The Analysis of Mittelman Wealth Management's Holdings
Currently, Mittelman Wealth Management holds 43 types of securities in its portfolio with a total value $153.9M. In the most recent quarter, they have increased their positions in IWM (+4.6K shares, valued at $1.3M), N/A (+18.4K shares, valued at $1.2M), VPU (+5.1K shares, valued at $945.2K); decreased their positions in EVLV (-378.0K shares, valued at $2.7M), VYM (-9.9K shares, valued at $1.4M), VIG (-5.9K shares, valued at $1.3M); initiated new positions in N/A (+18.4K shares, valued at $1.2M), WMT (+4.6K shares, valued at $514.3K), N/A (+1.6K shares, valued at $508.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD DIVIDEND98.0K shares-5.68%2025-12-312026-02-17
VYM VANGUARD HIGH DIVIDEND120.7K shares-7.55%2025-12-312026-02-17 VEA VANGUARD FTSE DEVELOPED214.1K shares3.97%2025-12-312026-02-17 VWO VANGUARD FTSE EMERGING225.7K shares2.68%2025-12-312026-02-17 IGIB ISHARES TRT IS 5-10 INV196.2K shares1.66%2025-12-312026-02-17 EVLV EVOLV TECHNOLOGIES HLDGS1.1M shares-25.00%2025-12-312026-02-17 IGLB ISHRS 10 YR INVEST GRADE147.6K shares3.78%2025-12-312026-02-17 IGSB ISHARES TR IS 1-5 YR IN135.9K shares13.81%2025-12-312026-02-17 VO VANGUARD MID CAP ETF15.3K shares14.58%2025-12-312026-02-17 VB VANGUARD SMALL CAP ETF15.7K shares-7.72%2025-12-312026-02-17 VPU VANGUARD UTILITIES ETF20.8K shares32.52%2025-12-312026-02-17 FLJP FRANKLIN FTSE JAPAN ETF102.1K shares0.70%2025-12-312026-02-17 HYG ISHARES IBOXX HIGH YIELD35.9K shares1.99%2025-12-312026-02-17 IWM ISHARES RUSSELL 20009.8K shares88.71%2025-12-312026-02-17 BKLN INVESCO SENIOR LOAN ETF133.2K shares-1.73%2025-12-312026-02-17 VSS VGRD FTSE ALL WRLD EX US14.3K shares9.26%2025-12-312026-02-17 EWU ISHARES MSCI UNITED44.0K shares17.00%2025-12-312026-02-17 FLIN FRANKLIN FTSE INDIA ETF39.6K shares9.59%2025-12-312026-02-17 GXC SPDR S&P CHINA ETF14.3K shares15.89%2025-12-312026-02-17 AKRE FOCUS ETF AKRE FOCUS ETF18.4K sharesnew addition2025-12-312026-02-17 VOX VANGUARD COMMUNICATION5.8K shares101.12%2025-12-312026-02-17 VCR VANGUARD CONSUMER2.5K shares101.58%2025-12-312026-02-17 VGIT VANGUARD INTER-TERM16.7K shares25.26%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC1.0K shares193.50%2025-12-312026-02-17 SPXL DIREXION DAILY S&P 5003.1K shares0.00%2025-12-312026-02-17 VGLT VANGUARD LONG-TERM TREAS11.5K shares12.47%2025-12-312026-02-17 EMXC ISHARES MSCI EMERGING8.6K shares1.83%2025-12-312026-02-17 VGSH VANGUARD SHORT TERM9.6K shares11.68%2025-12-312026-02-17 HOLX HOLOGIC INC7.4K shares-19.99%2025-12-312026-02-17 WMT WALMART INC4.6K sharesnew addition2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE1.6K sharesnew addition2025-12-312026-02-17 UPRO PROSHARES ULTRAPRO S&P4.3K shares0.00%2025-12-312026-02-17 CSCO CISCO SYS INC6.3K shares92.78%2025-12-312026-02-17 JPST JPMORGAN ULTRA SHORT9.5K shares-69.34%2025-12-312026-02-17 IBM IBM CORP1.5K sharesnew addition2025-12-312026-02-17 SPY SPDR S&P 500 ETF645 shares-0.62%2025-12-312026-02-17 AAPL APPLE INC1.4K shares2.89%2025-12-312026-02-17 GEV GE VERNOVA INC495 sharesnew addition2025-12-312026-02-17 MSFT MICROSOFT CORP538 sharesnew addition2025-12-312026-02-17 HAL HALLIBURTON CO8.9K sharesnew addition2025-12-312026-02-17 BND VANGUARD TOTAL BOND3.2K shares-37.68%2025-12-312026-02-17 ALPHABET INC ALPHABET INC738 sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available