Latko Wealth Management, Ltd. Top Holdings and 13F Report (2025) About Latko Wealth Management, Ltd.Investment ActivityLatko Wealth Management, Ltd. has $168.68 thousand in total holdings as of December 31, 2024.Latko Wealth Management, Ltd. owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.97% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Latko Wealth Management, Ltd. has purchased 30 new stocks and bought additional shares in 18 stocks.Latko Wealth Management, Ltd. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $44,181SPDR Dow Jones Industrial Average ETF Trust $28,377Invesco NASDAQ 100 ETF $24,301Schwab US Dividend Equity ETF $13,230SPDR S&P 500 ETF Trust $8,504 Largest New Holdings this Quarter Walt Disney $245 HoldingTesla $202 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 328,814 shares (about $8.98K)Schwab U.S. Large-Cap Growth ETF 77,439 shares (about $2.16K)iShares 3-7 Year Treasury Bond ETF 5,608 shares (about $647.98)iShares Core S&P 500 ETF 683 shares (about $402.06)Vanguard S&P 500 ETF 470 shares (about $253.22) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 6,535 shares (about $509.99)Invesco QQQ 474 shares (about $242.33)SPDR S&P 500 ETF Trust 341 shares (about $199.85)Vanguard Growth ETF 439 shares (about $180.17)Merck & Co., Inc. 1,810 shares (about $180.04) Sector Allocation Over TimeMap of 500 Largest Holdings ofLatko Wealth Management, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$44,181$402 ▲0.9%75,05226.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$28,377$87 ▲0.3%66,69216.8%FinanceQQQMInvesco NASDAQ 100 ETF$24,301$90 ▼-0.4%115,47014.4%ETFSCHDSchwab US Dividend Equity ETF$13,230$8,983 ▲211.5%484,2797.8%ETFSPYSPDR S&P 500 ETF Trust$8,504$200 ▼-2.3%14,5105.0%FinanceQQQInvesco QQQ$8,050$242 ▼-2.9%15,7464.8%FinanceIEIiShares 3-7 Year Treasury Bond ETF$6,314$648 ▲11.4%54,6453.7%ETFVOVanguard Mid-Cap ETF$5,783$58 ▼-1.0%21,8963.4%ETFIJRiShares Core S&P Small-Cap ETF$5,709$67 ▲1.2%49,5453.4%ETFVUGVanguard Growth ETF$4,766$180 ▼-3.6%11,6132.8%ETFAAPLApple$3,399$9 ▲0.3%13,5742.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,842$2,158 ▲315.6%101,9791.7%ETFMRKMerck & Co., Inc.$2,707$180 ▼-6.2%27,2151.6%MedicalVOOVanguard S&P 500 ETF$1,821$253 ▲16.2%3,3801.1%ETFVGTVanguard Information Technology ETF$1,123$9 ▼-0.8%1,8060.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$876$510 ▼-36.8%11,2250.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$695$176 ▲33.9%8,4810.4%ManufacturingBRK.ABerkshire Hathaway$6810.0%10.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$679$86 ▲14.4%3,8770.4%ETFCRMSalesforce$670$1 ▲0.2%2,0030.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$628$88 ▼-12.3%8,4010.4%ETFMSFTMicrosoft$479$35 ▲7.9%1,1360.3%Computer and TechnologyINTUIntuit$412$1 ▲0.2%6550.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$390$40 ▲11.4%6,2650.2%ETFAMZNAmazon.com$384$16 ▲4.3%1,7520.2%Retail/WholesaleTXNTexas Instruments$377$2 ▲0.7%2,0130.2%Computer and TechnologyBRK.BBerkshire Hathaway$3530.0%7780.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$320$13 ▲4.3%3,6590.2%ETFDISWalt Disney$245$245 ▲New Holding2,2010.1%Consumer DiscretionaryTSLATesla$202$202 ▲New Holding5000.1%Auto/Tires/TrucksFFord Motor$182$17 ▲10.5%18,3790.1%Auto/Tires/TrucksLCIDLucid Group$0$39 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
