Landmark Wealth Management, LLC Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Landmark Wealth Management, LLCInvestment ActivityLandmark Wealth Management, LLC has $215.90 thousand in total holdings as of March 31, 2024.Landmark Wealth Management, LLC owns shares of 72 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.78% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, LLC has purchased 74 new stocks and bought additional shares in 35 stocks.Landmark Wealth Management, LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $33,037ProShares S&P 500 Aristocrats ETF $29,596SPDR Portfolio Developed World ex-US ETF $15,117Vanguard International Dividend Appreciation ETF $7,014JPMorgan Core Plus Bond ETF $6,912 Largest New Holdings this Quarter SPDR Nuveen Municipal Bond ETF $1,675 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 53,473 shares (about $3.25K)SPDR Nuveen Municipal Bond ETF 60,847 shares (about $1.68K)ProShares S&P 500 Aristocrats ETF 4,610 shares (about $467.50)T. Rowe Price Total Return ETF 8,322 shares (about $335.96)JPMorgan Core Plus Bond ETF 7,046 shares (about $328.65) Largest Sales this Quarter Vanguard S&P 500 ETF 1,953 shares (about $938.81)Invesco QQQ 386 shares (about $171.39)iShares Core S&P 500 ETF 197 shares (about $103.57)Vanguard Russell 1000 360 shares (about $85.78)NVIDIA 85 shares (about $76.98) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandmark Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$33,037$939 ▼-2.8%68,72715.3%ETFNOBLProShares S&P 500 Aristocrats ETF$29,596$468 ▲1.6%291,84513.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,117$31 ▼-0.2%421,8027.0%ETFVIGIVanguard International Dividend Appreciation ETF$7,014$150 ▲2.2%86,0293.2%ETFJCPBJPMorgan Core Plus Bond ETF$6,912$329 ▲5.0%148,1893.2%ETFTOTRT. Rowe Price Total Return ETF$6,112$336 ▲5.8%151,3982.8%ETFPIMCO ETF TR$5,753$260 ▲4.7%62,6312.7%ACTIVE BD ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$5,579$302 ▲5.7%127,9702.6%ManufacturingDBNDDoubleLine Opportunistic Bond ETF$5,426$285 ▲5.5%118,2592.5%ETFIVViShares Core S&P 500 ETF$5,269$104 ▼-1.9%10,0222.4%ETFFBNDFidelity Total Bond ETF$5,001$222 ▲4.6%110,3812.3%ETFCGCPCapital Group Core Plus Income ETF$4,938$211 ▲4.5%219,8582.3%ETFIJRiShares Core S&P Small-Cap ETF$4,264$54 ▼-1.3%38,5792.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,108$3,248 ▲377.7%67,6291.9%ETFVWOVanguard FTSE Emerging Markets ETF$4,010$207 ▲5.4%96,0041.9%ETFQQQInvesco QQQ$3,978$171 ▼-4.1%8,9591.8%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,949$20 ▲0.5%50,2701.8%ETFJMUBJPMorgan Municipal ETF$3,507$199 ▲6.0%69,1081.6%ETFWBNDWestern Asset Total Return ETF$3,450$165 ▲5.0%171,0361.6%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,384$94 ▲2.9%28,9611.6%ETFFMBFirst Trust Managed Municipal ETF$3,129$165 ▲5.6%60,9311.4%ManufacturingSMDVProShares Russell 2000 Dividend Growers ETF$2,827$87 ▲3.2%44,1581.3%ETFVIGVanguard Dividend Appreciation ETF$2,812$33 ▼-1.1%15,3991.3%ETFVBRVanguard Small-Cap Value ETF$2,771$7 ▼-0.2%14,4431.3%ETFTAXFAmerican Century Diversified Municipal Bond ETF$2,540$115 ▲4.8%50,2431.2%ETFDFNMDimensional National Municipal Bond ETF$2,309$106 ▲4.8%48,0151.1%ETFCGMUCapital Group Municipal Income ETF$2,165$307 ▲16.5%80,1531.