Mittelman Wealth Management Top Holdings and 13F Report (2024) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $175.99 million in total holdings as of September 30, 2024.Mittelman Wealth Management owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 50.17% of the portfolio was purchased this quarter.About 41.33% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 72 new stocks and bought additional shares in 15 stocks.Mittelman Wealth Management sold shares of 8 stocks and completely divested from 46 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $32,612,955Vanguard High Dividend Yield ETF $29,145,244Vanguard S&P 500 ETF $21,009,355Vanguard FTSE Developed Markets ETF $20,567,646iShares 10+ Year Investment Grade Corporate Bond ETF $19,382,913 Largest New Holdings this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF $19,382,913 HoldingBurke & Herbert Financial Services $658,752 Holding Largest Purchases this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF 361,689 shares (about $19.38M)Vanguard High Dividend Yield ETF 140,604 shares (about $18.03M)Vanguard FTSE Emerging Markets ETF 233,504 shares (about $11.17M)Vanguard FTSE Developed Markets ETF 201,957 shares (about $10.67M)Vanguard Dividend Appreciation ETF 53,041 shares (about $10.51M) Largest Sales this Quarter The Goldman Sachs Group 2,635 shares (about $1.30M)Franklin FTSE India ETF 29,412 shares (about $1.23M)Vanguard Communication Services ETF 3,590 shares (about $521.95K)General Electric 1,593 shares (about $300.41K)Vanguard Consumer Discretionary ETF 254 shares (about $86.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMittelman Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$32,612,955$10,505,300 ▲47.5%164,66218.5%ETFVYMVanguard High Dividend Yield ETF$29,145,244$18,025,433 ▲162.1%227,34216.6%ETFVOOVanguard S&P 500 ETF$21,009,355$7,211,198 ▲52.3%39,81511.9%ETFVEAVanguard FTSE Developed Markets ETF$20,567,646$10,665,349 ▲107.7%389,46511.7%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$19,382,913$19,382,913 ▲New Holding361,68911.0%ETFVWOVanguard FTSE Emerging Markets ETF$16,978,759$11,173,166 ▲192.5%354,8339.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,527,562$418,801 ▲4.1%195,9716.0%ManufacturingFLJPFranklin FTSE Japan ETF$5,035,635$1,787,662 ▲55.0%165,5372.9%ETFVBVanguard Small-Cap ETF$3,903,053$3,343,949 ▲598.1%16,4542.2%ETFVOVanguard Mid-Cap ETF$3,844,794$1,503,039 ▲64.2%14,5732.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,561,593$1,463,632 ▲133.3%48,6441.5%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,060,658$1,528,992 ▲287.6%25,6621.2%ETFGXCSPDR S&P China ETF$1,021,654$384,896 ▲60.4%12,4410.6%ETFFLINFranklin FTSE India ETF$981,339$1,232,362 ▼-55.7%23,4210.6%ETFIVViShares Core S&P 500 ETF$698,529$14,420 ▼-2.0%1,2110.4%ETFNVDANVIDIA$660,7770.0%5,4410.4%Computer and TechnologyBHRBBurke & Herbert Financial Services$658,752$658,752 ▲New Holding10,8010.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$546,216$132,990 ▲32.2%10,7650.3%ETFSPYSPDR S&P 500 ETF Trust$528,432$72,867 ▲16.0%9210.3%FinanceVCRVanguard Consumer Discretionary ETF$491,312$86,482 ▼-15.0%1,4430.