Mittelman Wealth Management Top Holdings and 13F Report (2024)

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About Mittelman Wealth Management

Investment Activity

Mittelman Wealth Management has $147.61 million in total holdings as of March 31, 2024.
Mittelman Wealth Management owns shares of 64 different stocks, but just 24 companies or ETFs make up 80% of its holdings.

Largest Holdings

Vanguard Dividend Appreciation ETF: $19,150,676
Vanguard S&P 500 ETF: $12,774,122
Vanguard High Dividend Yield ETF: $10,546,940
iShares MSCI EAFE ETF: $10,397,612
iShares 5-10 Year Investment Grade Corporate Bond ETF: $9,218,495

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
VIG Vanguard Dividend Appreciation ETF	$19,150,676	104,872	13.0%	ETF
VOO Vanguard S&P 500 ETF	$12,774,122	26,574	8.7%	ETF
VYM Vanguard High Dividend Yield ETF	$10,546,940	87,172	7.1%	ETF
EFA iShares MSCI EAFE ETF	$10,397,612	130,198	7.0%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$9,218,495	178,653	6.2%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$8,877,180	176,942	6.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$7,294,329	177,564	4.9%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$4,462,206	106,828	3.0%	ETF
SUB iShares Short-Term National Muni Bond ETF	$3,655,286	34,902	2.5%	ETF
FLJP Franklin FTSE Japan ETF	$3,178,434	102,431	2.2%	ETF
VGT Vanguard Information Technology ETF	$2,974,581	5,673	2.0%	ETF
VIS Vanguard Industrials ETF	$2,709,577	11,098	1.8%	ETF
ISCB iShares Morningstar Small-Cap ETF	$2,554,536	45,445	1.7%	ETF
VO Vanguard Mid-Cap ETF	$2,235,497	8,947	1.5%	ETF
VDE Vanguard Energy ETF	$2,193,859	16,658	1.5%	ETF
MPC Marathon Petroleum	$2,157,058	10,705	1.5%	Oils/Energy
AAPL Apple	$2,140,242	12,481	1.4%	Computer and Technology
MSFT Microsoft	$2,140,203	5,087	1.4%	Computer and Technology
NVO Novo Nordisk A/S	$2,011,258	15,664	1.4%	Medical
FLIN Franklin FTSE India ETF	$1,946,196	52,814	1.3%	ETF
HD Home Depot	$1,838,978	4,794	1.2%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,778,063	8,877	1.2%	Finance
CAT Caterpillar	$1,628,048	4,443	1.1%	Industrial Products
COST Costco Wholesale	$1,619,845	2,211	1.1%	Retail/Wholesale
UNP Union Pacific	$1,564,853	6,363	1.1%	Transportation
BRK.B Berkshire Hathaway	$1,559,288	3,708	1.1%	Finance
APH Amphenol	$1,438,991	12,475	1.0%	Computer and Technology
VAW Vanguard Materials ETF	$1,370,703	6,705	0.9%	ETF
VFH Vanguard Financials ETF	$1,327,486	12,965	0.9%	ETF
CVX Chevron	$1,265,390	8,022	0.9%	Oils/Energy
AXP American Express	$1,219,052	5,354	0.8%	Finance
DLTR Dollar Tree	$1,132,707	8,507	0.8%	Retail/Wholesale
GS The Goldman Sachs Group	$1,042,554	2,496	0.7%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,036,420	20,211	0.7%	Manufacturing
AMZN Amazon.com	$1,034,119	5,733	0.7%	Retail/Wholesale
BAC Bank of America	$1,030,779	27,183	0.7%	Finance
FDX FedEx	$946,581	3,267	0.6%	Transportation
DIS Walt Disney	$911,827	7,452	0.6%	Consumer Discretionary
PG Procter & Gamble	$843,376	5,198	0.6%	Consumer Staples
USB U.S. Bancorp	$838,796	18,765	0.6%	Finance
TXN Texas Instruments	$741,438	4,256	0.5%	Computer and Technology
ISCG iShares Morningstar Small-Cap Growth ETF	$699,295	15,016	0.5%	ETF
IVV iShares Core S&P 500 ETF	$691,335	1,315	0.5%	ETF
VB Vanguard Small-Cap ETF	$571,704	2,501	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$521,501	997	0.4%	Finance
NVDA NVIDIA	$491,614	544	0.3%	Computer and Technology
GXC SPDR S&P China ETF	$484,930	7,372	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$473,171	9,379	0.3%	ETF
MRK Merck & Co., Inc.	$471,325	3,572	0.3%	Medical
NVS Novartis	$429,481	4,440	0.3%	Medical
VOX Vanguard Communication Services ETF	$395,235	3,012	0.3%	ETF
EMR Emerson Electric	$362,944	3,200	0.2%	Industrial Products
PPL PPL	$352,522	12,805	0.2%	Utilities
EMXC iShares MSCI Emerging Markets ex China ETF	$345,362	5,999	0.2%	Manufacturing
GOOGL Alphabet	$310,916	2,060	0.2%	Computer and Technology
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$292,560	11,951	0.2%	Manufacturing
MDLZ Mondelez International	$285,530	4,079	0.2%	Consumer Staples
IEI iShares 3-7 Year Treasury Bond ETF	$274,470	2,370	0.2%	ETF
TMO Thermo Fisher Scientific	$269,681	464	0.2%	Medical
GE General Electric	$239,950	1,367	0.2%	Transportation
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$228,604	2,941	0.2%	ETF
PFE Pfizer	$217,838	7,850	0.1%	Medical
QQQ Invesco QQQ	$212,681	479	0.1%	Finance
BA Boeing	$200,131	1,037	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Mittelman Wealth Management Top Holdings and 13F Report (2024)

About Mittelman Wealth Management

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Mittelman Wealth Management Top Holdings and 13F Report (2024)

About Mittelman Wealth Management

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofMittelman Wealth Management

Latest 13F Holdings

More Institutional Buying and Selling Information