Altus-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "AVGO",
  "AZN",
  "MUB",
  "META",
  "IJH",
  null,
  "MSFT",
  "IWD",
  "IWF",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  "AMZN",
  "SCHB",
  "TPL",
  "VGT",
  "V",
  null,
  "SO",
  "DGRO",
  "BRK-B",
  "COST",
  "QQQ",
  "GOOG",
  "JNJ",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 41
Total Value: 213574714
Accession Number: 0001802107-25-000005
Form Type: 13F-HR
CIK: altus-wealth-management
Manager Name: Altus-Wealth-Management

Data Enrichment

80% identified

33 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

41 positions • $213.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$213.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +0.08% (-1) YoY NEW(+1.3K)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$213.6M)	QoQ -27.72% (-$80.3K) YoY NEW(+$209.3K)