Landmark Wealth Management, LLC Portfolio Holdings
Landmark Wealth Management, LLC
- $128 Million
- Q2 2024
Landmark Wealth Management, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proshares S&P 500 Dividend Ari with a value of $17M, Spdr Ser Tr Fds Spdr Portfolio with a value of $14.9M, Victory Portfolios Ii with a value of $11.5M, J P Morgan Exchange Traded Fd with a value of $7.27M, and T Rowe Price Exchange Traded F with a value of $6.32M.
Examining the 13F form we can see an decrease of $87.6M in the current position value, from $216M to 128M.
Below you can find more details about Landmark Wealth Management, LLC portfolio as well as his latest detailed transactions.