Mittelman Wealth Management Portfolio Holdings

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.