,7572025-03-31
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
2,206-36-1.61%
Created with Highcharts 10.1.0
$283.220.56%0.00%1,196,4372025-03-31
NVDA
NVIDIA
10,495+21+0.20%
Created with Highcharts 10.1.0
$43.150.53%0.00%1,137,4552025-03-31
MSFT
MICROSOFT
2,591+118+4.77%
Created with Highcharts 10.1.0
$354.140.46%0.00%972,6172025-03-31
JPM
JPMORGAN CHASE
3,373+6+0.18%
Created with Highcharts 10.1.0
$135.160.39%0.00%827,3242025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
33,324+2,286+7.37%
Created with Highcharts 10.1.0
$13.420.34%0.00%717,4742025-03-31
AMZN
AMAZON
3,298+60+1.85%
Created with Highcharts 10.1.0
$135.550.29%0.00%627,4772025-03-31
MRK
MERCK & CO
6,557+14+0.21%
Created with Highcharts 10.1.0
$87.340.28%0.00%588,5782025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
1,54300.00%
Created with Highcharts 10.1.0
$282.690.26%0.00%557,1622025-03-31
SHM
SPDR(R) NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
11,539-9,079-44.03%
Created with Highcharts 10.1.0
$49.100.26%0.02%549,2562025-03-31
GOOG
ALPHABET
2,715-120-4.23%
Created with Highcharts 10.1.0
$75.210.20%0.00%424,1642025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
3,955-3,685-48.23%
Created with Highcharts 10.1.0
$113.350.20%0.00%417,0152025-03-31
META
META
706+2+0.28%
Created with Highcharts 10.1.0
$399.600.19%0.00%406,9182025-03-31
BRK.B
BERKSHIRE HATHAWAY
739+10+1.37%
Created with Highcharts 10.1.0
$395.020.18%0.00%393,5772025-03-31
ABBV
ABBVIE
1,87500.00%
Created with Highcharts 10.1.0
$144.350.18%0.00%392,8532025-03-31
EME
EMCOR GROUP
96900.00%
Created with Highcharts 10.1.0
$208.280.17%0.00%358,1712025-03-31
SO
SOUTHERN
3,80800.00%
Created with Highcharts 10.1.0
$64.410.16%0.00%350,1502025-03-31
IWD
ISHARES RUSSELL 1000 VALUE ETF
1,76100.00%
Created with Highcharts 10.1.0
$154.860.16%0.00%331,3502025-03-31
AZN
ASTRAZENECA
4,24300.00%
Created with Highcharts 10.1.0
$51.720.15%0.00%311,8532025-03-31
COST
COSTCO WHOLESALE
326+100+44.25%
Created with Highcharts 10.1.0
$898.830.14%0.00%308,3242025-03-31
JNJ
JOHNSON & JOHNSON
1,735+5+0.29%
Created with Highcharts 10.1.0
$150.820.13%0.00%287,6592025-03-31
GOOGL
ALPHABET
1,734-155-8.21%
Created with Highcharts 10.1.0
$80.830.13%0.00%268,1352025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
1,260+12+0.96%
Created with Highcharts 10.1.0
$149.230.11%0.00%244,4282025-03-31
V
VISA
69100.00%
Created with Highcharts 10.1.0
$301.370.11%0.00%242,1682025-03-31
TSLA
TESLA
925+86+10.25%
Created with Highcharts 10.1.0
$157.240.11%0.00%239,7232025-03-31
PLTR
PALANTIR
2,638-39-1.46%
Created with Highcharts 10.1.0
$61.270.10%0.00%222,6472025-03-31
AVGO
BROADCOM
1,250+1+0.08%
Created with Highcharts 10.1.0
$159.870.10%0.00%209,2882025-03-31