Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

  • $176 Billion
  • Q3 2024

Mittelman Wealth Management has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $32.6B, Vanguard Whitehall Fds (Vangua with a value of $29.1B, Vanguard Index Fds S&P 500 ETF with a value of $21B, Vanguard Ftse Developed Market with a value of $20.6B, and Ishares 10+ Year Investment Gr with a value of $19.4B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $154B to 176B.

Mittelman Wealth Management is based out at Andover, MA

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

Portfolio value $176 Billion
ETFs: $173 Billion
Technology: $1.26 Billion
Financial Services: $393 Million
Industrials: $239 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$285 Million 0.16% of portfolio
1,287
Q3 2024 Reduced 20.36%
$195B
$239 Million 0.14% of portfolio
1,268
Q3 2024 Reduced 55.68%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $176 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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