Mittelman Wealth Management Portfolio Holdings by Sector
Mittelman Wealth Management
- $153 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG VYM VEA VWO VOO IGIB IGLB IGSB 35 stocks |
$139 Million
91.17% of portfolio
|
  21  
|
  11  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
EVLV 1 stocks |
$11.4 Million
7.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$623,270
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$600,470
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$344,005
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$281,907
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$224,704
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|