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$488,207$31,044 ▲6.8%7,9890.3%ManufacturingVOXVanguard Communication Services ETF$475,861$521,950 ▼-52.3%3,2730.3%ETFGSThe Goldman Sachs Group$393,117$1,304,614 ▼-76.8%7940.2%FinanceGLDSPDR Gold Shares$356,8120.0%1,4680.2%FinanceCSCOCisco Systems$319,213$76,796 ▼-19.4%5,9980.2%Computer and TechnologyIBMInternational Business Machines$284,529$72,735 ▼-20.4%1,2870.2%Computer and TechnologyGEGeneral Electric$239,119$300,407 ▼-55.7%1,2680.1%TransportationQQQInvesco QQQ$211,8220.0%4340.1%FinanceEFAiShares MSCI EAFE ETF$0$10,198,409 ▼-100.0%00.0%FinanceEEMiShares MSCI Emerging Markets ETF$0$7,562,450 ▼-100.0%00.0%FinanceSUBiShares Short-Term National Muni Bond ETF$0$3,649,004 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$3,270,995 ▼-100.0%00.0%ETFAAPLApple$0$2,628,748 ▼-100.0%00.0%Computer and TechnologyVISVanguard Industrials ETF$0$2,599,181 ▼-100.0%00.0%ETFISCBiShares Morningstar Small-Cap ETF$0$2,445,286 ▼-100.0%00.0%ETFMSFTMicrosoft$0$2,272,293 ▼-100.0%00.0%Computer and TechnologyVDEVanguard Energy ETF$0$2,125,061 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$1,879,327 ▼-100.0%00.0%Retail/WholesaleMPCMarathon Petroleum$0$1,857,103 ▼-100.0%00.0%Oils/EnergyJPMJPMorgan Chase & Co.$0$1,767,145 ▼-100.0%00.0%FinanceAPHAmphenol$0$1,680,881 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$1,650,286 ▼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$1,508,414 ▼-100.0%00.0%FinanceCATCaterpillar$0$1,427,999 ▼-100.0%00.0%Industrial ProductsUNPUnion Pacific$0$1,418,876 ▼-100.0%00.0%TransportationNVONovo Nordisk A/S$0$1,389,431 ▼-100.0%00.0%MedicalVAWVanguard Materials ETF$0$1,291,584 ▼-100.0%00.0%ETFCVXChevron$0$1,234,153 ▼-100.0%00.0%Oils/EnergyAXPAmerican Express$0$1,210,774 ▼-100.0%00.0%FinanceVFHVanguard Financials ETF$0$1,193,865 ▼-100.0%00.0%ETFAMZNAmazon.com$0$1,107,902 ▼-100.0%00.0%Retail/WholesaleBACBank of America$0$1,067,784 ▼-100.0%00.0%FinanceFDXFedEx$0$979,577 ▼-100.0%00.0%TransportationPGProcter & Gamble$0$958,844 ▼-100.0%00.0%Consumer StaplesDLTRDollar Tree$0$908,292 ▼-100.0%00.0%Retail/WholesaleTXNTexas Instruments$0$827,919 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$763,242 ▼-100.0%00.0%Consumer DiscretionaryUSBU.S. Bancorp$0$744,970 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$697,984 ▼-100.0%00.0%MedicalISCGiShares Morningstar Small-Cap Growth ETF$0$682,927 ▼-100.0%00.0%ETFNVSNovartis$0$472,682 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$375,229 ▼-100.0%00.0%Computer and TechnologyPPLPPL$0$354,058 ▼-100.0%00.0%UtilitiesEMREmerson Electric$0$352,512 ▼-100.0%00.0%Industrial ProductsPFEPfizer$0$336,207 ▼-100.0%00.0%MedicalSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$0$292,679 ▼-100.0%00.0%ManufacturingBNDVanguard Total Bond Market ETF$0$288,200 ▼-100.0%00.0%ETFMDLZMondelez International$0$266,929 ▼-100.0%00.0%Consumer StaplesTMOThermo Fisher Scientific$0$256,592 ▼-100.0%00.0%MedicalBABoeing$0$246,259 ▼-100.0%00.0%AerospaceWMTWalmart$0$226,693 ▼-100.0%00.0%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$0$222,857 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$214,810 ▼-100.0%00.0%ETFHALHalliburton$0$212,003 ▼-100.0%00.0%Oils/EnergyShowing 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. 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