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,119$50 ▲2.4%71,7651.0%ETFGNRSPDR S&P Global Natural Resources ETF$2,023$127 ▲6.7%34,9140.9%ETFVEAVanguard FTSE Developed Markets ETF$2,004$47 ▼-2.3%39,9500.9%ETFHMOPHartford Municipal Opportunities ETF$1,976$86 ▲4.6%50,8720.9%ETFAAPLApple$1,863$243 ▲15.0%10,8620.9%Computer and TechnologyMMITIQ MacKay Shields Municipal Intermediate ETF$1,703$132 ▲8.4%69,8250.8%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,675$1,675 ▲New Holding60,8470.8%ETFSCHHSchwab U.S. REIT ETF$1,655$25 ▲1.6%81,5050.8%ETFIWBiShares Russell 1000 ETF$1,523$65 ▼-4.1%5,2870.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,514$274 ▲22.1%28,8500.7%ETFMSFTMicrosoft$1,404$45 ▼-3.1%3,3380.7%Computer and TechnologyVONEVanguard Russell 1000$1,387$86 ▼-5.8%5,8210.6%ETFVOVanguard Mid-Cap ETF$1,324$109 ▲9.0%5,3000.6%ETFFLMIFranklin Dynamic Municipal Bond ETF$1,085$66 ▼-5.8%44,2450.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,067$13 ▼-1.2%17,3340.5%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$917$14 ▲1.5%20,0930.4%ETFXOMExxon Mobil$913$29 ▼-3.1%7,8580.4%Oils/EnergyVBVanguard Small-Cap ETF$872$116 ▲15.3%3,8140.4%ETFORCLOracle$862$14 ▼-1.6%6,8660.4%Computer and TechnologyINMUBlackRock Intermediate Muni Income Bond ETF$607$16 ▼-2.5%25,5540.3%ETFAMZNAmazon.com$506$40 ▼-7.3%2,8040.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$4970.0%1,4740.2%ETFAVMUAvantis Core Municipal Fixed Income ETF$465$44 ▼-8.6%9,9800.2%ETFEFAiShares MSCI EAFE ETF$448$10 ▼-2.2%5,6130.2%FinanceSCHXSchwab US Large-Cap ETF$414$14 ▼-3.4%6,6710.2%ETFONEQFidelity NASDAQ Composite Index ETF$410$31 ▼-6.9%6,3700.2%ETFSPYSPDR S&P 500 ETF Trust$399$162 ▲68.2%7620.2%FinanceUSRTiShares Core U.S. REIT ETF$377$19 ▲5.3%7,0130.2%ETFGWXSPDR S&P International Small Cap ETF$354$1 ▲0.3%10,9010.2%ETFEDConsolidated Edison$3480.0%3,8290.2%UtilitiesVSDAVictoryshares Dividend Accelerator ETF$339$0 ▲0.1%6,7420.2%ETFMMINIQ MacKay Municipal Insured ETF$325$1 ▼-0.4%13,3580.2%ETFSLYVSPDR S&P 600 Small CapValue ETF$320$1 ▼-0.2%3,8570.1%ETFIWRiShares Russell Mid-Cap ETF$308$1 ▼-0.2%3,6600.1%ETFNVDANVIDIA$307$77 ▼-20.0%3390.1%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$298$12 ▼-3.8%5,5780.1%ETFIEFAiShares Core MSCI EAFE ETF$293$6 ▼-1.9%3,9450.1%ETFAOAiShares Core Aggressive Allocation ETF$277$51 ▼-15.6%3,7640.1%ETFGOOGLAlphabet$273$11 ▼-3.8%1,8060.1%Communication ServicesSPEMSPDR Portfolio Emerging Markets ETF$267$2 ▼-0.8%7,3790.1%ETFBRK.BBerkshire Hathaway$2620.0%6240.1%FinanceVNQVanguard Real Estate Index Fund ETF Shares$259$6 ▼-2.4%2,9970.1%ETFAORiShares Core Growth Allocation ETF$241$68 ▼-22.0%4,3220.1%ETFMAMastercard$2410.0%5010.1%Business ServicesFMHIFirst Trust Municipal High Income ETF$225$1 ▲0.3%4,6700.1%ManufacturingEWEdwards Lifesciences$0$305 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$254 ▼-100.0%00.0%AerospacePGProcter & Gamble$0$254 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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