Landmark Wealth Management, LLC Sells in Q2 2025

Landmark Wealth Management, LLC

  • $235 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TAXF
American Centy ETF Tr Diversif

ETFs
-26.6K
- 47.13%
$47.8 - $49.79 $1.27M - $1.32M
29.8K $1.46M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-22.1K
- 31.92%
$49.12 - $50.93 $1.08M - $1.12M
47.1K $2.35M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-12.7K
- 15.92%
$48.46 - $50.2 $617K - $639K
67.2K $3.34M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-24.5K
- 29.09%
$23.36 - $24.11 $573K - $591K
59.8K $1.43M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-11.9K
- 23.35%
$46.77 - $47.89 $558K - $571K
39.1K $1.86M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.03K
- 1.75%
$90.85 - $102.31 $276K - $310K
171K $17.2M
CGMU
Capital Group Core Plus Income
-15.2K
- 13.34%
N/A
98.7K $2.64M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-6.26K
- 14.65%
$50.34 - $51.86 $315K - $325K
36.5K $1.87M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.22K
- 25.58%
$272.36 - $339.57 $332K - $414K
3.55K $1.2M
Vanguard Malvern Fds
-1.94K
- 2.3%
N/A
82.1K $6.39M
VBR
Vanguard Small Cap Value ETF

ETFs
-745
- 23.33%
$162.76 - $195.77 $121K - $146K
2.45K $477K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.75K
- 5.5%
$72.71 - $82.56 $127K - $145K
30.1K $2.45M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-4.38K
- 10.9%
$23.57 - $24.6 $103K - $108K
35.8K $869K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.62K
- 1.88%
$42.72 - $44.24 $112K - $116K
137K $6.01M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.52K
- 2.08%
$44.68 - $45.96 $113K - $116K
119K $5.42M
TOTR
T Rowe Price Exchange Traded F

ETFs
-2.32K
- 1.4%
$39.59 - $40.88 $91.7K - $94.6K
163K $6.61M
CGCP
Capital Group Core Plus Income

ETFs
-4.1K
- 1.7%
$21.92 - $22.56 $90K - $92.6K
237K $5.33M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.84K
- 1.43%
$45.18 - $46.32 $83.3K - $85.4K
127K $5.86M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-1.33K
- 2.32%
$26.49 - $27.5 $35.3K - $36.7K
56.1K $1.52M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.23K
- 11.63%
$32.66 - $40.75 $269K - $335K
62.5K $2.53M
XOM
Exxon Mobil Corp

Energy
-47
- 1.63%
$99.93 - $119.04 $4.7K - $5.59K
2.83K $305K
Franklin Templeton ETF Tr
-1.33K
- 1.02%
N/A
128K $3.24M
HMOP
Hartford Fds Exchange Traded T

ETFs
-645
- 1.09%
$37.54 - $38.74 $24.2K - $25K
58.5K $2.24M
VIG
Vanguard Dividend Appreciation

ETFs
-894
- 6.26%
N/A
13.4K $2.74M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-56
- 0.12%
$58.95 - $66.19 $3.3K - $3.71K
47.8K $3.11M
EMLP
First Tr Exchange Traded Iv

ETFs
-769
- 1.29%
$33.62 - $37.89 $25.9K - $29.1K
58.9K $2.21M
VEA
Vanguard Ftse Developed Market

ETFs
-4.4K
- 12.17%
$45.65 - $57.01 $201K - $251K
31.7K $1.81M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-636
- 11.59%
$72.96 - $90.39 $46.4K - $57.5K
4.85K $434K
USRT
Ishares Core U.S. Reit ETF

ETFs
-51
- 0.75%
$50.37 - $57.97 $2.57K - $2.96K
6.77K $383K
AOA
Ishares Tr Core Aggressive All

ETFs
-219
- 6.93%
$69.46 - $83.4 $15.2K - $18.3K
2.94K $245K
GNR
Spdr S&P Global Natural Resour

ETFs
-392
- 1.06%
$45.66 - $55.03 $17.9K - $21.6K
36.6K $1.98M
IEFA
Ishares Tr

ETFs
-10
- 0.3%
$67.83 - $84.09 $678 - $841
3.33K $278K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-127
- 2.01%
$60.22 - $80.1 $7.65K - $10.2K
6.19K $496K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-198
- 1.13%
$58.41 - $72.69 $11.6K - $14.4K
17.3K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-87
- 4.28%
$416.06 - $551.64 $36.2K - $48K
1.95K $1.07M
VONE
Vanguard Russell 1000 ETF

ETFs
-81
- 1.48%
$225.48 - $280.86 $18.3K - $22.7K
5.39K $1.52M
MSFT
Microsoft Corp

Technology
-34
- 2.77%
$354.56 - $497.45 $12.1K - $16.9K
1.19K $593K
NVDA
Nvidia Corp

Technology
-182
- 4.6%
$94.31 - $157.99 $17.2K - $28.8K
3.78K $597K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.87K
- 3.06%
$39.89 - $49.46 $115K - $142K
91.2K $4.51M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.04K
- 6.67%
$104.23 - $134.39 $212K - $274K
28.5K $3.83M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-4.38K
- 3.84%
$75.29 - $91.16 $329K - $399K
109K $9.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-174
- 1.78%
$498.8 - $620.9 $86.8K - $108K
9.59K $5.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-184
- 1.23%
$171.4 - $227.1 $31.5K - $41.8K
14.8K $3.36M
ORCL
Oracle Corp

Technology
-10
- 0.15%
$122.82 - $218.63 $1.23K - $2.19K
6.71K $1.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.21K
- 1.75%
$456.74 - $568.03 $552K - $686K
67.8K $38.5M
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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