Landmark Wealth Management, Inc. Purchases and Sells in Q2 2025

Landmark Wealth Management, Inc.

21 operations

Stock	Shares change	Price Range	Shares Held
VOO	18.6K + 34.0%	$456.74 - $568.03 $8.49M - $10.6M	73.2K $41.6B
IUSB	126K + 26.64%	$45.12 - $46.23 $5.67M - $5.81M	597K $27.6B
SPY	6.77K + 30.58%	$496.48 - $617.85 $3.36M - $4.18M	28.9K $17.9B
FISR	180K + 67.56%	$25.13 - $26.07 $4.52M - $4.69M	446K $11.5B
VXF	15.2K + 42.43%	$150.43 - $192.71 $2.29M - $2.93M	51.1K $9.84B
SPAB	122K + 1383.25%	$24.98 - $25.66 $3.04M - $3.13M	131K $3.35B

4 operations

Stock	Shares change	Price Range	Shares Held
RWR	29.2K New	$86.33 - $99.71 $2.52M - $2.91M	29.2K $2.81B
SCHX	44.8K New	$19.6 - $24.44 $879K - $1.1M	44.8K $1.1B
RWX	36.4K New	$23.06 - $27.4 $840K - $998K	36.4K $998M
AVGO	728 New	$146.29 - $275.65 $106K - $201K	728 $201M

16 operations

Stock	Shares change	Price Range	Shares Held
GTO	-109K - 81.14%	$45.73 - $47.2 $5M - $5.16M	25.4K $1.19B
SPDW	-128K - 18.43%	$32.66 - $40.75 $4.18M - $5.22M	566K $22.9B
BIL	-22.3K - 80.9%	$91.43 - $91.74 $2.04M - $2.04M	5.26K $483M
DFAI	-55.6K - 69.79%	$28.02 - $34.71 $1.56M - $1.93M	24.1K $833M
SPDR SERIES TRUST	-55.2K - 38.81%	N/A	87K $2.37B
FLQM	-25.9K - 75.11%	$46.92 - $55.01 $1.21M - $1.42M	8.57K $465M

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

Stay updated on Landmark Wealth Management, Inc. with notifications on news.