Landmark Wealth Management, LLC Reduced Holdings in Q1 2025

Landmark Wealth Management, LLC

  • $227 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-377K
- 84.21%
$33.84 - $37.77 $12.8M - $14.2M
70.7K $2.58M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-21K
- 30.46%
$64.6 - $69.89 $1.35M - $1.47M
47.9K $3.14M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-16.3K
- 33.85%
$78.12 - $83.7 $1.27M - $1.36M
31.8K $2.57M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-525
- 3.38%
$192.82 - $222.1 $101K - $117K
15K $2.9M
AAPL
Apple Inc.

Technology
-270
- 2.55%
$209.68 - $247.1 $56.6K - $66.7K
10.3K $2.29M
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.17%
$554.06 - $615.85 $9.42K - $10.5K
9.76K $5.48M
ORCL
Oracle Corp

Technology
-64
- 0.94%
$139.81 - $186.47 $8.95K - $11.9K
6.72K $940K
AMZN
Amazon Com Inc

Consumer Cyclical
-78
- 2.74%
$190.26 - $242.06 $14.8K - $18.9K
2.77K $527K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.83%
$468.34 - $539.52 $7.96K - $9.17K
2.03K $953K
VEA
Vanguard Ftse Developed Market

ETFs
-4.16K
- 10.31%
$47.4 - $52.99 $197K - $220K
36.1K $1.84M
TAXF
American Centy ETF Tr Diversif

ETFs
-808
- 1.41%
$49.19 - $50.86 $39.7K - $41.1K
56.4K $2.79M
VBR
Vanguard Small Cap Value ETF

ETFs
-162
- 4.83%
$183.02 - $207.75 $29.6K - $33.7K
3.19K $595K
MSFT
Microsoft Corp

Technology
-10
- 0.81%
$375.39 - $447.2 $3.75K - $4.47K
1.23K $460K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-3.48K
- 2.63%
$44.88 - $46.36 $156K - $161K
129K $5.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.26K
- 3.35%
$42.5 - $46.71 $139K - $152K
94K $4.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-351
- 1.79%
$21.75 - $24.28 $7.63K - $8.52K
19.2K $425K
TOTR
T Rowe Price Exchange Traded F

ETFs
-3.36K
- 1.99%
$39.62 - $40.92 $133K - $137K
165K $6.71M
CGCP
Capital Group Core Plus Income

ETFs
-3.92K
- 1.6%
$21.94 - $22.64 $86.1K - $88.8K
241K $5.41M
IEFA
Ishares Tr

ETFs
-595
- 15.14%
$69.57 - $78.65 $41.4K - $46.8K
3.34K $252K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-953
- 2.32%
$24.22 - $24.86 $23.1K - $23.7K
40.2K $982K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.01K
- 9.16%
$30.35 - $33.16 $30.7K - $33.6K
10K $321K
Vanguard Malvern Fds
-1.92K
- 2.24%
N/A
84.1K $6.52M
AOR
Ishares Tr Core Growth Allocat

ETFs
-233
- 5.78%
$56.63 - $59.39 $13.2K - $13.8K
3.8K $218K
VNQ
Vanguard Specialized Funds Van

ETFs
-99
- 3.56%
$85.55 - $94.34 $8.47K - $9.34K
2.68K $243K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.18K
- 1.77%
$44.41 - $45.98 $97K - $100K
121K $5.53M
AOA
Ishares Tr Core Aggressive All

ETFs
-17
- 0.54%
$75.7 - $80.01 $1.29K - $1.36K
3.16K $242K
VSDA
Victory Portfolios Ii Victorys

ETFs
-27
- 0.42%
$49.77 - $53.06 $1.34K - $1.43K
6.34K $328K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-243
- 4.24%
$74.85 - $84.89 $18.2K - $20.6K
5.49K $448K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.12K
- 1.87%
$45.56 - $47.23 $142K - $147K
164K $7.72M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-70
- 0.23%
$110.75 - $119.78 $7.75K - $8.38K
30.5K $3.53M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.93K
- 1.37%
$42.4 - $44.11 $82K - $85.3K
139K $6.11M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.26K
- 2.07%
$35.79 - $38.28 $45.1K - $48.2K
59.7K $2.24M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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