Mittelman Wealth Management Portfolio Holdings by Sector
Mittelman Wealth Management
- $107 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VYM VIG VOO VEA VWO IGLB IGIB VB 25 stocks |
$104 Million
97.23% of portfolio
|
  5  
|
  17  
|
  4  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$1.51 Million
1.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$596,485
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$311,628
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$297,762
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$242,912
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|