ALTUS WEALTH GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 31K | $8.51M |
 | SXC | 31K | $224.66K |
 | FIBK | 27K | $942.50K |
 | NVDA | 24K | $4.53M |
 | AEP | 18K | $2.09M |
 | MSFT | 15K | $7.02M |
 | NOW | 14K | $2.15M |
 | GOOGL | 14K | $4.28M |
 | BAC | 12K | $677.16K |
 | NFLX | 12K | $1.14M |
 | AMZN | 12K | $2.78M |
 | APO | 10K | $1.51M |
 | KR | 8K | $485.28K |
 | UPS | 8K | $767.24K |
 | WMT | 7K | $811.51K |
 | JPM | 7K | $2.13M |
 | INTC | 6K | $232.49K |
 | NVS | 5K | $758.01K |
 | ATO | 5K | $890.28K |
 | DIS | 5K | $540.89K |
Apple Inc.
AAPL
Shares Held
31K
Value
$8.51M
SunCoke Energy, Inc.
SXC
Shares Held
31K
Value
$224.66K
First Interstate BancSystem, Inc.
FIBK
Shares Held
27K
Value
$942.50K
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.53M
American Electric Power Company, Inc.
AEP
Shares Held
18K
Value
$2.09M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.02M
ServiceNow, Inc.
NOW
Shares Held
14K
Value
$2.15M
Alphabet Inc.
GOOGL
Shares Held
14K
Value
$4.28M
Bank of America Corporation
BAC
Shares Held
12K
Value
$677.16K
Netflix, Inc.
NFLX
Shares Held
12K
Value
$1.14M
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.78M
Apollo Global Management, Inc.
APO
Shares Held
10K
Value
$1.51M
The Kroger Co.
KR
Shares Held
8K
Value
$485.28K
United Parcel Service, Inc.
UPS
Shares Held
8K
Value
$767.24K
Walmart Inc.
WMT
Shares Held
7K
Value
$811.51K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.13M
Intel Corporation
INTC
Shares Held
6K
Value
$232.49K
Novartis AG
NVS
Shares Held
5K
Value
$758.01K
Atmos Energy Corporation
ATO
Shares Held
5K
Value
$890.28K
The Walt Disney Company
DIS
Shares Held
5K
Value
$540.89K