Mittelman Wealth Management Incresed Positions in Q2 2024

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
6.75K
+ 6.44%
$173.33 - $185.29 $1.17M - $1.25M
112K $20.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.5K
+ 13.57%
$40.83 - $44.89 $592K - $651K
121K $5.31B
VOX
Vanguard Communication Service

ETFs
3.85K
+ 127.86%
$125.5 - $139.68 $483K - $538K
6.86K $948M
GS
Goldman Sachs Group Inc

Financial Services
933
+ 37.38%
$389.49 - $470.41 $363K - $439K
3.43K $1.55B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.52K
+ 5.33%
$50.02 - $51.62 $476K - $492K
188K $9.65B
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 5.97%
$47.83 - $51.21 $505K - $541K
188K $9.27B
HYG
Ishares Tr

ETFs
3.68K
+ 125.13%
$75.68 - $77.45 $279K - $285K
6.62K $511M
APH
Amphenol Corp

Technology
12.5K
+ 100.0%
$67.16 - $136.4 $838K - $1.7M
25K $1.68B
MRK
Merck & Co., Inc.

Healthcare
2.07K
+ 57.84%
$123.8 - $132.96 $256K - $275K
5.64K $698M
GE
General Electric CO

Industrials
1.49K
+ 109.29%
$136.47 - $175.36 $204K - $262K
2.86K $455M
FLIN
Franklin Templeton ETF Tr

ETFs
19
+ 0.04%
$36.55 - $40.07 $694 - $761
52.8K $2.11B
PFE
Pfizer Inc

Healthcare
4.17K
+ 53.07%
$25.26 - $29.6 $105K - $123K
12K $336M
PG
Procter & Gamble CO

Consumer Defensive
616
+ 11.85%
$155.33 - $168.56 $95.7K - $104K
5.81K $959M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.48K
+ 24.7%
$55.18 - $59.2 $81.8K - $87.7K
7.48K $443M
BA
Boeing CO

Industrials
316
+ 30.47%
$164.33 - $191.42 $51.9K - $60.5K
1.35K $246M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
382
+ 5.18%
$64.51 - $76.98 $24.6K - $29.4K
7.75K $531M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
639
+ 3.16%
$50.64 - $51.3 $32.4K - $32.8K
20.9K $1.07B
FLJP
Franklin Templeton ETF Tr

ETFs
4.34K
+ 4.24%
$27.82 - $30.7 $121K - $133K
107K $3.07B
DIS
Walt Disney CO

Communication Services
235
+ 3.15%
$99.29 - $122.82 $23.3K - $28.9K
7.69K $763M
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mittelman Wealth Management Portfolio

Follow Mittelman Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email