Altus Wealth Management, LLC at 2023-06-30

Filling information for Altus Wealth Management, LLC as Treemap, investor disclosed 30 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
204149108 204149108 COMMUNITY TR BANCORP INC COM 335781 9440
842587107 842587107 SOUTHERN CO COM 279106 3973
464288414 464288414 ISHARES TR NATIONAL MUN ETF 414646 3885
478160104 478160104 JOHNSON & JOHNSON COM 304124 1837
097023105 097023105 BOEING CO COM 255261 1209
023135106 023135106 AMAZON COM INC COM 320295 2457
58933Y105 58933Y105 MERCK & CO INC COM 718351 6225
464287515 464287515 ISHARES TR EXPANDED TECH 6081116 17580
00287Y109 00287Y109 ABBVIE INC COM 205061 1522
02079K107 02079K107 ALPHABET INC CAP STK CL C 302425 2500
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR 303665 4243
69608A108 69608A108 PALANTIR TECHNOLOGIES INC CL A 209760 13683
594918104 594918104 MICROSOFT CORP COM 499184 1466
78468R739 78468R739 SPDR SER TR NUVEEN BLMBRG SH 564082 11989
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 32698093 148439
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 25640664 69408
88160R101 88160R101 TESLA INC COM 414382 1583
46625H100 46625H100 JPMORGAN CHASE & CO COM 393308 2704
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 247381 1523
67066G104 67066G104 NVIDIA CORPORATION COM 255734 605
92204A702 92204A702 VANGUARD WORLD FDS INF TECH ETF 794312 1796
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF 474498 9178
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 10519288 74027
464287507 464287507 ISHARES TR CORE S&P MCP ETF 16556474 63318
742718109 742718109 PROCTER AND GAMBLE CO COM 4618141 30435
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 1027653 2318
02079K305 02079K305 ALPHABET INC CAP STK CL A 284886 2380
464287101 464287101 ISHARES TR S&P 100 ETF 19321328 93313
88262P102 88262P102 TEXAS PACIFIC LAND CORPORATI COM 1446045 1098
037833100 037833100 APPLE INC COM 1195380 6163

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