Mittelman Wealth Management Purchases and Sells in Q1 2025

Mittelman Wealth Management

$111 Billion
Q1 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	7.77K + 5.58%	$126.11 - $135.06 $979K - $1.05M	147K $19B
IGSB	17.1K + 66.11%	$51.52 - $52.37 $879K - $893K	42.9K $2.24B
VIG	4.82K + 5.41%	N/A	93.9K $18.2B
VB	3.34K + 27.12%	$217.89 - $252.64 $727K - $843K	15.6K $3.47B
IGIB	2.25K + 1.7%	$50.82 - $52.7 $114K - $119K	135K $7.07B
FLJP	4.47K + 4.92%	$27.82 - $30.67 $124K - $137K	95.5K $2.81B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKLN	26.9K New	$20.7 - $21.15 $557K - $569K	26.9K $557M
VSS	3.93K New	$110.75 - $119.78 $435K - $471K	3.93K $454M
VGIT	4.51K New	$57.44 - $59.4 $259K - $268K	4.51K $268M
GE	1.01K New	$168.59 - $212.13 $170K - $214K	1.01K $202M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-1.17K - 4.71%	$507.05 - $563.67 $592K - $658K	23.6K $12.1B
HOLX	-1.09K - 5.17%	$60.7 - $73.77 $66K - $80.2K	19.9K $1.23B
NVDA	-1.13K - 25.51%	$106.98 - $149.43 $121K - $169K	3.31K $359M
SPY	-134 - 16.28%	$551.42 - $612.93 $73.9K - $82.1K	689 $386M
JPST	-1.85K - 17.19%	$50.39 - $50.66 $93.3K - $93.8K	8.91K $451M
IGLB	-4.24K - 2.73%	$48.32 - $51.22 $205K - $217K	151K $7.6B

Activity Summary All Purchases 18 New Holdings 4 Increased Positions 14 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.