Landmark Wealth Management, Inc. Portfolio Holdings by Sector
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GTO SPY DSTL DFAI XLSR SPEM XMHQ SMLF 36 stocks |
$189 Million
95.05% of portfolio
|
24
|
12
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.76 Million
3.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2.77 Million
1.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$308,145
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|