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Steven D O'Connor

Altus Wealth Management, Llc

Assets Managed
$224.979M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-3%(2Q avg: -0.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Altus Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Altus Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 224.979M in assets, with a quarterly growth rate of -3% and a 2-quarter average growth rate of -0.15%. The portfolio is managed by Steven D O'Connor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.13%
21.44%
$48.231M
150,340 shares@ $320.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.66%
16.41%
$36.919M
63,964 shares@ $577.18 avg price
EQWL
Invesco S&p 100 Equal Weight
Recent Activity
Increased 1.95%
15.82%
$35.578M
308,732 shares@ $115.25 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.39%
13.78%
$30.994M
441,639 shares@ $70.19 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 26.4%
13.6%
$30.587M
452,944 shares@ $67.54 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 3.78%
10.17%
$22.863M
494,554 shares@ $46.23 avg price
IGEB
Ishares Investment Grade Sys
Recent Activity
Increased 4.5%
1.41%
$3.152M
69,944 shares@ $45.07 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 5.07%
1.4%
$3.133M
125,431 shares@ $24.98 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 4.74%
1.12%
$2.514M
54,559 shares@ $46.07 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.33%
0.75%
$1.682M
2,587 shares@ $650.35 avg price

1-10 of 28