Mittelman Wealth Management Purchases and Sells in Q2 2025

Mittelman Wealth Management

$118 Billion
Q2 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGIB	34.6K + 25.73%	$51.1 - $53.29 $1.77M - $1.85M	169K $9.02B
VB	6.97K + 44.56%	$193.73 - $237.37 $1.35M - $1.65M	22.6K $5.36B
IGSB	31.7K + 73.86%	$51.68 - $52.76 $1.64M - $1.67M	74.5K $3.93B
VSS	4.75K + 120.97%	$104.23 - $134.39 $495K - $639K	8.68K $1.17B
VO	1.91K + 22.95%	$228.54 - $279.83 $437K - $535K	10.2K $2.87B
FLJP	12.9K + 13.55%	$26.35 - $32.28 $341K - $417K	108K $3.48B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	11.6K New	$58.32 - $58.95 $674K - $681K	11.6K $679M
SPXL	3.65K New	$96.11 - $173.53 $351K - $634K	3.65K $634M
BND	7.93K New	$72.02 - $73.82 $571K - $585K	7.93K $584M
SPDW	12.1K New	$32.66 - $40.75 $394K - $492K	12.1K $489M
UPRO	4.35K New	$50.65 - $91.44 $220K - $397K	4.35K $397M
AAPL	1.46K New	$172.42 - $223.89 $252K - $328K	1.46K $300M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-56.4K - 22.22%	$45.65 - $57.01 $2.57M - $3.22M	197K $11.3B
VOO	-4.34K - 18.38%	$456.74 - $568.03 $1.98M - $2.47M	19.3K $11B
VYM	-10.5K - 7.13%	$114.78 - $133.31 $1.2M - $1.4M	137K $18.2B
HOLX	-8.8K - 44.14%	$52.73 - $65.22 $464K - $574K	11.1K $725M
IGLB	-9.36K - 6.19%	$47.55 - $50.44 $445K - $472K	142K $7.13B
AGG	-4.13K - 46.71%	$96.84 - $99.46 $400K - $411K	4.71K $468M

Activity Summary All Purchases 20 New Holdings 7 Increased Positions 13 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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