Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024

Mittelman Wealth Management has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $20.4B, Vanguard Index Fds S&P 500 ETF with a value of $13.1B, Vanguard Whitehall Fds (Vangua with a value of $10.3B, Ishares Tr Msci Eafe ETF with a value of $10.2B, and Ishares Trust Ishares 5 10 Yea with a value of $9.65B.

Examining the 13F form we can see an increase of $6.7B in the current position value, from $148B to 154B.

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 $154 Billion
ETFs: $118 Billion
Technology: $8.72 Billion
Financial Services: $7.85 Billion
Industrials: $4.88 Billion
Consumer Defensive: $4.24 Billion
Energy: $3.3 Billion
Healthcare: $3.15 Billion
Consumer Cyclical: $2.76 Billion
Other: $1.49 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.3B
$1.86 Billion 1.2% of portfolio
10,705
Q1 2024 New
$40.6B
$1.68 Billion 1.09% of portfolio
24,950
Q2 2024 Added 100.0%
$175B
$1.55 Billion 1.01% of portfolio
3,429
Q2 2024 Added 37.38%
$199B
$1.43 Billion 0.93% of portfolio
4,287
Q2 2024 Reduced 3.51%
$141B
$1.42 Billion 0.92% of portfolio
6,271
Q2 2024 Reduced 1.45%
$70.6B
$980 Million 0.63% of portfolio
3,267
Q1 2024 New
$15B
$908 Million 0.59% of portfolio
8,507
Q1 2024 New
$177B
$828 Million 0.54% of portfolio
4,256
Q1 2024 New
$175B
$763 Million 0.49% of portfolio
7,687
Q2 2024 Added 3.15%
$70.1B
$745 Million 0.48% of portfolio
18,765
Q1 2024 New
$188B
$455 Million 0.29% of portfolio
2,861
Q2 2024 Added 109.29%
$64.9B
$353 Million 0.23% of portfolio
3,200
Q1 2024 New
$23.6B
$354 Million 0.23% of portfolio
12,805
Q1 2024 New
$156B
$336 Million 0.22% of portfolio
12,016
Q2 2024 Added 53.07%
$185B
$279 Million 0.18% of portfolio
1,616
Q2 2024 New
$93.7B
$267 Million 0.17% of portfolio
4,079
Q1 2024 New
$25.5B
$212 Million 0.14% of portfolio
6,276
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $154 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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