Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

$176 Billion
Q3 2024

Mittelman Wealth Management has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $32.6B, Vanguard Whitehall Fds (Vangua with a value of $29.1B, Vanguard Index Fds S&P 500 ETF with a value of $21B, Vanguard Ftse Developed Market with a value of $20.6B, and Ishares 10+ Year Investment Gr with a value of $19.4B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $154B to 176B.

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 $176 Billion

ETFs: $173 Billion

Technology: $1.26 Billion

Financial Services: $393 Million

Industrials: $239 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VIG Vanguard Dividend Appreciation ETFs	$0	$32.6 Billion 18.53% of portfolio	164,662	Q3 2024 Added 47.52%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$29.1 Billion 16.56% of portfolio	227,342	Q3 2024 Added 162.1%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$21 Billion 11.94% of portfolio	39,815	Q3 2024 Added 52.26%
VEA Vanguard Ftse Developed Market ETFs	$0	$20.6 Billion 11.69% of portfolio	389,465	Q3 2024 Added 107.71%
IGLB Ishares 10+ Year Investment Gr ETFs	$0	$19.4 Billion 11.01% of portfolio	361,689	Q3 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$17 Billion 9.65% of portfolio	354,833	Q3 2024 Added 192.46%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$10.5 Billion 5.98% of portfolio	195,971	Q3 2024 Added 4.14%
FLJP Franklin Templeton ETF Tr ETFs	$0	$5.04 Billion 2.86% of portfolio	165,537	Q3 2024 Added 55.04%
VB Vanguard Small Cap ETF ETFs	$0	$3.9 Billion 2.22% of portfolio	16,454	Q3 2024 Added 598.09%
VO Vanguard Mid Cap ETF ETFs	$0	$3.84 Billion 2.18% of portfolio	14,573	Q3 2024 Added 64.18%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$2.56 Billion 1.46% of portfolio	48,644	Q3 2024 Added 133.3%
HYG Ishares Tr ETFs	$0	$2.06 Billion 1.17% of portfolio	25,662	Q3 2024 Added 287.58%
GXC Spdr Index Shs Fund Spdr S&P C ETFs	$0	$1.02 Billion 0.58% of portfolio	12,441	Q3 2024 Added 60.45%
FLIN Franklin Templeton ETF Tr ETFs	$0	$981 Million 0.56% of portfolio	23,421	Q3 2024 Reduced 55.67%
IVV Ishares Core S&P 500 ETF ETFs	$0	$699 Million 0.4% of portfolio	1,211	Q3 2024 Reduced 2.02%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$546 Million 0.31% of portfolio	10,765	Q3 2024 Added 32.18%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$528 Million 0.3% of portfolio	921	Q3 2024 Added 15.99%
VCR Vanguard Consumer Discretionar ETFs	$0	$491 Million 0.28% of portfolio	1,443	Q3 2024 Reduced 14.97%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$488 Million 0.28% of portfolio	7,989	Q3 2024 Added 6.79%
VOX Vanguard Communication Service ETFs	$0	$476 Million 0.27% of portfolio	3,273	Q3 2024 Reduced 52.31%
GLD Spdr Gold Trust ETFs	$85.1B	$357 Million 0.2% of portfolio	1,468	Q2 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$212 Million 0.12% of portfolio	434	Q2 2024 Reduced 9.39%

Summary

Portfolio
No. of Stocks 28
Current Value $176 Billion
Prior Value $154 Billion
Filing
Period Q3 2024
Filing Date November 15, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 8 stocks

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Mittelman Wealth Management Portfolio Holdings