Latko Wealth Management, Ltd.

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Ashleigh Swayze - Counsel
Location
Frankfort, IL
Holdings as of
30 Sep 2024
Value $
$165M
Num holdings
30
Date filed
29 Oct 2024, 15:47
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, DIA, QQQM, SCHD, and SPY.
Next filing
Q4 2024 - 30 Jan 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ashleigh Swayze Counsel Princeton, New Jersey 29 Oct 2024