The Analysis of Mittelman Wealth Management's Holdings
Currently, Mittelman Wealth Management holds 41 types of securities in its portfolio with a total value $152.7M. In the most recent quarter, they have increased their positions in EVLV (+1.5M shares, valued at $11.4M), VPU (+15.7K shares, valued at $3.0M), VIG (+11.2K shares, valued at $2.4M); decreased their positions in VB (-5.6K shares, valued at $1.4M), VYM (-6.0K shares, valued at $844.0K), IWM (-1.3K shares, valued at $306.8K); initiated new positions in EVLV (+1.5M shares, valued at $11.4M), VPU (+15.7K shares, valued at $3.0M), EWU (+37.6K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD DIVIDEND APPRECIATION ETF103.9K shares12.03%2025-09-302025-11-17
VYM VANGUARD HIGH DIVIDEND YIELD ETF130.6K shares-4.38%2025-09-302025-11-17 VEA VANGUARD FTSE DEVELOPED MARKETS ETF205.9K shares4.28%2025-09-302025-11-17 VWO VANGUARD FTSE EMERGING MARKETS ETF219.8K shares1.14%2025-09-302025-11-17 VOO VANGUARD S&P 500 ETF19.4K shares0.42%2025-09-302025-11-17 EVLV EVOLV TECHNOLOGIES HLDGS CLASS A1.5M sharesnew addition2025-09-302025-11-17 IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF193.0K shares14.06%2025-09-302025-11-17 IGLB ISHRS 10 YR INVEST GRADE BOND ETF142.3K shares0.24%2025-09-302025-11-17 IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF119.4K shares60.27%2025-09-302025-11-17 VB VANGUARD SMALL CAP ETF17.0K shares-24.98%2025-09-302025-11-17 VO VANGUARD MID CAP ETF13.4K shares30.53%2025-09-302025-11-17 FLJP FRANKLIN FTSE JAPAN ETF101.4K shares-6.46%2025-09-302025-11-17 VPU VANGUARD UTILITIES ETF15.7K sharesnew addition2025-09-302025-11-17 HYG ISHARES IBOXX HIGH YIELD BOND ETF35.2K shares44.36%2025-09-302025-11-17 BKLN INVESCO SENIOR LOAN ETF135.6K shares180.25%2025-09-302025-11-17 VSS VGRD FTSE ALL WRLD EX US SML CAP ETF13.1K shares51.09%2025-09-302025-11-17 EWU ISHARES MSCI UNITED KINGDOME ETF37.6K sharesnew addition2025-09-302025-11-17 JPST JPMORGAN ULTRA SHORT INCOME ETF30.8K shares336.95%2025-09-302025-11-17 MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF14.2K shares569.52%2025-09-302025-11-17 FLIN FRANKLIN FTSE INDIA ETF36.1K shares58.94%2025-09-302025-11-17 GXC SPDR S&P CHINA ETF12.4K shares53.27%2025-09-302025-11-17 IWM ISHARES RUSSELL 2000 ETF5.2K shares-19.57%2025-09-302025-11-17 IWB ISHARES RUSSELL 1000 ETF3.0K shares25.51%2025-09-302025-11-17 VGIT VANGUARD INTER-TERM TREAS INDEX FD13.3K shares275.55%2025-09-302025-11-17 SPXL DIREXION DAILY S&P 500 BULL 3X ETF3.1K shares-14.54%2025-09-302025-11-17 HOLX HOLOGIC INC9.2K shares-17.03%2025-09-302025-11-17 NVDA NVIDIA CORP3.2K shares-11.20%2025-09-302025-11-17 VGLT VANGUARD LONG-TERM TREAS INDEX FD ETF SHS10.2K sharesnew addition2025-09-302025-11-17 EMXC ISHARES MSCI EMERGING MARKETS ETF8.4K shares0.47%2025-09-302025-11-17 VOX VANGUARD COMMUNICATION SERVICES ETF2.9K shares0.00%2025-09-302025-11-17 VGSH VANGUARD SHORT TERM TREASURY ETF8.6K shares-25.47%2025-09-302025-11-17 VCR VANGUARD CONSUMER DISCRETIONARY ETF1.3K shares0.00%2025-09-302025-11-17 UPRO PROSHARES ULTRAPRO S&P 500 ETF4.3K shares0.00%2025-09-302025-11-17 SPY SPDR S&P 500 ETF649 shares-3.85%2025-09-302025-11-17 BND VANGUARD TOTAL BOND MARKET ETF5.1K shares-35.94%2025-09-302025-11-17 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF8.4K shares-30.31%2025-09-302025-11-17 AAPL APPLE INC1.4K shares-7.66%2025-09-302025-11-17 IVV ISHARES CORE S&P 500 ETF456 shares-4.40%2025-09-302025-11-17 GS GOLDMAN SACHS GROUP INC354 shares-9.92%2025-09-302025-11-17 GLD SPDR GOLD SHARES ETF728 shares-10.46%2025-09-302025-11-17 CSCO CISCO SYS INC3.3K shares-6.36%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available