Landmark Wealth Management, LLC Portfolio Holdings
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
Landmark Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 75 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 $35.2M, Proshares S&P 500 Dividend Ari with a value of $17.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.3M, Victory Portfolios Ii with a value of $12.8M, and J P Morgan Exchange Traded Fd with a value of $7.7M.
Examining the 13F form we can see an decrease of $4.09M in the current position value, from $230M to 226M.
Below you can find more details about Landmark Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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