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Mittelman Wealth Management13F | |
| Mittelman Wealth Management | |
| Last update 2025-05-15 | 33 Stocks (4 new) |
| Value $111.00 Mil | Turnover 5 % |
Mittelman Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 147,052 | 18,964.0 | +5.58% | 17.110 | +0.90% | 0.030 | +10.16% | +7.86% | 58,243.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 93,934 | 18,222.3 | +5.41% | 16.440 | +0.84% | 0.020 | +11.15% | +7.09% | 87,948.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 253,873 | 12,904.4 | -2.86% | 11.640 | -0.33% | 0.010 | +15.17% | +21.17% | 151,853.0 | ||
VOO | Vanguard S&P 500 ETF | 23,631 | 12,144.4 | -4.71% | 10.960 | -0.59% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 241,365 | 10,924.2 | -0.05% | 9.860 | -0.01% | 0.010 | +12.40% | +14.02% | 83,003.4 | ||
IGLB |
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
| 151,284 | 7,599.0 | -2.73% | 6.860 | -0.19% | 0.300 | +0.80% | +3.82% | 2,393.1 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 134,595 | 7,068.9 | +1.70% | 6.380 | +0.11% | 0.050 | +1.80% | +5.25% | 15,372.0 | ||
VB | Vanguard Small Cap ETF | 15,643 | 3,469.0 | +27.12% | 3.130 | +0.67% | 0.010 | +15.73% | +1.97% | 58,767.7 | ||
FLJP | Franklin FTSE Japan ETF | 95,463 | 2,806.6 | +4.92% | 2.530 | +0.12% | 0.140 | +14.91% | +12.86% | 2,154.7 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 42,850 | 2,244.1 | +66.11% | 2.020 | +0.80% | 0.010 | +1.31% | +3.76% | 21,509.5 |
Mittelman Wealth Management's Historical Top Holdings Breakdowns
Mittelman Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.90% | 126.11 ($130.91) 135.06 | $135.81 | 3.74% | Add 5.58% | 147,052 | 7,766 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.84% | 190.34 ($198.85) 205.23 | $207.81 | 4.51% | Add 5.41% | 93,934 | 4,818 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.80% | 51.52 ($51.99) 52.37 | $52.48 | 0.94% | Add 66.11% | 42,850 | 17,054 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.67% | 217.89 ($238.81) 252.64 | $243.21 | 1.84% | Add 27.12% | 15,643 | 3,337 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.59% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Reduce -4.71% | 23,631 | -1,168 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.50% | 20.7 ($20.97) 21.15 | $20.98 | 0.05% | New holding | 26,891 | 26,891 | |
BHRB |
Burke & Herbert Financial Services Corp
Burke & Herbert Financial Services Corp
| 2025-03-31 | Sold Out Sold Out | -0.45% | 55.97 ($61.12) 65.33 | $63.87 | 4.50% | Sold Out | 0 | -7,801 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-03-31 | New Buy New Buy | +0.41% | 110.75 ($116.23) 119.78 | $135.11 | 16.24% | New holding | 3,929 | 3,929 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.33% | 47.4 ($50.6) 52.99 | $57.22 | 13.08% | Reduce -2.86% | 253,873 | -7,465 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +0.24% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | New holding | 4,513 | 4,513 |
Mittelman Wealth Management Total Holding History ($B)
Mittelman Wealth Management's Asset Allocation
Mittelman Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mittelman Wealth Management's Hypothetical Growth since 2025-03-31
Mittelman Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mittelman Wealth Management's Holdings Heat Map
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Mittelman Wealth Management's Holdings Bubble Chart
Mittelman Wealth Management News
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