Landmark Wealth Management, Inc. Portfolio Holdings by Sector
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GTO SPY DSTL XLSR DFAI SPEM SMLF XMHQ 38 stocks |
$189 Million
93.87% of portfolio
|
16
|
22
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9 Million
4.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.01 Million
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$344,776
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|