Landmark Wealth Management, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $216 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33M, Proshares S&P 500 Dividend Ari with a value of $29.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.1M, Vanguard Whitehall Fds Intl Di with a value of $7.01M, and J P Morgan Exchange Traded Fd with a value of $6.91M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $203M to 216M.

Below you can find more details about Landmark Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $216 Million
ETFs: $206 Million
Technology: $4.44 Million
Energy: $913,000
Consumer Cyclical: $506,000
Financial Services: $503,000
Utilities: $348,000
Communication Services: $273,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $216 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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