Landmark Wealth Management, LLC Portfolio Holdings

Landmark Wealth Management, LLC

  • $230 Million
  • Q3 2024

Landmark Wealth Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Million distributed in 76 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 $35.4M, Proshares S&P 500 Dividend Ari with a value of $18.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9M, Victory Portfolios Ii with a value of $12.7M, and J P Morgan Exchange Traded Fd with a value of $7.73M.

Examining the 13F form we can see an increase of $101M in the current position value, from $128M to 230M.

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

Portfolio value $230 Million
ETFs: $201 Million
Technology: $4.73 Million
Financial Services: $534,000
Consumer Cyclical: $531,000
Utilities: $399,000
Energy: $337,000
Communication Services: $300,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07T
$2.53 Million 1.1% of portfolio
10,868
Q3 2024 Reduced 1.58%
-
$2.53 Million 1.1% of portfolio
-
Q3 2024 Added 7.46%
$458B
$1.17 Million 0.51% of portfolio
6,866
Q1 2024 Reduced 1.56%
$3.39T
$531,000 0.23% of portfolio
1,235
Q3 2024 New
$2.35T
$531,000 0.23% of portfolio
2,848
Q3 2024 Added 0.39%
$325B
$493,000 0.21% of portfolio
4,062
Q3 2024 Reduced 0.05%
$32.2B
$399,000 0.17% of portfolio
3,829
Q3 2024 New
$450B
$337,000 0.15% of portfolio
2,878
Q2 2024 Reduced 63.37%
$1.17T
$300,000 0.13% of portfolio
1,808
Q3 2024 Added 0.06%
$593B
$287,000 0.12% of portfolio
624
Q3 2023 New
$506B
$247,000 0.11% of portfolio
501
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $230 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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