Mittelman Wealth Management

Mittelman Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM) 16.5 $18M 139k 127.59
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG) 16.2 $18M 89k 195.83
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 12.4 $13M 25k 538.81
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA) 11.6 $13M 261k 47.82
Vanguard Ftse Emerging Mark Etf Iv Uit Exchange Traded (VWO) 9.9 $11M 242k 44.04
Ishrs 10 Yr Invest Gradebond Etf Uit Exchange Traded (IGLB) 7.1 $7.7M 156k 49.40
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB) 6.3 $6.8M 132k 51.51
Vanguard Small Cap Etf Uit Exchange Traded (VB) 2.8 $3.0M 12k 240.28
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP) 2.4 $2.6M 91k 28.61
Vanguard Mid Cap Etf Uit Exchange Traded (VO) 1.9 $2.0M 7.7k 264.13
Ishares Iboxx High Yieldbond Etf Uit Exchange Traded (HYG) 1.4 $1.5M 19k 78.65
Hologic Common Stock (HOLX) 1.4 $1.5M 21k 72.09
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB) 1.2 $1.3M 26k 51.70
Ishares Russell 2000 Etf Uit Exchange Traded (IWM) 1.0 $1.1M 4.8k 220.96
Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG) 0.8 $852k 8.8k 96.90
Ishares Core S&p 500 Etf Iv Uit Exchange Traded (IVV) 0.7 $710k 1.2k 588.68
Spdr S&p China Etf Uit Exchange Traded (GXC) 0.6 $693k 9.1k 75.88
Nvidia Corp Common Stock (NVDA) 0.6 $597k 4.4k 134.31
Franklin Ftse India Etf Uit Exchange Traded (FLIN) 0.5 $543k 14k 37.90
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST) 0.5 $542k 11k 50.37
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR) 0.5 $542k 1.4k 375.38
Vanguard Communication Services Etf Uit Exchange Traded (VOX) 0.5 $507k 3.3k 154.96
Burke Herbert Finl Svcs Common Stock (BHRB) 0.5 $487k 7.8k 62.36
Spdr S&p 500 Etf Iv Uit Exchange Traded (SPY) 0.4 $482k 823.00 586.08
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EMXC) 0.4 $446k 8.0k 55.45
Ishares Russell 1000 Etf Uit Exchange Traded (IWB) 0.4 $435k 1.4k 322.16
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.3 $345k 1.4k 242.13
Cisco Sys Common Stock (CSCO) 0.3 $312k 5.3k 59.20
Goldman Sachs Group Common Stock (GS) 0.3 $298k 520.00 572.62
Ibm Corp Common Stock (IBM) 0.2 $243k 1.1k 219.83
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI) 0.2 $229k 2.0k 115.55