Landmark Wealth Management, Inc. Portfolio Holdings by Sector
Landmark Wealth Management, Inc.
- $182 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GTO SPY DSTL SPDW DFAI XLSR XMHQ SMLF 35 stocks |
$171 Million
95.03% of portfolio
|
34
|
1
|
33
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.14 Million
3.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2.45 Million
1.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$333,406
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|