Mittelman Wealth Management Top Holdings and 13F Report (2024) → He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (From InvestorPlace) (Ad) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $147.61 million in total holdings as of March 31, 2024.Mittelman Wealth Management owns shares of 64 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Dividend Appreciation ETF $19,150,676Vanguard S&P 500 ETF $12,774,122Vanguard High Dividend Yield ETF $10,546,940iShares MSCI EAFE ETF $10,397,612iShares 5-10 Year Investment Grade Corporate Bond ETF $9,218,495 Sector AllocationMap of 500 Largest Holdings ofMittelman Wealth Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$19,150,676104,87213.0%ETFVOOVanguard S&P 500 ETF$12,774,12226,5748.7%ETFVYMVanguard High Dividend Yield ETF$10,546,94087,1727.1%ETFEFAiShares MSCI EAFE ETF$10,397,612130,1987.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,218,495178,6536.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$8,877,180176,9426.0%ETFEEMiShares MSCI Emerging Markets ETF$7,294,329177,5644.9%FinanceVWOVanguard FTSE Emerging Markets ETF$4,462,206106,8283.0%ETFSUBiShares Short-Term National Muni Bond ETF$3,655,28634,9022.5%ETFFLJPFranklin FTSE Japan ETF$3,178,434102,4312.2%ETFVGTVanguard Information Technology ETF$2,974,5815,6732.0%ETFVISVanguard Industrials ETF$2,709,57711,0981.8%ETFISCBiShares Morningstar Small-Cap ETF$2,554,53645,4451.7%ETFVOVanguard Mid-Cap ETF$2,235,4978,9471.5%ETFVDEVanguard Energy ETF$2,193,85916,6581.5%ETFMPCMarathon Petroleum$2,157,05810,7051.5%Oils/EnergyAAPLApple$2,140,24212,4811.4%Computer and TechnologyMSFTMicrosoft$2,140,2035,0871.4%Computer and TechnologyNVONovo Nordisk A/S$2,011,25815,6641.4%MedicalFLINFranklin FTSE India ETF$1,946,19652,8141.3%ETFHDHome Depot$1,838,9784,7941.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,778,0638,8771.2%FinanceCATCaterpillar$1,628,0484,4431.1%Industrial ProductsCOSTCostco Wholesale$1,619,8452,2111.1%Retail/WholesaleUNPUnion Pacific$1,564,8536,3631.1%TransportationBRK.BBerkshire Hathaway$1,559,2883,7081.1%FinanceAPHAmphenol$1,438,99112,4751.0%Computer and TechnologyVAWVanguard Materials ETF$1,370,7036,7050.9%ETFVFHVanguard Financials ETF$1,327,48612,9650.9%ETFCVXChevron$1,265,3908,0220.9%Oils/EnergyAXPAmerican Express$1,219,0525,3540.8%FinanceDLTRDollar Tree$1,132,7078,5070.8%Retail/WholesaleGSThe Goldman Sachs Group$1,042,5542,4960.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,036,42020,2110.7%ManufacturingAMZNAmazon.com$1,034,1195,7330.7%Retail/WholesaleBACBank of America$1,030,77927,1830.7%FinanceFDXFedEx$946,5813,2670.6%TransportationDISWalt Disney$911,8277,4520.6%Consumer DiscretionaryPGProcter & Gamble$843,3765,1980.6%Consumer StaplesUSBU.S. Bancorp$838,79618,7650.6%FinanceTXNTexas Instruments$741,4384,2560.5%Computer and TechnologyISCGiShares Morningstar Small-Cap Growth ETF$699,29515,0160.5%ETFIVViShares Core S&P 500 ETF$691,3351,3150.5%ETFVBVanguard Small-Cap ETF$571,7042,5010.4%ETFSPYSPDR S&P 500 ETF Trust$521,5019970.4%FinanceNVDANVIDIA$491,6145440.3%Computer and TechnologyGXCSPDR S&P China ETF$484,9307,3720.3%ETFJPSTJPMorgan Ultra-Short Income ETF$473,1719,3790.3%ETFMRKMerck & Co., Inc.$471,3253,5720.3%MedicalNVSNovartis$429,4814,4400.3%MedicalVOXVanguard Communication Services ETF$395,2353,0120.3%ETFEMREmerson Electric$362,9443,2000.2%Industrial ProductsPPLPPL$352,52212,8050.2%UtilitiesEMXCiShares MSCI Emerging Markets ex China ETF$345,3625,9990.2%ManufacturingGOOGLAlphabet$310,9162,0600.2%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$292,56011,9510.2%ManufacturingMDLZMondelez International$285,5304,0790.2%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$274,4702,3700.2%ETFTMOThermo Fisher Scientific$269,6814640.2%MedicalGEGeneral Electric$239,9501,3670.2%TransportationHYGiShares iBoxx $ High Yield Corporate Bond ETF$228,6042,9410.2%ETFPFEPfizer$217,8387,8500.1%MedicalQQQInvesco QQQ$212,6814790.1%FinanceBABoeing$200,1311,0370.1%AerospaceShowing largest 100 holdings. 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