Mittelman Wealth Management Portfolio Holdings
Q3 2025•41 long positions•$152.7M portfolio value
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Holding42 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $22.4M 14.67% | +$2.4M Bought | — 103.9K shares | 92.7K → 103.9K +$2.4M | +12.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $18.4M 12.05% | -$844.0K Sold | — 130.6K shares | 136.6K → 130.6K −$844.0K | -4.38% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.3M 8.08% | +$507.0K Bought | — 205.9K shares | 197.5K → 205.9K +$507.0K | +4.28% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.9M 7.8% | +$134.4K Bought | — 219.8K shares | 217.4K → 219.8K +$134.4K | +1.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.9M 7.77% | +$49.6K Bought | — 19.4K shares | 19.3K → 19.4K +$49.6K | +0.42% | — — | Q1 2024 Held for 1y 8m | |
Security & Protection Services Industrials | $11.4M 7.47% | +$11.4M New | — 1.5M shares | 0 → 1.5M +$11.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.4M 6.84% | +$1.3M Bought | — 193.0K shares | 169.2K → 193.0K +$1.3M | +14.06% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.3M 4.8% | +$17.5K Bought | — 142.3K shares | 141.9K → 142.3K +$17.5K | +0.24% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.3M 4.15% | +$2.4M Bought | — 119.4K shares | 74.5K → 119.4K +$2.4M | +60.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.3M 2.82% | -$1.4M Sold | — 17.0K shares | 22.6K → 17.0K −$1.4M | -24.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.9M 2.57% | +$918.9K Bought | — 13.4K shares | 10.2K → 13.4K +$918.9K | +30.53% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.5M 2.29% | -$242.0K Sold | — 101.4K shares | 108.4K → 101.4K −$242.0K | -6.46% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 1.95% | +$3.0M New | — 15.7K shares | 0 → 15.7K +$3.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.9M 1.87% | +$877.2K Bought | — 35.2K shares | 24.4K → 35.2K +$877.2K | +44.36% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.8M 1.86% | +$1.8M Bought | — 135.6K shares | 48.4K → 135.6K +$1.8M | +180.25% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 1.22% | +$632.4K Bought | — 13.1K shares | 8.7K → 13.1K +$632.4K | +51.09% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 1.03% | +$1.6M New | — 37.6K shares | 0 → 37.6K +$1.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 1.02% | +$1.2M Bought | — 30.8K shares | 7.1K → 30.8K +$1.2M | +336.95% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.937% | +$1.2M Bought | — 14.2K shares | 2.1K → 14.2K +$1.2M | +569.52% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.882% | +$499.8K Bought | — 36.1K shares | 22.7K → 36.1K +$499.8K | +58.94% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.849% | +$450.9K Bought | — 12.4K shares | 8.1K → 12.4K +$450.9K | +53.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.825% | -$306.8K Sold | — 5.2K shares | 6.5K → 5.2K −$306.8K | -19.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.707% | +$219.3K Bought | — 3.0K shares | 2.4K → 3.0K +$219.3K | +25.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $799.5K 0.523% | +$586.6K Bought | — 13.3K shares | 3.5K → 13.3K +$586.6K | +275.55% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $661.6K 0.433% | -$112.5K Sold | — 3.1K shares | 3.7K → 3.1K −$112.5K | -14.54% | — — | Q2 2025 Held for 5 months | |
Medical - Instruments & Supplies Healthcare | $623.3K 0.408% | -$128.0K Sold | 0.004% 9.2K shares | 11.1K → 9.2K −$128.0K | -17.03% | $15.0B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $600.5K 0.393% | -$75.8K Sold | 0.0% 3.2K shares | 3.6K → 3.2K −$75.8K | -11.2% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $580.1K 0.38% | +$580.1K New | — 10.2K shares | 0 → 10.2K +$580.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $567.7K 0.372% | +$2.6K Bought | — 8.4K shares | 8.4K → 8.4K +$2.6K | +0.47% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $538.2K 0.352% | — | — 2.9K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $506.6K 0.332% | -$173.1K Sold | — 8.6K shares | 11.6K → 8.6K −$173.1K | -25.47% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $499.9K 0.327% | — | — 1.3K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $484.4K 0.317% | — | — 4.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $432.4K 0.283% | -$17.3K Sold | — 649.0 shares | 675.0 → 649.0 −$17.3K | -3.85% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $377.7K 0.247% | -$212.0K Sold | — 5.1K shares | 7.9K → 5.1K −$212.0K | -35.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $359.8K 0.236% | -$156.5K Sold | — 8.4K shares | 12.1K → 8.4K −$156.5K | -30.31% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $344.0K 0.225% | -$28.5K Sold | 0.0% 1.4K shares | 1.5K → 1.4K −$28.5K | -7.66% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $305.6K 0.2% | -$14.1K Sold | — 456.0 shares | 477.0 → 456.0 −$14.1K | -4.4% | — — | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $281.9K 0.185% | -$31.1K Sold | 0.0% 354.0 shares | 393.0 → 354.0 −$31.1K | -9.92% | $241.07B Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $258.8K 0.169% | -$30.2K Sold | — 728.0 shares | 813.0 → 728.0 −$30.2K | -10.46% | — — | Q2 2024 Held for 1y 5m | |
Communication Equipment Technology | $224.7K 0.147% | -$15.3K Sold | 0.0% 3.3K shares | 3.5K → 3.3K −$15.3K | -6.36% | $270.48B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | - — | -$467.7K Sold | — - shares | 4.7K → 0 −$467.7K | Sold | — — | Q4 2024 Held for 11 months |
