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 description
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 |