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.
