Mittelman Wealth Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$154M
Signature - Title
Joel Mittelman - President
Location
4 Winterberry Ln, Andover, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 72 $154M +$9.05M -$1.73M +$7.32M VIG, VOO, VYM, EFA, IGIB 13F-HR 8/12/2024, 03:06 PM
Q1 2024 64 $148M $0 $0 VIG, VOO, VYM, EFA, IGIB 13F-HR 5/6/2024, 11:11 AM