Mittelman Wealth Management Reduced Holdings in Q2 2024

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-5.93K
- 37.86%
$122.71 - $146.91 $728K - $871K
9.73K $1.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-434
- 0.5%
$114.71 - $121.51 $49.8K - $52.7K
86.7K $10.3B
CAT
Caterpillar Inc

Industrials
-156
- 3.51%
$321.47 - $379.3 $50.1K - $59.2K
4.29K $1.43B
UNP
Union Pacific Corp

Industrials
-92
- 1.45%
$221.38 - $247.4 $20.4K - $22.8K
6.27K $1.42B
VFH
Vanguard Financial ETF

ETFs
-1.01K
- 7.81%
$95.9 - $103.0 $97.1K - $104K
12K $1.19B
VIS
Vanguard Industrial ETF

ETFs
-48
- 0.43%
$232.2 - $244.04 $11.1K - $11.7K
11.1K $2.6B
ISCB
International Speedway Corp

ETFs
-56
- 0.12%
$51.49 - $55.89 $2.88K - $3.13K
45.4K $2.45B
SPY
Spdr S&P 500 ETF Trust

ETFs
-203
- 20.36%
$495.16 - $548.49 $101K - $111K
794 $432M
VO
Vanguard Mid Cap ETF

ETFs
-71
- 0.79%
$234.99 - $248.98 $16.7K - $17.7K
8.88K $2.15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.24K
- 13.17%
$50.22 - $50.48 $62K - $62.3K
8.14K $411M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-440
- 18.57%
$113.43 - $115.88 $49.9K - $51K
1.93K $223M
CVX
Chevron Corp

Energy
-132
- 1.65%
$152.57 - $166.33 $20.1K - $22K
7.89K $1.23B
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 6.01%
$497.53 - $549.64 $39.3K - $43.4K
1.24K $676M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 1.58%
$180.08 - $204.79 $25.2K - $28.7K
8.74K $1.77B
AXP
American Express CO

Financial Services
-125
- 2.33%
$217.5 - $243.08 $27.2K - $30.4K
5.23K $1.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 9.39%
$414.65 - $485.21 $18.7K - $21.8K
434 $208M
BAC
Bank Of America Corp

Financial Services
-334
- 1.23%
$34.68 - $40.02 $11.6K - $13.4K
26.8K $1.07B
MSFT
Microsoft Corp

Technology
-3
- 0.06%
$389.33 - $452.85 $1.17K - $1.36K
5.08K $2.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-425
- 1.6%
$455.1 - $504.28 $193K - $214K
26.1K $13.1B
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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