Landmark Wealth Management, LLC Purchases in Q2 2025

Landmark Wealth Management, LLC

  • $235 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Goldman Sachs ETF Tr
17.3K
New
N/A
17.3K $864K
Victory Portfolios Ii
7.13K
+ 1.75%
N/A
414K $14.6M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
1.04K
+ 0.32%
$24.57 - $29.72 $25.7K - $31K
332K $9.78M
Nushares ETF Tr
25.3K
New
N/A
25.3K $622K
John Hancock Exchange Traded
22.3K
New
N/A
22.3K $570K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.94K
+ 3.14%
$90.56 - $109.49 $176K - $213K
63.9K $6.98M
Ab Active Etfs Inc
19.9K
New
N/A
19.9K $497K
AVMU
American Centy ETF Travantis C

ETFs
10.5K
+ 113.9%
$43.44 - $45.67 $457K - $481K
19.8K $885K
INMU
Blackrock ETF Tr Ii Intermedia
19.7K
+ 76.02%
$22.95 - $23.7 $453K - $468K
45.7K $1.07M
Fidelity Merrimack Str Tr
9.13K
New
N/A
9.13K $454K
Mfs Active Exchange Traded F
15.3K
New
N/A
15.3K $374K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
593
+ 0.65%
$51.16 - $62.02 $30.3K - $36.8K
91.9K $5.7M
Pgim ETF Tr
6.79K
New
N/A
6.79K $341K
Morgan Stanley ETF Trust
4.56K
New
N/A
4.56K $234K
Vanguard Instl Index Fd
2.83K
New
N/A
2.83K $214K
IWM
Ishares Russell 2000 ETF

ETFs
977
New
$174.82 - $215.79 $171K - $211K
977 $211K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.57K
New
$67.03 - $80.35 $173K - $207K
2.57K $205K
DGRO
Ishares Core Dividend Growth E

ETFs
3.15K
New
$55.22 - $63.94 $174K - $202K
3.15K $202K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 26.52%
$19.6 - $24.44 $100K - $125K
24.3K $595K
VO
Vanguard Mid Cap ETF

ETFs
73
+ 1.34%
$228.54 - $279.83 $16.7K - $20.4K
5.53K $1.55M
VB
Vanguard Small Cap ETF

ETFs
221
+ 5.77%
$193.73 - $237.37 $42.8K - $52.5K
4.05K $960K
MINO
Pimco ETF Tr Municipal Income

ETFs
2.52K
+ 12.65%
$43.42 - $45.15 $109K - $114K
22.4K $992K
SPMD
Spdr Portfolio

ETFs
778
+ 11.56%
$44.89 - $54.38 $34.9K - $42.3K
7.51K $408K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
214
+ 2.13%
$28.98 - $37.18 $6.2K - $7.96K
10.3K $381K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.26%
$496.48 - $617.85 $993 - $1.24K
759 $469K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$144.7 - $178.6 $145 - $179
1.81K $319K
IWR
Ishares Russell Mid Cap ETF

ETFs
122
+ 3.27%
$74.88 - $91.97 $9.14K - $11.2K
3.85K $354K
VSDA
Victory Portfolios Ii Victorys

ETFs
697
+ 11.0%
$46.15 - $51.89 $32.2K - $36.2K
7.04K $364K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
+ 1.38%
$34.72 - $42.74 $3.75K - $4.62K
7.93K $339K
AOR
Ishares Tr Core Growth Allocat

ETFs
198
+ 5.22%
$53.36 - $61.57 $10.6K - $12.2K
3.99K $246K
VNQ
Vanguard Specialized Funds Van

ETFs
143
+ 5.33%
$79.79 - $91.42 $11.4K - $13.1K
2.83K $252K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
224
+ 4.18%
$45.9 - $48.26 $10.3K - $10.8K
5.59K $261K
JEPI
J P Morgan Exchange Traded Fd

ETFs
86
+ 2.03%
$51.14 - $57.0 $4.4K - $4.9K
4.32K $246K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
981
+ 1.18%
$18.94 - $21.67 $18.6K - $21.3K
84.1K $1.78M
AAPL
Apple Inc.

Technology
6
+ 0.06%
$172.42 - $223.89 $1.03K - $1.34K
10.3K $2.12M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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