Mittelman Wealth Management

Mittelman Wealth Management as of March 31, 2025

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 33 positions in its portfolio as reported in the March 2025 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) 17.1 $19M 147k 128.96
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG) 16.4 $18M 94k 193.99
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA) 11.6 $13M 254k 50.83
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 11.0 $12M 24k 513.92
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO) 9.9 $11M 241k 45.26
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB) 6.9 $7.6M 151k 50.23
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB) 6.4 $7.1M 135k 52.52
Vanguard Small Cap Etf Uit Exchange Traded (VB) 3.1 $3.5M 16k 221.76
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP) 2.5 $2.8M 96k 29.40
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB) 2.0 $2.2M 43k 52.37
Vanguard Mid Cap Etf Uit Exchange Traded (VO) 1.9 $2.2M 8.3k 258.64
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG) 1.5 $1.6M 21k 78.89
Hologic Common Stock (HOLX) 1.1 $1.2M 20k 61.77
Ishares Russell 2000 Etf Uit Exchange Traded (IWM) 0.9 $951k 4.8k 199.52
Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG) 0.8 $875k 8.8k 98.92
Spdr S&p China Etf Uit Exchange Traded (GXC) 0.7 $807k 9.4k 86.00
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV) 0.6 $646k 1.1k 562.20
Franklin Ftse India Etf Uit Exchange Traded (FLIN) 0.5 $590k 16k 36.84
Invesco Senior Loan Etf Uit Exchange Traded (BKLN) 0.5 $557k 27k 20.70
Vanguard Communication Services Etf Uit Exchange Traded (VOX) 0.4 $486k 3.3k 148.39
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR) 0.4 $470k 1.4k 325.51
Ishares Msci Emerging Markets Ex Chi Uit Exchange Traded (EMXC) 0.4 $458k 8.3k 55.09
Vgrd Ftse All Wrld Ex Us Sml Cap Etf Uit Exchange Traded (VSS) 0.4 $454k 3.9k 115.60
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST) 0.4 $451k 8.9k 50.63
Ishares Russell 1000 Etf Uit Exchange Traded (IWB) 0.4 $415k 1.4k 306.88
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.3 $386k 689.00 559.92
Nvidia Corp Common Stock (NVDA) 0.3 $359k 3.3k 108.41
Cisco Sys Common Stock (CSCO) 0.3 $314k 5.1k 61.72
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.3 $294k 1.0k 288.14
Goldman Sachs Group Common Stock (GS) 0.3 $284k 520.00 546.29
Vag Itm-term Treasury Etf Uit Exchange Traded (VGIT) 0.2 $268k 4.5k 59.40
Ibm Corp Common Stock (IBM) 0.2 $209k 840.00 248.85
Ge Aerospace Common Stock (GE) 0.2 $202k 1.0k 200.15