Mittelman Wealth Management Portfolio Holdings by Sector
Mittelman Wealth Management
- $111 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VYM VIG VEA VOO VWO IGLB IGIB VB 27 stocks |
$108 Million
97.66% of portfolio
|
  17  
|
  8  
|
  3  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$1.23 Million
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$358,604
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$313,523
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$284,070
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$209,031
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$202,151
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|