Mittelman Wealth Management Portfolio Holdings by Sector
Mittelman Wealth Management
- $118 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG VYM VEA VOO VWO IGIB IGLB VB 33 stocks |
$116 Million
98.21% of portfolio
|
  18  
|
  15  
|
  6  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$725,295
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$572,570
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$300,163
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$278,145
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$243,356
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|