Mittelman Wealth Management Portfolio Holdings by Sector
Mittelman Wealth Management
- $176 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG VYM VOO VEA IGLB VWO IGIB FLJP 22 stocks |
$173 Million
98.92% of portfolio
|
  16  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$660,777
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$393,117
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$319,213
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$284,529
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$239,119
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|