Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

  • $148 Billion
  • Q1 2024

Mittelman Wealth Management has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19.2B, Vanguard Index Fds S&P 500 ETF with a value of $12.8B, Vanguard Whitehall Fds (Vangua with a value of $10.5B, Ishares Tr Msci Eafe ETF with a value of $10.4B, and Ishares Trust Ishares 5 10 Yea with a value of $9.22B.

Examining the 13F form we can see an increase of $148B in the current position value.

Mittelman Wealth Management is based out at Andover, MA

Below you can find more details about Mittelman Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $113 Billion
Financial Services: $7.47 Billion
Technology: $6.95 Billion
Industrials: $4.94 Billion
Consumer Defensive: $3.88 Billion
Energy: $3.42 Billion
Healthcare: $3.4 Billion
Consumer Cyclical: $2.87 Billion
Other: $1.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.2 Billion 12.97% of portfolio
104,872
Q1 2024 New
$0
$12.8 Billion 8.65% of portfolio
26,574
Q1 2024 New
$0
$10.5 Billion 7.15% of portfolio
87,172
Q1 2024 New
$0
$10.4 Billion 7.04% of portfolio
130,198
Q1 2024 New
$0
$9.22 Billion 6.25% of portfolio
178,653
Q1 2024 New
$0
$8.88 Billion 6.01% of portfolio
176,942
Q1 2024 New
$0
$7.29 Billion 4.94% of portfolio
177,564
Q1 2024 New
$0
$4.46 Billion 3.02% of portfolio
106,828
Q1 2024 New
$0
$3.66 Billion 2.48% of portfolio
34,902
Q1 2024 New
$0
$3.18 Billion 2.15% of portfolio
102,431
Q1 2024 New
$0
$2.97 Billion 2.02% of portfolio
5,673
Q1 2024 New
$0
$2.71 Billion 1.84% of portfolio
11,098
Q1 2024 New
$0
$2.55 Billion 1.73% of portfolio
45,445
Q1 2024 New
$0
$2.24 Billion 1.51% of portfolio
8,947
Q1 2024 New
$0
$2.19 Billion 1.49% of portfolio
16,658
Q1 2024 New
$85.1B
$2.16 Billion 1.46% of portfolio
10,705
Q1 2024 New
$3.64T
$2.14 Billion 1.45% of portfolio
12,481
Q1 2024 New
$321B
$2.01 Billion 1.36% of portfolio
15,664
Q1 2024 New
$0
$1.95 Billion 1.32% of portfolio
52,814
Q1 2024 New
$343B
$1.84 Billion 1.25% of portfolio
4,794
Q1 2024 New
$601B
$1.78 Billion 1.2% of portfolio
8,877
Q1 2024 New
$392B
$1.62 Billion 1.1% of portfolio
2,211
Q1 2024 New
$173B
$1.63 Billion 1.1% of portfolio
4,443
Q1 2024 New
$138B
$1.56 Billion 1.06% of portfolio
6,363
Q1 2024 New
$535B
$1.56 Billion 1.06% of portfolio
3,708
Q1 2024 New
$40.5B
$1.44 Billion 0.97% of portfolio
12,475
Q1 2024 New
$0
$1.37 Billion 0.93% of portfolio
6,705
Q1 2024 New
$0
$1.33 Billion 0.9% of portfolio
12,965
Q1 2024 New
$302B
$1.27 Billion 0.86% of portfolio
8,022
Q1 2024 New
$176B
$1.22 Billion 0.83% of portfolio
5,354
Q1 2024 New
$23.9B
$1.13 Billion 0.77% of portfolio
8,507
Q1 2024 New
$159B
$1.04 Billion 0.71% of portfolio
2,496
Q1 2024 New
$0
$1.04 Billion 0.7% of portfolio
20,211
Q1 2024 New
$324B
$1.03 Billion 0.7% of portfolio
27,183
Q1 2024 New
$2.04T
$1.03 Billion 0.7% of portfolio
5,733
Q1 2024 New
$76.5B
$947 Million 0.64% of portfolio
3,267
Q1 2024 New
$179B
$912 Million 0.62% of portfolio
7,452
Q1 2024 New
$58B
$839 Million 0.57% of portfolio
18,765
Q1 2024 New
$391B
$843 Million 0.57% of portfolio
5,198
Q1 2024 New
$177B
$741 Million 0.5% of portfolio
4,256
Q1 2024 New
$0
$691 Million 0.47% of portfolio
1,315
Q1 2024 New
$0
$699 Million 0.47% of portfolio
15,016
Q1 2024 New
$0
$572 Million 0.39% of portfolio
2,501
Q1 2024 New
$0
$522 Million 0.35% of portfolio
997
Q1 2024 New
$0
$485 Million 0.33% of portfolio
7,372
Q1 2024 New
$314B
$492 Million 0.33% of portfolio
544
Q1 2024 New
$320B
$471 Million 0.32% of portfolio
3,572
Q1 2024 New
$0
$473 Million 0.32% of portfolio
9,379
Q1 2024 New
$233B
$429 Million 0.29% of portfolio
4,440
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $148 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 64 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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