LANDMARK WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$201M
Signature - Title
Krista D. McBeath - President
Location
Normal, IL
Summary
This page shows a list of all the recent 13F filings made by LANDMARK WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LANDMARK WEALTH MANAGEMENT, INC. reported 42 stock holdings with total value $201M as of Q3 2024. Top holdings included GTO, SPY, DSTL, DFAI, and XLSR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 42 $201M +$18.4M -$10.8M +$7.53M GTO, SPY, DSTL, DFAI, XLSR 13F-HR 11/1/2024, 08:58 AM
Q2 2024 41 $182M +$171M -$102K +$171M GTO, SPY, DSTL, SPDW, DFAI 13F-HR 8/13/2024, 12:24 PM
Q1 2024 6 $9.71M +$223K -$142K +$81K AAPL, SPY, BRKB, BRKA, VUG 13F-HR 4/18/2024, 11:36 AM
Q4 2023 5 $9.69M $0 $0 AAPL, SPY, BRKA, BRKB, VUG 13F-HR 2/22/2024, 12:16 PM