Mittelman Wealth Management

13F Filings History

Latest 13F report: Q3 2024 - Nov 18, 2024
Value $: $176M
Signature - Title: Joel Mittelman - Chief Compliance Officer
Location: Andover, MA
Summary: This page shows a list of all the recent 13F filings made by Mittelman Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mittelman Wealth Management reported 28 stock holdings with total value $176M as of Q3 2024. Top holdings included VIG, VYM, VOO, VEA, and IGLB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	28	$176M	+$88.3M	-$72.7M	+$15.6M	VIG, VYM, VOO, VEA, IGLB	13F-HR	11/15/2024, 06:30 PM
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