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ALTUS WEALTH GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX10.18K$1.69M
AT&T Inc.T10.06K$208.32K
Energy Transfer LPET10.01K$191.39K
Exxon Mobil CorporationXOM9.49K$1.3M
Walmart Inc.WMT8.64K$978.71K
The Kroger Co.KR8.22K$456.35K
United Parcel Service, Inc.UPS7.87K$845.6K
JPMorgan Chase & Co.JPM7.45K$2.44M
Visa Inc.V7.04K$2.41M
Cisco Systems, Inc.CSCO6.51K$764.69K
PepsiCo, Inc.PEP6.3K$853.25K
Intel Corp.INTC6.18K$862.7K
The Procter & Gamble CompanyPG5.93K$869.16K
Novartis AGNVS5.46K$856.16K
Atmos Energy CorporationATO5.26K$906.31K
The Walt Disney CompanyDIS4.64K$447.07K
AbbVie Inc.ABBV4.05K$1.02M
The Home Depot, Inc.HD3.87K$1.37M
Berkshire Hathaway Inc.BRK-B3.85K$1.93M
The Coca-Cola CompanyKO3.76K$305.79K