Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mittelman Wealth Management

Latest statistics and disclosures from Mittelman Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002021464

Tip: Access up to 7 years of quarterly data

Positions held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 64 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)	13.0	$19M	105k	182.61	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	8.7	$13M	27k	480.70	View chart
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)	7.1	$11M	87k	120.99	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	7.0	$10M	130k	79.86	View chart
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)	6.2	$9.2M	179k	51.60	View chart
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)	6.0	$8.9M	177k	50.17	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)	4.9	$7.3M	178k	41.08	View chart
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)	3.0	$4.5M	107k	41.77	View chart
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)	2.5	$3.7M	35k	104.73	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.2	$3.2M	102k	31.03	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	2.0	$3.0M	5.7k	524.34	View chart
Vanguard Industrials Etf Uit Exchange Traded (VIS)	1.8	$2.7M	11k	244.15	View chart
Ishares Morningstar Small Cap Etf Iv Uit Exchange Traded (ISCB)	1.7	$2.6M	45k	56.21	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	1.5	$2.2M	8.9k	249.86	View chart
Vanguard Energy Etf Uit Exchange Traded (VDE)	1.5	$2.2M	17k	131.70	View chart
Marathon Pete Corp Common Stock (MPC)	1.5	$2.2M	11k	201.50	View chart
Apple Common Stock (AAPL)	1.4	$2.1M	13k	171.48	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$2.1M	5.1k	420.72	View chart
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)	1.4	$2.0M	16k	128.40	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	1.3	$1.9M	53k	36.85	View chart
Home Depot Common Stock (HD)	1.2	$1.8M	4.8k	383.60	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.2	$1.8M	8.9k	200.30	View chart
Caterpillar Common Stock (CAT)	1.1	$1.6M	4.4k	366.43	View chart
Costco Wholesale Common Stock (COST)	1.1	$1.6M	2.2k	732.63	View chart
Union Pacific Corp Common Stock (UNP)	1.1	$1.6M	6.4k	245.93	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	1.1	$1.6M	3.7k	420.52	View chart
Amphenol Corp Class A Common Stock (APH)	1.0	$1.4M	13k	115.35	View chart
Vanguard Materials Etf Uit Exchange Traded (VAW)	0.9	$1.4M	6.7k	204.43	View chart
Vanguard Financials Etf Uit Exchange Traded (VFH)	0.9	$1.3M	13k	102.39	View chart
Chevron Corp Common Stock (CVX)	0.9	$1.3M	8.0k	157.74	View chart
American Express Common Stock (AXP)	0.8	$1.2M	5.4k	227.69	View chart
Dollar Tree Common Stock (DLTR)	0.8	$1.1M	8.5k	133.15	View chart
Goldman Sachs Group Common Stock (GS)	0.7	$1.0M	2.5k	417.69	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)	0.7	$1.0M	20k	51.28	View chart
Amazon.com Common Stock (AMZN)	0.7	$1.0M	5.7k	180.38	View chart
Bank Of America Corp Common Stock (BAC)	0.7	$1.0M	27k	37.92	View chart
Fedex Corp Common Stock (FDX)	0.6	$947k	3.3k	289.74	View chart
Walt Disney Common Stock (DIS)	0.6	$912k	7.5k	122.36	View chart
Procter & Gamble Common Stock (PG)	0.6	$843k	5.2k	162.25	View chart
U S Bancorp Common Stock (USB)	0.6	$839k	19k	44.70	View chart
Texas Instruments Common Stock (TXN)	0.5	$741k	4.3k	174.21	View chart
Ishares Morn Small Cap Growth Etf Uit Exchange Traded (ISCG)	0.5	$699k	15k	46.57	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.5	$691k	1.3k	525.73	View chart
Vanguard Small Cap Etf Iv Uit Exchange Traded (VB)	0.4	$572k	2.5k	228.59	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.4	$522k	997.00	523.07	View chart
Nvidia Corp Common Stock (NVDA)	0.3	$492k	544.00	903.70	View chart
Spdr S&p China Etf Uit Exchange Traded (GXC)	0.3	$485k	7.4k	65.78	View chart
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST)	0.3	$473k	9.4k	50.45	View chart
Merck & Co Common Stock (MRK)	0.3	$471k	3.6k	131.95	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVS)	0.3	$430k	4.4k	96.73	View chart
Vanguard Communication Services Etf Uit Exchange Traded (VOX)	0.3	$395k	3.0k	131.22	View chart
Emerson Electric Common Stock (EMR)	0.2	$363k	3.2k	113.42	View chart
Ppl Corp Common Stock (PPL)	0.2	$353k	13k	27.53	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EMXC)	0.2	$345k	6.0k	57.57	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.2	$311k	2.1k	150.93	View chart
Ishares Esg Awr 1-5 Y Usd Cp Bnd Etf Uit Exchange Traded (SUSB)	0.2	$293k	12k	24.48	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.2	$286k	4.1k	70.00	View chart
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)	0.2	$275k	2.4k	115.81	View chart
Thermo Fisher Scntfc Common Stock (TMO)	0.2	$270k	464.00	581.21	View chart
General Electric Co Trades With Due Bills Common Stock (GE)	0.2	$240k	1.4k	175.53	View chart
Ishares Iboxx High Yieldbond Etf Uit Exchange Traded (HYG)	0.2	$229k	2.9k	77.73	View chart
Pfizer Common Stock (PFE)	0.1	$218k	7.9k	27.75	View chart
Invsc Qqq Trust Srs 1 Etf Iv Uit Exchange Traded (QQQ)	0.1	$213k	479.00	444.01	View chart
Boeing Common Stock (BA)	0.1	$200k	1.0k	192.99	View chart

Past Filings by Mittelman Wealth Management

SEC 13F filings are viewable for Mittelman Wealth Management going back to 2024

Mittelman Wealth Management 2024 Q1 filed May 6, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z